Pipeline
7 active · goal: 2 clients closed Q2 20262
Identified
1
Contacted
1
Engaged
1
Qualified
1
Proposal
1
Closed Won
14%
close rate
Identified2
Daniel Foster
→ Research company and prepare tailored outreachTue Jun 02
Hospitality
Amanda Hollis
→ Research and send personalised outreachFri May 29
Fitness & Wellness
Contacted1
Tony Rizzo
→ Follow up on initial email — no response yetSun May 24
Trades & Services
Engaged1
Marcus Webb
→ Send case study and pricing overviewWed May 27
Real Estate
Qualified1
Dr. Sarah Chen
→ Demo call — show lead follow-up automation for Google Ads enquiriesThu May 28
Healthcare
Proposal1
Rebecca Nguyen
→ Follow up on proposal — awaiting partner sign-offTue May 26
Legal Services
Closed Won1
James Whitfield
→ Monthly check-in scheduledMon Jun 01
Health & Wellness
Agent Runs
5 total runs| Date | Agent | Prospect / Client | Status | Summary |
|---|---|---|---|---|
| Wed May 20 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | Pipeline Tracker | — | completed | — |
| Wed Apr 22 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | Outreach Drafter | Aussie Natural | completed | — |
| Wed Apr 15 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | Lead Researcher | Aussie Natural | completed | — |
| Tue May 05 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | Proposal Generator | Coastal Legal Partners | completed | — |
| Fri May 08 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | Lead Researcher | Brighton Dental Group | completed | — |
Proposals
1 draftedCoastal Legal Partners
Tue May 05 2026 00:00:00 GMT+0000 (Coordinated Universal Time)
Client Reports
0 generatedNo reports yet — /client-report <client>