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Today

Monday, September 14 · what needs action before anything else

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Alerts (6)

Replies to answer(82)

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Positive replies, questions, and referrals from the last 7 days · 274 unresolved in the queue all-time

  • Janne Aartolahti

    QuestionAnswer

    Sure sounds good

    Ekko Media · 13h ago

  • Christopher Short

    needs_humanAnswer

    Sure, we'd love to see your catalog. Is it different than the website? I'm attaching Ashleigh Havrilesko, the interiors contact for HAUS.

    Sagebrook Home · 2d ago

  • Teresa McCandless

    needs_humanAnswer

    Are you going to send me the 3 person trial proposal? If you have any questions, I am happy to help, Teresa McCandless, FPQP The West McCandless Group, PLLC Direct 817-592-3550 or Text Fax 817-592-0200 www.westmccandless

    Slate · 2d ago

  • Mark Troyer

    QuestionAnswer

    yes

    Slate · 2d ago

  • Randi Conniffe

    QuestionAnswer

    Yes please Randi Conniffe, Licensed Certified Agent Affordable Healthcare of South Carolina, Inc. 9 Mallet Hill Road, Suite B Columbia, SC 29223 direct: 803-233-1429 fax: 803-994-9898 randi@affordablehealthcaresc.com We

    Slate · 3d ago

  • Dave Nolan

    QuestionAnswer

    Yes

    Slate · 4d ago

  • Guy Baker

    InterestedAnswer

    Monday 3PM PDt is fine.

    Slate · 4d ago

  • Guy Baker

    QuestionAnswer

    Yes

    Slate · 4d ago

  • Lidia Rodriguez

    InterestedAnswer

    Yes, I would be interested.

    Slate · 4d ago

  • Herman Baptiste

    QuestionAnswer

    Yes I would like to learn more. Sincerely, Baptiste Financial Group LLC Herman A. Baptiste, MBA (O): 843-584-8003 (C): 913-957-1793 (E): Herman@BaptisteFinancialGroupllc.com (W): https://insurewithherman.com Schedule A Z

    Slate · 4d ago

  • Mark LaFlamme

    InterestedAnswer

    YES Mark LaFlamme, APMA OSAIC Wealth Creative Financial Network Vice President, Financial Advisor 2685 Temple St Sarasota, FL 34239-2631 Office (941) 279-4012 Cell 386-216-3113 Text 941-216-7095 Mark.LaFlamme@CFNSFL.com

    Slate · 4d ago

  • Bell Brokerage

    QuestionAnswer

    Hi Priya, Yes, please send the details over. I'd be interested in learning more about how this works. Best regards, Leor Belleli

    Slate · 4d ago

  • Randal Pierson

    needs_humanAnswer

    Yes Sent from my iPhone

    Slate · 4d ago

  • Brian Tollin

    QuestionAnswer

    Send me some information. Thanks Brian Tollin LI Wealth Management Tel 772-241-5990 / Cell 631-974-5373 Brian@liwealthmanagement.com Securities offered though Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separat

    Slate · 4d ago

  • James Phillips

    QuestionAnswer

    Send details. Jim From: Oleg Pevzner <oleg@goslategtmcore.com> Sent: Thursday, September 10, 2026 8:19 AM To: jim@answermanjim.com <jim@answermanjim.com> Subject: retirement prospects Hi James, We arrange meetings with p

    Slate · 4d ago

  • Tima Bell

    QuestionAnswer

    Yes please TIMA BELL Principal/Founder BELLDESIGNGROUP.COM LOS ANGELES / MADRID / ARGENTINA T 310.573.4300 x 101 The information contained in this email message and any attachments are legally privileged and confidential

    Sagebrook Home · 4d ago

  • Desirae Linn

    QuestionAnswer

    Hi Justin, I'd love to know more. Thanks for the info! Desirae Linn Interior Designer 5901 Peachtree Dunwoody Road Building C, Suite 250 Atlanta, Georgia, 30328 678.506.8830 main 678.218.2160 cell www.DynamikInteriors.co

    Sagebrook Home · 4d ago

  • Clementina Vinals

    QuestionAnswer

    Yes can I see the collection ____________ Clementina Vinals co-founder clementina@astvdio.com www.astvdio.com 310.883.5626 ____________ The above e-mail is for the intended recipient only, and may contain information tha

    Sagebrook Home · 4d ago

  • Dan Hodges

    needs_humanAnswer

    Tuesday at 3pm CT works best for me. Is you website slate-gtm.com so my team can prepare for the meeting and see all the services you offer. Dan From: Oleg Pevzner <oleg@tryslategtm.com> Sent: Wednesday, September 9, 202

    Slate · 4d ago

  • Mark Thomas

    needs_humanAnswer

    Hi Oleg, Thanks. This sounds like it may be a good fit. Before we schedule, I just want to clarify one point. When you say packages start at five appointments, is there any upfront payment, deposit, or requirement to pre

    Slate · 4d ago

  • Shane Green

    QuestionAnswer

    Good morning Hiren, Where is your facility located? Best regards, Shane Green Purchasing Manager Heartland Automotive, LLC 300 S Warren Drive, Greencastle, IN 46135 Desk: (765) 653-4263 ext 183 Cell: (317) 457-3388 Satur

    Central Plastics · 4d ago

  • Sherry Martin

    QuestionAnswer

    Certainly. Thank you.

    Slate · 4d ago

  • Denzel Endicott

    QuestionAnswer

    Send me more Denzel Endicott Regional Manager The Bedrock Group Website From: Noah Ellis <noah.ellis@graniteframework.com> Sent: Thursday, September 10, 2026 9:21 AM To: denzel@bedrockfg.com <denzel@bedrockfg.com> Subjec

    Slate · 4d ago

  • William Mccarthy

    InterestedAnswer

    Friday at 10:30 From: Oleg Pevzner <oleg.pevzner@discoverslategtm.com> Sent: Wednesday, September 9, 2026 6:47 PM To: Bill McCarthy <bill@mccarthyandassociates.com> Subject: RE: annuity meetings CAUTION: This email origi

    Slate · 4d ago

  • Trent Swift

    QuestionAnswer

    Oleg, Feel free to send the details. Thanks, Trent From: Oleg Pevzner <oleg@slategtmscope.com> Sent: Thursday, September 10, 2026 6:12 AM To: trent@buffaloruntaxandfinancial.com <trent@buffaloruntaxandfinancial.com> Subj

    Slate · 4d ago

  • Edward Carfang

    InterestedAnswer

    Caleb I can't make the call today We will have to reschedule for sometime next week Edward T. Carfang, Jr Berer Financial Management 4044 Monroeville Blvd. Monroeville, Pa 15146 (o) 412-373-7667 (c) 724-433-3290 Ed@Berer

    Slate · 4d ago

  • Richard Spaller

    QuestionAnswer

    Hi Oleg, I'm interested in hearing more about how your process works. Please send over some additional details when you have a moment. Best, Rich

    Slate · 4d ago

  • Ronak Shah

    InterestedAnswer

    Sure Ronak Shah Head of Growth

    Rellify · 4d ago

  • James Meyer

    InterestedAnswer

    Hey Jim - looking forward to speaking tomorrow.

    Slate · 4d ago

  • Jasper Childs

    QuestionAnswer

    Happy to take a look! Thanks Joshua. Jasper Childs Director of Marketing & Comms jasper@redact.dev redact.dev

    Ekko Media · 5d ago

  • Martin Wachtel

    QuestionAnswer

    Hello Oleg, Sure. Send it to me. Thanks, Martin Regards, Martin Wachtel Retirement Solutions Consultant & ISO Partner Lic#18734462 469-815-2390 mwachtel@trsconsultation.com Book a Consultation

    Slate · 5d ago

  • Frank Raccioppi III

    InterestedAnswer

    i see it in there, i did not open yet, i'll be home soon, can we do 1130am friday instead of tomorrow? May your day be Blessed in Jesus Name! Frank Raccioppi III 904.826.9679 www.Raccioppi.org So in all things, do to oth

    Slate · 5d ago

  • John Janesak

    QuestionAnswer

    Yes, I would. John Janesak Covenant Financial LLC Indpendent Advisor 989-529-1338 Visit me at: www.covenantfinance.com

    Slate · 5d ago

  • Frank Raccioppi III

    InterestedAnswer

    Friday 11 is cool, thanks May your day be Blessed in Jesus Name! Frank Raccioppi III 904.826.9679 www.Raccioppi.org So in all things, do to others what you would want them to do to you— for this is The Torah and the Prop

    Slate · 5d ago

  • Frank Raccioppi III

    needs_humanAnswer

    Yes, cool thanks. May your day be Blessed in Jesus Name! Frank Raccioppi III 904.826.9679 www.Raccioppi.org So in all things, do to others what you would want them to do to you— for this is The Torah and the Prophets. (M

    Slate · 5d ago

  • jay ltcpreferred.com

    QuestionAnswer

    Details? Sent from my iPhone

    Slate · 5d ago

  • Tavarez, Robert

    InterestedAnswer

    Yes Robert A. Tavarez, CLTC Registered Representative CA Insurance License # 4195584 LFN, LLC CA Insurance License # 6000906 Lighthouse Financial Network, LLC 575 Broadhollow Road Melville NY 11747 Tel: 631 465 9090 Ext

    Slate · 5d ago

  • Juan Zapata

    InterestedAnswer

    Hello Oleg, Let's chat about it.

    Slate · 5d ago

  • Steve Jagusch

    QuestionAnswer

    Yes, send more info. What is the cost. Steve From: Oleg Pevzner [mailto:oleg@slateoutreach.com] Sent: Wednesday, September 09, 2026 8:17 AM To: Steve Jagusch <sjagusch@sigmarep.com> Subject: retirement prospects Hi Steve

    Slate · 5d ago

  • Kent Creer-Williams

    QuestionAnswer

    Please provide more information in regards to your company? From: Oleg Pevzner <oleg-op@slategtmdev.com> Date: Wednesday, September 9, 2026 at 2:34 PM To: Kent Creer-Williams <kent.creerwilliams@ekwservices.com> Subject:

    Slate · 5d ago

  • Michael Hirsch

    InterestedAnswer

    Sure MPH MICHAEL P. HIRSCH Michael@hirschgroupsolutions.com Hirschgroupsolutions.com 770-856-8217

    Slate · 5d ago

  • Jim Meyer

    InterestedAnswer

    Sure. Next week Wednesday after 11 am works. Jim Meyer The Meyer Group 1325 S. Arlington Heights RD #201 Elk Grove Village IL 60007 P 847 956 1626 F 847 956 1647 https://calendly.com/jimmeyer-themeyergrp/new-meeting-43 h

    Slate · 5d ago

  • Charmagne Preston

    QuestionAnswer

    Hi Oleg, I would like to learn more about this. Please send over more details. Best regards, Dr. Charmagne Preston CP FINANCIAL CONSULTING COMPANY Schedule an Appointment Find us on Facebook Office Cell: 706-525-5787 Lic

    Slate · 5d ago

  • Dan Hodges

    Soft positiveAnswer

    Yes there were a few, and a few we have solicited before. Dan From: Oleg Pevzner <oleg@tryslategtm.com> Sent: Tuesday, September 8, 2026 5:55 PM To: dw.hodges@stlouisgear.com Subject: RE: shop work Dan, Did any of the co

    Slate · 5d ago

  • Tom Gervase

    QuestionAnswer

    Sure I’d like to learn about it. Thomas G. Gervase Financial Advisor Spartan Financial Advisors 1501 Lakestone Village Lane Suite 205 D Fuquay Varina, NC 27526 Phone: 919-762-2180 Fax: 919-752-5491 tom@spartanfinancialad

    Slate · 5d ago

  • Haylee Simon

    ReferralAnswer

    I have fwd this to our materials manager www.metrican.com Haylee Simon Purchasing Coordinator Metrican Stamping, LLC 101 Warren G. Medley Drive Dickson, TN 37055 P: (615) 446-1018 x5258 Connect with Us! CONFIDENTIALITY N

    Central Plastics · 5d ago

  • Tom Henle

    needs_humanAnswer

    Sure

    Slate · 5d ago

  • Edward Carfang

    QuestionAnswer

    Yes I would Than You Edward T. Carfang, Jr Berer Financial Management 4044 Monroeville Blvd. Monroeville, Pa 15146 (o) 412-373-7667 (c) 724-433-3290 Ed@Bererfinancial.com Securities offered through Registered Representat

    Slate · 5d ago

  • J.P. Lamp

    Soft positiveAnswer

    Maybe in the future. Thanks for reaching out. ---- J.P. Lamp Bookkeeper https://jeffreylamp.com/bookkeeping_taxes/

    Slate · 5d ago

  • Mark Thomas

    needs_humanAnswer

    Hi Oleg, Yes, please send the qualification questions. This is much closer to what I am looking for. I’m interested in booked appointments with people who have qualified or non-qualified assets and are genuinely interest

    Slate · 5d ago

  • Julia Sellers

    needs_humanAnswer

    Hey there Oleg, Yes, please send over the qualification questions. Best, Julia Sellers Principal Partner Windows of Opportunity Financial Partners 1033 Demonbreun St. Ste. 300 Nashville, TN 37203 615-946-9539

    Slate · 5d ago

  • Scott Thompson

    QuestionAnswer

    Yes please Get Outlook for iOS From: Miles Ellis <miles.ellis@plainnexus.com> Sent: Wednesday, 09 September 2026 09:22:36 To: Scott Thompson <SThompson@DPAInsurance.com> Subject: annuity meetings Hi Scott, We arrange mee

    Slate · 5d ago

  • Ryan Bearden

    QuestionAnswer

    Send me info -- Ryan "RB" Bearden Director of Sales Americas Financial Group 901 Main Street, Dallas, TX 75202 www.americasfinancialgrp.com Integrity Above All The information in this e-mail and any attachments are for t

    Slate · 5d ago

  • William Mccarthy

    InterestedAnswer

    11:30 would work for me Bill McCarthy & Associates Ohio 330-656-5580 Florida 330-592-5864 bill@mccarthyandassociates.com From: Oleg Pevzner <oleg.pevzner@discoverslategtm.com> Sent: Tuesday, September 8, 2026 6:53 PM To:

    Slate · 5d ago

  • Chris Bowman

    QuestionAnswer

    Hi Oleg, Please send over the details and let me know the name of your company. I can’t find Slate anywhere. Thanks, Chris Chris Bowman | Founder Prospect Wealth Advisors 1255 W Rio Salado Pkwy, Suite 103 Tempe, AZ 85251

    Slate · 5d ago

  • Andy Whitaker

    needs_humanAnswer

    If I book a call to learn more, who will I be speaking to? What country will that person be in during the call? Is English their 1st language, 2nd or 3rd? Does you platform involve me doing any work, spending time, or pa

    Slate · 5d ago

  • Connors, James

    Soft positiveAnswer

    Thank you James R. Connors Managing Partner | Financial Advisor Boston Partners Wealth Management, LLC 301 Edgewater Place, Suite 306, Wakefield, MA 01880 Phone: 978.689.6995 | Fax: 978.299.5353 Email: jconnors@bpwmteam.

    Slate · 5d ago

  • Daniel Rondberg

    QuestionAnswer

    Yes please Sincerely, Daniel Rondberg Nation’s First Financial 6402 E. Superstition Springs Blvd. Suite 110 Mesa, AZ 85206 (480) 981-7557 From: Rachel Barrett <rachel.barrett@graniteframework.com> Sent: Tuesday, 08 Septe

    Slate · 5d ago

  • Michael Stewart

    QuestionAnswer

    Oleg, I hope all is well. Yes, I would like to learn more, thanks. Sincerely, Michael G. Stewart II Founder, Chairman & CEO Yarash Global Solutions Inc. 801 North Brand Blvd., Suite 220 Glendale, CA 91203 877-YARASH-1 87

    Slate · 6d ago

  • Ralph E. Rosenbaum

    QuestionAnswer

    Please Ralph Rosenbaum CPA|PFS Investment Adviser Representative "When you have the right financial advisor, life can be brilliant" Rosenbaum Financial Services 196 Main St. Matawan, NJ 07747 732-441-1818// Fax 732-441-1

    Slate · 6d ago

  • Jay Thurlow

    InterestedAnswer

    Interested Jay Thurlow - Fiduciary Financial / Insurance Planner Life Ins Needs SECURE UPLINK Schedule a meeting Jay@JayThurlow.com 208-946-0173 The Insurance Shop CONFIDENTIALITY NOTICE: This message is intended to be v

    Slate · 6d ago

  • Denis Sinelnikov

    QuestionAnswer

    Please send potential pricing per appt booked or your price list for this service for us to consider before meeting with you. thank you.

    Slate · 6d ago

  • Douglas Zelaya

    InterestedAnswer

    Hi Oleg, Yes, I think so.

    Slate · 6d ago

  • tiffani

    InterestedAnswer

    Hi Noah, Yes I'm interested in learning more. Please send over any information or we can do a call if that works? Kind regards, Tiffani Sloan TruProtection Financial T: 301-237-3110 Email: tiffani@truprotectionins.com Re

    Slate · 6d ago

  • Jerry McMillan

    InterestedAnswer

    Hello Colin, Use this link to schedule a time to talk. Schedule an Appointment Jerry L. McMillan, Sr. The McMillan Agency (904) 571-5093 Phone (866) 884-3490 Fax ZOOM MEETING LINK www.alltherightplans.com McMillan Agency

    Slate · 6d ago

  • Sean Polley

    QuestionAnswer

    What do you charge? Sean Polley, CWM President & CEO POLLEY LIFE LLC 250 N. Orange Ave., Suite 1116 Orlando, FL 32801 PH: 407.337.1076 www.PolleyLife.com

    Slate · 6d ago

  • DEAN SADAK

    QuestionAnswer

    sure but like to know cost or fee schedule Dean Sadak Wealth Manager Pinnacle First Financial Group,LLC 3781 Westerre Parkway, Suite A Henrico, VA 23233 Office 804-288-7272 Fax 804-525-7440 www.pinnfirst.com Securities a

    Slate · 6d ago

  • Terry Murphy

    needs_humanAnswer

    Only interested if it is pay only for performance with no upfront costs and no monthly fees Strategic Marketing TERRY MURPHY MANAGER | CEO Phone: 561.688.8155 Email: tmurphy@thinkstrategic.com Website: thinkstrategic.com

    Slate · 6d ago

  • Terry Register

    QuestionAnswer

    Let me know I’ll bite Terry Register Call 919-488-7124 Need help fast call office 919-488-5840. Sent from my iPhone

    Slate · 6d ago

  • jonmark richardson

    needs_humanAnswer

    RPM Leads? I've done something like this before. Cost per lead? I really don't have a lot of time to talk. Jonmark Richardson Financial Advisor Insurance NPN 8530863 Certified Long Term Care Specialist O 480 378-3046 C 6

    Slate · 6d ago

  • Rob Poynor

    QuestionAnswer

    Tell me more Rob Poynor Marketing Director | Partner E: rob@cainfinancial.com O: 972.460.0014 A: 101 E. Park Blvd. | Suite 975 | Plano, TX 75074 W: www.cainfinancial.com Investment Advisory Services offered through Castl

    Slate · 6d ago

  • Liza Johnson

    needs_humanAnswer

    Hi Oleg, Some questions for you: Which states? How do you source and qualify potential leads? What questions do you ask prospects during the initial conversation? How are leads delivered to me? What is the cost per lead?

    Slate · 6d ago

  • Nicolas Hernandez

    needs_humanAnswer

    Good afternoon Oleg, Unfortunately, the dates provided below do not work for us. I also tried to schedule time through your calendar, but it appears that you do not have any availability from the end of this month throug

    Slate · 6d ago

  • jonmark richardson

    QuestionAnswer

    Send me more info. Please make it an email or website link. Thank you. Jonmark Richardson Financial Advisor Insurance NPN 8530863 Certified Long Term Care Specialist O 480 378-3046 C 602 435 2036 F 480 378 3799 Email jri

    Slate · 6d ago

  • Daniel Rotter

    QuestionAnswer

    Hello Vivian, Sure, I’ll take a look. Dan From: Vivian Howard <vivian.howard@alderprotocol.com> Sent: Tuesday, September 8, 2026 7:14 AM To: Daniel Rotter <drotter@hamptonfs.com> Subject: annuity conversations Hi Daniel,

    Slate · 6d ago

  • Brian Holbrook

    needs_humanAnswer

    Sure

    Slate · 6d ago

  • Zach Wolkstein

    QuestionAnswer

    Hi Oleg, Sure, send it over. Thanks, Zach Wolkstein | Managing Director The Balaban Group, LLC Insurance Solutions|Estate Solutions|Benefit Solutions Mailing Address: 12021 Wilshire Blvd. Ste 137 LA, CA 90025 (Office) 31

    Slate · 6d ago

  • John Goodhue

    QuestionAnswer

    Sure John Goodhue Chief Executive Officer | www.apofinancial.com P: 720.588.2000 E: john@apofinancial.com A: 10155 Westmoor Dr #125, Westminster, CO 80021 Investment advice is offered through APO Financial Services, LLC

    Slate · 6d ago

  • William Mccarthy

    QuestionAnswer

    Tell me more From: Oleg Pevzner <oleg.pevzner@discoverslategtm.com> Sent: Tuesday, September 8, 2026 9:17 AM To: billmcc@windstream.net Subject: annuity meetings CAUTION: This email originated from outside your organizat

    Slate · 6d ago

  • Kim Riffe

    Soft positiveAnswer

    Rhonda, Thank you for reaching out. We actually do not use a lot of plastics in our production process, but we will keep you in mind in case that changes. Thanks Kim From: Rhonda Mccoy <rmccoy@thecentralplastics.com> Sen

    Central Plastics · 6d ago

  • Jason Siebert

    InterestedAnswer

    Hi Oleg, You can send me more info or your calendar link to book a time to talk. Jason Sent from my iPhone

    Slate · 6d ago

  • Janne Aartolahti

    QuestionAnswer

    Hi Joshua, Sure, feel free to send it over. Could be interesting. Best, Janne

    Ekko Media · 6d ago

Meetings (9 today, 3 tomorrow)

Today

  • James Phillips

    slate

    9:00 AM
  • Zach Wolkstein

    slate

    10:00 AM
  • Denzel Endicott

    slate

    10:30 AM
  • Robert Dumais

    slate

    11:00 AM
  • Denzel · Bedrockfg

    skymatic

    time not recorded
  • Guy Baker, PhD, MBA, MSFS · Btagroup

    skymatic

    time not recorded
  • Sjag36 · Comcast

    skymatic

    time not recorded
  • Wes · Bridelgroup

    skymatic

    time not recorded
  • Zach · Balaban

    skymatic

    time not recorded

Tomorrow

  • Tavarez, Robert

    slate

    9:30 AM
  • Michael Stewart

    slate

    11:00 AM
  • Frank Raccioppi III

    slate

    12:00 PM

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Full pipeline

Stalled (14+ days, no next step): Tundra AI Labs, OhmNow

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