Sales + Marketing
Deals
Inbox is only current external revenue actions; Prospects holds real deals that are not due now, parked, booked, or under review.
| Name | Role Needed | Stage | Next Action | Score | Last touch |
|---|---|---|---|---|---|
Jocelyn Dunkley Plentiful Commerce | Project Manager (freelance, hourly/retainer) | Call Booked | Send sales draft· 29d overdue | 39 | 3w ago |
Andrew Saikaley Armergers | Virtual Assistant | Call Booked | Send sales draft· 29d overdue | 39 | 5w ago |
Marley Peters Don't Be a Little Pitch | Marketing/Sales, PR Coordinator, Campaign Manager | Call Booked | Send sales draft· 62d overdue | 32 | 6w ago |
Jackson Calame First Class Business | Call Booked | Request re-introduction from Rick Meekins or reassess outreach strategy· 81d overdue | 27 | Apr 26, 26 | |
Josh Iverson iMedia Audiences | Customer Success Coordinator (India-based, $1,760/mo) and AdOps white-label media buyers (LatAm, $3,500/mo FTE + managed services) | Call Booked | Send sales draft· 62d overdue | 26 | 7w ago |
Kaylee Wickline Grow Co Ventures | Parenting Coach | Hold | Send sales draft· 62d overdue | 21 | May 15, 26 |
Annie Sires Mirror View Marketing | Virtual Assistant | Call Booked | Send sales draft· 61d overdue | 20 | Apr 22, 26 |
Will Pate Thrive Revenue | Cold caller / Appointment setter | Call Booked | Final outreach via alternate channel or pause for 30 days· 85d overdue | 20 | Apr 22, 26 |
Kyle Malone Nutragem | NutraGem (nutraceutical contract manufacturer). Needs someone to learn their software and build out formulas + generate quotes from existing supplier/pricing data. NOT a generic VA. Co-Founder Kyle Malone handling sales/formulating/quoting/procurement and is over capacity. | Lost | No immediate next step — Brian is not the right fit for Kyle's current part-time need, but left the door open to reconnect if the VA role grows to full-time. | 0 | 4w ago |
Debbie Hartz Peoplecorporation | Debbie Hartz (People Corporation, Victoria BC). Wants newsletter support, database management for it, and AI lead generation — specifically a built list of HR Managers at law firms on Vancouver Island with contact info (she does the calling herself). Low volume, high-excellence. NOT a generic VA. | Lost | Send sales draft· 35d overdue | 0 | 4w ago |