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 · 30d	23	—
Will Pate	Thrive Revenue	Call Booked	Awaiting reply · 30d	23	—
Josh Iverson	iMedia Audiences	Call Booked	Awaiting reply · 5d	22	5w ago
Kaylee Wickline	Grow Co Ventures	Call Booked	Awaiting reply · 7d	22	Mar 23, 26
Marley Peters	Don't Be a Little Pitch	Call Booked	Awaiting reply · 7d	21	8w ago

Prospect

Awaiting reply · 6d

Santi Lozano

COO

Kaizen Marketing Agency

↳Referred by Jordan Ross

Revival·Lost to competitor

Lost on May 22, 2026

Revive by February 16, 2027(in 269 days)

Scoring

Frozen — score reflects state at close

Need45%

Timing25%

Fit20%

Engagement10%

Latest

Santi declined an initial meeting proposal on 2026-04-29, and four follow-up attempts between 2026-05-01 and 2026-05-16 yielded no meaningful engagement or counter-proposal.

Pause outbound cadence for 2–3 weeks, then attempt a single high-value re-engagement email referencing the specific 6 roles and suggesting a brief async discovery via a short intake form or video call link to lower friction.

Timeline· updated May 22

Note
Met via referral | Jordan Ross (8 Figure Agency) introduced Brian to Santi on 2026-04-22 with a warm handoff; Santi seeking headhunting support across 6 concurrent marketing roles (Meta media buyers, graphic designers, video editors, senior paid strategists, email strategists, tracking & attribution experts).
Note
Email #2 (2026-04-24) | Brian replied to Jordan's intro thread with initial outreach positioning TalentHQ's hiring capabilities.
Note
Email #3 (2026-04-26) | Brian sent first follow-up attempt after no response.
Note
Email #4 (2026-04-28) | Brian sent recap email on TalentHQ's hiring process and approach.
Note
Email #5 (2026-04-29) | Santi declined the initially proposed discovery call (Mon May 4, 9am–9:30am EST).
Email #6
9 (2026-05-01 through 2026-05-16) | Brian sent four additional follow-up attempts across two weeks with no substantive response or engagement.

Email Santi Lozano

To santi@kaizenmarketing.agency

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 reputable headhunting/talent agency to support hiring across multiple marketing roles, including Meta media buyers, graphic designers, video editors, senior paid strategists, email strategists, and tracking and attribution experts”· 95% confidence

Extra Context

- Title: COO at Kaizen Marketing Agency (CEO/Founder: Kyle Barry) - Hiring urgency: 6 concurrent open roles across marketing and creative functions - Referral source: Jordan Ross (8 Figure Agency), a top referral partner

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