Sales + Marketing
Contacts
DH
Debbie Hartz
Employee Benefits & Pension Advisor (LLQP) · People Corporation
Prospect · LostviaReferral
Lead score
Cold
Est. LTV
$40k
0
debbie.hartz@peoplecorporation.com+16045612947All details ↗
Active motions
Customize lanesPodcast—
No podcast activity
Open episode ↗
Deals8 open
Debbie Hartz (People Corporation, Victoria BC). Wants newsletter support, database management for it, and AI lead generation — specifically a built list of HR Managers at law firms on Vancouver Island with contact info (she does the calling herself). Low volume, high-excellence. NOT a generic VA.Call Booked
$5k0% to close
Looking for Newsletter support, database management for that, and some AI lead generation. IE Lawyers on Vancouver Island, contact info, HR ManagerOpen
$5k
Debbie is looking to hire a VA and I said you can place an A+ playerOpen
$5k
Debbie is looking to hire a VA and I said you can place an A+ playerOpen
$5k
Looking for Newsletter support, database management for that, and some AI lead generationOpen
$5k
Debbie is looking to hire a VA and I said you can place an A+ playerOpen
$5k
Looking for Newsletter support, database management for that, and some AI lead generationOpen
$5k
Virtual Assistant (part-time, 2–3 hours/month)Open
$5k
Won deals graduate to Delivery & success below
Pipeline · $40k＋ New deal
Customer successPre-customer
ReferralsSee network ↓
TestimonialNot collected
NPSNot sent
Unlocks once a deal closes
Relationship & network
View company ↗PE
Peoplecorporation
peoplecorporation.comRevenue
35m_plus
Headcount
—
Industry & niche
—
People here
DH
Debbie Hartz
Employee Benefits & Pension Advisor (LLQP)
Referral chain
InReferred in by Jordan Ross
No outbound referrals tracked yet (Phase 2)
Activity timeline
AllEmailCallsPodcast
- New Time Proposed: Debbie / Brian - Strategize on VAsSentsent Jun 19
- New Time Proposed: Debbie / Brian - Strategize on VAsSentsent Jun 19
- Accepted: Debbie / Brian - Strategize on VAsSentsent Jun 19
- Intro email via referralSentsent Jun 19
- Accepted: Debbie / Brian - Strategize on VAsSentsent Jun 19
- Intro email via referralSentsent Jun 19
Same component & data source as the Content Hub worklist — one timeline, always in sync.
⚠ Needs attention
Why these? →!
Debbie suggested 3pm availability tomorrow (after declining Mon/Tue). Schedule discovery call to assess VA fit. Note: some elements (AI lead generation) may touch on adjacent services but core is VA support.
Follow-up overdue · was due 2026-06-18
Rule: open follow-up past due date
!
Debbie has already confirmed 3pm availability. Clarify specific VA needs: she mentioned newsletter support, database management, and AI lead generation (lawyers on Vancouver Island). Confirm this is an aligned EA/VA placement vs. a specialized lead gen project.
Follow-up overdue · was due 2026-06-19
Rule: open follow-up past due date
!
Assess whether the lead generation component is within TalentHQ's VA scope or if this is a service-based project outside recruiting. If it's VA support + research tasks, proceed. If it's a done-for-you lead gen service, may be misaligned.
Follow-up overdue · was due 2026-06-19
Rule: open follow-up past due date
!
Debbie is available at 3pm (date to confirm from her response). Schedule call and gather VA requirements for Employee Benefits/Pension advisory context.
Follow-up overdue · was due 2026-06-19
Rule: open follow-up past due date
!
Debbie has accepted a meeting. In her details email, she mentions needing 'Newsletter support, database management' and 'AI lead generation' (extracting lawyer contact info). Confirm fit: these tasks could fall under VA scope, but the AI lead generation component (lists + outreach) may require clarification on whether this is a pure VA role or if specialized AI tooling/workflow setup is needed.
Follow-up overdue · was due 2026-06-19
Rule: open follow-up past due date
Delivery & success
Role-adaptive · clients only📦 Appears here when Debbie becomes a client Placeholder
When a deal is won it graduates into this block (roles requested, placements live, kickoff, health). Prospects and guests never see it — and the page above never reflows.
Roles requested
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Placements live
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Kickoff date
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Account health
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