Lead Repository

Proposed walking through the agenda covering packing, shipping and office systems.

Proposed reviewing the practice's clinical and front-office systems on site.

Proposed covering the strategic IT planning approach and how it fits Ontario law firms.

Proposed a call to review ERP support alongside co-managed IT.

Proposed preparing an approach for multi-location support ahead of the RFP.

Proposed an agenda covering clinic systems, budget and support coverage.

Proposed a short call on how ERP support fits with ongoing IT services.

Proposed a call with the current provider to scope local on-site coverage.

Proposed a short call on support for the organization's in-home and community programs.

Proposed a short discovery call with the owner.

Future check-in proposed to revisit when the current contract comes up.

Proposed a short call on support for the agency's care and training operations.

Proposed a short call on the company's current IT setup.

Future check-in proposed for June 2027.

Future check-in proposed for August 2027 ahead of renewal.

Future check-in proposed for December 2026.

Proposed confirming the right contacts for future correspondence.

Proposed a call to agree a plan of attack for the migration.

Future check-in proposed for January 2027.

Future check-in proposed for January 2027.

Future check-in proposed for June 2027.

Proposed an agenda covering the platform's current IT setup and support needs.

Proposed covering office and field technology needs on the call.

Proposed a short call on the church's current IT setup.

Proposed a short call on support across the organization's sites and programs.

Proposed a short call with the owner on cloud accounting and tech support.

Proposed a short call on the pharmacy's systems and compliance needs.

Future check-in proposed for August 2027.

Future check-in proposed for May 2027.

Future check-in proposed for July 2027.

Future check-in proposed for August 2027.

Proposed covering IT support across the group's restaurant locations.

Proposed covering office and field technology needs on the call.

Proposed walking through on-call coverage options on the call.

Proposed reviewing support for the distribution and office systems.

Proposed reviewing the center's current IT setup on the call.

Proposed covering support for the organization's office and programs.

Proposed a short introductory call on the practice's IT needs.

Proposed a short discovery call on the firm's IT needs.

Future check-in proposed for December 2026.

Future check-in proposed for February 2027.

Future check-in proposed for August 2027.

Future check-in proposed for February 2027.

Proposed covering Microsoft 365 and Azure support on the call.

Proposed covering the group's IT needs at the meeting.

Proposed a short call on support for the organization's clubs and programs.

Proposed a short call on the company's IT needs.

Proposed reviewing the offerings against the company's IT needs.

Future check-in proposed for March 2027.

Future check-in proposed for December 2026.

Future check-in proposed for April 2027.

Future check-in proposed for January 2027.

Referral to the district's IT lead received. Next step is an introductory conversation with the IT department.

Inquiry redirected internally. Awaiting identification of the IT decision-maker to continue the conversation.

Referral to the in-house IT manager received. Outreach to the new contact is under way.

Referral received. Introductory outreach to the referred technology contact is in progress.

Prospect has an immediate hardware support need, opening a path to broader tech support services.

Satisfied with the current provider but open to revisiting if more hands-on support is needed. Check-in set for February 2027.

Interested but unavailable until January 2027. Reach-out scheduled accordingly.

No current need for additional IT services. Prospect invited contact again in January 2027.

No immediate need. Practice is open to an annual check-in, next planned for September 2027.

No immediate need. Company is open to an annual check-in, next planned for September 2027.

Call confirmed for Monday, October 26 at 12:00 PM CT to discuss the cybersecurity audit and pricing.

Teams call confirmed for Tuesday, October 27 at 1:30 PM ET to review IT needs and provide a quote.

Call confirmed for Wednesday, January 6 at 10:00 AM CST to discuss tech support and managed IT services.

Prospect is actively seeking an alternative IT provider on cost grounds and has assigned team members to supply quoting details.

Teams call confirmed for Wednesday, October 28 at 3:00 PM for an introduction with the executive vice president.

Zoom call confirmed for Wednesday, October 28 at 9:30 AM CT with the IT manager.

Call confirmed for Tuesday, November 3 at 10:30 AM to discuss replacing the firm's IT provider.

IT is controlled by corporate. Prospect is open to follow-ups; next check-in planned for April 2027.

Willing to talk but unavailable until Q1. Reach-out scheduled for January 2027.

Call confirmed for Thursday, November 5 at 10:00 AM to learn more about the IT services offered.

Referral to the firm's IT contact received and the lead forwarded for follow-up.

Prospect requested pricing and has a compliance driver; scheduling a call is under way.

Prospect is evaluating the support team; an introductory call is being scheduled.

Referral to the executive director received; awaiting his review of the information.

Recently switched IT providers. Next check-in planned for August 2027.

No immediate need. Open to an annual check-in, next planned for September 2027.

Call confirmed for Tuesday, November 3 at 12:30 PM CST with the IT executive.

CEO agreed to talk next week; scheduling is under way.

Call confirmed for Thursday, November 5 at 10:00 AM MST to discuss AI and managed IT services.

Prospect intends to commit to a meeting time next week.

Referral to the IT owner received; awaiting his interest.

IT is covered for now. Right contact identified for future conversations.

No immediate need. Annual check-in planned for October 2027.

No immediate need. Annual update planned for October 2027.

Original Zoom slot is being rescheduled; owner remains keen to discuss IT support.

Zoom meeting set for Wednesday, November 4 at 9:30 AM PST with the COO and the Germany-based head of administration.

Call confirmed for Thursday, October 29 at 3:00 PM.

In-person meeting confirmed for Friday, October 30 at 11:00 AM CT.

Call confirmed for Monday, November 2 at 2:00 PM ET.

Prospect is evaluating ERP support; lead forwarded for follow-up.

Meeting confirmed for Friday, October 30 to discuss the upcoming RFP.

Zoom meeting set for Thursday, November 5 at 10:00 AM ET.

Prospect has an ERP support need; scheduling a call is under way.

Prospect needs local on-site help; introduction to its provider is being arranged.

Prospect asked to reconnect next week.

Referral to the owner received; outreach under way.

Satisfied with the current local provider; decision-maker identified for the future.

Referral to the IT team received; outreach under way.