Pipeline and Outreach

12 active deals · weighted $6,375

Source:HubSpot·SAMPLE

Outreach

4

Discovery

4

Proposal

1

Nurture

3

Outreach (4)

Vantage Realty Partners

Ellie Vantage — 8-agent brokerage, GTA

Next: First-touch in sequence

$3,000LinkedIn outboundAug 3

Otsuka Design Studio

Kenji Otsuka — 12-person design agency

Next: Wait 5 days for reply

$3,000LinkedIn outboundAug 2

Meridian Learning Group

Colin Meridian — private education, 2 campuses

Next: Offer discovery slot

$3,500LinkedIn outboundJul 29

Ashton & Baird Accounting

Nadia Ashton — 3-partner accounting firm

Next: Follow-up #2 with case study

$3,000LinkedIn outboundJul 26

Discovery (4)

Northwind Financial Advisory

Priya Anand — 9-client RIA

Next: Send 3 Calendly times

$3,500LinkedIn outboundAug 1

Crestline Advisory Partners

Marcus Webb — 4-partner advisory

Next: Intro Thu 11:30am

$3,000LinkedIn inboundJul 31

Kirby Fitness Group

Amanda Kirby — 3 studio locations

Next: Reply today with 3 time slots

$4,000Warm inboundJul 31

Beacon Staffing Partners

Sarah Whitfield — 4 offices, staffing sector

Next: Discovery Tue 2pm

$3,500Referral (Devon Cross)Jul 30

Proposal (1)

Bridgeway Wealth Partners

Rob Bridgeway — 2-office wealth advisory

Next: Follow up in 5 days if silent

$3,000Referral (Saeed)Jul 25

Nurture (3)

Lawrie Legal Consulting

Mark Lawrie — Halifax, boutique legal

Next: Wait for first reply

$3,000Referral (Devon Cross)Jul 31

Halton Home Services

Aisha Halton — 3-branch home services

Next: Send quarterly-review case study

$3,500LinkedIn inboundJul 16

Corda Compliance Consulting

Jamal Corda — solo -> hiring first employee

Next: Add to Q4 outreach list

$2,500LinkedIn outboundJul 13

LinkedIn activity

Devon Cross re-shared your post
inbound
Devon re-shared your "ten-tabs problem" essay to his network of 3,400 followers.
Aug 2
You sent a message to Kenji Otsuka
outbound (first-touch)
First-touch message in the small-agency-owner sequence. No reply yet.
Aug 2
Priya Anand replied to connection request
inbound
Accepted with a note: "Been following your writing — the Dunford framework post landed. Happy to swap ideas."
Aug 1
Marcus Webb sent a message
inbound
Marcus responded to your intro sequence step 2 with: "Yes, would love to talk. Booked Thu 11:30 via your Calendly."
Jul 31