Sales + Marketing
Contacts
TS
TJ Shedd
Prospect · WarmingviaReferral
Lead score
Cold
Est. LTV
$5k
21
+17702983508All details ↗
Active motions
Customize lanesPodcast—
No podcast activity
Open episode ↗
Deals1 open
AI Programming / AutomationNew Lead
$5k21% to close
Won deals graduate to Delivery & success below
Pipeline · $5k＋ New deal
Customer successPre-customer
ReferralsSee network ↓
TestimonialNot collected
NPSNot sent
Unlocks once a deal closes
Relationship & network
View company ↗No company linked
People here
TS
TJ Shedd
—
Referral chain
InReferred in by Branden O'Neil
No outbound referrals tracked yet (Phase 2)
Activity timeline
AllEmailCallsPodcast
- TJ Shedd — intro text sentTextedtexted Jun 18
Same component & data source as the Content Hub worklist — one timeline, always in sync.
⚠ Needs attention
Why these? →!
Follow up with TJ Shedd if no reply to Brian's iMessage (AI programming/automation talent, LATAM). Referred by Branden O'Neil.
Follow-up overdue · was due 2026-06-21
Rule: open follow-up past due date
Delivery & success
Role-adaptive · clients only📦 Appears here when TJ 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
—
Placements live
—
Kickoff date
—
Account health
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