Skip to content
Prospects Funnel
Total in Funnel -
$60,400.00
Open
Internal Companies List
Last Updated
Rep
Company name
Lead Source
Sales Funnel Status
Reason Strong Prospect
Next Indeed Action
Date of Next Action
Prospect Discussion Notes
Est. Yearly Value
Open
2/11/2026
Kramer Built
Cold Call
Prospect
wants more customers
meeting booked
Jan 15, 2026
Open
2/11/2026
Al-Limousine
Cold Call
Prospect
wants to grow business and does not like current site
meeting booked
Jan 19, 2026
Open
2/11/2026
AMG Painting
Cold Call
Prospect
wants more leads, receptive on phone
meeting booked
Jan 15, 2026
Open
2/11/2026
Attical Insulation
Cold Call
Prospect
bad website
call for meeting, he missed last one
$8,400.00
Open
Compass
2/11/2026
Blue Star Security
Cold Call
Prospect
liked AEO
he said he will contact for a meeting when he isnt so busy
Open
2/11/2026
community tree care
Prospect
wants to keep busy next season
missed meeting so need to reach out
Open
2/11/2026
Condor Trauma
Cold Call
Prospect
struggling to get customers
meeting booked
Jan 15, 2026
Open
Compass
2/11/2026
Copper Hair Studio
Referral
Prospect
$2,400.00
Open
2/11/2026
Greener solutions insulation
Cold Call
Prospect
wants more customers
meeting booked
Jan 15, 2026
Open
2/11/2026
GWC Insulation
Cold Call
Prospect
Wants to grow business
he couldnt make meeting so will reach back out
$15,600.00
Open
2/11/2026
iowa foam insulators
Cold Call
Prospect
bad website
book meeting, he is currently on a trip
Jan 30, 2026
Open
Compass
2/11/2026
Jackson Bros Spray Foam
Cold Call
Prospect
Open
2/11/2026
KB & DIA Canadian Honey
Facebook Group
Prospect
Open
Compass
3/5/2026
KMD Construction
Prospect
Open
Compass
2/11/2026
Landex Earthworx
Cold Call
Prospect
Open
2/11/2026
Luxa Blinds and More
Facebook Group
Prospect
$7,200.00
Open
2/11/2026
Michellez Landscaping
Facebook Group
Prospect
Open
2/11/2026
Sector 1
Personal Referral
Prospect
Poor website, has multiply companies
Nathan to set up introduction
Dec 15, 2025
Get him a better web page, possibly for all companies
Open
2/11/2026
Shear Perfection Upholstery
Prospect
Receptive of the idea of growing his business
meeting booked
Jan 16, 2026
website and aeo
$12,000.00
Open
2/11/2026
Shift Heating and Cooling
Facebook Group
Prospect
Open
Compass
2/11/2026
Steves Auto
Referral
Prospect
$4,800.00
Open
2/11/2026
Tactical Solutions
Chat GPT
Prospect
Sending an Email info package
Open
2/11/2026
The bright wizard cleaning service
Facebook Group
Prospect
Open
Compass
2/11/2026
Victory Spray Foam
Cold Call
Prospect
sounds interested in better visibly
$10,000.00
Open
2/11/2026
Zell’s Reno
Facebook Group
Prospect
No results from filter
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.