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Contacts/Lauren Whitfield
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Lauren Whitfield

Founder · BrightPath Agency · lauren@brightpathagency.example
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BrightPath Agency
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Sales
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BDR owner
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SPICED
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Created
Oct 2
Record ID
c4
Mentions notify the person tagged
Oct 28 · Today
Follow-up — BrightPath (bank redlines)3pm–3:30pm · Google Calendar · Chris MorgiaOct 28
Confirm catch-up invoice split with financetask · Chris Morgia · Fathom action itemdue Today
Oct 23 · 5d ago
Chris MorgianoteOct 23 · 10:10 PM
Proposal viewed 3x today. Lauren forwarded to her bank contact. Expect redlines on the catch-up timeline.
Oct 22 · 6d ago
Catch-up invoicing — split across twosent by Chris Morgia · GmailOct 22 · 9:05 PM
Lauren, confirmed we can split the catch-up fee 50/50 at kickoff and at delivery…
Oct 20 · 8d ago
Negotiation → Proposal SentBrightPath Agency - Catch up + ongoing · by Chris MorgiaOct 20 · 3:00 PM
Proposal v1Viewed$9,600 · $400/mo · Airtable recB1…Oct 20
Catch Up Bookkeeping (Apr–Oct 2026) · one-time · $4,800 Advanced Bookkeeping · monthly · $400
Oct 15 · 13d ago
Uplinq demo — Lauren Whitfield / BrightPath38m · Fathom · host Chris MorgiaOct 15 · 6:30 PM
Bench shutdown left six months of books undone. Needs accrual view for line-of-credit renewal 12/10. Pricing sensitivity on catch-up; asked about splitting catch-up across two invoices.
↳ Confirm catch-up can be split across 2 invoices↳ Send accrual sample report
Play recording
ARC messages1 newOpen in ARC
Oct 23
Lauren, here's the agenda for our next call: QBO cleanup scope, tax strategy, pricing.
Chris Morgia · Oct 23 · Read
Oct 28
Hey Chris, my CPA wants to join the next call. Can we push to Friday?
Lauren Whitfield · 7:58 AM
iMessage · Chris Morgia
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Critical event ·
Line of credit renewal 12/10 requires accrual-basis financials.
Fathom · Oct 15 demo · 22:18
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Deals1
BrightPath Agency - Catch up + ongoingProposal Sent · close Nov 14
$9,600
Sequences
Post-demo follow-upstep 3 of 4
Paused
Companies
BrightPath AgencyOpportunity · 1 entity
Recordings
Uplinq demo — Lauren Whitfield / BrightPathOct 15 · 38m
Fathom ↗