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	Stage	Next Action	Score	Last touch
David Lukauskas Barrier HQ	Latin America–focused review specialist / Customer Success Manager	Verbal	Send sales draft· 97d overdue	60	—

Prospect

Awaiting reply · 36d

Julie Boll Consulting

Juliebollconsulting

↳ Referral

Scoring

Need45%

Timing25%

Fit20%

Engagement10%

Latest

Brian and Julie discussed TalentHQ's VA placement service and Julie's dual needs (immediate ops-implementation VA hire + longer-term strategic advisory); Julie accepted a follow-up meeting for 2026-06-16 and indicated she would follow up in the first week of July.

Follow up with Julie in the first week of July as she requested, with a formal talent placement proposal and timeline for the urgent VA role.

Timeline· updated Jul 9

Note
Met via referral: Mickey Anderson referred Julie Boll Consulting to TalentHQ; Julie has an immediate VA hiring need as her COO/VA is departing (2026-06-01)
Note
Sales Call #1: Brian and Julie discussed LatAm hiring collaboration, TalentHQ's VA placement services, and Julie's dual needs—urgent ops-implementation VA before late-July program launch plus longer-term bookkeeping/growth support (2026-06-10)
Follow
up meeting scheduled: Julie and Brian agreed to a strategy touchpoint on Tuesday, 2026-06-16 to cover growth strategy review and talent placement plan (2026-06-10)
Post
call follow-up: Brian sent thank-you email after the 2026-06-16 strategy call (2026-06-16)

Email Julie Boll Consulting

To julie@juliebollconsulting.com

AI draft:

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Extra Context

- Background: Former Deloitte management consultant, now founder of Julie Boll Consulting (talent acquisition and growth strategy firm) - Current focus: Sourcing and placing LatAm operations talent for small businesses; currently hiring a VA/COO replacement with a late-July program launch deadline - Business model: Charges $5K one-time search fee with two-month replacement guarantee - Communication preference: Responsive to email and calendar coordination; open to strategic advisory conversations

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