Lead to Opportunity Process
✓
Qualify
✓
Develop
3
Propose
4
Close
MC
Marcus Chen
VP Engineering at Nolan Labs
Active
Email
m.chen@nolanlabs.com
Phone
+1 (612) 555-0142
Account
Nolan Labs
Job Title
VP Engineering
Department
Engineering
Address
400 S 4th St, Minneapolis, MN 55415
Lead Source
Website Demo Request
Owner
Alexa Amundson
Created
Mar 12, 2026
Last Activity
Apr 19, 2026
Timeline
All
Notes
Emails
Calls
Tasks
Today, 3:42 PM
Email Sent
Sent proposal document for Full OS Deployment -- $340K annual license with 24/7 support and dedicated onboarding.
Yesterday, 2:15 PM
Phone Call
30-minute discovery call. Marcus confirmed budget approval from CFO. Timeline: decision by end of April.
Key takeaway: Their current vendor (Palantir) contract expires May 31. Window is tight but they want to switch. Need to schedule technical deep-dive with their architect team next week.
Apr 15, 10:00 AM
Meeting
Product demo -- showed RoadCode IDE, agent marketplace, and RoadTrip fleet coordination. 4 attendees from Nolan Labs engineering team.
Apr 10
Task Completed
Prepared custom ROI analysis for Nolan Labs. Estimated 40% cost reduction vs current stack.
Apr 5
AI Insight
Auto-scored lead at 92/100 based on engagement pattern, company size, and tech stack fit. Recommended fast-track to proposal stage.
Mar 12
Email Received
Inbound demo request from website. Marcus expressed interest in BlackRoad OS for their 200-person engineering team.
Note
Email
Call
Task