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

Manager IT

Hot

Renton, WA

0

d to reply

Chief Operating Officer

Cold

Gainesville, FL

1

d to reply

Owner

Cold

Indianapolis

1

d to reply

Controller

Cold

Orlando, FL

0

d to reply

Administrative Assistant

Cold

Orlando, FL

0

d to reply

President

Cold

Concord, MN

0

d to reply

IT Executive

Cold

Lincoln, NE

3

d to reply

Executive Assistant

Cold

Parsipanny, NJ

0

d to reply

Director IT

Cold

St. Petersburg, FL

1

d to reply

Development Director

Cold

Orange County, CA

0

d to reply

Manager IT

Renton, WA

11-50

Employees

Construction

Meeting Confirmed

Campaign Type :

Generic

Identified :

10/09/2026

0

Days to reply

1

Touches

$1,360

Est. Opportunity

Email Verified

Chief Operating Officer

Gainesville, FL

11-50

Employees

Construction

Nurture Prospect

Campaign Type :

Generic

Identified :

10/09/2026

1

Days to reply

1

Touches

$4,400

Est. Opportunity

Email Verified

Owner

Indianapolis

11-50

Employees

Automotive

Nurture Prospect

Campaign Type :

Generic

Identified :

10/09/2026

1

Days to reply

1

Touches

$1,800

Est. Opportunity

Email Verified

Controller

Orlando, FL

11-50

Employees

Insurance

Nurture Prospect

Campaign Type :

Generic

Identified :

10/09/2026

0

Days to reply

1

Touches

$2,900

Est. Opportunity

Email Verified

Administrative Assistant

Orlando, FL

11-50

Employees

Religious Institutions

Nurture Prospect

Campaign Type :

Generic

Identified :

10/09/2026

0

Days to reply

1

Touches

$5,000

Est. Opportunity

Email Verified

President

Concord, MN

11-50

Employees

Environmental Service

Nurture Prospect

Campaign Type :

Generic

Identified :

10 Oct 2026

0

Days to reply

1

Touches

$5,000

Est. Opportunity

Email Verified

IT Executive

Lincoln, NE

51-000

Employees

Real Estate

Nurture Prospect

Campaign Type :

Generic

Identified :

30 Sept 2026

3

Days to reply

1

Touches

$1,400

Est. Opportunity

Email Verified

Executive Assistant

Parsipanny, NJ

201-500

Employees

Construction

Nurture Prospect

Campaign Type :

Generic

Identified :

11-50

0

Days to reply

1

Touches

$3,000

Est. Opportunity

Email Verified

Director IT

St. Petersburg, FL

51-200

Employees

Building Materials

Nurture Prospect

Campaign Type :

Generic

Identified :

30 Sept 2026

1

Days to reply

1

Touches

$2,900

Est. Opportunity

Email Verified

Development Director

Orange County, CA

11-50

Employees

Construction

Nurture Prospect

Campaign Type :

Generic

Identified :

30 Sept 2026

0

Days to reply

1

Touches

$4,100

Est. Opportunity

Email Verified

Engagement Timeline

10/9/2026

Contacted

Reached out regarding comprehensive IT support services, including cybersecurity, cloud management, Microsoft 365, server maintenance, and day-to-day technology assistance.

10/9/2026

Contacted

Reconnected regarding a previously discussed IT support opportunity and offered to reschedule the conversation to review available technical services.

10/9/2026

Contacted

Followed up regarding a previous IT support opportunity and requested a brief discussion to understand current technology needs and service expectations.

10/9/2026

Contacted

Reconnected regarding previously discussed IT support services and asked whether changes in the current technology environment warranted another conversation.

10/9/2026

Contacted

Reached out regarding dependable local IT support services and offered a brief introductory conversation to explore potential technology requirements.

10/8/2026

Contacted

Followed up regarding managed IT services and asked whether the prospect required additional technical support or could suggest an appropriate contact.

25 September

Contacted

Reconnected to check whether the prospect wanted to revisit IT support services during the current period.

29 September

Contacted

Reached out regarding local IT support, system security, and reliable day-to-day technology assistance.

29 September

Contacted

Reached out regarding local IT support, cybersecurity, backup, recovery, cloud solutions, and ongoing technology management.

30 September

Contacted

Reached out regarding managed IT services, proactive technology support, and preventive assistance for day-to-day technical issues.

10/9/2026

Reply Received

Prospect expressed interest in evaluating alternative MSP options and requested a discussion to understand available IT support services.

10/9/2026

Reply Received

Prospect indicated that the organization has temporarily paused its IT support evaluation and expects to revisit the discussion in the second quarter of next year.

10/9/2026

Reply Received

Prospect explained that they are currently extremely busy and will reconnect when their schedule allows further discussion.

10/9/2026

Reply Received

Prospect confirmed an existing IT contract but expressed dissatisfaction with service quality, communication, and unannounced system changes. They are open to evaluating alternatives at renewal.

10/9/2026

Reply Received

Prospect indicated that scheduling conflicts prevent a meeting next week and advised that the Operations Manager will review the inquiry at a later date.

10/8/2026

Reply Received

Prospect confirmed that their network is relatively small and additional IT support is not currently required.

30 September

Reply Received

Prospect confirmed that their existing IT arrangement is sufficient for another year.

29 September

Reply Received

Prospect confirmed that they are currently satisfied with their existing technology support arrangement.

30 September

Reply Received

Prospect is currently under contract and plans to evaluate future IT support direction within the next few months.

30 September

Reply Received

Prospect advised that they already have an IT provider and are not currently looking for an alternative.

Follow Up 1

Coordinated meeting availability to discuss the prospect's current MSP arrangement, technical challenges, and potential support requirements.

Follow Up 1

Acknowledged the decision to postpone discussions and expressed willingness to reconnect when the organization resumes evaluating IT services.

Follow Up 1

Acknowledged the prospect's busy schedule and expressed flexibility regarding the timing of a future introductory conversation.

Follow Up 1

Acknowledged the current contractual commitment and the concerns regarding inconsistent service delivery and inadequate communication from the existing provider.

Follow Up 1

Acknowledged the scheduling limitations and expressed willingness to coordinate a discussion once the Operations Manager has reviewed the information.

Follow Up 1

Acknowledged the response and confirmed that there was no immediate requirement for additional IT services.

Follow Up 1

Acknowledged the response and confirmed that no immediate follow-up would be required.

Follow Up 1

Acknowledged the response and left the door open for future changes in IT needs.

Follow Up 1

Acknowledged the existing contract and agreed to reconnect closer to the prospect’s evaluation period.

Follow Up 1

Acknowledged the current arrangement and kept the conversation open for any future IT support needs.

Follow Up 2

Followed up regarding scheduling adjustments and shared an updated meeting invitation for the introductory discussion.

Follow Up 2

Planned a follow-up for the second quarter of 2027 to review any changes in technology requirements and support priorities.

Follow Up 2

Planned a later check-in to determine whether the prospect has availability to discuss IT support requirements.

Follow Up 2

Planned a follow-up closer to the contract renewal period to explore alternative MSP services and improved technical support arrangements.

Follow Up 2

Planned a future check-in to determine whether the Operations Manager has evaluated the proposal and identified any relevant IT support requirements.

Follow Up 2

Planned a future check-in to determine whether network requirements or technology support needs have changed.

Follow Up 2

Planned a future check-in closer to the end of the prospect’s current arrangement.

Follow Up 2

Planned a later follow-up to determine whether service requirements or provider satisfaction have changed.

Follow Up 2

Planned a follow-up for early January to discuss future IT support options and requirements.

Follow Up 2

Planned a future check-in to see whether their technology requirements or provider situation have changed.

10/9/2026

Meeting Confirmed

Meeting was rescheduled and confirmed for October 13 at 11:00 AM to explore IT support options and compare MSP capabilities.

Nurture Prospect

Prospect is not actively evaluating IT support services but intends to revisit the opportunity during Q2 2027.

Nurture Prospect

Prospect has not declined the opportunity but prefers to initiate further discussions when their schedule becomes more manageable.

Nurture Prospect

Prospect is dissatisfied with the current IT provider and is interested in considering alternative MSP options when the existing contract approaches renewal.

Nurture Prospect

Prospect has not committed to a meeting but indicated that the Operations Manager may review the IT support opportunity in the future.

Nurture Prospect

Prospect is satisfied with their current small network environment and does not require additional IT support at present.

Nurture Prospect

Prospect should be revisited next year after evaluating current systems and services.

Nurture Prospect

Prospect is currently satisfied and does not require additional IT support at this time.

Nurture Prospect

Prospect may reconsider IT support providers and requested a discussion in early January.

Nurture Prospect

Prospect is not actively evaluating alternatives but may be revisited at a later stage.

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