New 6 · $61,000
Brightpath — Strategy Workshop
Brightpath EducationUSD 6,000 · Ethan Kaplan
85d in stage
→ Share workshop outline
Stride Fitness — CRM Setup
Stride FitnessUSD 9,000 · Talia Brandt
81d in stage
→ Qualify budget
Orbit Commerce — Returns Agent
Orbit CommerceUSD 12,000 · Jonah Adler
82d in stage
→ Send intro deck
Cedar & Co — Intake Automation
Cedar & Co LegalUSD 15,000 · Aaron Berger
91d in stage
→ Book intro call
Summit Ventures — Reporting POC
Summit VenturesUSD 8,000 · Jonah Adler
87d in stage
→ Scope the POC
Harbor Foods — Process Review
Harbor FoodsUSD 11,000 · Talia Brandt
92d in stage
→ Re-engage decision maker
Qualified 12 · $250,000
BlueOrbit — Workflow Add-on
BlueOrbit SaaSUSD 13,000 · Talia Brandt
80d in stage
→ Review proposal draft
Coastal Realty — Lead Routing
Coastal RealtyUSD 12,000 · Talia Brandt
83d in stage
→ Map current process
Pulse Media — Content Ops
Pulse MediaUSD 16,000 · Ethan Kaplan
82d in stage
→ Align on KPIs
Northwind — Dispatch Automation
Northwind LogisticsUSD 26,000 · Aaron Berger
82d in stage
→ Run discovery session
Vertex FinTech — Onboarding Agent
Vertex FinTechUSD 22,000 · Ethan Kaplan
85d in stage
→ Schedule discovery
BlueOrbit — Analytics Agent
BlueOrbit SaaSUSD 28,000 · Talia Brandt
80d in stage
→ Review design with CTO
Northwind — Carrier Integrations
Northwind LogisticsUSD 34,000 · Aaron Berger
80d in stage
→ Draft architecture
Vertex FinTech — KYC Assistant
Vertex FinTechUSD 30,000 · Ethan Kaplan
90d in stage
→ Confirm stakeholders
Coastal Realty — GEO Expansion
Coastal RealtyUSD 14,000 · Aaron Berger
84d in stage
→ Send scope summary
Pulse Media — Asset Pipeline
Pulse MediaUSD 20,000 · Ethan Kaplan
91d in stage
→ Validate data sources
Lumina Health — Intake Expansion
Lumina HealthUSD 18,000 · Jonah Adler
83d in stage
→ Confirm requirements
Lumina Health — Scheduling Bot
Lumina HealthUSD 17,000 · Jonah Adler
84d in stage
→ Prepare discovery agenda
Proposal 3 · $83,000
Northwind — Ops Retainer
Northwind LogisticsUSD 24,000 · Aaron Berger
84d in stage
→ Confirm retainer terms
Vertex FinTech — Support Suite
Vertex FinTechUSD 38,000 · Ethan Kaplan
81d in stage
→ Follow up on proposal
Lumina Health — CRM Phase 2
Lumina HealthUSD 21,000 · Jonah Adler
87d in stage
→ Address pricing questions
Negotiation 2 · $77,000
BlueOrbit — Renewal + Upsell
BlueOrbit SaaSUSD 32,000 · Talia Brandt
82d in stage
→ Finalize contract terms
Vertex FinTech — Enterprise Tier
Vertex FinTechUSD 45,000 · Ethan Kaplan
88d in stage
→ Agree on milestones
Won 6 · $142,000
Lumina Health — CRM Phase 1
Lumina HealthUSD 23,000 · Jonah Adler
98d in stage
→ Rollout in progress
Pulse Media — Content Engine
Pulse MediaUSD 19,000 · Ethan Kaplan
118d in stage
→ Onboarding
Coastal Realty — GEO Program
Coastal RealtyUSD 16,000 · Aaron Berger
152d in stage
→ Live
BlueOrbit — Retainer Start
BlueOrbit SaaSUSD 20,000 · Talia Brandt
176d in stage
→ Active
Vertex FinTech — Support Agent
Vertex FinTechUSD 36,000 · Ethan Kaplan
218d in stage
→ In delivery
Northwind — Automation Kickoff
Northwind LogisticsUSD 28,000 · Aaron Berger
244d in stage
→ Project underway
Lost 4 · $69,000
Stride Fitness — Member Bot
Stride FitnessUSD 9,000 · Jonah Adler
121d in stage
→ Closed lost
Harbor Foods — Order Automation
Harbor FoodsUSD 15,000 · Talia Brandt
121d in stage
→ Closed lost
Meridian Retail — Custom Build
Meridian RetailUSD 27,000 · Aaron Berger
170d in stage
→ Closed lost
