Account Manager	Recent Target	Create Date	Close Date	Opp Name	Company	SME	Stage	MS%	QQ%	Full Amount	Pipeline Amount	Last Contact	Next Activity	Next Step
Sean	Sean	04/15/26	09/25/26	Website Revamp	Sunset Beach NC Webcam			Decision	55%	50%	$4,800	$2,640	08/03/26	10/03/26	attemping to lock down for proposal meeitng
Brad		04/23/26	03/24/27	SEO Packages for All Properties	Schurz - Viamark Wilmington	Alissa Overholt		Suspect	0%	50%	$36,000	$0	05/14/26	07/14/28
Zach	Alissa	05/12/26	09/30/26	New Site	Rising Sun Pools & Spas - Viamark			Decision	45%	30%	$13,600	$6,120	09/22/26	09/29/26	Reach out to Russ early Dec to address renewal
Sean	Sean	05/15/26	10/30/26	Ads/ Social Media	American Grunge Apparel			Discovery	30%	10%	$1,500	$450	09/11/26	09/24/26	Social media / ads marketing planning
Sean		05/20/26	09/25/26	Synch 360	Straight Edge Solutions	Alissa Overholt		Discovery	10%	50%	$24,000	$2,400	09/15/26	09/21/26	final payment then launch!
Sean		05/28/26	09/25/26	SEO AUdit/ Boost	Studio36		Brittany Reinert	Discovery	10%	90%	$1,595	$160	08/10/26	09/22/26	check on website progress
Sean		06/03/26	11/05/26	SEO Basic	Blue Heron Root Canal Specialists	Alissa Overholt	Brittany Reinert	Discovery	25%	10%	$26,340	$6,585	09/09/26	10/02/26
Zach	Grant	06/10/26	09/30/26	Custom Portal - Phase 4	Figure 8 Island HOA	Agustin Garzon		Decision	45%	90%	$33,925	$15,266	09/22/26	09/28/26	Touch base in 2023 to discuss possible website revamp
Sean	Addison	06/15/26	09/25/26	Email Marketing	Carolina Dune			Discovery	10%	30%	$2,460	$246	09/09/26	09/24/26	NPF'd
Sean		06/16/26	09/25/26	Wireframe for Customer portal	Fintech Payments			Discovery	10%	10%	$2,500	$250	07/27/26	12/18/26
Zach		06/26/26	09/30/26	Additional Marketing - Synch	Mud Dog Trailers			Decision	45%	50%	$15,000	$6,750	09/09/26	09/22/26	Renew Synch in Apr/May 2024
Sean	Sean	07/08/26	11/02/26	lead generation (Synch)	SR Remodeling	Kyle Peeler		Suspect	5%	10%	$24,000	$1,200	09/09/26	10/03/26	talk about ads to begin now for Feb padding
Zach	Zach	07/10/26	09/30/26	New Marketing - Full Digital Agency	828 Venues	Kerry Doute		Decision	45%	30%	$959,778	$431,900	09/21/26	09/22/26
Brad		07/14/26	08/02/27	Ecommerce Solution for all Properties	Schurz - Viamark Wilmington	Alissa Overholt		Suspect	0%	10%	$200,000	$0	05/14/26	07/14/28
Zach	Zach	07/14/26	09/30/26	New Site	The Retirement Academy			Decision	80%	50%	$3,320	$2,656	09/15/26	09/28/26
Sean	Addison	07/14/26	10/30/26	webiste redesign/ rebuild	All Ways Graphics			Discovery	30%	75%	$18,000	$5,400	09/15/26	09/21/26	.
Sean	Addison	07/14/26	09/25/26	OTT Ads	All Ways Graphics	Addison Bordeaux		Discovery	10%		$30,000	$3,000	09/15/26	09/21/26	.
Sean	Sean	07/21/26	10/01/26	Website Revamp	Carolina Boating School	Dylan Izzo		Discovery	10%	50%	$6,500	$650	09/09/26	09/22/26	Confirm start date
Sean	Alissa	07/21/26	09/25/26	Synch 360	Tidewater Properties (NC)	Dylan Izzo		Discovery	25%		$36,000	$9,000	09/02/26	09/24/26	FB Ad account recovery
Sean	Sean	07/21/26	01/05/27	SEO	Carolina Boating School	Dylan Izzo		Discovery	10%	10%	$26,400	$2,640	09/09/26	09/22/26	Confirm start date
Sean	Sean	07/27/26	10/30/26	Lead Generation	Island Spas and Pools	Addison Bordeaux		Discovery	35%	50%	$60,000	$21,000	09/14/26	09/22/26	Working on the plan with marketing team
Sean		07/30/26	09/25/26	Service Retainer	Impress Flooring			Decision	40%	100%	$750	$300	09/14/26	09/22/26	follow up on final proposal
Sean	Sean	07/30/26	09/25/26	SEO Blogs	Impress Flooring			Decision	65%	100%	$3,090	$2,009	09/14/26	09/22/26	follow up on final proposal
Zach	Zach	08/05/26	09/30/26	Custom Work - Platform Transfer	Northeast NHC			Decision	45%	50%	$6,000	$2,700	08/17/26	09/22/26
Sean	Addison	08/31/26	09/25/26	New Website	Down Town Dunn Main St.			Discovery	10%	30%	$6,000	$600	09/23/26	09/24/26	RFP
Sean	Sean	09/02/26	09/23/26	Google Search Ads	Top Gun Pressure Washing	Dylan Izzo		Decision	80%	75%	$6,245	$4,996	09/23/26	09/24/26	Check if were doing pages or ads first
Sean	Sean	09/02/26	09/23/26	Install tracking Analytics	Top Gun Pressure Washing	Dylan Izzo		Decision	80%	90%	$750	$600	09/23/26	09/24/26	Check if were doing pages or ads first
Sean	Addison	09/09/26	09/25/26	page additons	NC Golden Homes			Discovery	10%	90%	$875	$88	09/14/26	10/13/26	Set Linda Up For Training to Post Her Own Blog
Zach	Zach	09/10/26	10/31/26	New Marketing - Postcard Mailer	A to Z Rentals			Discovery	10%	50%	$1,000	$100	09/16/26	09/23/26	Check in on Dashboard
Zach	Addison	09/10/26	09/30/26	New Marketing	Pink Hope			Discovery	10%	50%	$6,000	$600	09/18/26	09/21/26
Sean	Sean	09/10/26	09/23/26	page additions	Top Gun Pressure Washing			Decision	80%	100%	$2,490	$1,992	09/23/26	09/24/26	Check if were doing pages or ads first
Zach	Addison	09/10/26	09/30/26	Additional Marketing - Podcast Transcribing	Rising Sun Pools & Spas - Viamark			Decision	45%	75%	$2,280	$1,026	09/22/26	09/29/26	Reach out to Russ early Dec to address renewal
Sean	Kyle	09/11/26	09/30/26	Website revmap	Island Bicycles			Discovery	30%	50%	$5,000	$1,500	09/23/26	09/25/26	Quote Request
Sean	Sean	09/11/26	10/02/26	Branding consildation/ website revamps	Embee Companies			Discovery	20%	50%	$30,000	$6,000	09/23/26	09/24/26	Get quoting
Sean		09/11/26	10/05/26	SYNCH 360	IntegriLytics Inc.			Decision	40%		$17,978	$7,191	09/23/26	09/28/26
Zach	Zach	09/14/26	11/30/26	Website Revamp	Palmetto Link - CCM			Decision	45%	50%	$11,200	$5,040	09/14/26	09/23/26	Hand off to Zach on 03/01
Zach	Zach	09/14/26	09/30/26	Custom Work - Audit Fixes	Behavioral Consulting for Autism			Decision	45%	50%	$1,110	$500	09/21/26	09/23/26
Sean	Sean	09/15/26	10/01/26	synch 360	Coastal Sewer and Drain			Decision	55%	50%	$9,000	$4,950	09/18/26	09/21/26
Sean	Kyle	09/16/26	10/01/26	SYNCH Renewal/ SEO Renewal	Central Florida Plastic Surgery Dr Serra			Decision	40%	90%	$19,200	$7,680	09/23/26	09/25/26	renewals
Sean	Addison	09/16/26	09/30/26	Conent Shoot	Down Town Dunn Main St.			Discovery	10%	50%	$4,000	$400	09/23/26	09/24/26	RFP
Sean	Kyle	09/17/26	10/01/26	Google Business Profile	HGO's Concrete Pumping			Decision	65%	90%	$495	$322	09/23/26	09/28/26	Synch
Sean	Sean	09/17/26	10/01/26	Synch360	HGO's Concrete Pumping			Decision	45%	90%	$18,000	$8,100	09/23/26	09/28/26	Synch
Sean	Addison	09/17/26	10/01/26	Synch360	CMB Contracting and Credentialing			Discovery	30%	50%	$9,000	$2,700	09/23/26	09/25/26
Sean	Kyle	09/18/26	10/01/26	New Marketing	New Estuary Home Care			Discovery	30%		$9,000	$2,700	09/18/26	09/23/26	Follow up meeting Wednesday at 1:00
Sean	Kyle	09/18/26	10/09/26	website revamp	Ken Smith Photography			Decision	65%	75%	$3,500	$2,275	09/18/26	09/23/26	Review account and touch base with client
Sean	Sean	09/22/26	10/23/26	Revamp	Embee Companies			Discovery	20%	50%	$4,500	$900	09/23/26	09/24/26	Get quoting
Sean	Sean	09/22/26	10/30/26	website revamp	Embee Companies			Discovery	25%		$6,000	$1,500	09/23/26	09/24/26	Get quoting
Sean	Sean	09/23/26	11/01/26	New Website	My Visits			Decision	40%	75%	$5,000	$2,000	09/15/26	09/22/26
Sean	Audrey	09/23/26	11/01/26	New Marketing	My Visits			Discovery	25%	75%	$120,000	$30,000	09/15/26	09/22/26
Sean	Billing	09/23/26	09/23/26	2nd half of Synch Campaign 2026	Top Gun Pressure Washing			Decision	80%	100%	$19,745	$15,796	09/23/26	09/24/26	Check if were doing pages or ads first

Account Manager

Recent Target

Create Date

Close Date

Opp Name

Company

SME

Stage

MS%

QQ%

Confidence

Full Amount

Pipeline Amount

Last Contact

Next Activity

Next Step

Sean

04/15/26

09/25/26

Website Revamp

Sunset Beach NC Webcam

Decision

55%

50%

$4,800

$2,640

08/03/26

10/03/26

attemping to lock down for proposal meeitng

Brad

04/23/26

03/24/27

SEO Packages for All Properties

Schurz - Viamark Wilmington

Alissa Overholt

Suspect

50%

$36,000

05/14/26

07/14/28

Zach

Alissa

05/12/26

09/30/26

New Site

Rising Sun Pools & Spas - Viamark

Decision

45%

30%

$13,600

$6,120

09/22/26

09/29/26

Reach out to Russ early Dec to address renewal

Sean

05/15/26

10/30/26

Ads/ Social Media

American Grunge Apparel

Discovery

30%

10%

$1,500

$450

09/11/26

09/24/26

Social media / ads marketing planning

Sean

05/20/26

09/25/26

Synch 360

Straight Edge Solutions

Alissa Overholt

Discovery

10%

50%

$24,000

$2,400

09/15/26

09/21/26

final payment then launch!

Sean

05/28/26

09/25/26

SEO AUdit/ Boost

Studio36

Brittany Reinert

Discovery

10%

90%

$1,595

$160

08/10/26

09/22/26

check on website progress

Sean

06/03/26

11/05/26

SEO Basic

Blue Heron Root Canal Specialists

Alissa Overholt

Brittany Reinert

Discovery

25%

10%

$26,340

$6,585

09/09/26

10/02/26

Zach

Grant

06/10/26

09/30/26

Custom Portal - Phase 4

Figure 8 Island HOA

Agustin Garzon

Decision

45%

90%

$33,925

$15,266

09/22/26

09/28/26

Touch base in 2023 to discuss possible website revamp

Sean

Addison

06/15/26

09/25/26

Email Marketing

Carolina Dune

Discovery

10%

30%

$2,460

$246

09/09/26

09/24/26

NPF'd

Sean

06/16/26

09/25/26

Wireframe for Customer portal

Fintech Payments

Discovery

10%

$2,500

$250

07/27/26

12/18/26

Zach

06/26/26

09/30/26

Additional Marketing - Synch

Mud Dog Trailers

Decision

45%

50%

$15,000

$6,750

09/09/26

09/22/26

Renew Synch in Apr/May 2024

Sean

07/08/26

11/02/26

lead generation (Synch)

SR Remodeling

Kyle Peeler

Suspect

10%

$24,000

$1,200

09/09/26

10/03/26

talk about ads to begin now for Feb padding

Zach

07/10/26

09/30/26

New Marketing - Full Digital Agency

828 Venues

Kerry Doute

Decision

45%

30%

$959,778

$431,900

09/21/26

09/22/26

Brad

07/14/26

08/02/27

Ecommerce Solution for all Properties

Schurz - Viamark Wilmington

Alissa Overholt

Suspect

10%

$200,000

05/14/26

07/14/28

Zach

07/14/26

09/30/26

New Site

The Retirement Academy

Decision

80%

50%

$3,320

$2,656

09/15/26

09/28/26

Sean

Addison

07/14/26

10/30/26

webiste redesign/ rebuild

All Ways Graphics

Discovery

30%

75%

$18,000

$5,400

09/15/26

09/21/26

Sean

Addison

07/14/26

09/25/26

OTT Ads

All Ways Graphics

Addison Bordeaux

Discovery

10%

$30,000

$3,000

09/15/26

09/21/26

Sean

07/21/26

10/01/26

Website Revamp

Carolina Boating School

Dylan Izzo

Discovery

10%

50%

$6,500

$650

09/09/26

09/22/26

Confirm start date

Sean

Alissa

07/21/26

09/25/26

Synch 360

Tidewater Properties (NC)

Dylan Izzo

Discovery

25%

$36,000

$9,000

09/02/26

09/24/26

FB Ad account recovery

Sean

07/21/26

01/05/27

SEO

Carolina Boating School

Dylan Izzo

Discovery

10%

$26,400

$2,640

09/09/26

09/22/26

Confirm start date

Sean

07/27/26

10/30/26

Lead Generation

Island Spas and Pools

Addison Bordeaux

Discovery

35%

50%

$60,000

$21,000

09/14/26

09/22/26

Working on the plan with marketing team

Sean

07/30/26

09/25/26

Service Retainer

Impress Flooring

Decision

40%

100%

$750

$300

09/14/26

09/22/26

follow up on final proposal

Sean

07/30/26

09/25/26

SEO Blogs

Impress Flooring

Decision

65%

100%

$3,090

$2,009

09/14/26

09/22/26

follow up on final proposal

Zach

08/05/26

09/30/26

Custom Work - Platform Transfer

Northeast NHC

Decision

45%

50%

$6,000

$2,700

08/17/26

09/22/26

Sean

Addison

08/31/26

09/25/26

New Website

Down Town Dunn Main St.

Discovery

10%

30%

$6,000

$600

09/23/26

09/24/26

RFP

Sean

09/02/26

09/23/26

Google Search Ads

Top Gun Pressure Washing

Dylan Izzo

Decision

80%

75%

$6,245

$4,996

09/23/26

09/24/26

Check if were doing pages or ads first

Sean

09/02/26

09/23/26

Install tracking Analytics

Top Gun Pressure Washing

Dylan Izzo

Decision

80%

90%

$750

$600

09/23/26

09/24/26

Check if were doing pages or ads first

Sean

Addison

09/09/26

09/25/26

page additons

NC Golden Homes

Discovery

10%

90%

$875

$88

09/14/26

10/13/26

Set Linda Up For Training to Post Her Own Blog

Zach

09/10/26

10/31/26

New Marketing - Postcard Mailer

A to Z Rentals

Discovery

10%

50%

$1,000

$100

09/16/26

09/23/26

Check in on Dashboard

Zach

Addison

09/10/26

09/30/26

New Marketing

Pink Hope

Discovery

10%

50%

$6,000

$600

09/18/26

09/21/26

Sean

09/10/26

09/23/26

page additions

Top Gun Pressure Washing

Decision

80%

100%

$2,490

$1,992

09/23/26

09/24/26

Check if were doing pages or ads first

Zach

Addison

09/10/26

09/30/26

Additional Marketing - Podcast Transcribing

Rising Sun Pools & Spas - Viamark

Decision

45%

75%

$2,280

$1,026

09/22/26

09/29/26

Reach out to Russ early Dec to address renewal

Sean

Kyle

09/11/26

09/30/26

Website revmap

Island Bicycles

Discovery

30%

50%

$5,000

$1,500

09/23/26

09/25/26

Quote Request

Sean

09/11/26

10/02/26

Branding consildation/ website revamps

Embee Companies

Discovery

20%

50%

$30,000

$6,000

09/23/26

09/24/26

Get quoting

Sean

09/11/26

10/05/26

SYNCH 360

IntegriLytics Inc.

Decision

40%

$17,978

$7,191

09/23/26

09/28/26

Zach

09/14/26

11/30/26

Website Revamp

Palmetto Link - CCM

Decision

45%

50%

$11,200

$5,040

09/14/26

09/23/26

Hand off to Zach on 03/01

Zach

09/14/26

09/30/26

Custom Work - Audit Fixes

Behavioral Consulting for Autism

Decision

45%

50%

$1,110

$500

09/21/26

09/23/26

Sean

09/15/26

10/01/26

synch 360

Coastal Sewer and Drain

Decision

55%

50%

$9,000

$4,950

09/18/26

09/21/26

Sean

Kyle

09/16/26

10/01/26

SYNCH Renewal/ SEO Renewal

Central Florida Plastic Surgery Dr Serra

Decision

40%

90%

$19,200

$7,680

09/23/26

09/25/26

renewals

Sean

Addison

09/16/26

09/30/26

Conent Shoot

Down Town Dunn Main St.

Discovery

10%

50%

$4,000

$400

09/23/26

09/24/26

RFP

Sean

Kyle

09/17/26

10/01/26

Google Business Profile

HGO's Concrete Pumping

Decision

65%

90%

$495

$322

09/23/26

09/28/26

Synch

Sean

09/17/26

10/01/26

Synch360

HGO's Concrete Pumping

Decision

45%

90%

$18,000

$8,100

09/23/26

09/28/26

Synch

Sean

Addison

09/17/26

10/01/26

Synch360

CMB Contracting and Credentialing

Discovery

30%

50%

$9,000

$2,700

09/23/26

09/25/26

Sean

Kyle

09/18/26

10/01/26

New Marketing

New Estuary Home Care

Discovery

30%

$9,000

$2,700

09/18/26

09/23/26

Follow up meeting Wednesday at 1:00

Sean

Kyle

09/18/26

10/09/26

website revamp

Ken Smith Photography

Decision

65%

75%

$3,500

$2,275

09/18/26

09/23/26

Review account and touch base with client

Sean

09/22/26

10/23/26

Revamp

Embee Companies

Discovery

20%

50%

$4,500

$900

09/23/26

09/24/26

Get quoting

Sean

09/22/26

10/30/26

website revamp

Embee Companies

Discovery

25%

$6,000

$1,500

09/23/26

09/24/26

Get quoting

Sean

09/23/26

11/01/26

New Website

My Visits

Decision

40%

75%

$5,000

$2,000

09/15/26

09/22/26

Sean

Audrey

09/23/26

11/01/26

New Marketing

My Visits

Discovery

25%

75%

$120,000

$30,000

09/15/26

09/22/26

Sean

Billing

09/23/26

2nd half of Synch Campaign 2026

Top Gun Pressure Washing

Decision

80%

100%

$19,745

$15,796

09/23/26

09/24/26

Check if were doing pages or ads first

SQL/Account Sources from the last Year

Name	SQL Count	MQL Count	Account Count
Adwords	8	30	4
Agency	0	0	1
BNI	28	45	7
Chamber	9	28	4
Email List (BTM)	4	15	0
Event	1	11	1
Lead Forensics	0	4	1
Linked In	0	0	1
Networking	27	87	4
Nurture List	0	1	0
Organic	16	19	13
Prospecting	5	10	1
Referral	26	31	16
Social Media	4	6	0
Undefined	18	55	2
Viamark	3	2	3

New MQLs

Current Lead From Options

Name	Value	LS
Adwords	30	7
Agency	11	7
BNI	37	8
Chamber	36	8
Email List (BTM)	20	7
Event	33	8
Lead Forensics	121	8
Linked In	45	8
Networking	50	8
Nurture List	61
Organic	40	7
Prospecting	62	10
Referral	10	9
Social Media	17	9
Undefined	0	0
Viamark	12	7

Archived Lead From Options

Name	Value	LS

Bark Leads	5	8
Bought List	34	7
Business Journal	16	8
Cold Call Research	60	8
Contact Form	5
Contact Form	19
Contact Form
DealFront (LeadFeeder)	120	8
Email List (Matt)	21	7
Inbound Phone Call	25	7
Lead Booking (Ethan)	22	7
Lead Magnet	3
Lumpy Mailer	26	8
NPS Client Referral	15	10
Page 3	130	7
Phone	31	7
Robin Prospecting	630	100
Sales Outbound Email List	32	8
ScopeLeads	18	10
Sharad Lead	63	8
Signal Fire	13	7
TWIZ	79	5
UpCity	35	8
VBC	140	7
VBC	14	7
Zoom Info Intent	1	8

Company Search

Accounts

Non Accounts

SQL/Account Sources from the last Year

Add New Lead From Option

Lead Partners

New MQLs

Current Lead From Options

Archived Lead From Options