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
LiAnne Driessen Bluerez		New Lead	Send sales draft· 56d overdue	74	4w ago
Joe Giovannoli 9Sail	SEO hire (offshore)	Post-call	Pre-call outreach referencing Inc. recognition and ROI reframe on pricing· in 10d	69	1d ago
Evan Wiecha Alewifegroup		New Lead	No actionable next step captured — transcript is incomplete; follow up with Evan to reschedule or continue the conversation.	65	3w ago
David Lukauskas Barrier HQ	Latin America–focused review specialist / Customer Success Manager	Verbal	Send sales draft· 97d overdue	60	—

Prospect

Reply owed · 29d

LiAnne Driessen

Bluerez

↳ Referral

Scoring

Need45%

Timing25%

Fit20%

Engagement10%

100

Deal· Bluerez

Wants: Director, Client Success
Decision-maker: LiAnne Driessen
Next: Re-engage on Director, Client Success search at BlueRez with focus on hiring timeline and decision-maker confirmation
by Jul 7 (overdue 15d)

Latest

LiAnne declined the EA placement on 2026-06-23 but remains a warm contact via Emily Schneider; BlueRez has an active Director, Client Success search that may still be open.

Timeline· updated Jul 21

Note
Referral intro #1 (2026-05-28): Emily Schneider introduced LiAnne Driessen, a CEO in Maui, to Brian for an Executive Assistant placement need.
Note
Email #4 (2026-05-29): LiAnne expressed interest in EA placement but stated she needs to scope out her requirements first as an early-stage startup founder weighing priorities.
Note
Referral intro #2 (2026-06-04): Emily Schneider introduced a second opportunity—BlueRez (LiAnne's SaaS Tour Operating System, $1M+ ARR) is actively hiring for a Director, Client Success role.
Note
Email #10 (2026-06-23): LiAnne replied to a check-in that she does not currently have an EA need and will reach out when priorities change.

Action items · 3

7w agoSend LiAnne a simple scoping questionnaire or discovery call to understand her top 3-5 pain points an EA could solve. Emphasize how offshore EAs handle specific deliverables (scheduling, email management, expense tracking, etc.). This is a warm intro via Emily — lean on that credibility.
7w agoSchedule discovery call with LiAnne to understand her specific EA needs, timeline, and budget. Position as exploratory given startup stage.
7w agoSend LiAnne a brief follow-up with EA scope clarification questions (email management, scheduling, admin tasks, hours/week needed). Offer a short discovery call to define requirements before formal proposal.

Email LiAnne Driessen

To lianne@bluerez.com

AI draft:

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

Extra Context

- Lives in Maui, Hawaii - Role: CEO/Founder at BlueRez (SaaS Tour Operating System, $1M+ ARR) - Current focus: Startup growth and commercial expansion; evaluating resource prioritization - Connection: Referred by Emily Schneider, a C-Suite operating leadership consultant

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