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Sales + Marketing

Contacts

SW

Susan Whittemore

Tax

Prospect · ColdCold
Lead score
Cold
Est. LTV
$5k
18
susan.whittemore@tax.com+19788770574All details ↗

Active motions

Customize lanes
Podcast—
No podcast activity
Open episode ↗
Deals1 open
LATAM team buildout (roles unspecified)Engaged
$5k18% 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 ↗
TA
Tax.com
Revenue
—
Headcount
—
Industry & niche
—

People here

SW
Susan Whittemore
—
This contact

Referral chain

No referral activity

Activity timeline

AllEmailCallsPodcast
  1. Re: Susan / Brian - Re-group to chat LatAm rolesSent
    sent Nov 28
    23-day gap
  2. Re: Declined: Susan / Brian - Re-group to chat LatAm rolesSent
    sent Nov 5
    6-day gap
  3. Tentative: Susan / Brian - Re-group to chat LatAm rolesSent
    sent Oct 30
  4. Declined: Susan / Brian - Re-group to chat LatAm rolesSent
    sent Oct 29
  5. Accepted: Susan / Brian - Re-group to chat LatAm rolesSent
    sent Oct 29
  6. Accepted: Susan / Brian - Re-group to chat LatAm rolesSent
    sent Oct 28
Same component & data source as the Content Hub worklist — one timeline, always in sync.

⚠ Needs attention

Why these? →
Nothing needs attention right now.

Delivery & success

Role-adaptive · clients only
📦 Appears here when Susan 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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