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

Ross Beyeler

↳ Inbound cold

Deal

Meeting: Jun 18, 2026
Next: Confirm podcast attendance and follow up post-show
by Jun 11

Latest

Ross most recently acted as a connector, introducing Brian to William Harris (Elumynt) for a podcast collaboration scheduled for mid-June 2026, demonstrating his role as a networking facilitator.

Timeline· updated May 22

Note
Email #1 (2026-03-11): Ross Beyeler accepted a catch-up meeting with Brian scheduled for April 1, 2026.
Note
Email #2 (2026-03-24): Mixed email thread with Ross regarding catching up in April and a mention of leaving Zaelab.
Note
Email #3 (2026-04-08): Ross introduced Brian to Macgill Davis, Co-Founder and CEO of Rize, an AI-native time tracking platform focused on the agency space, expressing interest in exploring potential collaboration.
Email #12
14 (2026-05-21): Ross facilitated a warm introduction between Brian and William Harris from Elumynt, with podcast appearance scheduled (pre-show 6/11 at 11:15am ET, show 6/18 at 3:00pm ET).

Action items · 1

2d agoFollow up with Ross Beyeler to understand his business needs and how TalentHQ might help. If Ross runs a company, explore staffing needs for EAs, sales reps, or LATAM talent.

Email Ross Beyeler

To rbeyeler1@gmail.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

- Former employee at Zaelab (left by March 2026) - Acts as a connector/facilitator between business contacts

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