Lead

Timeline

A clearer picture of each prospect’s journey, from first touch to their current stage.

19M $

Pipeline Generated

1536

Revenue Realized

1513

Leads Identified

4.5M $

MRR Generated

Recent leads

Office Manager

Hot

Brookline, MA

0

d to reply

Principal

Hot

Bellevue, WA

0

d to reply

Executive Vice President

Hot

Niles, IL

0

d to reply

Member

Hot

North Brunswick, NJ

4

d to reply

Member

Hot

Madison, WI

16

d to reply

Office Manager

Warm

Orlando, FL

6

d to reply

Director

Cold

Maitland, FL

84

d to reply

Manager IT

Hot

Sydney, NSW

0

d to reply

Administrative Assistant

Cold

Wicker Park, IL

0

d to reply

Chief Operating Officer

Warm

Charleston, SC

0

d to reply

Office Manager

Brookline, MA

11-50

Employees

Medical Practice

Meeting Confirmed

Campaign Type :

Generic

Identified :

18 Sept 2026

0

Days to reply

1

Touches

$1,360

Est. Opportunity

Email Verified

Principal

Bellevue, WA

11-50

Employees

Architecture & Planning

Meeting Confirmed

Campaign Type :

Generic

Identified :

18 Sept 2026

0

Days to reply

1

Touches

$5,500

Est. Opportunity

Email Verified

Executive Vice President

Niles, IL

11-50

Employees

Non-Profit Organization

Meeting Confirmed

Campaign Type :

Generic

Identified :

18 Sept 2026

0

Days to reply

1

Touches

$4,100

Est. Opportunity

Email Verified

Member

North Brunswick, NJ

11-50

Employees

Oil & Gas

Meeting Confirmed

Campaign Type :

Generic

Identified :

18 Sept 2026

4

Days to reply

1

Touches

$2,300

Est. Opportunity

Email Verified

Member

Madison, WI

11-50

Employees

Oil & Gas

Meeting Confirmed

Campaign Type :

Generic

Identified :

18 Sept 2026

16

Days to reply

9

Touches

$3,700

Est. Opportunity

Email Verified

Office Manager

Orlando, FL

11-50

Employees

Aviation & Aerospace

Engaged Prospect

Campaign Type :

Generic

Identified :

18 Sept 2026

6

Days to reply

1

Touches

$1,900

Est. Opportunity

Email Verified

Director

Maitland, FL

11-50

Employees

Libraries

Nurture Prospect

Campaign Type :

Generic

Identified :

18 Sept 2026

84

Days to reply

8

Touches

$4,600

Est. Opportunity

Email Verified

Manager IT

Sydney, NSW

201-500

Employees

Construction

Meeting Confirmed

Campaign Type :

Generic

Identified :

21 Sept 2026

0

Days to reply

1

Touches

$34,770

Est. Opportunity

Email Verified

Administrative Assistant

Wicker Park, IL

51-200

Employees

Financial Services

Nurture Prospect

Campaign Type :

Generic

Identified :

21 Sept 2026

0

Days to reply

1

Touches

$11,600

Est. Opportunity

Email Verified

Chief Operating Officer

Charleston, SC

51-200

Employees

Healthcare

Engaged Prospect

Campaign Type :

Generic

Identified :

14 Sept 2026

0

Days to reply

1

Touches

$12,300

Est. Opportunity

Email Verified

Engagement Timeline

18 September

Contacted

Reached out regarding managed IT infrastructure and technical support.

17 September

Contacted

Reached out regarding managed IT, cybersecurity, and infrastructure support.

18 September

Contacted

Reconnected regarding earlier interest in technical support.

24 April

Contacted

Introduced managed IT support and requested a short meeting.

18 September

Contacted

Reached out regarding co-managed IT support and additional technical coverage.

18 September

Contacted

Reached out regarding local managed IT and cybersecurity support.

17 September

Contacted

Reconnected regarding previously discussed IT support services.

21 September

Contacted

Reached out regarding outsourced or supplemental IT support for a local business.

18 September

Contacted

Followed up regarding previously shared technology support services.

14 September

Contacted

Reached out to introduce outsourced and supplemental IT services for organizations requiring additional technology expertise and support.

18 September

Reply Received

Prospect shared availability for Wednesday or Thursday.

17 September

Reply Received

Prospect referred us to the person handling IT decisions.

18 September

Reply Received

Prospect showed interest in speaking with us the following Wednesday.

15 September

Reply Received

Prospect forwarded the conversation internally.

Reply Received

Prospect showed interest in supplementary IT support.

18 September

Reply Received

Original contact referred us to another person.

18 September

Reply Received

Prospect asked to reconnect later due to funding uncertainty.

21 September

Reply Received

Prospect declined support for their business but referred an affiliated company needing IT support for 10–15 employees.

21 September

Reply Received

Prospect confirmed they are not interested in services and requested no further outreach.

14 September

Reply Received

The outreach was shared internally for further review, indicating potential interest in evaluating the available services.

Follow Up 1

Sent available time options for the discussion.

Follow Up 1

Contacted the referred decision-maker.

Follow Up 1

Shared available meeting times.

Follow Up 1

Followed up with the referred contact.

18 September

Follow Up 1

Shared details about IT monitoring and support.

Follow Up 1

Contacted the referred person.

Follow Up 1

Acknowledged the timing and agreed to follow up later.

Follow Up 1

Confirmed ability to support the referred business and requested an introduction.

Follow Up 1

Acknowledged the prospect’s response and stopped further outreach.

Follow Up 1

The opportunity remains open while the organization reviews the potential fit internally.

Follow Up 2

Followed up for final confirmation.

Follow Up 2

Followed up regarding IT support requirements.

Follow Up 2

Sent a reminder for confirmation.

Follow Up 2

Checked interest in discussing IT needs.

Follow Up 2

Followed up regarding workload and support gaps.

Follow Up 2

Followed up regarding IT support needs.

Follow Up 2

Planned a future follow-up once funding becomes clearer.

Follow Up 2

Followed up regarding the referral and their IT requirements.

Follow Up 2

No additional follow-up required.

Follow Up 2

Further engagement can continue once the appropriate stakeholder completes the initial review.

Meeting Confirmed

Meeting scheduled based on prospect availability.

18 September

Meeting Confirmed

Prospect shared availability for the following week.

Meeting Confirmed

Prospect agreed to proceed with the discussion.

18 September

Meeting Confirmed

Prospect agreed to coordinate with senior management.

Meeting Confirmed

Prospect agreed to discuss IT requirements.

Engaged Prospect

Referred contact remains engaged for further discussion.

Nurture Prospect

Prospect remains in nurture for a later discussion.

Meeting Confirmed

Referred business showed interest in discussing IT support requirements.

Nurture Prospect

Prospect is currently interested in IT support services.

Engaged Prospect

The service offering has gained internal attention and is being considered for further evaluation.

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