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Good morning, Eric

Wednesday, October 28 · 4 customer meetings · 2 to reply · 1 overdue task · 2 deals need a next step

Closed · Q4 to date
$0
0% of $225,000 quota
Commit
$3,600
won + Proposal Signed · $221,400 to go
Open pipeline
$57,400
6 deals · $33,280 weighted
Closing · 14 days
$3,600
1 deal · next Oct 31
Today's meetings6
briefs by Sales Meeting Prep · 6:10 AM · Calendar
9am
30 min
Pipeline review
Internal · not briefed
Eric · Google Calendar
10am
60 min
Demo — Okafor Electric
Devon Okafor · Owner · Okafor Electric · New Opportunity · $4,200 · close Dec 5
Brief readyJack · Google Calendar
Net-new: no prior callsBDR-booked · first demo
Talking points
  1. Devon runs a 6-person electrical shop; books are in QBO handled by his wife on weekends
  2. Pre-demo one-pager opened twice yesterday — lead with job costing per project
  3. Trades vertical: show the Okafor-style P&L with materials vs labor split
  4. Ask about licensing/bonding deadlines (critical event candidate)
Research

Okafor Electric, Glendale AZ. ROC-licensed residential + light commercial, ~$1.4M revenue by crew size. Google reviews 4.8 (112). No CPA of record found.

Open contact Open deal
11:30am
30 min
Consult — 104th RE (storage LLC)
Pete Curtis · Owner · 104th RE Holdings · Negotiation · $7,000 · close Nov 27
Brief readyJeremy · Google Calendar
Negotiation · $7,000 · close 11/27Proposal v2 sent 10/24 · viewed
Open contact Open deal
1pm
60 min
Everbowl — franchisee onboarding plan
Jeff Fenster · Founder · Everbowl · Proposal Sent · $27,000 · close Nov 21
Brief readyEric · Google Calendar
Key deal · $27,000 · Proposal Sent 10/23Partner: Everbowl corporate
Open contact Open deal
3pm
30 min
Follow-up — BrightPath (bank redlines)
Lauren Whitfield · Founder · BrightPath Agency · Proposal Sent · $9,600 · close Nov 14
Brief readyChris · Google Calendar
Proposal Sent · $9,600 · close 11/14Bank redlines expected
Open contact Open deal
4pm
30 min
1:1 — Cesar ramp
Internal · not briefed
Eric · Google Calendar
Emails to respond to2
Gmail · inbound without a reply
Re: Proposal v2 — 5-entity pricingOct 26
Pete Curtis · 104th RE Holdings
Thanks Jeremy. Looks closer. Can we talk Thursday about whether the storage LLC needs full bookkeeping or just annual?
Signed — Tax StrategyOct 27
Maria Delgado · Delgado Dental Group
Signed and sent back. When does the reasonable-comp analysis start?
Tasks6
All
Send sample consolidated P&L to Pete
Pete Curtis · Fathom action item · High priority
JMYesterday
Book accounting consult — 104th RE (storage LLC)
Pete Curtis · @mention · High priority
NOct 30
Kickoff call — Tax Strategy (Delgado)
Maria Delgado · Workflow: Closed Won handoff · Medium priority
AWNov 3
Open expansion ticket — Hargrove 4th entity
Tom Hargrove · Fathom action item · Medium priority
SGOct 29
Demo prep — Okafor Electric
Devon Okafor · Workflow: Pre-demo one pager · High priority
JGOct 29
Everbowl pilot pricing — confirm 5 franchisee list
Jeff Fenster · Manual · High priority
EEOct 31