Marcus Webb

LEAD-107 · Director of Finance at Apex Financial

BackSource meeting

Lead score

64

moderate lead

Buying intent

58%

Deal value

$42,000

Urgency

Medium

Pipeline stage

New
Contacted
Qualified
Proposal Sent
Negotiation
Won
Lost

Email

m.webb@apexfin.com

Company

Apex Financial

Source

Outbound

Budget

Not confirmed

Timeline

Next budget cycle (October)

Decision maker

Not identified

Last activity

2026-07-29

Category

moderate

Qualification radar

AI scoring dimensions

Lead score breakdown

Weighted total 64 / 100

Budget9/20
Timeline8/15
Engagement13/20
Decision maker10/20
Urgency14/15
Sentiment10/10

AI analysis

Pain points

  • Per-seat cost concerns
  • Low meeting frequency for some staff

Competitors

Internal build

Product interest

Usage-based pricing
Compliance recording

Recommended next actions

Share pricing comparison
Send ROI calculator
Identify economic buyer

Activity timeline

  1. Jul 29Pricing objection detected in transcript
  2. Jul 22Lead created from outbound sequence

Contact