Sales + Marketing

Deals

Inbox is only current external revenue actions; Prospects holds real deals that are not due now, parked, booked, or under review.

Inbox Prospects

Your move· only deals that need Brian now

David LukauskasBarrier HQLast touch: sales follow-upApr 17

William HarrisFounder & CEO · ElumyntLast touch: sales follow-upMay 21 LiAnne DriessenBluerezLast touch: sales follow-upMay 29 Saad AliVprosperhubLast touch: sales follow-upJun 11 Elliott RayneFounder · Rayne AILast touch: sales follow-upJun 23 Leighton TaylorEnvisionLast touch: sales follow-upJul 4

Prospect

Reply owed · 110d

Rick Meekins

Strategic Vision Sherpa

The Big Scary Vision Company

Scoring

Frozen — score reflects state at close

Need45%

Timing25%

Fit20%

Engagement10%

Latest

Rick Meekins confirmed a meeting for Apr 1 at 4:30 EST and subsequently reported an expanded hiring need for combined admin/appointment-setting support; he also made a warm referral to Jackson Calame at First Class Business on Apr 2, indicating active engagement and possible advocate status.

Re-engage Rick Meekins within 7 days to confirm the Apr 1 meeting outcome, clarify admin/appointment-setting role requirements, and acknowledge his referral of Jackson Calame.

Timeline· updated May 22

Note
Email #1 (2026-03-27): Brian offered call availability on Mon/Wed at 4 or 4:30 EST in response to intro email about possible admin need.
Note
Email #2 (2026-03-27): Rick Meekins confirmed Wed Apr 1 at 4:30 EST for the call, responding same day with positive engagement.
Note
Email #3 (2026-03-30): Rick Meekins reported scope expansion—now needs admin support that can also handle appointment setting, indicating evolving hiring requirements.
Note
Email #8 (2026-04-02): Rick Meekins introduced Brian to Jackson Calame from First Class Business, described as a warm introduction between friends, suggesting Rick may be sourcing prospects for TalentHQ.

Email Rick Meekins

To rmeekins@bsvsherpa.com

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Extra Context

- Title: Strategic Vision Sherpa at The Big Scary Vision Company - Current focus: Hiring admin support with appointment-setting capabilities; actively making warm introductions for TalentHQ prospects

Removes contact, opportunities, interactions, follow-ups, and tasks. Recorded calls survive (contact link cleared). Cannot be undone.