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

People Companies Opportunities

Hot· 4 New· 45 Engaged· 10 Call Booked· 10 Post-call· 6 Verbal· 1 Revival· 7 All· 70 Lost· 10

Name	Role Needed	Lost reason	Revive by	Score
Robby Little Slide MVP	Customer Service + Inbox Management	—	Jul 23 · in 1d	30
Tiffany Mullin AYTM	Senior SDR (owner-builder, build team)	Service mismatch	Aug 20	29
Jay Walton Monster Organics	—	Ghost Terminal	Aug 20	14
Santi Lozano Kaizen Marketing Agency	—	Lost to competitor	Feb 16	17
Erin Atkinson Prism Wellness	—	Lost to competitor	Feb 16	14
Matt Bender Source Art	—	Ghost Terminal	May 22	16
Kyle Moretti SparklePro Cleaners	—	Ghost Terminal	May 22	14

Prospect

Reply owed · 93d

Fin

Fanslink

↳Referred by Jordan Ross

Scoring

Need45%

Timing25%

Fit20%

Engagement10%

Deal· Fanslink

Wants: Role not set
Decision-maker: Fin
Next: Schedule discovery call to understand role and timeline
by May 2 (overdue 81d)

Latest

Jordan Ross referred Fin on 2026-04-20 with a warm introduction stating Fanslink has an active hire need, but no discovery call or detailed conversation has occurred yet.

Timeline· updated Jul 21

Note
Met via referral | 2026-04-20 | Jordan Ross (8 Figure Agency) introduced Fin to Brian, positioning TalentHQ as a strong fit for Fanslink's recruitment needs; Fin is actively seeking a recruitment agency to fill a key role.

Email Fin

To fin@fanslink.management

AI draft:

Drafts only — sending is done from Gmail. Once we're confident drafts are reliable, we'll add a Send button.

Quotes

“looking for a recruitment agency to help hire a key role within their company”· 85% confidence

Extra Context

- (none yet)

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