Sales + Marketing
Contacts
lianne@bluerez.comAll details ↗
Active motions
Customize lanesPodcast—
No podcast activity
Open episode ↗
Deals3 open
I am working with a CEO who could potentially use an executive assistant. This person would need to be able to work directly with a CEO (LiAnne - copied) based in Hawaii (Maui).Open
$5k74% to close
Executive AssistantOpen
$5k
Director, Client SuccessOpen
$5k
Won deals graduate to Delivery & success below
Pipeline · $15k+ New deal
Customer successPre-customer
ReferralsSee network ↓
TestimonialNot collected
NPSNot sent
Unlocks once a deal closes
Relationship & network
View company ↗BL
Bluerez
bluerez.comRevenue
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Headcount
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Industry & niche
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People here
LD
LiAnne Driessen
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Referral chain
No referral activity
Activity timeline
AllEmailCallsPodcast
- Re: EA - Off ShoreSentsent Jun 2319-day gap
- Intro email via referralSentsent Jun 4
- New Search — Director, Client Success | BlueRezSentsent Jun 46-day gap
- Re: EA - Off ShoreSentsent May 29
- Re: EA - Off ShoreSentsent May 29
- Re: EA - Off ShoreSentsent May 29
Same component & data source as the Content Hub worklist — one timeline, always in sync.
⚠ Needs attention
Why these? →!
Contact LiAnne Driessen directly to understand her EA needs, scope (full-time vs. fractional), current challenges, and timeline. Follow up on cost range question Emily asked.
Follow-up overdue · was due 2026-05-28
Rule: open follow-up past due date
!
Contact LiAnne Driessen directly to confirm EA hiring need, timeline, and budget. EA placement is an aligned service. Confirm offshore (non-US) placement is acceptable for their Hawaii location.
Follow-up overdue · was due 2026-05-28
Rule: open follow-up past due date
!
Send LiAnne a simple scoping questionnaire or discovery call to understand her top 3-5 pain points an EA could solve. Emphasize how offshore EAs handle specific deliverables (scheduling, email management, expense tracking, etc.). This is a warm intro via Emily — lean on that credibility.
Follow-up overdue · was due 2026-05-29
Rule: open follow-up past due date
!
Schedule discovery call with LiAnne to understand her specific EA needs, timeline, and budget. Position as exploratory given startup stage.
Follow-up overdue · was due 2026-05-29
Rule: open follow-up past due date
!
Send LiAnne a brief follow-up with EA scope clarification questions (email management, scheduling, admin tasks, hours/week needed). Offer a short discovery call to define requirements before formal proposal.
Follow-up overdue · was due 2026-05-29
Rule: open follow-up past due date
Delivery & success
Role-adaptive · clients only📦 Appears here when LiAnne 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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