Today
Who is waiting on a reply, what is on the calendar, and which deals need a push. In priority order.
3 sales calls today. Next is Kendall in 38 minutes.
Calendly, confirmations from GoHighLevel
Reply now6
LinkedIn, cold email and paid-ad leads, merged into one list
Brooke LindqvistWaypoint Travel
LinkedIn, 7h ago: “Honestly I could use a peer who has scaled past 100 people. Send me a time.”
Sutton OstranderIronclad Payroll
Meta ads, 13h ago: “My co-founder and I have been talking about exactly this. Open to a call.”
Jamie HaddadWaypoint Travel
LinkedIn, yesterday: “Yes, I'd like to hear more. Does Thursday work?”
Ellis IversonParallel Freight
Signups, yesterday: “Appreciate it. Are the mentors mostly operators or investors?”
Cameron ParkBlue Mesa Energy
Signups, 2d ago: “Interesting timing. Can you send a bit more detail?”
Dakota OstranderArcwell Software
Cold email, 2d ago: “Thanks for reaching out. What does the program involve week to week?”
Closing18
Hottest first. The instruction leads, the status follows.
Marlowe NovakBlue Mesa Energy
Book the follow-up call, 6d late
Discovery call doneHot
Casey BrennanOakridge Advisory
Book the follow-up call, 4d late
Discovery call doneHot
Peyton MercerWestgate Dental Group
Book the follow-up call, 4d late
Discovery call doneHot
Casey KellerNorthbeam Labs
Book the follow-up call, 3d late
Discovery call doneHot
Riley CastilloBlue Mesa Energy
Book the follow-up call, 3d late
Discovery call doneHot
Rowan OseiPinecrest Realty
Chase the proposal, 1d quiet
Proposal outHot
Needs an outcome2
Held, no result on record
Micah Lind
Fieldstone Capital, call yesterday
Casey Holloway
Westgate Dental Group, call 2 days ago
Every other held call has a showed or no-show on record.
Going cold4
Replied, then quiet
Rowan Wexley
Vantage Clinics
Jules Sorensen
Driftwood Apparel
Harper Novak
Driftwood Apparel
Noel Delgado
Parallel Freight
Tasks4
Shared by the team
Send Fieldstone Capital the cohort calendar
TodayShortlist two mentors with healthcare exits
TodayIntro Elliot to Micah's COO before the follow-up
TomorrowRefresh the case study deck with last month's members
Fri