Sandbox: UAT2 | Log out
Lead
James Whitfield
Title
Director of IT Security
Company
Meridian Technologies
Phone
Email
MQL Date
Mar 1, 2026
00. Nurture
01. MQL
02. Active Qualification
03. Prospect Engaged
04. Round Robin Pending
Closed
Converted
Overview
Activity
Marketing & Campaigns
Demandbase
ZoomInfo
Chatter
Other
Lead Information
Company
Meridian Technologies
Name
James Whitfield
Title
Director of IT Security
Email
Secondary Email
Phone
Secondary Phone
Country Code
US
WeChat Number
WhatsApp Number
Website
Description
IT Security Director at Meridian Technologies. Attended Zero Trust Summit webinar. Evaluating network security solutions for a 3,000-person hybrid workforce.
Lead Record Type
BDR Lead
Lead Owner
Lead Status
01. MQL
Most Recent Lead Source
Webinar
Last Campaign Touch
Zero Trust Summit Q1 2026
MQL Date
Mar 1, 2026
Last Activity Date
Mar 9, 2026
Closed Reason
Closed Reason Details
Mandatory Qualification Fields
Budget
Authority
Need
Timeline
BDR Notes
AE Meeting Date (from BDR)
Evaluation Time-frame
Existing Vendor / Competitor
Communication Preferences
Do Not Contact
Do Not Call
Sales Opt Out
Marketing Opt Out
System Information
Created By
Marketo Sync, Feb 28, 2026 11:02 AM
Last Modified By
Marketo Sync, Mar 1, 2026 8:45 AM
📧 Email
📞 Log a Call
✅ New Task
📅 New Event
Send an email to James Whitfield…
Upcoming & Overdue
Initial outreach – MQL follow-up call
Due Mar 12, 2026 · Assigned to BDR Queue
Mar 12
Past Activity
📝
Note: MQL triggered – attended Zero Trust Summit webinar, downloaded SASE guide
Marketo Sync · Mar 1, 2026
Mar 1
Email: Zero Trust Summit – Thank You & Next Steps
Marketing Automation · Feb 28, 2026
Feb 28
📝
Note: Lead created from webinar registration – Zero Trust Summit Q1 2026
Marketo Sync · Feb 25, 2026
Feb 25
Campaign History
Campaign NameTypeSub-TypeTheme StatusMQLMQL DateResponded First RespondedUTM SourceUTM Campaign UTM ContentUTM Term
Zero Trust Summit Q1 2026 WebinarLiveZero Trust Attended Mar 1, 2026Mar 1, 2026 linkedinq1-zt-summitbanner-v1zero-trust
SASE Buyer's Guide Download ContentGuideSASE Downloaded Feb 28, 2026 googlesase-guide-q1sase
Cloudflare One Nurture Email #3 EmailNurtureSASE Opened emailcf-one-nurture
Account-level intent signals, pipeline predict score, and buying stage load here via the Demandbase managed package.
ZoomInfo Last Updated
Mar 3, 2026
Contact enrichment details and firmographics load here via the ZoomInfo managed package.
ZoomInfo Scoops
Share an update, @mention a teammate…
MS
Maria SantosMar 9, 2026 · 10:22 AM
New MQL assigned from Zero Trust Summit. James is a Director-level buyer at Meridian — 3,000 employees, hybrid workforce. @BDR Team please prioritize outreach today, MQL SLA is 4 hours.
👍 Like💬 Comment🔗 Share
TK
Tom KimMar 9, 2026 · 11:05 AM
On it — calling now. ZoomInfo shows they're actively hiring security engineers, which is a strong buying signal. Will log the call outcome.
👍 Like💬 Comment🔗 Share
🎯
BDR Guidance
Current Stage: 01. MQL
Goal at this stage
Qualify the lead against BANT criteria and secure an AE intro meeting within 5 business days of MQL assignment.

Required actions before advancing
  • Confirm lead is still at the company and role is accurate
  • Make first outreach within 4 business hours of MQL
  • Identify Budget range and authority level
  • Document Need and Timeline in qualification fields
  • Log at least 3 outreach attempts (call + email)
  • Book AE intro meeting and set AE Meeting Date field

Messaging tips
Lead came in via Webinar (Zero Trust Summit). Reference the session and offer a tailored follow-up focused on their hybrid workforce security challenge.
💡 Strong buying signal: ZoomInfo shows Meridian is actively hiring 50+ security engineers. Use this as an opener — they're clearly investing in security infrastructure.

SLA reminder
MQL SLA: first outreach within 4 business hours. Escalate to manager if no response after 5 attempts over 7 days.
Related List Quick Links
i
📣
Campaign History (3)
Lead History (3)
📋
Cases (0)
💼
Opportunities (0)
🔗
Sales Navigator (1)
📚
Case Studies & Refs (2)
Show All (9)
Sales Engagements
Last engaged: Mar 9, 2026
Engagements within 30 days:
📞
0
📧
1
0
📅
0
1
Cadences
MQL – Enterprise Tech Cadence
Active · Day 1 of 30 · Next: Intro Call
This record is not in any other cadences.
SalesOps Support
*How can we help you with?