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Theo Kowalski

Silver Oak Financial Advisors

Contacted

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Contact Information

Name: Theo Kowalski
Email: theo.kowalski@silveroakfinancialadvisors.example
Phone: (202) 555-0149
Company: Silver Oak Financial Advisors

Submission Information

Original message

I would like a quote for monthly content and link building. We have a small in-house marketing team.

Form name: Free SEO Audit
Submission page: /free-seo-audit
Submission date: Sep 7, 2026, 4:26 PM

Attribution

Source: Organic Search
Medium: organic
Campaign: —
Landing page: /services/paid-media
Referrer: google.com

Lead Management

Stage

Assigned to

Deal value (USD)

Add a note

Notes (1)

Budget confirmed. Wants a proposal by the end of next week.
Maya Okafor · Sep 10, 2026, 4:26 PM

Activity History

Stage changed from New to Contacted
Maya Okafor · Sep 10, 2026, 4:26 PM
Lead created from website form
System · Sep 7, 2026, 4:26 PM