Interest Is the Signal.
Context Sets the Next Move.

Who interacted: Jimmy Jefferson, Anne Emberson, Gregory Smith, Gipace Gipace, Djhess Djhess, Tara Monistere, Richard Lindsay. These seven contacts are not attached to Ecolab’s Salesforce account or either opportunity. The March 12 meeting lists them as attendees; the opportunities below show company context, not confirmed project roles. Jamie Weaver remains a separate source group.

Salesforce opportunity: Ecolab-Chlorine Dioxide Generator AR Training, Stage: Awaiting RFP · Sales owner: Adam Kane · Opportunity Last Activity: November 18, 2025

Separate Salesforce opportunity: Ecolab-Forklift safety training, Stage: Schedule Call · Sales owner: Mary Pierce

Last customer conversation March 12, 2026: Leadership demo covered training pilots, safety and enterprise deployment.

Follow-ups:

March 19, 2026 — SharePoint: Vision PDF and presentation PDF updated.

June 16, 2026 — Slack/internal: Greg’s follow-up wording requests generator manuals/schematics and pilot scope.

September 30, 2026 — Slack/internal: Sara asked to be copied on the email.

What needs attention: AR training proposal exists; submission, follow-up delivery and receipt of equipment references remain unconfirmed. Reconcile the seven contact associations before assigning outreach.

Recommended next step — Greg Meyers (proposed): coordinate with the sales owners to check sent email and replies, then confirm the pilot’s equipment, procedure and site.

Who interacted: Brett Morley, Elizabeth douglas; both have direct opportunity roles.

Salesforce opportunity: Integrated Power Services Training Simulation, Stage: Died on the Vine · Sales owner: Mary Pierce

Last customer conversation April 22, 2025: Mary’s customer-review notes record LMS integration, asset reuse and facility-expansion questions while IPS built its business case.

Follow-ups:

April 22, 2025 — Slack/internal: Technical replies supplied asset formats and expansion guidance; Mary agreed to identify the LMS, and a lower integration estimate needed approval.

April 25, 2025 — Slack/internal: John Deere reference request deferred until an Alpha milestone and positive feedback.

April 29, 2025 — SharePoint: IPS Hours Calculator modified. Salesforce records proposal submission on April 21, 2025; the HVC training proposal PDF is available.

What needs attention: Customer receipt of the technical answers, LMS details and reference introduction remains unconfirmed. The old CRM-linked Slack channel is inaccessible; current proposal-channel evidence was refreshed.

Recommended next step — Mary Pierce (proposed): check the previous follow-up and whether the business case is still active, then agree the LMS and reference plan.

Who interacted: Graham Pasewark; direct opportunity role.

Salesforce opportunity: Whiting-Turner-, Stage: Schedule Call · Sales owner: Mary Pierce

Last customer conversation — date unknown: October 2024 lead notes record interest in independent software vendors and camera scans; the conversation’s exact date is not recorded.

Follow-ups:

November 26, 2024 — SharePoint: Whiting-Turner proposal deck modified; submission is unconfirmed.

December 12, 2024 — Slack/internal: Greg reported the call did not hold and planned an email follow-up.

What needs attention: Completion of that email and a rescheduled meeting remain unconfirmed.

Recommended next step — Mary Pierce (proposed): check the email trail with Greg, then ask Graham whether the scanning/software need is still active and arrange a replacement call.

Who interacted: Randy Fletcher; primary opportunity contact.

Salesforce opportunity: NEBCO, Inc.- ConExpo, Stage: Call Scheduled · Sales owner: Mary Pierce

Last customer conversation — date unknown: Randy’s contact notes describe an underground-mining team and interest in “integration of RWC of older machines”; no completed-call outcome is established.

Follow-ups:

March 8, 2026 — Slack/internal: Internal cost-table sharing preceded the ConExpo opportunity.

March 10, 2026 — Slack/internal: Adam explained preliminary pricing bundles for the strawman.

March 11, 2026 — SharePoint: NEBCO Cost Table Strawman modified.

March 26, 2026 — Salesforce: ConExpo opportunity created; it remains Call Scheduled.

What needs attention: Confirm the call outcome and “RWC” scope before using the strawman. The CRM folder link is broken; the verified NEBCO folder holds the workbook. No linked Salesforce proposal or customer submission was found.

Recommended next step — Mary Pierce (proposed): confirm Randy’s equipment and training requirements, then decide whether to adapt the existing strawman.

Who interacted: William Wiebe; direct opportunity role.

Salesforce opportunity: Alliance Concrete Pumps Training Simulator, Stage: Schedule Call · Sales owner: Mary Pierce

Last customer conversation — date unknown: In January 23, 2024 lead notes, Mary records a CAT/VR demo, concrete-pumper boom operation, costly onsite training and belly-box integration. The actual conversation date is not specified.

Follow-ups:

May 13, 2024 — SharePoint: Alliance proposal deck modified; customer submission is unconfirmed.

Current — Salesforce: The recorded next step is “Call Alliance ASAP - overdue. Confirm interest or close out.” Its completion is not recorded.

What needs attention: The open pursuit needs requalification; scope, budget and a next meeting are not established in the refreshed evidence.

Recommended next step — Mary Pierce (proposed): ask William whether reducing onsite-training costs and belly-box training remain priorities; agree a discovery call or close-out decision.

Who interacted: Lloyd Carnegie; direct opportunity role.

Salesforce opportunity: ADA County Highway District Snow Plow Simulator, Stage: Awaiting RFP · Sales owner: Mary Pierce

Last customer conversation April 15, 2026: Discovery call with Lloyd; the posted action list assigns a snowplow vision document to ForgeFX and review/input to Lloyd.

Follow-ups:

April 23, 2026 — Slack/internal: Devin outlined controls, lessons and scoring for internal planning.

May 5, 2026 — SharePoint: Snow Plow Simulator deck modified.

May 5, 2026 — Slack/internal: Sara described a rough draft and asked whether to reopen the discussion or develop a pilot pitch.

September 30, 2026 — Salesforce: Call task last updated, still Not Started, with “Action needed.”

What needs attention: A Salesforce proposal record exists despite the opportunity’s blank proposal lookup. Vision-document delivery, Lloyd’s review and the RFP timetable are unconfirmed.

Recommended next step — Mary Pierce (proposed): confirm what Lloyd received, arrange review of the draft with the team, and establish scope and procurement timing.

Who interacted: Daniel Smith. Contact/lead Last Activity: Daniel Smith: May 14, 2021.

Salesforce opportunity: None found for the account; Stage: not applicable · Sales owner: Greg Meyers (account/contact).

Last customer conversation — date unconfirmed: The archived call transcript labeled April 30, 2021 records Daniel’s interest in interactive tailgate safety training, fall protection and confined-space scenarios.

Follow-ups:

At that call — customer discussion: Daniel planned to brainstorm with other instructors; ForgeFX promised a questionnaire and a check-in in two weeks.

May 14, 2021 — Salesforce: Contact/account Last Activity Date; the field does not identify the activity or its outcome.

April 4, 2024 — SharePoint: Transcript file last modified; this is an archive update, not a newer conversation.

What needs attention: Questionnaire delivery, the promised check-in and the instructor team’s conclusions remain unconfirmed. No account opportunity or proposal record was found.

Recommended next step — Greg Meyers (proposed): review the prior correspondence, then ask Daniel whether fall-protection or confined-space training is still a priority and whether the instructors selected a starting scenario.

Who interacted: Sachin Agrawal.

Salesforce opportunity: None matched; Salesforce lead, Stage: New (lead status) · Sales owner: Kristen Cox.

Last customer conversation — date unknown: Lead notes identify the 2024 Leidos Symposium and a possible AI avatar for patient referral; no dated customer conversation was found.

Follow-ups:

August 7, 2024 — Salesforce: Lead created from tradeshow outreach; the patient-referral idea is a qualification note, not agreed scope.

Current — Slack / SharePoint: No human follow-up found under company/contact searches, or company proposal in the Internal proposal folders and drive search.

What needs attention: Confirm whether there is a current training or patient-referral use case, and who would sponsor it.

Recommended next step — Kristen Cox (proposed): coordinate with Greg on a short qualification conversation with Sachin before treating the avatar idea as an opportunity.

Who interacted: Deanna Rominger.

Salesforce opportunity: None matched; Salesforce lead, Stage: New (lead status) · Sales owner: Mary Pierce.

Last customer conversation — date unknown: CRM capture notes from ConExpo 2026 say Deanna and Christine visited after Greg’s ConExpo presentation, discussed Caterpillar real-world controls and possible small-scale entry, with budget uncertain.

Follow-ups:

March 6, 2026 — Salesforce: Lead created.

March 13, 2026 — Slack/internal: Adam requested Grade F; the live CRM grade remains F, despite earlier notes suggesting stronger potential.

Current — SharePoint: No company proposal found in the Internal proposal folders or drive search.

What needs attention: Resolve the qualification gap: recorded interest and uncertain funding versus the current Grade F. Completion of the requested budget/discovery call is unconfirmed.

Recommended next step — Mary Pierce (proposed): review the grade with Adam and confirm budget and controls requirements with Deanna before reopening or advancing the lead.

Who interacted: Scott Mishler.

Salesforce opportunity: None matched; Salesforce lead, Stage: New (lead status) · Sales owner: Sarah Escalera.

Last customer conversation — date unknown: CRM capture notes from Industrial Immersive 2025 say “human factors in xr”; no more recent customer discussion is documented in the refreshed sources.

Follow-ups:

March 4, 2025 — Salesforce: Lead created. Current grade is D; the older note calls it a “C lead.”

Current — Slack / SharePoint: No human follow-up found under company/contact searches, or company proposal in the Internal proposal folders and drive search.

What needs attention: Establish whether this is a buying need, collaboration or general industry interest, and confirm the active sales handoff.

Recommended next step — Mary Pierce (proposed): confirm coverage for the lead assigned to Sarah, then arrange a brief conversation with Scott about his current human-factors/XR objectives.

Who interacted: Eric Thibodeaux, Cristian Hernandez. Direct opportunity roles: Eric Thibodeaux, Cristian Hernandez.

Salesforce opportunity: Burns and McDonnell Training Simulator, Stage: Awaiting RFP · Sales owner: Mary Pierce

Last customer conversation May 7, 2025: Customer call explored immersive training; Eric requested a short deck for his Chief Innovation Officer and introductions to the right stakeholders.

Follow-ups:

May 7, 2025 — SharePoint: Burns-and-McDonnell-Engineering-.pptx working file modified.

June 23, 2025 — Slack: Eric cancelled the meeting; a rescheduling task remains Not Started.

What needs attention: Delivery of the requested materials and replacement meeting remain unconfirmed. Proposal submission is unconfirmed.

Recommended next step — Mary Pierce (proposed): Check what Eric received, identify the internal sponsor with Eric and Cristian, and reschedule the stakeholder discussion.

Who interacted: David Gainey.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Mary Pierce.

Last customer conversation — date unconfirmed: The Salesforce lead notes say Greg spoke with the college about an internally built program that may need an external vendor.

Follow-ups:

June 20, 2024 — Salesforce: CRM record created; this is record history, not a customer conversation.

November 26, 2024 — SharePoint: Amsted-Canada-.pptx working file modified.

What needs attention: The program scope, purchasing contact and need for outside help are not qualified.

Recommended next step — Mary Pierce (proposed): Ask David which part of the internal program needs outside support and identify its sponsor.

Who interacted: Beth Ellis.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Mary Pierce.

Last customer conversation — date unconfirmed: Lead capture notes say Beth is not the right training decision-maker but works with an organization handling substantial electrical training; an introduction is a proposed next step, not a recorded promise.

Follow-ups:

March 7, 2026 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: A training-owner introduction is needed before treating this as a buying opportunity.

Recommended next step — Mary Pierce (proposed): Ask Beth for the appropriate training-program contact and a short introduction.

Who interacted: Elizabeth Santana.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Mary Pierce.

Last customer conversation — date unconfirmed: Lead notes describe an ultrasound-machine maintenance-training idea, limited nonprofit funding and a possible joint approach to GE; this is not agreed project scope.

Follow-ups:

June 16, 2025 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: Funding, the partner model and a defined first training scenario remain unresolved.

Recommended next step — Mary Pierce (proposed): Arrange a capabilities call with Elizabeth to validate the maintenance use case and discuss a fundable partner-led first phase.

Who interacted: Molly Brais.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Kristen Cox.

Last customer conversation — date unconfirmed: The lead records a possible aircraft-maintenance simulator; no dated customer discussion was located.

Follow-ups:

August 7, 2024 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: The aircraft-maintenance idea needs an end customer, sponsor and scope.

Recommended next step — Kristen Cox (proposed): Ask Molly whether the aircraft-maintenance idea is active and who would own a discovery discussion.

Who interacted: Robert Vilches, James Proctor. Direct opportunity roles: Robert Vilches, James Proctor.

Salesforce opportunity: Mechanical Trades Institute Training Simulator, Stage: Closed Lost · Sales owner: Mary Pierce

Last customer conversation April 28, 2025: Customer call discussed HVAC/electrical training and a mock quote for an already awarded VR project. Robert confirmed receiving ForgeFX information during the call.

Follow-ups:

May 7, 2025 — Slack/internal: Sara shared the working proposal and asked about the level of pricing effort for future work.

July 1, 2025 — SharePoint: Mechanical-Trades-Institute-Training-Simulator.pptx working file modified.

What needs attention: The CRM-linked proposal channel is not accessible to ForgeBot; other accessible sources were checked. The original RFP was awarded elsewhere. The mock-quote handoff and a separate future HVAC project should not be treated as an active award. Proposal submission is unconfirmed.

Recommended next step — Mary Pierce (proposed): Ask Robert and James whether a new HVAC/electrical training initiative is funded, and confirm what can be shared for a useful budget estimate.

Who interacted: Christopher Brown, Ph.D. Direct opportunity roles: Christopher Brown, Ph.D.

Salesforce opportunity: Additional Device Simulator, Stage: Died on the Vine · Sales owner: Greg Meyers · Opportunity Last Activity: March 27, 2023

Last customer conversation — date unconfirmed: CRM follow-up notes quote Greg’s discussion with John about extending the MX908 simulator or developing another device; the exact call date is not established here.

Follow-ups:

November 8, 2023 — Slack: Greg reported John did not join and proposed reconnecting through other 908 contacts.

What needs attention: A later meeting did not hold; the dormant pursuit needs a current sponsor rather than another unqualified calendar invitation. Proposal submission is unconfirmed.

Recommended next step — Greg Meyers (proposed): Coordinate with the existing 908 relationships, then ask Christopher which device-training need and decision-maker are current.

Who interacted: Bakhit Al Warafi. Direct opportunity roles: Bakhit Al Warafi.

Salesforce opportunity: AMIT International Group Training Simulator, Stage: Died on the Vine · Sales owner: Mary Pierce

Last customer conversation January 29, 2025 (CRM-recorded): Recorded AMIT discussion covered marine engine/navigation training and reference materials. Fireflies stores the recording under January 30; its title and CRM date say January 29.

Follow-ups:

February 21, 2025 — Salesforce: The opportunity records proposal submission.

February 21, 2025 — SharePoint: AMIT-International-Group-Training-Simulator.pptx working file modified.

April 22, 2025 — Slack/internal: Mary’s pipeline note says requirements were still being iterated and funding existed if ForgeFX could win the work.

What needs attention: The opportunity is dormant despite a recorded proposal submission; receipt of the requested manuals, NDA and revised requirements needs confirmation.

Recommended next step — Mary Pierce (proposed): Check the submitted package and latest requirements with Bakhit, then establish whether a funded first phase is still active.

Who interacted: Matthew Hottenstein. Direct opportunity roles: Matthew Hottenstein.

Salesforce opportunity: Atlantic Crane Inspection Services-ConExpo, Stage: Call Scheduled · Sales owner: Mary Pierce

Last customer conversation — outcome unconfirmed: A May 22, 2026 call was on the calendar; Mary said she was joining, but no customer discussion or outcome is established in the reviewed records.

Follow-ups:

March 28, 2026 — SharePoint: Atlantic Crane Inspection Services Training Simulator.pptx working file modified.

September 30, 2026 — Slack/internal: Sara again requested the call transcript.

What needs attention: The May call outcome and recording are still missing; do not advance scope from the draft alone.

Recommended next step — Mary Pierce (proposed): Check Greg’s and Mary’s notes for May 22, then ask Matthew to confirm the crane-training requirement and next discussion.

Who interacted: Mike Schneider.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Adam Kane.

Last customer conversation — not located: The subscribed tradeshow lead is recorded in Salesforce; the reviewed sources do not establish a dated customer conversation.

Follow-ups:

January 27, 2018 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: Current training needs and the correct business sponsor are not qualified.

Recommended next step — Adam Kane (proposed): Ask Mike whether Baker has a current training challenge suitable for a brief discovery conversation.

Who interacted: John Sumner. Direct opportunity roles: John Sumner.

Salesforce opportunity: BNSF Railway-Training simulator, Stage: Schedule Call · Sales owner: Mary Pierce

Last customer conversation — date unconfirmed: The contact originated from tradeshow outreach; Greg’s AES 2025 recap lists BNSF among the leads, without a dated one-to-one discussion.

Follow-ups:

October 2, 2025 — Salesforce: CRM record created; this is record history, not a customer conversation.

What needs attention: The opportunity still calls for requalification and a discovery call.

Recommended next step — Mary Pierce (proposed): Ask John which rail-training use case is active and who should join a short scoping call.

Who interacted: Matt Bergman.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Mary Pierce.

Last customer conversation — not located: Salesforce records Matt as a tradeshow lead; no dated customer discussion was located in the reviewed sources.

Follow-ups:

January 24, 2024 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: A present training need and decision-maker have not been qualified.

Recommended next step — Mary Pierce (proposed): Ask Matt whether Cemen Tech has a current operator/service-training priority before proposing a demo.

Who interacted: John Coma. Direct opportunity roles: John Coma.

Salesforce opportunity: Eaton Training Simulator, Stage: Stale · Sales owner: Mary Pierce

Last customer conversation — date unconfirmed: CRM follow-up task records that John asked for a later callback. A May 2024 recording reference cannot currently be retrieved from Fireflies.

Follow-ups:

August 1, 2024 — Salesforce: The recorded callback due date passed; the task remains In Progress.

August 31, 2024 — SharePoint: Eaton-Training-Simulator.pptx working file modified.

What needs attention: The CRM-linked proposal channel is not accessible to ForgeBot; other accessible sources were checked. The callback is still marked In Progress; no later outcome was located. Proposal submission is unconfirmed.

Recommended next step — Mary Pierce (proposed): Respect the previous request for space and check whether John is now open to a short training-needs conversation.

Who interacted: Jamie Weaver. Direct opportunity roles: Jamie Weaver. Contact/lead Last Activity: Jamie Weaver: March 12, 2026.

Salesforce opportunity: Ecolab-Chlorine Dioxide Generator AR Training, Stage: Awaiting RFP · Sales owner: Adam Kane · Opportunity Last Activity: November 18, 2025

Separate Salesforce opportunity: Ecolab-Forklift safety training, Stage: Schedule Call · Sales owner: Mary Pierce

Last customer conversation March 12, 2026: Leadership demo considered high-impact training use cases and enterprise deployment.

Follow-ups:

March 19, 2026 — SharePoint: The vision and presentation PDFs were updated.

March 19, 2026 — SharePoint: EcoLab-Vision-Document-V003.pdf working file modified.

June 16, 2026 — Slack/internal: Greg prepared follow-up wording requesting equipment references and a first site/procedure.

September 30, 2026 — Slack/internal: Sara asked to be copied on the email.

What needs attention: Confirm which materials were delivered and whether manuals, schematics and a first site/procedure were agreed. The forklift and generator opportunities remain separate. Proposal submission is unconfirmed.

Recommended next step — Greg Meyers (proposed): Coordinate with Adam and Mary, check the sent-email trail, and ask Jamie to confirm the generator scope and internal sponsor.

Who interacted: Molly Nelson.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Kristen Cox.

Last customer conversation — date unconfirmed: The lead records a tentative tradeshow discussion. Its company is Hyundai Everdigm, while Molly’s email uses the MGX Equipment domain.

Follow-ups:

January 25, 2025 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: Confirm Molly’s employer and role before attaching this activity to either business.

Recommended next step — Kristen Cox (proposed): Resolve the company/role mismatch with the existing contact record, then confirm whether there is a training need worth pursuing.

Who interacted: Olga Yashkova.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Kristen Cox.

Last customer conversation — not located: Salesforce classifies Olga as Media (Grade M); no dated direct discussion was located.

Follow-ups:

May 21, 2025 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: This is a media relationship, not a qualified simulator purchase.

Recommended next step — Kristen Cox (proposed): Review the media relationship and, if appropriate, offer relevant AES news through the approved media workflow—not general sales outreach.

Who interacted: Henry Lin. Opportunities below are same-account/company context; no direct role is established for these recipients.

Salesforce opportunity: Intuitive Surgical-, Stage: Died on the Vine · Sales owner: Greg Meyers

Last customer conversation — date unconfirmed: Account task says an AWE discovery call occurred with another contact, Sida, and a later meeting was declined.

Follow-ups:

November 21, 2023 — Salesforce: The follow-up task was updated after a declined meeting and remained In Progress.

What needs attention: The CRM-linked proposal channel is not accessible to ForgeBot; other accessible sources were checked. Henry’s lead has no verified role in the account opportunity. Determine the right current sponsor and avoid treating the old declined meeting as completed follow-up. Proposal submission is unconfirmed.

Recommended next step — Adam Kane (proposed): Coordinate with Greg on the existing account relationship before asking Henry for the appropriate training sponsor.

Who interacted: Adam Retzlaff.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Mary Pierce.

Last customer conversation — date unconfirmed: Mary’s January 23, 2024 lead notes say Ken Cook produces manuals/videos for Bobcat and Adam’s boss might be interested in VR.

Follow-ups:

January 23, 2024 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: Interest is secondhand; identify the sponsor and distinguish a training-content partnership from a direct purchase.

Recommended next step — Mary Pierce (proposed): Ask Adam for an introduction to the training leader to assess a joint VR project.

Who interacted: Matthew Bamrud.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Adam Kane.

Last customer conversation — not located: The lead contains an undated note about tomato pickers and a February 19 voicemail without a year; neither establishes a completed customer conversation.

Follow-ups:

January 27, 2018 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: The old note needs requalification and the Liberty Packing/Morning Star relationship needs confirmation.

Recommended next step — Adam Kane (proposed): Confirm Matthew’s current role and whether equipment/operator training is an active need.

Who interacted: Heather Hughes.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Kristen Cox.

Last customer conversation — date unconfirmed: Lead notes say Heather, a marketing director, suggested reaching Brad for training and discussed small screed equipment for training/marketing.

Follow-ups:

January 25, 2025 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: The requested training-owner handoff is not confirmed.

Recommended next step — Kristen Cox (proposed): Ask Heather to introduce the current training owner and clarify whether operator training or marketing is the priority.

Who interacted: Aidan Kehoe.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Kristen Cox.

Last customer conversation — not located: Salesforce records Aidan as a Principal UX Designer and tradeshow lead; product mentions elsewhere in Slack are not evidence of a customer discussion with Logitech.

Follow-ups:

June 21, 2024 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: Clarify whether this is partnership/UX interest or a buying requirement.

Recommended next step — Kristen Cox (proposed): Ask Aidan which collaboration or training objective prompted interest and route it to the appropriate team.

Who interacted: BRIETTE BAXTER. Opportunities below are same-account/company context; no direct role is established for these recipients.

Salesforce opportunity: Manitowoc Crane Simulator, Stage: Awaiting RFP · Sales owner: Mary Pierce

Last customer conversation July 7, 2026: Customer email shared by Greg says Andy’s team remained interested, had hired the mobile-unit lead, and aimed to develop an implementation plan in Q4 for a 2027 budget request.

Follow-ups:

September 30, 2026 — Salesforce: Follow-up task was updated for October 21, after AES, to discuss 2027 planning.

What needs attention: Briette’s lead is not directly linked to the crane opportunity. The Q4 plan and 2027 budget are goals, not an approved purchase; preserve the planned post-AES timing.

Recommended next step — Mary Pierce (proposed): Coordinate with Greg and check in after AES about the new trainer’s first class and the Q4 planning package.

Who interacted: Melinda Rodrigues.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Mary Pierce.

Last customer conversation — date unconfirmed: The tradeshow lead records a marketing role and a requested capabilities call.

Follow-ups:

March 6, 2026 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: A training decision-maker and use case are not yet established.

Recommended next step — Mary Pierce (proposed): Ask Melinda to connect the operator-training owner for a capabilities conversation.

Who interacted: Matt Schellberg.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Kristen Cox.

Last customer conversation — date unconfirmed: The lead has only a short “waste management” note and Grade F; no completed customer discussion is documented.

Follow-ups:

January 25, 2025 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: The note is too vague to define a project and the current qualification is weak.

Recommended next step — Kristen Cox (proposed): Review the grade and source with the sales team before deciding whether a brief qualification check is warranted.

Who interacted: Jgridley Jgridley. Company identity or CRM linkage requires reconciliation. Contact/lead Last Activity: Jgridley Jgridley: March 28, 2026.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: not established · Sales owner: Kristen Cox.

Last customer conversation — not established for ForgeFX sales: The contact was imported from Fireflies, but reviewed activity does not establish a relevant simulator-sales relationship.

Follow-ups:

March 28, 2026 — Salesforce: CRM record created; this is record history, not a customer conversation.

What needs attention: Company association and even the recorded person name need verification; unrelated private meeting content is excluded.

Recommended next step — Kristen Cox (proposed): Validate the contact’s identity and legitimate sales relevance internally before any outreach.

Who interacted: NORMAN GETZLAFF.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Adam Kane.

Last customer conversation — not located: The existing Salesforce lead has no dated discussion in the reviewed evidence.

Follow-ups:

January 27, 2018 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: Current role, training need and commercial timing are not qualified.

Recommended next step — Adam Kane (proposed): Confirm Norman’s current role and ask whether a specific operator-training problem merits discovery.

Who interacted: Pranjali Doiphode.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Kristen Cox.

Last customer conversation — not located: Salesforce classifies Pranjali as Media (Grade M). The stored email alias differs from the contact name.

Follow-ups:

May 21, 2025 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: Verify the recipient identity and publication role; do not route this into general sales outreach.

Recommended next step — Kristen Cox (proposed): Check the media contact record and offer relevant news only through the approved media workflow.

Who interacted: Brendan Caroline, Daniel Vargas. Both have direct opportunity roles. Contact/lead Last Activity: Brendan Caroline: not recorded; Daniel Vargas: February 14, 2018.

Salesforce opportunity: All Access Pass v.2, Stage: Died on the Vine · Sales owner: Greg Meyers · Opportunity Last Activity: May 10, 2022

Separate Salesforce opportunity: Caterpillar- AES Training Simulator, Stage: Schedule Call · Sales owner: Mary Pierce

Separate Salesforce opportunity: AAPE Multiplayer, Stage: Closed Lost · Sales owner: Greg Meyers

Separate Salesforce opportunity: Drill Training Simulator, Stage: Closed Lost · Sales owner: Greg Meyers

Separate Salesforce opportunity: Equipment Simulator, Stage: Closed Lost · Sales owner: Spencer Bentley

Separate Salesforce opportunity: Full Machine Collection, Stage: Closed Lost · Sales owner: Greg Meyers

Separate Salesforce opportunity: Mini HEX Simulator, Stage: Closed Won · Sales owner: Greg Meyers · Opportunity Last Activity: February 14, 2018

Separate Salesforce opportunity: Quest-Based Simulator, Stage: Closed Lost · Sales owner: Greg Meyers

Separate Salesforce opportunity: Real-World Controls Integration, Stage: Closed Lost · Sales owner: Greg Meyers

Separate Salesforce opportunity: Xbox Version, Stage: Closed Lost · Sales owner: Greg Meyers

Last customer conversation — latest date unconfirmed: Mini HEX is Closed Won. The AES pursuit calls for a ForgeSim Framework demo; a recent completed customer call is unconfirmed.

Follow-ups:

October 24, 2024 — Salesforce: CRM record created (not a customer conversation).

November 26, 2024 — SharePoint: Caterpillar-AES-Training-Simulator.pptx working file modified.

What needs attention: Keep the AES pursuit separate from Mini HEX and lost work. The Mini HEX “proposal PDF” URL names CAT-303.5-Mini-Excavator-Manual.pdf; verify the proposal link.

Recommended next step — Mary Pierce (proposed): Coordinate with Greg; confirm Brendan’s training need and whether to schedule the Framework demo.

Who interacted: Lee Scott. Direct opportunity roles: Lee Scott. Contact/lead Last Activity: Lee Scott: May 24, 2023.

Salesforce opportunity: HVAC and Fireplace Troubleshooting Simulations, Stage: Closed Lost · Sales owner: Greg Meyers · Opportunity Last Activity: May 23, 2019

Last customer conversation July 17, 2023 (customer reply reported): Kris reported Lee’s request to follow up later in the year and removed the meeting from the calendar.

Follow-ups:

May 15, 2019 — SharePoint: Napoleon-proposal.pptx working file modified.

November 6, 2023 — Salesforce: Reestablish-contact task was due; its status is still Deferred.

What needs attention: The deferred check-in has no confirmed outcome; the historical HVAC/fireplace proposal remains Closed Lost. Proposal submission is unconfirmed.

Recommended next step — Greg Meyers (proposed): Check prior correspondence, then ask Lee whether the postponed HVAC/fireplace training discussion is now relevant.

Who interacted: Anthony Dilworth, Larry Sachs, Nick Hoag, Terri Simmerman. Direct opportunity roles: Anthony Dilworth, Larry Sachs, Nick Hoag, Terri Simmerman. Contact/lead Last Activity: Anthony Dilworth: not recorded; Larry Sachs: February 15, 2024; Nick Hoag: not recorded; Terri Simmerman: not recorded.

Salesforce opportunity: Metal Stamping Facility Training, Stage: Died on the Vine · Sales owner: Greg Meyers

Separate Salesforce opportunity: RSDC Forklift Training Simulator, Stage: Died on the Vine · Sales owner: Mary Pierce

Last customer conversation May 14, 2025: Forklift proposal review and Greg’s account of the meeting record a positive response, a business-case requirement and corporate approval expected around an October meeting.

Follow-ups:

May 16, 2025 — Salesforce: The forklift opportunity records proposal submission; the May 14 Next Step refers to the presentation/delivery.

May 16, 2025 — SharePoint: RSDC Forklift-Training-Simulator.pptx working file modified.

June 16, 2025 — Salesforce: Follow-up with Larry was due and remains Not Started.

What needs attention: The corporate decision and the planned check-in remain unconfirmed. Preserve forklift versus metal-stamping scope.

Recommended next step — Mary Pierce (proposed): Ask Larry and Terri what happened at the corporate review and whether an updated forklift business case would help.

Who interacted: Patrik Granstrom.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Kristen Cox.

Last customer conversation — date unconfirmed: Lead notes describe CBRN interest, a VORTEX demo and an intention to bring information to the team; no dated follow-up discussion was located.

Follow-ups:

December 9, 2024 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: The Swedish Armed Forces affiliation and sponsoring team should be verified; the stored email uses a different organizational domain.

Recommended next step — Kristen Cox (proposed): Confirm Patrik’s role and whether his CBRN team wants a follow-up capabilities discussion.

Who interacted: Rex Donahey.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: Contacted (lead status) · Sales owner: Kristen Cox.

Last customer conversation — not located: Salesforce identifies Rex as PR/Press, Grade M, from World of Concrete 2025.

Follow-ups:

January 14, 2025 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: This is a press contact, not a sales-qualified account.

Recommended next step — Kristen Cox (proposed): Review relevant editorial opportunities and use the approved media workflow if a useful news angle fits.

Who interacted: David Donley. Direct opportunity roles: David Donley. Contact/lead Last Activity: David Donley: March 30, 2024.

Salesforce opportunity: Berry Aviation Screening Training Simulator, Stage: Died on the Vine · Sales owner: Mary Pierce

Last customer conversation — latest completed discussion unconfirmed: The historical pursuit concerns screening training. The April 18, 2025 “reconnection” recording contains only ForgeFX speakers and must not be counted as a completed customer meeting.

Follow-ups:

August 9, 2023 — SharePoint: Berry-Aviation-Training-Simulator.pptx working file modified.

April 18, 2025 — Fireflies/internal: Reconnection recording documents a client no-show and internal follow-up planning.

What needs attention: A revived screening project and customer attendance have not been established. Proposal submission is unconfirmed.

Recommended next step — Mary Pierce (proposed): Confirm with David whether screening training remains a priority and agree a meeting only after he confirms interest.

Who interacted: Sharon Swanson.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: Contacted (lead status) · Sales owner: Kristen Cox.

Last customer conversation — not located: Salesforce identifies Sharon as PR/Press, Grade M, from World of Concrete 2025.

Follow-ups:

January 14, 2025 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: Treat the activity as media engagement, not a simulator-sales opportunity.

Recommended next step — Kristen Cox (proposed): Check the publication’s relevant news needs and use the approved media workflow for any follow-up.

Who interacted: Jeffrey Fontenot. Direct opportunity roles: Jeffrey Fontenot.

Salesforce opportunity: J.M. Smucker Forklift Safety Simulator, Stage: Call Scheduled · Sales owner: Mary Pierce · Opportunity Last Activity: November 7, 2025

Last customer conversation November 7, 2025: Customer meeting record documents the Folgers team discussing a forklift-training first phase, equipment/control specifications and a vision statement.

Follow-ups:

November 7, 2025 — Salesforce: Scope-review follow-up task remains Not Started; related tasks request specifications and capabilities material.

What needs attention: The CRM next-step text says “No Slack activity,” but a customer meeting and open action items exist. Vision/specification receipt and a follow-up scope review need confirmation.

Recommended next step — Mary Pierce (proposed): Ask Jeffrey what has changed in the Folgers training plan and confirm receipt of the vision statement before preparing scope and costs.

Who interacted: Varadharajan Srinivasan. Direct opportunity roles: Varadharajan Srinivasan.

Salesforce opportunity: Lam Research-Training Simulator, Stage: Schedule Call · Sales owner: Mary Pierce

Last customer conversation July 26, 2024: Customer discovery call with Varadharajan and Sunil explored AR cable-routing guidance and a small assembly for a first project.

Follow-ups:

July 26, 2024 — Customer call: Call action items included capabilities/AR material, a candidate assembly and a technical discussion in the week of August 12.

August 31, 2024 — SharePoint: Lam-Research-Training-Simulator.pptx working file modified.

What needs attention: The CRM-linked proposal channel is not accessible to ForgeBot; other accessible sources were checked. The opportunity still says to schedule an initial call, although discovery occurred. Receipt of the proposed assembly and the technical follow-up are unconfirmed. Proposal submission is unconfirmed.

Recommended next step — Mary Pierce (proposed): Reconcile the CRM next step with Greg, then ask Varadharajan and Sunil whether cable-routing guidance still has an internal sponsor.

Who interacted: Tod Smith, Scott Smith. Direct opportunity roles: Tod Smith, Scott Smith.

Salesforce opportunity: Miller Formless Curb and Gutter Paving & Equipment Simulator, Stage: Stale · Sales owner: Sarah Escalera

Separate Salesforce opportunity: M-1000 Paver Sim, Stage: Closed Lost · Sales owner: Gen Moore

Separate Salesforce opportunity: M-8100 Slip Form Machine Simulator, Stage: Closed Lost · Sales owner: Spencer Bentley

Last customer conversation — latest date unconfirmed: The archived Miller Formless call (filename labeled February 13, 2018; date uncorroborated) records Scott discussing a machine-and-scenarios proposal. Mary’s January 2024 lead notes later record Tod’s onsite/multiuser interest.

Follow-ups:

February 6, 2018 — Salesforce: CRM record created; this is record history, not a customer conversation.

May 13, 2024 — SharePoint: Miller-Formless-Curb-and-Gutter-Paving-Equipment-Simulator.pptx working file modified.

What needs attention: The CRM-linked proposal channel is not accessible to ForgeBot; other accessible sources were checked. The stale curb/gutter pursuit and older Closed Lost paver projects need separate treatment. A second email for Tod is still an unresolved source group. Proposal submission is unconfirmed.

Recommended next step — Mary Pierce (proposed): Confirm account coverage with Sarah’s handoff, reconcile Tod’s contact records, and ask whether onsite multiuser training remains active.

Who interacted: Chris Milton.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: Contacted (lead status) · Sales owner: Kristen Cox.

Last customer conversation — not located: Salesforce identifies Chris as PR/Press, Grade M, from World of Concrete 2025.

Follow-ups:

January 14, 2025 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: The contact belongs in media follow-up rather than general simulator prospecting.

Recommended next step — Kristen Cox (proposed): Review a relevant media angle and use the approved media workflow if there is a fit.

Who interacted: Michael Renzi.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Mary Pierce.

Last customer conversation — not located: The Salesforce lead exists, but no dated customer conversation was located in the reviewed evidence.

Follow-ups:

June 16, 2025 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: A current use case and decision-maker are not qualified.

Recommended next step — Kristen Cox (proposed): Ask Michael what current training or collaboration need would justify a discovery conversation.

Who interacted: Daniel Bixby. Direct opportunity roles: Daniel Bixby. Contact/lead Last Activity: Daniel Bixby: August 23, 2023.

Salesforce opportunity: Bobcat Company-, Stage: Call Scheduled · Sales owner: Mary Pierce

Separate Salesforce opportunity: Bobcat Equipment Training Simulator, Stage: Schedule Call · Sales owner: Greg Meyers · Opportunity Last Activity: October 6, 2023

Separate Salesforce opportunity: Bobcat/FPTI Hydraulics Training Simulator, Stage: Died on the Vine · Sales owner: Mary Pierce · Opportunity Last Activity: August 23, 2023

Last customer conversation — latest completed discussion unconfirmed: The account has separate hydraulics, equipment-training and company-level pursuits. A May 17, 2024 recording titled Bobcat contains Greg and a lead-generation intermediary, not verified attendance by Daniel.

Follow-ups:

August 23, 2023 — Salesforce: CRM record created; this is record history, not a customer conversation.

March 12, 2025 — SharePoint: Bobcat-Company-.pptx working file modified.

What needs attention: The March-call/ConExpo notes are plans, not outcomes; clarify which workstream Daniel owns before advancing it.

Recommended next step — Mary Pierce (proposed): Check the March follow-up with Greg and ask Daniel whether equipment training is active, keeping the FPTI hydraulics work separate.

Who interacted: Jack Guinan.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Mary Pierce.

Last customer conversation — date unconfirmed: Mary’s January 24, 2024 notes identify certification work and a need for further discussion.

Follow-ups:

January 24, 2024 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: Certification requirements and a specific simulator use case remain unqualified.

Recommended next step — Mary Pierce (proposed): Ask Jack which certification task is hardest to train and whether a focused capabilities call would be useful.

Who interacted: Don Adkins. Direct opportunity roles: Don Adkins. Contact/lead Last Activity: Don Adkins: August 18, 2020.

Salesforce opportunity: Electrical Worker Training Simulator, Stage: Died on the Vine · Sales owner: Greg Meyers · Opportunity Last Activity: August 18, 2020

Last customer conversation — archive date unconfirmed: The archived call labeled April 10, 2020 discusses electrical-work procedures and an EPZ/outage-prevention training concept.

Follow-ups:

April 10, 2020 — Salesforce: CRM record created; this is record history, not a customer conversation.

What needs attention: Receipt of the promised job videos and the subsequent scope/pricing draft is unconfirmed.

Recommended next step — Greg Meyers (proposed): Check the old video handoff with Don and validate a current high-risk task before revisiting scope.

Who interacted: Eric Allamby.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Mary Pierce.

Last customer conversation — date unconfirmed: Lead notes say training was an operator-capacity bottleneck and a brand-agnostic simulator might fit.

Follow-ups:

March 6, 2026 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: The operator-training bottleneck needs measurable scale, equipment scope and budget.

Recommended next step — Mary Pierce (proposed): Ask Eric to quantify the training backlog and choose one equipment/task category for a discovery call.

Who interacted: April Morris. Direct opportunity roles: April Morris.

Salesforce opportunity: Knowledge Transfer Simulator, Stage: Died on the Vine · Sales owner: Greg Meyers

Last customer conversation — not located: The knowledge-transfer opportunity exists, but a completed customer discussion was not located in the reviewed sources.

Follow-ups:

November 13, 2019 — Salesforce: CRM record created; this is record history, not a customer conversation.

What needs attention: The recorded next step is a presentation to a wider audience; completion and current sponsorship are unconfirmed.

Recommended next step — Greg Meyers (proposed): Ask April whether the knowledge-transfer need remains active and which stakeholders should attend a renewed presentation.

Who interacted: Melissa Smith. Direct opportunity roles: Melissa Smith. Contact/lead Last Activity: Melissa Smith: August 14, 2023.

Salesforce opportunity: GW Lisk Training Simulator, Stage: Stale · Sales owner: Mary Pierce

Last customer conversation — latest completed discussion unconfirmed: Salesforce records the relationship and a contact activity date, while Mary’s scheduling note describes a reschedule, not a completed call.

Follow-ups:

January 30, 2024 — Salesforce: Continue-discussions task was due; it remains Not Started.

September 1, 2024 — SharePoint: GW-Lisk-Training-Simulator.pptx working file modified.

What needs attention: The CRM-linked proposal channel is not accessible to ForgeBot; other accessible sources were checked. The early-2024 follow-up is still Not Started and the opportunity is Stale. Proposal submission is unconfirmed.

Recommended next step — Mary Pierce (proposed): Check prior correspondence with Melissa, then confirm whether a current training problem merits restarting discovery.

Who interacted: Landon Wilcox. Direct opportunity roles: Landon Wilcox.

Salesforce opportunity: Harcros Chemicals Training Simulator, Stage: Schedule Call · Sales owner: Mary Pierce

Last customer conversation — date unconfirmed: CRM task calls for a second meeting with Landon, but the first discussion’s date and a completed follow-up were not located.

Follow-ups:

March 26, 2024 — Salesforce: Second-meeting task was due and remains Not Started.

September 1, 2024 — SharePoint: Harcros-Chemicals-Training-Simulator.pptx working file modified.

What needs attention: The CRM-linked proposal channel is not accessible to ForgeBot; other accessible sources were checked. The old executive-demo target and second-meeting task have no confirmed completion. Proposal submission is unconfirmed.

Recommended next step — Mary Pierce (proposed): Ask Landon whether the training initiative still has executive sponsorship and, if so, reset the demo scope and timing.

Who interacted: Laura McMillan.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Adam Kane.

Last customer conversation — historical discussion; exact date unresolved: CRM correspondence describes driver-training visuals, CDL course material and a possible first project; it distinguishes Maya assets for noninteractive animation from an interactive simulator.

Follow-ups:

March 11, 2015 — Salesforce: The lead description records Greg’s sent check-in asking to continue the training-development discussion.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: Do not assume the historical animation request is a current simulator purchase. The renewed scope and source-material handoff are unconfirmed.

Recommended next step — Adam Kane (proposed): Coordinate with Greg and ask Laura whether the need is still animation assets, interactive training or neither.

Who interacted: Shawn Sanderson. Opportunities below are same-account/company context; no direct role is established for these recipients.

Salesforce opportunity: HVAC Simulator, Stage: Died on the Vine · Sales owner: Greg Meyers

Last customer conversation — archive date unconfirmed: The archived call labeled July 23, 2021 discusses HVAC training, offline lab computers, hardware specifications and a funding discussion with the college VP.

Follow-ups:

July 24, 2021 — Salesforce: CRM record created; this is record history, not a customer conversation.

What needs attention: The curriculum, lab specifications and funding decision remain unconfirmed.

Recommended next step — Greg Meyers (proposed): Ask Shawn whether the HVAC initiative has funding and recover the curriculum/computer specifications before scoping a restart.

Who interacted: Claudiu Barsan-Pipu.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Kristen Cox.

Last customer conversation — not located: The tradeshow lead has Grade U and no dated customer discussion in the reviewed evidence.

Follow-ups:

October 24, 2024 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: Qualify both business relevance and the person’s current role before assigning opportunity value.

Recommended next step — Kristen Cox (proposed): Ask Claudiu whether there is a specific training need or partnership objective to discuss.

Who interacted: Tod Smith. Opportunities below are same-account/company context; no direct role is established for these recipients. Company identity or CRM linkage requires reconciliation.

Salesforce opportunity: Miller Formless Curb and Gutter Paving & Equipment Simulator, Stage: Stale · Sales owner: Sarah Escalera

Separate Salesforce opportunity: M-1000 Paver Sim, Stage: Closed Lost · Sales owner: Gen Moore

Separate Salesforce opportunity: M-8100 Slip Form Machine Simulator, Stage: Closed Lost · Sales owner: Spencer Bentley

Last customer conversation — identity unresolved: The campaign name matches Tod Smith, but this email has no unique exact-email CRM match. The account’s history below is company context, not a confirmed association for this address.

Follow-ups:

May 13, 2024 — SharePoint: Miller-Formless-Curb-and-Gutter-Paving-Equipment-Simulator.pptx working file modified.

What needs attention: The CRM-linked proposal channel is not accessible to ForgeBot; other accessible sources were checked. Resolve the additional email against Tod’s existing contact before outreach or merging click totals. Proposal submission is unconfirmed.

Recommended next step — Mary Pierce (proposed): Reconcile the email with Tod’s verified CRM record and coordinate one account follow-up, not a duplicate sequence.

Who interacted: Trevor Miner.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Mary Pierce.

Last customer conversation — date unconfirmed: Lead notes describe a single-day heavy-equipment training course; whether it covers operation or servicing is explicitly unresolved.

Follow-ups:

December 10, 2025 — SharePoint: MRI-Global-Sim-WhitePaper-ga.pptx working file modified.

March 4, 2026 — Salesforce: CRM record created; this is record history, not a customer conversation.

What needs attention: Clarify the course objective before proposing simulator content.

Recommended next step — Mary Pierce (proposed): Ask Trevor whether the course teaches operation or service and identify the practice task that would benefit most.

Who interacted: Ben Weisensel. Direct opportunity roles: Ben Weisensel.

Salesforce opportunity: Power Curbers and Power Pavers-Training Simulator, Stage: Died on the Vine · Sales owner: Mary Pierce

Last customer conversation — not established: CRM follow-up task records several declined meetings in 2025 and a plan to try again in 2026.

Follow-ups:

February 18, 2026 — Salesforce: The follow-up task was due and remains Not Started.

What needs attention: A later accepted meeting or outcome is not recorded; avoid treating repeated invitations as engagement.

Recommended next step — Mary Pierce (proposed): Check whether Ben wants to revisit training before proposing another meeting.

Who interacted: William (Bill) Hewitt. Direct opportunity roles: William (Bill) Hewitt. Contact/lead Last Activity: William (Bill) Hewitt: February 5, 2020.

Salesforce opportunity: Energy Utility Worker Safety Training Simulator (EPZ), Stage: Closed Lost · Sales owner: Greg Meyers · Opportunity Last Activity: June 15, 2020

Last customer conversation — date unconfirmed: The archived second sales presentation includes customer questions about an EPZ safety-training demo and a subsequent proposal. The Salesforce opportunity is Closed Lost; the recording has no verified conversation date.

Follow-ups:

January 20, 2017 — SharePoint: Sempra-Energy-Virtual-Skills-Training-Center.pptx working file modified.

June 28, 2019 — Salesforce: CRM record created; this is record history, not a customer conversation.

What needs attention: The old proposal target is not proof of submission or current funding. Any restart needs a new sponsor and business case.

Recommended next step — Greg Meyers (proposed): Ask Bill whether utility-worker safety training has a renewed sponsor before investing in a revised proposal.

Who interacted: Curt Lehman. Company spelling differs across two lead groups; kept separate pending reconciliation.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Kristen Cox.

Last customer conversation — not located: The cold-call lead has a deferred task for Trumpf laser-cutter training. Its description incorrectly discusses another company, Canycom.

Follow-ups:

September 29, 2023 — Salesforce: Meeting task was due; status is Deferred.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: Correct the identity/context mismatch before follow-up. Curt and David remain separate source groups pending CRM reconciliation.

Recommended next step — Kristen Cox (proposed): Review the mismatched description internally and coordinate one qualification approach across the Steel Craft contacts.

Who interacted: David Borushko. Company spelling differs across two lead groups; kept separate pending reconciliation.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Kristen Cox.

Last customer conversation — not located: The cold-call lead has a separate deferred task for Trumpf laser-cutter training.

Follow-ups:

September 29, 2023 — Salesforce: Meeting task was due; status is Deferred.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: Confirm whether the deferred need is active and reconcile the two Steel Craft company-text groups without duplicating outreach.

Recommended next step — Kristen Cox (proposed): Coordinate with Curt’s record, then establish the current training sponsor and whether a discussion is welcome.

Who interacted: Howard Taylor.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: New (lead status) · Sales owner: Kristen Cox.

Last customer conversation — not located: Salesforce classifies Howard as a creator/Media contact, Grade M.

Follow-ups:

May 21, 2025 — Salesforce: CRM record created; this is record history, not a customer conversation.

Current review — Research: No company-specific proposal located in the Internal proposal-folder and drive searches.

What needs attention: This activity is not evidence of a simulator-buying opportunity.

Recommended next step — Kristen Cox (proposed): Review a relevant creator/media collaboration and use the approved media workflow rather than general sales outreach.

Who interacted: BARRY POWELL. Company identity or CRM linkage requires reconciliation. Audience: Cleaned.

Salesforce opportunity: No matched opportunity in the reviewed account/role search. Stage: not established · Sales owner: not assigned.

Last customer conversation — not located: This is an email-domain source group without a unique exact-email CRM match; no relevant dated customer discussion was located.

Follow-ups:

Current review — Research: No relevant sales follow-up established in the reviewed Salesforce, accessible Slack and Internal SharePoint evidence.

What needs attention: The audience status is Cleaned. Do not include this address in marketing follow-up.

Recommended next step — Kristen Cox (proposed): Review the identity and suppression record internally; preserve suppression and do not contact this address.