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Contacts/Maria Delgado
MD

Maria Delgado

Practice Owner · Delgado Dental Group · maria@delgadodental.example
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Delgado Dental Group
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Sales
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SPICED
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Created
Aug 20
Record ID
c2
Mentions notify the person tagged
Nov 3 · in 6d
Kickoff — Delgado Tax Strategy2pm–3pm · Google Calendar · Adalynn WellsNov 3
Kickoff call — Tax Strategy (Delgado)task · Adalynn Wells · Workflow: Closed Won handoffdue in 6d
Oct 27 · Yesterday
Sheila EppersonnoteOct 27 · 3:45 PM
Tax Strategy signed. @Adalynn Wells handoff doc generated by workflow — please confirm kickoff date.
Proposal Sent → Proposal SignedDelgado Dental - Tax Strategy expansion · by Sheila EppersonOct 27 · 3:40 PM
Signed — Tax Strategyreceived · GmailOct 27 · 3:30 PM
Signed and sent back. When does the reasonable-comp analysis start?
Oct 20 · 8d ago
Tax strategy intro — Delgado Dental24m · Fathom · host Sheila EppersonOct 20 · 8:00 PM
Maria confirmed S-corp status both locations; wants reasonable-comp analysis and a 2027 plan before third location opens.
↳ Send Tax Strategy proposal
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Proposal v1Signed$3,600 · $300/mo · Airtable recC2…Oct 20
Tax Strategy · monthly · $300
Sep 10 · 48d ago
Proposal v1Signed$11,400 · $800/mo · Airtable recC1…Sep 10
Advanced Bookkeeping × 2 locations · monthly · $600 Tax Compliance (1120-S + 2 state) · monthly · $200 Onboarding · one-time · $1,800
ARC messagesOpen in ARC
Oct 27
Hi Erica, did the Mesa location fix go through? Partner meeting is the 30th.
Maria Delgado · Oct 27
@Sheila Epperson can you confirm with Maria today?
Internal note · Erica Newell · Oct 27
Yes, we regenerated the September report this afternoon. Sheila will confirm with you today.
Erica Newell · Oct 27 · Delivered
Thank you!!
Maria Delgado · Oct 27
iMessage · Erica Newell
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Pull Maria Delgado's recorded calls from your Fathom.
Auto-fill from calls and product1 open
Activation status ·
Initialization → Maintenance (books current through Sep)
Uplinq product · workspace cmp_7f3a…e21
Suggestions cite the recording timestamp or product workspace they came from. Accept writes the field and logs it in the audit trail.
Deals2
Delgado Dental - Tax Strategy expansionProposal Signed · close Oct 31
$3,600
Delgado Dental GroupClosed Won - Activated · close Sep 15
$11,400
Sequences
Not in a sequence.
Companies
Delgado Dental GroupCustomer · 2 entities
Initialization
Recordings
Tax strategy intro — Delgado DentalOct 20 · 24m
Fathom ↗