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NameTarget Ask LevelAsk TimeframeRelationship ManagerStaff ManagerEngagement StatusNext ActionNext Action Due Date Action Results (Notes)
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Liz and Eric Lefkofsky strategyinvite to case focus group30 days
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Janice L. Feinberg strategyinvite to case focus group30 days
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Bette Cerf Hill cultivationinvite to case focus group30 days
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Dana M. Mikstay and Ronna Hoffberg strategyinvite to speak at school
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Julie A. Conboy and Jeff Hesse strategyinvite to case focus group30 days
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The Fogelson Family Foundation closed
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George J. & Theresa L. Cotsirilos Foundation strategyinvite to case focus group30 days
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Jenner & Block strategyinvite to case focus group30 days
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Esther S. Saks strategyinvite to case focus group30 days
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Dr. Thomas O'Halloran and Teresa Woodruff prospectcreate strategy for cultivation 60 days
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Susan Gallagher prospectcreate strategy for cultivation 60 days
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Greg Cameron and Greg Thompson strategycreate strategy for cultivation 60 days
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Kimbra A. Bell, MD prospecton hold
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Karen C. Teitelbaum prospectcreate strategy for cultivation 60 days
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Marilee Hopkins prospectcreate strategy for cultivation 60 days
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Paula Kahn prospectcreate strategy for cultivation 60 days
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Arlene Sheskin prospectcreate strategy for cultivation 60 days
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Mary Lee Montague prospectcreate strategy for cultivation 60 days
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Rachael Halstuk Mangoubisuspectqualify 60 days
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Amina J. Dickersonsuspectqualify30 days
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Edward Cooper and Patricia De Biasisuspectqualify30 days
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Julie Hesssuspectqualify30 days
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Bettylu K. and Paul Saltzman prospectcreate strategy for cultivation 60 days
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Tanesha D.H. Pittmansuspectqualify30 days
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Tamar Newberger and Andrew Schapirosuspectqualify30 days
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Glen M. Spear and Myra B. Wagnersuspectqualify30 days
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Jane DiRenzo and Ken Pigott cultivationask30 days
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Ms. Mary Staffordsuspectqualify30 days
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Deb DeHaas prospectcreate strategy for cultivation 60 days
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Ms. Kate Sandersonsuspectqualify30 days
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Portia Owen Morrisonsuspectqualify30 days
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Kyle and Sonya Andreassen-Hendersonsuspectqualify30 days
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Anna Eleanor Rooseveltsuspectqualify30 days
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Frances S. Johnssuspectqualify30 days
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Mrs. Linda Loving prospectcreate strategy for cultivation 60 days
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Helen and Harry Ropersuspectqualify30 days
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