Sample data, not live RLA figures
Stonebrook Financial Advisors
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Original message
Your blog post on SEO costs was helpful. Can we set up a short call to talk through our budget?
Left a voicemail and sent a follow-up email.
Courtney · Jun 23, 2026, 8:09 AM
Deal marked Lost
Courtney · Jul 5, 2026, 8:09 AM
Stage changed from Meeting to Proposal
Courtney · Jun 29, 2026, 8:09 AM
Stage changed from Contacted to Meeting
Courtney · Jun 26, 2026, 8:09 AM
Stage changed from New to Contacted
Courtney · Jun 23, 2026, 8:09 AM
Lead created from website form
System · Jun 20, 2026, 8:09 AM