Elena Rodriguez

VP of Marketing at Acme Corp

ClientActive Deal

Last Contact

2 weeks ago

Coffee chat

Target Date

This Friday

Nearing overdue

Key Context

Elena is highly focused on Q4 campaign launches for their new product line. Mentioned her daughter is starting college at NYU this fall. Prefers text or WhatsApp for quick scheduling over email.

Oct 12

San Francisco

Interaction History

Coffee at Blue Bottle

Oct 10

Discussed the upcoming Q4 budgets and the new agency pitch. She seemed very receptive to the initial concepts.

Sent proposal deck

Sep 28

Initial sync call

Sep 15

Introduced via Michael. Covered high level goals for end of year.