Sales + Marketing

Prospects

Name	Company	Stage	Status	Score	Last touch
Jackson Calame	First Class Business	Call Booked	Awaiting reply · 26d	23	—
Annie Sires	Mirror View Marketing	Call Booked	Awaiting reply · 31d	23	—
Will Pate	Thrive Revenue	Call Booked	Awaiting reply · 31d	23	—
Josh Iverson	iMedia Audiences	Call Booked	Awaiting reply · 6d	22	5w ago
Kaylee Wickline	Grow Co Ventures	Call Booked	Awaiting reply · 8d	22	Mar 23, 26
Marley Peters	Don't Be a Little Pitch	Call Booked	Awaiting reply · 8d	21	8w ago

Prospect

Branden O'Neil

Founder & CEO

Atlas Rose Co

↳ Referral

Latest

On May 11, Branden and the team reviewed podcast funnel strategy, Atlas Rose OS development, and candidate selection progress; they're now executing targeted outbound to 30-50 high-intent leads with integrated data enrichment and technical synchronization across QuickBooks, GitHub, and Supabase.

Schedule a follow-up check-in within 2 weeks to review candidate offer status, funnel performance metrics, and any blockers on the system integration roadmap.

Timeline· updated May 22

Note
Met via referral from Mickey Anderson (end-user referral); initial sales call Apr 9 with Branden and Monica Spieles to discuss setter hiring and LinkedIn outreach strategy for LatAm recruiting
Note
Sales Call #1 (Apr 9): Aligned on single-channel LinkedIn strategy, $5K setter search, and AI-driven architecture using Claude and Supabase for lead generation; Stripe payment link sent
Note
Sales Call #2 (Apr 13): Defined system-first approach; agreed on $1,500/mo setter role, 3-week search timeline, 60-day guarantee; Monica Spieles committed to pay invoice by Apr 16
Follow
up (Apr 20): Branden accepted meeting to review podcast funnel mechanics and system integration
Note
Sales Call #3 (May 11): Discussed Atlas Rose Operating System development, reviewed top candidate selections for offers, and shifted outbound funnel strategy to targeted 30-50 person engagements with data enrichment tools like Clay
Note
Active placement created (May 12): Leadership agreed to coordinate offers; two open hiring opportunities in flight with top candidates identified

Stakeholders · 2

Monica Spieles
client

Email Branden O'Neil

To branden@atlasroseco.com

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Extra Context

- Founder & CEO of Atlas Rose - Partner: Monica Spieles (handles financial decisions and invoicing) - Current focus: Building Atlas Rose Operating System, scaling LatAm recruiting through podcast funnel and setter-driven outreach, integrating QuickBooks and GitHub/Supabase for prospect and team context synchronization

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