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 |
|---|---|---|---|---|---|
Mike Riding Surfboards | Lost | Send sales draft· 9d overdue | 0 | 7d ago | |
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 |
Cyril Moreau IEC LLC | Lost | Send sales draft· 58d overdue | 0 | May 19, 26 | |
Joshua Cureton Lucerna Collective | Customer Success (international) | Lost | Re-engage cold | 0 | Apr 26, 26 |
Frank Brand Armina Health | Lost | Re-engage cold | 0 | Apr 17, 26 | |
Rick Meekins The Big Scary Vision Company | Admin with appointment-setting support | Lost | Re-engage cold | 0 | Apr 3, 26 |
Thomas Nelson Begin Health | Growth Marketer | Lost | Re-engage cold | 0 | Nov 26, 25 |
Elan Amir EPA Marketing | Lost | Re-engage cold | 0 | Aug 28, 25 | |
Ben Zettler Zettler Digital | Lost | Re-engage cold | 0 | Aug 15, 25 |