Sales + Marketing
Prospects
$248kpipeline value
50open deals
| Company | Role | Stage | Next action | Due | Size |
|---|---|---|---|---|---|
| 8 Figure Agency | Virtual Assistant (primary); also referenced: AI roles, SDR, Senior Project Manager, RevOps Contractor, Social Media Copywriter, Closer, Video Editor | call_booked | Schedule discovery call to understand full Q1 2026 hiring roadmap | Dec 2 · 172d overdue | $5k |
| Remote Rebellion | Remote Customer Success Manager | call_booked | Check in with Brian on candidate pipeline status and next steps. | Apr 9 · 44d overdue | $5k |
| Rize | Backend Engineer | call_booked | Text Macgill on 2026-04-27 AM to schedule follow-up conversation | Apr 27 · 26d overdue | $5k |
| Spotlight Oral Care | CRM Manager (strategic contractor) | call_booked | Send check-in email asking for feedback on candidate profiles and interview timeline | Apr 28 · 25d overdue | $5k |
| Mirror View Marketing | Virtual Assistant | call_booked | Contact via phone or LinkedIn referencing Jordan Ross introduction | Apr 30 · 23d overdue | $5k |
| First Class Business | — | call_booked | Attempt phone call or LinkedIn outreach to confirm engagement intent | May 2 · 21d overdue | $5k |
| Grotto Digital | Senior Account Executive (Claio expertise) | won | Send direct status check-in on senior account executive search and payment processing | May 5 · 18d overdue | $5k |
| Rho Nutrition | CX Quality Assurance and Training Manager | won | Send re-engagement email asking if role remains a priority | May 8 · 15d overdue | $5k |
| Moburst | AI developer (primary); Account Coordinators, Project Management, Designers, Full Stack Developer, IT, FP&A (broader expansion) | call_booked | Schedule a call to reconnect on AI developer placement and request intro to Head of HR | May 15 · 8d overdue | $5k |
| 7th Street Legal | Executive Assistant | won | Resolve outstanding invoice and confirm candidate start date and onboarding timeline. | May 20 · 3d overdue | $5k |
| Grow Co Ventures | Parenting Coach | call_booked | Send personalized check-in referencing proposal and offer brief call to address budget concerns | May 22 · 1d overdue | $5k |
| One Thing Marketing | SDR | post_call | Schedule follow-up call to recap discussion and clarify SDR placement timeline | May 26 · in 3d | $5k |
| Mucho | Sales Development Representative (1–2 roles); Jr. Creative Strategist / Performance Copywriter; Graphic Designer | new_lead | Confirm SDR hiring decision and surface qualified candidates; re-engage on stalled creative placements. | May 27 · in 4d | $5k |
| Fringe Sport | Project Manager, Latin America | post_call | Schedule follow-up call to discuss PM candidate profiles and hiring criteria. | May 27 · in 4d | $5k |
| 9Sail | — | call_booked | Call Nicole to reset and confirm current hiring timeline | May 27 · in 4d | $5k |
| Don't Be a Little Pitch | Marketing/Sales, PR Coordinator, Campaign Manager | call_booked | Send pre-meeting check-in to confirm June 9 attendance and request updated job descriptions | Jun 2 | $5k |
| GreenBanana SEO | SEO / WordPress Analyst and Marketing hire (second placement) | won | Request video testimonial and confirm status on SEO/WordPress Analyst placement once Kevin returns from vacation | Jun 2 | $5k |
| Nova Birth Partners | Inbound Prospector / Sales Support | post_call | Present tailored hiring proposal for inbound prospector role and AI integration recommendations | Jun 3 | $5k |
| 9Sail | SEO hiring / offshore placement | post_call | Reach out with value case study or pricing flexibility discussion before Jun 11 call | Jun 4 | $5k |
| ProEd | Customer Success Manager (R103, R104, R105, R106), AI Implementation Specialist, Executive Assistant | won | Confirm current status of active CSM and support roles; clarify stalled Operations Manager offer and reset engagement | Jun 6 | $5k |
| Digital Niche Agency | — | call_booked | Reach out with personalized reference to his podcast guesting strategy blog post and frame talent conversation around scaling. | Jun 9 | $5k |
| — | — | new_lead | Confirm podcast attendance and follow up post-show | Jun 11 | $5k |
| iMedia Audiences | Customer Success Coordinator (primary); AdOps white-label media buyer (secondary) | call_booked | Follow up with LatAm media buyer pitch for AdOps white-label and confirm CS Coordinator status | Jun 13 | $5k |
| Cordance | LATAM-based SDR | post_call | Check in Jun 16 — confirm internal readiness, schedule kickoff | Jun 16 | $5k |
| Break The Web | SEO Manager or SEO Specialist | post_call | Reach out in Q3 to confirm hiring timeline and role prioritization | Jul 1 | $8k |
| Slide MVP | Customer support + inbox management | hold | Re-engage after hold period (Jul 22+) with soft check-in about scaling needs | Jul 22 | $5k |
| Don't Be a Little Pitch | — | call_booked | — | — | $5k |
| ProEd | — | won | — | — | $5k |
| ProEd | — | won | — | — | $5k |
| ProEd | — | won | — | — | $5k |
| ProEd | — | won | — | — | $5k |
| Atlas Rose Co | — | won | — | — | $5k |
| Mucho | — | won | — | — | $5k |
| ProEd | — | won | — | — | $5k |
| Spotlight Oral Care | Email Marketing Manager | won | Review email thread and follow up to clarify status on current placement | — | $5k |
| Mucho | — | won | — | — | $5k |
| Mucho | — | won | — | — | $5k |
| Atlas Rose Co | Setter (LinkedIn-focused outreach) + Marketing Specialist (LinkedIn Focus) | new_lead | Schedule follow-up to review candidate offer status and funnel performance metrics | — | $5k |
| — | Inbound prospector for sales tasks (supplement venture) | call_booked | Clarify Faith's current role and business intent before re-engaging | — | $5k |
| Thrive Revenue | Cold caller/Appointment Setter | call_booked | Pause email cadence and consider phone outreach or re-engagement via Jordan Ross to confirm hiring timeline. | — | $5k |
| First Class Business | — | call_booked | — | — | $5k |
| Slide MVP | — | hold | — | — | $5k |
| Grow Co Ventures | — | call_booked | — | — | $5k |
| Remote Rebellion | — | call_booked | — | — | $5k |
| Remote Rebellion | — | call_booked | — | — | $5k |
| Rize | — | call_booked | — | — | $5k |
| GreenBanana SEO | — | won | — | — | $0 |
| Grotto Digital | — | won | — | — | $5k |
| Slide MVP | — | hold | — | — | $5k |
| Slide MVP | — | hold | — | — | $5k |