Xpand

TechFlow Ltd

Leads/James Robertson
JR

James Robertson

hot
CRO·
TechFlow Ltd
·
FinTech

Last activity: 4h ago

Why this lead?

87SCORE
AI Score
Trial expansion — 3 new team invites
Reply to last email in 4 hrs
Attended webinar yesterday
Scored by AI · 27 April 2026

Activity Timeline

Discovery call completed

2h ago

Discussed trial expansion, confirmed budget allocation for Q2.

Proposal email sent

1d ago

Sent custom Enterprise pricing deck and case studies.

Internal note added

3d ago

CMO confirmed budget approval in Q2 planning session.

First outreach sent

1w ago

Initial cold email via HubSpot sequence — opened 3×.

Recommended Action

Send proposal — upgrade ready

Suggested today · Decision window open

Deal Value

£72,000

Potential ARR

Est. Close Date8 May 2026
Deal StageNegotiation
OwnerSarah Lee

Quick Actions