Sales + Marketing

Prospects

Name	Company	Lost reason	Revive by	Score
Tiffany Mullin	AYTM	Service mismatch	Aug 20	62
Jay Walton	Monster Organics	Ghost Terminal	Aug 20	14
Santi Lozano	Kaizen Marketing Agency	Lost to competitor	Feb 16	21
Matt Bender	Source Art	Ghost Terminal	May 22	19
Kyle Moretti	SparklePro Cleaners	Ghost Terminal	May 22	16
Thomas Nelson	Begin Health	Ghost Terminal	May 22	15

Prospect

Nudge overdue · 130d

Susan Whittemore

Tax.com

Scoring

Need45%

Timing25%

Fit20%

Engagement10%

Latest

Susan showed high intent in a conversation about LatAm team buildout but engagement went cold; last meaningful outreach was in late November 2025, with re-engagement recommended around May 7, 2026.

Re-engage Susan around 2026-05-07 with a tailored message referencing the LatAm team buildout conversation and specific hiring needs.

Timeline· updated May 22

Email #1
Outbound message regarding RevOps contractor opportunity
Email #6
Follow-up after Susan declined initial meeting; re-engagement attempted
Email #7
Further follow-up on LatAm roles discussion; conversation kept alive through late November

Email Susan Whittemore

To susan.whittemore@tax.com

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Quotes

“Is this week or next a better time to strategize on building out your team in Latin America?”· 72% confidence

Extra Context

- (none yet)

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