TalentHQOS
Sales + Marketing

Contacts

DM

Dan Morris

<UNKNOWN> · Mindracerconsulting

Referrer · ActiveviaReferral
Score
Not scored
Est. LTV
—
N/A
dan@mindracerconsulting.comAll details ↗

Active motions

Customize lanes
Podcast—
No podcast activity
Open episode ↗
Deals1 open
Customer Success partners/placementOpen
$5k
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 ↗
MI
Mindracerconsulting
mindracerconsulting.com
Revenue
5m_to_35m
Headcount
—
Industry & niche
—

People here

DM
Dan Morris
<UNKNOWN>
This contact

Referral chain

No referral activity

Activity timeline

AllEmailCallsPodcast
  1. Re: Dan / Jeff Sales IntroSent
    sent Jun 25
  2. Intro email via referralSent
    sent Jun 24
Same component & data source as the Content Hub worklist — one timeline, always in sync.

⚠ Needs attention

Why these? →
!
Monitor this thread. Alexander and Dan are scheduling a call to explore CS collaboration. If Dan becomes a direct prospect, move to new_prospect. For now, track as successful referral.
Follow-up overdue · was due 2026-06-24
Rule: open follow-up past due date
Overdue

Delivery & success

Role-adaptive · clients only
📦 Appears here when Dan 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
—