Sample data, not live RLA figures
Silver Oak Financial Advisors
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Original message
Looking for a partner to manage our SEO on an ongoing basis. Could you share pricing and how you typically work?
Left a voicemail and sent a follow-up email.
Courtney · Mar 6, 2026, 4:28 PM
Deal marked Lost
Courtney · Mar 18, 2026, 4:28 PM
Stage changed from Meeting to Proposal
Courtney · Mar 12, 2026, 4:28 PM
Stage changed from Contacted to Meeting
Courtney · Mar 9, 2026, 4:28 PM
Stage changed from New to Contacted
Courtney · Mar 6, 2026, 4:28 PM
Lead created from website form
System · Mar 3, 2026, 4:28 PM