Pipeline
Daily bottleneck view · updated 42 min ago
Funnel looks healthy. Work the action queue below.
Sends
46,633
avg 32,363
Reply rate
0.69%
avg 0.53%
Positive replies
81
avg 34.5
Meetings booked
42
avg 19.6
Proposals sent ≈
0
avg 0.0
Deals closed
2
3 in 30d
Action queue
Open Close tasks on deal leads, due today or earlier
No open tasks due or overdue. Nice.
Stall watch
Deals >14 days old with no open Close task that has a due date
| Deal | Stage | Age | Value |
|---|---|---|---|
| Tundra AI Labs | Scoping / Discovery | 85d | $0 |
| OhmNow | Scoping / Discovery | 85d | $0 |
Scoping/Discovery
2 deals · $0
Proposal/Terms Sent
6 deals · $13,800 · $13,800 MRR
- Piedmont M&A Advisors$3,600
- SalesAi$3,000
- Optimus Tax$3,000
- The Enginuity Group$2,000
- WebRunner$1,200
- SocialHP - My Network$1,000
Recent meetings
55 in last 14 days · click to expand
Recent meetings
55 in last 14 days · click to expand
| Date | Name | Company | Source | Status |
|---|---|---|---|---|
| Sep 13 | stuart@kruseassetmanagement.com | - | outbound | Booked |
| Sep 12 | Finance Keem | - | outbound | Booked |
| Sep 11 | Richard Spaller | - | outbound | Booked |
| Sep 11 | Jack Rogers | - | outbound | Booked |
| Sep 11 | marc trost | - | outbound | Booked |
| Sep 10 | Tundra AI Labs | - | inbound | Booked |
| Sep 10 | Denzel Endicott | - | outbound | Booked |
| Sep 10 | James Phillips | - | outbound | Booked |
| Sep 10 | Guy Baker, PhD, MBA, MSFS | Btagroup | outbound | Booked |
| Sep 10 | Wes | Bridelgroup | outbound | Booked |
| Sep 10 | Denzel | Bedrockfg | outbound | Booked |
| Sep 10 | Sjag36 | Comcast | outbound | Booked |
| Sep 9 | Creative Financial Network | - | outbound | Booked |
| Sep 9 | Michael Stewart | - | outbound | Booked |
| Sep 9 | Zach Wolkstein | - | outbound | Booked |
| Sep 9 | Tom Henle | - | outbound | Booked |
| Sep 9 | Edward Carfang | - | outbound | Booked |
| Sep 9 | Tom Gervase | - | outbound | Booked |
| Sep 9 | Creative Financial Network | - | outbound | Booked |
| Sep 9 | tiffani | - | outbound | Booked |
| Sep 9 | Tavarez, Robert | - | outbound | Booked |
| Sep 9 | Julia Sellers | - | outbound | Booked |
| Sep 9 | Jim Meyer | - | outbound | Booked |
| Sep 9 | Tom | Spartanfinancialadvisors | outbound | Booked |
| Sep 9 | Tom | Tomhenle | outbound | Booked |
| Sep 9 | Jsellers | Woo-Financial | outbound | Booked |
| Sep 9 | Ed | Bererfinancial | outbound | Booked |
| Sep 9 | Frank Raccioppi III | - | outbound | Booked |
| Sep 9 | Creative Financial Network | - | outbound | Booked |
| Sep 9 | West McCandless Group | - | inbound | Booked |
| Sep 9 | Zach | Balaban | outbound | Booked |
| Sep 8 | Rob | Cainfinancial | outbound | Booked |
| Sep 8 | Jerry McMillan | Alltherightplans | outbound | Booked |
| Sep 8 | Jaythurlow | Gmail | outbound | Booked |
| Sep 8 | Jerry McMillan | - | outbound | Booked |
| Sep 8 | Rob Poynor | - | outbound | Booked |
| Sep 8 | Steve Thurmond | - | outbound | Booked |
| Sep 8 | Jay Thurlow | - | outbound | Booked |
| Sep 8 | Benjamin Esshaghian | Belldini | outbound | Booked |
| Sep 8 | Jason Siebert | - | outbound | Booked |
| Sep 8 | Jason | Jdfinancialadvisors | outbound | Booked |
| Sep 8 | Steve | Forwardfi | outbound | Booked |
| Sep 6 | Teodorescu95 | Gmail | outbound | Booked |
| Sep 5 | Robert Dumais | - | outbound | Booked |
| Sep 5 | WebRunner | - | outbound | Booked |
| Sep 5 | Rdumais | Lbari | outbound | Booked |
| Sep 5 | Mlevesque | Webrunnermediagroup | outbound | Booked |
| Sep 3 | Jim Lee | - | outbound | Booked |
| Sep 3 | OhmNow | Ohmnow | outbound | Booked |
| Sep 2 | Hershel | Benefitsbrokerage | outbound | Booked |
| Sep 2 | Brad | Socialhp | outbound | Booked |
| Sep 2 | Optimus Tax | - | outbound | Booked |
| Aug 31 | Jon | Plinkosolutions | outbound | Booked |
| Aug 31 | Main | Adwiseconsulting | outbound | Booked |
| Aug 31 | Main Islam | Adwise Consulting | outbound | Booked |