|
Sean
|
Sean |
10/03/24 |
12/01/25 |
SEO |
Vereens |
Alissa Overholt |
Decision |
45% |
100 |
50% |
$21780
|
$9,801
|
10/14/25 |
11/10/25 |
|
|
Sean
|
|
10/14/24 |
10/31/25 |
New Site Consulting for vets |
FelineHealth.net |
|
Discovery |
10% |
100 |
100% |
$2000
|
$200
|
10/22/25 |
11/11/25 |
Get example websites |
|
Sean
|
|
11/07/24 |
11/28/25 |
Golf Association Website Refinement Plan |
New York State Golf Association |
|
Discovery |
10% |
0 |
30% |
$10000
|
$1,000
|
10/15/25 |
10/29/25 |
Discovery |
|
Sean
|
|
12/09/24 |
12/01/25 |
Basic SEO Package |
Penco Products |
Kerry Doute |
Decision |
80% |
100 |
30% |
$21780
|
$17,424
|
09/11/25 |
09/12/25 |
|
|
Sean
|
|
12/17/24 |
10/28/25 |
New Website Build |
Brunswick Physical Therapy |
|
Discovery |
35% |
0 |
75% |
$3750
|
$1,313
|
10/14/25 |
10/28/25 |
Call and ask how they found us to stay top of mind |
|
Sean
|
|
01/09/25 |
01/30/26 |
Full website revamp |
Hills Food Store |
|
Decision |
45% |
0 |
75% |
$7500
|
$3,375
|
07/01/25 |
02/02/26 |
Touch base with client |
|
Sean
|
Sean |
01/21/25 |
10/30/25 |
Website Refinement Plan |
ShiningWay Sourcing (SitBax.com) |
|
Decision |
45% |
100 |
75% |
$12000
|
$5,400
|
10/28/25 |
10/29/25 |
|
|
Sean
|
|
02/05/25 |
11/01/25 |
Comprehensive Marketing Plan (Product Launch) |
ShiningWay Sourcing (SitBax.com) |
Kerry Doute |
Decision |
40% |
100 |
90% |
$75000
|
$30,000
|
10/28/25 |
10/29/25 |
|
|
Sean
|
Sean |
03/19/25 |
10/09/25 |
New Website |
Penco Products |
Jeremy Wood |
Decision |
80% |
0 |
100% |
$21025
|
$16,820
|
09/11/25 |
09/12/25 |
|
|
Zach
|
Zach |
03/24/25 |
11/30/25 |
Website Refinement Plan |
Landfall Foundation |
|
Suspect |
3% |
0 |
50% |
$8000
|
$240
|
08/19/25 |
10/20/25 |
|
|
Sean
|
Sean |
03/31/25 |
10/30/25 |
Complete Website Refinement |
City Wide Mechanical |
|
Decision |
45% |
100 |
75% |
$9000
|
$4,050
|
10/09/25 |
02/02/26 |
|
|
Sean
|
Sean |
04/14/25 |
01/30/26 |
App build/ App repair work |
Strategic U |
John Robbins |
Discovery |
10% |
100 |
50% |
$40000
|
$4,000
|
10/09/25 |
11/04/25 |
collect payment |
|
Sean
|
|
04/29/25 |
10/26/25 |
Second Website (V2.0) |
Vereens |
|
Decision |
80% |
0 |
90% |
$4855
|
$3,884
|
10/14/25 |
11/10/25 |
|
|
Zach
|
|
05/07/25 |
11/30/25 |
New Website |
Performance Auto Specialists - Viamark |
|
Decision |
45% |
0 |
90% |
$5800
|
$2,610
|
10/21/25 |
11/04/25 |
|
|
Zach
|
|
05/12/25 |
11/30/25 |
Additional Marketing - Revised SEM Campaign |
Performance Auto Specialists - Viamark |
Alissa Overholt |
Decision |
45% |
0 |
90% |
$29580
|
$13,311
|
10/21/25 |
11/04/25 |
|
|
Sean
|
Sean |
05/22/25 |
11/06/25 |
Host migration or new website |
TransGlobal Energy |
|
Decision |
80% |
0 |
75% |
$4750
|
$3,800
|
10/14/25 |
10/31/25 |
|
|
Zach
|
|
05/27/25 |
11/30/25 |
New Marketing - SEO and Synch |
Mirage Promotions (Viamark Carolinas) |
Alissa Overholt |
Decision |
45% |
0 |
30% |
$44340
|
$19,953
|
09/17/25 |
10/20/25 |
|
|
Zach
|
|
05/30/25 |
12/31/25 |
Custom Work - Map for Distributor Locations |
Global Manufacturing |
|
Decision |
45% |
0 |
75% |
$1450
|
$653
|
10/28/25 |
12/01/25 |
Check in before Christmas |
|
Sean
|
Sean |
06/09/25 |
11/01/25 |
Social Media |
New Hope Dental Lab |
|
Discovery |
10% |
0 |
30% |
$2195
|
$220
|
10/27/25 |
11/03/25 |
|
|
Brad
|
|
06/19/25 |
12/31/25 |
Monthly SEO |
FOCUS Broadband - Viamark Wilmington |
|
Suspect |
0% |
0 |
10% |
$18000
|
$0
|
12/14/20 |
07/28/21 |
Reply to Gayle's Email |
|
Zach
|
|
06/23/25 |
11/30/25 |
100 Hour Maintenance Plan |
MicroSolv Technology Corp MTC-USA |
Jeremy Wood |
Decision |
80% |
0 |
90% |
$13775
|
$11,020
|
10/27/25 |
11/03/25 |
Stay tuned for P023 |
|
Zach
|
|
07/14/25 |
11/30/25 |
Custom Work - SMP Upgrades |
RGX Rim Repair |
|
Decision |
45% |
0 |
30% |
$2175
|
$979
|
10/28/25 |
11/04/25 |
Call on 11/15 to talk about Dec ad budget |
|
Zach
|
|
07/14/25 |
01/31/26 |
New Marketing - Lead Gen for Licensees |
novationselling.com |
Jimmy Honsinger |
Decision |
45% |
0 |
50% |
$36000
|
$16,200
|
10/27/25 |
11/04/25 |
|
|
Sean
|
Sean |
07/22/25 |
10/30/25 |
New Website |
Seven Rubies |
|
Decision |
70% |
0 |
50% |
$10000
|
$7,000
|
10/24/25 |
10/29/25 |
Get and deliver website quote |
|
Sean
|
Sean |
07/24/25 |
10/31/25 |
Email Drip Campaign + Landing page |
Premier Staffing Solutions |
|
Discovery |
55% |
0 |
50% |
$12000
|
$6,600
|
10/24/25 |
02/11/26 |
They are need more funding to afford our suggestions |
|
Sean
|
Sean |
07/24/25 |
12/01/25 |
One-Time SEO Boost |
Too Cool Man Laser Engraving |
|
Decision |
40% |
0 |
30% |
$1495
|
$598
|
08/15/25 |
11/01/25 |
|
|
Zach
|
|
07/25/25 |
11/30/25 |
New Marketing - SEO/Synch |
Bright Agency Inc. |
|
Decision |
45% |
0 |
30% |
$18000
|
$8,100
|
08/19/25 |
11/04/25 |
Call Kendall on her cell - vm is full |
|
Zach
|
|
07/25/25 |
11/30/25 |
Custom Work - Chat Bot |
Bright Agency Inc. |
|
Decision |
45% |
0 |
30% |
$1160
|
$522
|
08/19/25 |
11/04/25 |
Call Kendall on her cell - vm is full |
|
Zach
|
|
07/29/25 |
11/30/25 |
New Marketing - Synch |
MicroSolv Technology Corp MTC-USA |
Jimmy Honsinger |
Discovery |
10% |
0 |
50% |
$30000
|
$3,000
|
10/27/25 |
11/03/25 |
Stay tuned for P023 |
|
Zach
|
|
08/07/25 |
10/31/25 |
New Marketing - SEO |
TAG Group |
Addison Bordeaux |
Decision |
50% |
0 |
30% |
$46740
|
$23,370
|
10/21/25 |
10/28/25 |
|
|
Zach
|
|
08/08/25 |
11/30/25 |
Maintenance Plan - UXcelerate |
SideKix App |
|
Decision |
45% |
0 |
30% |
$3000
|
$1,350
|
10/21/25 |
10/28/25 |
|
|
Sean
|
Sean |
08/08/25 |
10/29/25 |
Social Media Management |
Custom Home Staging and Design |
|
Decision |
55% |
0 |
50% |
$26340
|
$14,487
|
08/28/25 |
09/03/25 |
|
|
Zach
|
|
08/21/25 |
11/30/25 |
New Marketing |
Port City Java |
|
Decision |
45% |
0 |
30% |
$15640
|
$7,038
|
10/21/25 |
10/28/25 |
Set up meeting for website updates |
|
Sean
|
Sean |
08/22/25 |
10/23/25 |
Website edits + SEO Boost |
Reco Research Chemical |
|
Discovery |
35% |
0 |
90% |
$4500
|
$1,575
|
10/24/25 |
10/28/25 |
|
|
Sean
|
|
08/22/25 |
11/01/25 |
New Wbsite |
50 Star SAR |
|
Suspect |
3% |
0 |
30% |
$5000
|
$150
|
10/14/25 |
10/28/25 |
|
|
Sean
|
|
08/28/25 |
01/16/26 |
SEO,PPC, Social Media |
All Ways Graphics |
|
Discovery |
35% |
0 |
75% |
$75000
|
$26,250
|
10/08/25 |
11/11/25 |
If I don't hear by Friday 19th reacH OUT MONDAY |
|
Sean
|
|
08/29/25 |
10/27/25 |
Website edits/ Revamp possibly |
Central Carolina Ortho |
|
Suspect |
8% |
0 |
90% |
$4000
|
$320
|
10/22/25 |
10/27/25 |
Quoting site revamp |
|
Sean
|
|
08/29/25 |
11/01/25 |
Social media Management |
Central Carolina Ortho |
|
Discovery |
35% |
0 |
30% |
$19000
|
$6,650
|
10/22/25 |
10/27/25 |
Quoting site revamp |
|
Sean
|
Sean |
09/02/25 |
10/31/25 |
Website revamp |
Central Carolina Ortho |
|
Decision |
55% |
0 |
90% |
$3625
|
$1,994
|
10/22/25 |
10/27/25 |
Quoting site revamp |
|
Zach
|
Zach |
09/03/25 |
12/31/25 |
Google Play API Update |
Slap App |
|
Discovery |
10% |
0 |
90% |
$1200
|
$120
|
10/09/25 |
10/14/25 |
Sell Marketing |
|
Zach
|
Zach |
09/03/25 |
10/31/25 |
Custom Work - Technical Site Enhancements |
Primary Flight Control |
|
Decision |
45% |
0 |
75% |
$725
|
$326
|
10/27/25 |
11/03/25 |
Reach out on 12/1 for new support task |
|
Sean
|
|
09/03/25 |
11/03/25 |
Social Media Management |
Arts Place |
|
Decision |
40% |
0 |
50% |
$19140
|
$7,656
|
10/22/25 |
10/29/25 |
Waiting on Product info/pics |
|
Sean
|
Sean |
09/03/25 |
11/28/25 |
New website/ Revamp |
Eastern Hydraulic & Power Transmission |
|
Discovery |
30% |
0 |
75% |
$15000
|
$4,500
|
10/15/25 |
10/29/25 |
|
|
Zach
|
|
09/04/25 |
11/30/25 |
Custom Work - Ecommerce Enhancements |
Port City Java |
|
Decision |
45% |
0 |
50% |
$12740
|
$5,733
|
10/21/25 |
10/28/25 |
Set up meeting for website updates |
|
Sean
|
Sean |
09/08/25 |
10/31/25 |
New Website |
Elite Landscape LLC |
|
Decision |
80% |
0 |
50% |
$2270
|
$1,816
|
09/10/25 |
09/12/25 |
|
|
Sean
|
Sean |
09/08/25 |
11/28/25 |
Synch 360/ SEO |
Elite Landscape LLC |
|
Closeable |
75% |
0 |
|
$36000
|
$27,000
|
09/10/25 |
09/12/25 |
|
|
Zach
|
|
09/09/25 |
12/31/25 |
Build Custom CRM |
Home Telecom CRM (Viamark Carolinas) |
Jimmy Honsinger |
Suspect |
1% |
0 |
50% |
$20000
|
$200
|
09/09/25 |
11/05/25 |
|
|
Sean
|
|
09/09/25 |
11/05/25 |
New Website |
Eagles Home Improvement & Repairs |
|
Decision |
40% |
0 |
90% |
$2750
|
$1,100
|
08/21/25 |
08/21/25 |
|
|
Sean
|
|
09/11/25 |
11/18/25 |
Website Edits |
Perfect Lines Painting |
|
Discovery |
30% |
0 |
50% |
$725
|
$218
|
10/23/25 |
12/08/25 |
|
|
Zach
|
|
09/17/25 |
10/31/25 |
Custom Work - Elevator Configurator |
Alchemy Elevator |
|
Discovery |
10% |
0 |
50% |
$1450
|
$145
|
10/10/25 |
10/22/25 |
|
|
Zach
|
|
09/25/25 |
10/31/25 |
Maintenance Plan - UXcelerate |
Jessie & Myers Construction Company |
|
Decision |
40% |
0 |
30% |
$6000
|
$2,400
|
10/15/25 |
10/20/25 |
SEO Sold |
|
Zach
|
Zach |
10/01/25 |
12/31/25 |
Additional Marketing - YouTube Ads |
The Law Office of Flexner and Houser - Viamark Wilmington |
|
Discovery |
10% |
0 |
30% |
$6000
|
$600
|
10/24/25 |
11/03/25 |
|
|
Zach
|
|
10/01/25 |
10/31/25 |
Additional Marketing - 2026 Renewal |
Mud Dog Trailers |
Addison Bordeaux |
Decision |
40% |
0 |
90% |
$28200
|
$11,280
|
10/28/25 |
10/30/25 |
Renew Synch in Apr/May 2024 |
|
Zach
|
|
10/01/25 |
11/30/25 |
Additional Marketing - 2026 Renewal |
Reeves Custom Homes |
|
Discovery |
10% |
0 |
75% |
$15180
|
$1,518
|
10/28/25 |
11/03/25 |
Meeting to discuss SEO and site updates |
|
Zach
|
|
10/01/25 |
11/30/25 |
Additional Marketing - 2026 Renewal |
Spruce Mountain Events |
Audrey Smith |
Discovery |
10% |
0 |
75% |
$89610
|
$8,961
|
10/21/25 |
10/28/25 |
Monitoring, and App Updates |
|
Sean
|
Sean |
10/01/25 |
10/30/25 |
Website Revamp |
Tate Home Services |
|
Discovery |
35% |
0 |
90% |
$2000
|
$700
|
10/24/25 |
10/27/25 |
|
|
Sean
|
|
10/03/25 |
10/31/25 |
SEO/PPC/Social Media consultation |
CSM Flooring |
|
Discovery |
30% |
0 |
75% |
$48000
|
$14,400
|
10/22/25 |
10/29/25 |
|
|
Zach
|
|
10/07/25 |
10/31/25 |
15 Hour Retainer |
Sullivan Design Company |
|
Decision |
45% |
0 |
50% |
$2100
|
$945
|
10/27/25 |
10/29/25 |
|
|
Zach
|
|
10/07/25 |
11/30/25 |
New Marketing - Synch |
Atlantic Prosthetics |
|
Discovery |
10% |
0 |
75% |
$6000
|
$600
|
10/28/25 |
11/03/25 |
Reach out in Dec to discuss Renewal |
|
Sean
|
Sean |
10/08/25 |
10/30/25 |
New Website |
Tate Home Services |
|
Discovery |
30% |
0 |
50% |
$3500
|
$1,050
|
10/24/25 |
10/27/25 |
|
|
Sean
|
|
10/08/25 |
10/31/25 |
Marketing |
Adam's D&R |
|
Suspect |
6% |
0 |
50% |
$20000
|
$1,200
|
10/17/25 |
10/30/25 |
|
|
Sean
|
Sean |
10/09/25 |
10/24/25 |
New website/ CRM Combo |
Dreams Made Realty |
|
Discovery |
30% |
0 |
30% |
$8000
|
$2,400
|
10/22/25 |
10/28/25 |
Call again if I don't hear back soon. |
|
Sean
|
Sean |
10/13/25 |
11/28/25 |
New website |
Debbie Cullins Real Estate |
|
Discovery |
30% |
0 |
50% |
$6875
|
$2,063
|
10/22/25 |
10/24/25 |
|
|
Sean
|
|
10/13/25 |
11/28/25 |
Improve their ad traffic |
Jungle Rapids Family Fun Park |
|
Suspect |
1% |
0 |
30% |
$9000
|
$90
|
08/27/25 |
09/22/25 |
receive docusign |
|
Sean
|
|
10/13/25 |
11/19/25 |
Lead loss prevention |
Law Office of Daniel J. McCrorie |
|
Discovery |
10% |
0 |
90% |
$870
|
$87
|
10/23/25 |
10/24/25 |
|
|
Zach
|
|
10/13/25 |
11/30/25 |
Custom Work - Google Business Profile Optimization |
Coastal Golf Cart Rentals |
|
Suspect |
1% |
0 |
50% |
$660
|
$7
|
09/25/25 |
10/09/25 |
|
|
Sean
|
Sean |
10/14/25 |
10/29/25 |
New Website |
Jay Guthrie |
|
Decision |
45% |
0 |
30% |
$5000
|
$2,250
|
10/23/25 |
10/27/25 |
|
|
Sean
|
Sean |
10/16/25 |
12/01/25 |
Website Revamp |
Brunswick County Association of Realtors |
|
Discovery |
10% |
0 |
50% |
$9000
|
$900
|
10/24/25 |
10/27/25 |
|
|
Sean
|
Sean |
10/16/25 |
12/29/25 |
2026 Marketing Plan |
Hire Charleston |
|
Discovery |
30% |
0 |
75% |
$24000
|
$7,200
|
10/23/25 |
10/24/25 |
|
|
Sean
|
Sean |
10/17/25 |
11/07/25 |
New Website/ revamp |
Zula Products / Pro420 |
|
Discovery |
30% |
0 |
90% |
$6000
|
$1,800
|
10/28/25 |
10/29/25 |
|
|
Jimmy
|
|
10/21/25 |
01/31/26 |
Maintenance Retainer |
Smoovtherly.com |
|
Suspect |
1% |
0 |
75% |
$15000
|
$150
|
10/21/25 |
09/22/25 |
|
|
Sean
|
Billing |
10/22/25 |
10/29/25 |
Blogs |
Law Office of Daniel J. McCrorie |
John Robbins |
Decision |
80% |
0 |
100% |
$1545
|
$1,236
|
10/23/25 |
10/24/25 |
|
|
Zach
|
Audrey |
10/23/25 |
11/30/25 |
New Website |
Spotless Gloss |
|
Discovery |
25% |
83 |
75% |
$2000
|
$500
|
10/23/25 |
10/27/25 |
|
|
Zach
|
Audrey |
10/23/25 |
12/31/25 |
New Marketing - Synch |
Spotless Gloss |
|
Discovery |
25% |
0 |
50% |
$9000
|
$2,250
|
10/23/25 |
10/27/25 |
|
|
Zach
|
Zach |
10/24/25 |
11/30/25 |
Custom Work - Revamp of Trailer Pages |
Mud Dog Trailers |
|
Decision |
45% |
0 |
75% |
$1740
|
$783
|
10/28/25 |
10/30/25 |
Renew Synch in Apr/May 2024 |
|
Zach
|
Zach |
10/24/25 |
11/30/25 |
New Website |
Pressure Pro Direct (Tentative Name) |
|
Decision |
40% |
0 |
75% |
$20000
|
$8,000
|
10/28/25 |
10/30/25 |
|
|
Zach
|
|
10/27/25 |
12/31/25 |
New Website |
Pinnacle Benefits Group |
|
Discovery |
10% |
0 |
75% |
$1700
|
$170
|
10/27/25 |
12/10/25 |
Review account and touch base with client |
|
Sean
|
|
10/27/25 |
|
New Marketing |
RGC Construction LLC |
|
Suspect |
1% |
0 |
50% |
$10650
|
$107
|
08/07/25 |
12/08/25 |
|
|
Sean
|
|
10/27/25 |
|
New Marketing |
TruFIT Gym - Plan A |
|
Suspect |
1% |
0 |
30% |
$10650
|
$107
|
06/24/25 |
12/01/25 |
Check monday.com for any updates |
|
Sean
|
|
10/27/25 |
|
New Marketing |
Cape Fearless Extreme |
|
Suspect |
1% |
0 |
30% |
$10200
|
$102
|
09/19/25 |
03/19/26 |
Call around 9 am or 4:30 pm |
|
Zach
|
|
10/27/25 |
|
Additional Marketing |
Discount House |
|
Suspect |
1% |
0 |
75% |
$18000
|
$180
|
03/06/25 |
10/01/25 |
Renew SEO Package |
|
Zach
|
|
10/28/25 |
11/30/25 |
New Marketing - SEO |
The Law Office of Heather A. Long (Viamark Delaware) |
|
Decision |
45% |
0 |
50% |
$26340
|
$11,853
|
10/28/25 |
11/03/25 |
|
|
Zach
|
|
10/28/25 |
11/30/25 |
Wireframe for Ecommerce Website |
Pressure Pro Direct (Tentative Name) |
|
Decision |
45% |
0 |
75% |
$895
|
$403
|
10/28/25 |
10/30/25 |
|