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9 of 9 matching prospects · Follow-ups use Vancouver dates (2026-09-04). Needs a plan means an open prospect is missing a next step or a valid date.

CompanyStageOwnerDeal valueNext action
Meadow Dental (sample)dental · Victoria, CA1 open task leadjordan
CAD$4,800 one-time
$250 / month
Overdue

Review the booking journey with Jamie

Northpoint Legal (sample)law · Vancouver, CA1 open task researchedalex
CAD$6,200 one-time
Due today

Send two relevant project examples

Juniper Wellness (sample)medical · Seattle, US contactedjordan
USD$5,200 one-time
$300 / month
Due today

Discuss the intake form

Copper Finch Studio (sample)other · Kelowna, CA repliedalex
CAD$3,600 one-time
$150 / month
Scheduled

Confirm the launch goals

Harbour Physio (sample)medical · Nanaimo, CA previewjordan
CAD$8,400 one-time
$450 / month
Scheduled

Walk through the sample preview

Willow & Pine (sample)other · Melbourne, AU proposalalex
AUD$6,800 one-time
$350 / month
Scheduled

Confirm the scope and timeline

Pebble Works (sample)other · Victoria, CA wonjordan
CAD$7,000 one-time
$400 / month
Closed

Handover complete

Maple Cove (sample)other · Portland, US lostalex
USD$3,200 one-time
Closed

No follow-up recorded

Larkspur Clinic (sample)medical · Calgary, CA leadjordan
CAD$500 / month
No date

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