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Delgado Dental - Tax Strategy expansion
$3,600 · Proposal Signed · close Oct 31 · Sheila Epperson
Properties
Deal
Deal name *
Stage *
Amount *
One-time revenue
Recurring
$300/mo Tax Strategy
Close date *
Owner *
Deal type
Lead source
Entities
Industry
Products
Billing interval
Competing against
Key deal
Partner referrer
Handoff
First demo
Onboarding owner
Service start
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
Proposal v1Signed$3,600 · $300/mo · Airtable recC2…Oct 20
Tax Strategy · monthly · $300
Proposals1
v1 · $3,600 · $300/moOct 20 · signed Oct 27
SignedProposals sync to Airtable · Customer Proposals (system of record for revenue).
Contacts
MD
Maria DelgadoPractice Owner
Multi-threaded
Company
Delgado Dental GroupHealthcare Practices · 2 entities
CustomerWorkflows on this deal
Fathom recording ends → follow-up deck + emailOct 27 · 4:44 PM · Email draft + deck · 2 field suggestions · 1 task
okDeal → Closed Won → onboarding handoffOct 27 · 3:41 PM · Handoff doc · owner Adalynn Wells · kickoff task 11/03
ok