SQL/Account Sources from the last Year

Performance Auto Specialists - Viamark

Decision

45%

90%

$5,800

$2,610

01/08/26

01/13/26

Zach

05/12/25

02/28/26

Additional Marketing - Revised SEM Campaign

Performance Auto Specialists - Viamark

Alissa Overholt

Decision

80%

90%

$29,580

$23,664

01/08/26

01/13/26

Zach

05/30/25

02/28/26

Custom Work - Map for Distributor Locations

Global Manufacturing

Decision

45%

75%

$1,450

$653

12/02/25

01/14/26

Check in before Christmas

Sean

John

06/09/25

01/30/26

Social Media

New Hope Dental Lab

Decision

55%

30%

$2,195

$1,207

01/05/26

01/09/26

Brad

06/19/25

12/31/25

Monthly SEO

FOCUS Broadband - Viamark Wilmington

Suspect

10%

$18,000

12/14/20

12/03/25

Reply to Gayle's Email

Zach

07/14/25

02/28/26

Custom Work - SMP Upgrades

RGX Rim Repair

Decision

45%

30%

$2,175

$979

01/12/26

01/19/26

Call on 11/15 to talk about Dec ad budget

Zach

07/29/25

01/31/26

MicroSolv Technology Corp MTC-USA

Jimmy Honsinger

Discovery

10%

$30,000

$3,000

01/12/26

01/19/26

Stay tuned for P023

Zach

08/07/25

01/31/26

New Marketing - SEO

TAG Group

Addison Bordeaux

Closeable

60%

10%

$46,740

$28,044

12/02/25

01/13/26

Zach

08/21/25

02/28/26

Custom Work - Ecommerce Enhancements

Port City Java

Decision

45%

30%

$15,640

$7,038

01/05/26

01/12/26

Set up meeting for website updates

Sean

08/28/25

01/16/26

SEO,PPC

All Ways Graphics

Addison Bordeaux

Discovery

35%

75%

$44,340

$15,519

01/15/26

01/19/26

Sean

08/29/25

02/02/26

Social media Management

Central Carolina Ortho

Discovery

35%

30%

$19,000

$6,650

01/15/26

01/20/26

Receive payments

Sean

09/03/25

04/01/26

Social Media Management

Arts Place

Decision

40%

50%

$19,140

$7,656

12/15/25

05/04/26

Waiting on Product info/pics

Zach

09/04/25

02/28/26

Port City Java

Decision

45%

50%

$12,740

$5,733

01/05/26

01/12/26

Set up meeting for website updates

Zach

09/09/25

02/28/26

Build Custom CRM

Home Telecom CRM (Viamark Carolinas)

Jimmy Honsinger

Suspect

50%

$20,000

$200

09/09/25

02/03/26

Zach

10/01/25

02/28/26

Additional Marketing - YouTube Ads

The Law Office of Flexner and Houser - Viamark Wilmington

Discovery

10%

30%

$6,000

$600

01/06/26

01/26/26

Sean

10/01/25

01/19/26

Tate Home Services

Discovery

35%

90%

$2,000

$700

12/11/25

01/05/26

Zach

10/07/25

01/31/26

15 Hour Retainer

Sullivan Design Company

Decision

45%

50%

$2,100

$945

01/05/26

01/07/26

Zach

10/07/25

01/31/26

Atlantic Prosthetics

Discovery

10%

75%

$6,000

$600

01/12/26

01/14/26

Reach out in Dec to discuss Renewal

Sean

10/08/25

01/19/26

Debbie Cullins Real Estate

Tate Home Services

Discovery

30%

50%

$3,480

$1,044

12/11/25

01/05/26

Sean

10/08/25

02/27/26

Marketing

Adam's D&R

Addison Bordeaux

Suspect

50%

$20,000

$1,200

12/01/25

01/05/26

Sean

10/13/25

01/26/26

New website

Discovery

30%

50%

$6,875

$2,063

12/16/25

01/26/26

Sean

10/13/25

01/26/26

Lead loss prevention

Law Office of Daniel J. McCrorie

Discovery

10%

90%

$870

$87

01/12/26

01/30/26

Zach

10/13/25

02/28/26

Custom Work - Google Business Profile Optimization

Coastal Golf Cart Rentals

Suspect

50%

$660

12/22/25

01/12/26

Sean

10/14/25

01/30/26

Jay Guthrie

Decision

45%

30%

$5,000

$2,250

01/12/26

01/16/26

Jimmy

10/21/25

01/31/26

Maintenance Retainer

Smoovtherly.com

Suspect

75%

$15,000

$150

10/21/25

12/30/25

Zach

10/23/25

01/31/26

Spotless Gloss

Decision

40%

50%

$9,000

$3,600

12/15/25

12/19/25

Zach

10/24/25

03/31/26

Pressure Pro Direct (Tentative Name)

John Robbins

Decision

40%

50%

$20,000

$8,000

12/08/25

12/18/25

Zach

10/27/25

01/31/26

Pinnacle Benefits Group

Decision

45%

75%

$2,990

$1,346

01/16/26

01/20/26

Review account and touch base with client

Sean

10/27/25

03/16/26

RGC Construction LLC

Suspect

50%

$10,650

$107

12/19/25

01/19/26

Sean

10/27/25

01/26/26

TruFIT Gym - Plan A

Suspect

30%

$10,650

$107

12/22/25

01/12/26

Check monday.com for any updates

Sean

10/27/25

02/09/26

Wireframe for Ecommerce Website

Cape Fearless Extreme

Suspect

30%

$10,200

$102

12/16/25

01/12/26

Call around 9 am or 4:30 pm

Zach

10/27/25

01/31/26

Additional Marketing

Discount House

Decision

45%

75%

$18,000

$8,100

01/13/26

01/20/26

Renew SEO Package

Zach

10/28/25

02/28/26

Pressure Pro Direct (Tentative Name)

Decision

45%

50%

$895

$403

12/08/25

12/18/25

Zach

10/29/25

02/28/26

Additional Marketing - Synch (Search Ads)

Mud Dog Trailers

Decision

40%

50%

$15,000

$6,000

01/16/26

01/20/26

Renew Synch in Apr/May 2024

Sean

11/06/25

01/19/26

Marketing Options

SJC Real Estate

Discovery

10%

75%

$9,000

$900

12/16/25

03/09/26

Zach

11/13/25

02/28/26

Additional Marketing - Synch

Reeves Custom Homes

Discovery

35%

75%

$9,000

$3,150

01/14/26

01/20/26

Meeting to discuss SEO and site updates

Sean

11/14/25

01/29/26

New Marketing - SYNCH, SEO

360 Forest Products

Suspect

50%

$5,000

$50

06/04/25

01/19/26

Touch base, see if Larry is interested in marketing/revamps

Sean

11/14/25

01/30/26

New Marketing - SYNCH, SEO

ALC LLC Renovations

Suspect

50%

$5,000

$50

01/08/26

01/12/26

Zach

11/19/25

01/31/26

Custom Work - Rebrand Best Practices

Atlantic Prosthetics

Discovery

10%

75%

$1,740

$174

01/12/26

01/14/26

Reach out in Dec to discuss Renewal

Zach

11/21/25

01/31/26

New Marketing - Basic Branding

Northern Ohio Golf Association

Decision

45%

50%

$1,595

$718

01/16/26

01/26/26

Zach

11/21/25

01/31/26

Northern Ohio Golf Association

Decision

45%

50%

$7,200

$3,240

01/16/26

01/26/26

Sean

11/21/25

01/30/26

New Marketing - SYNCH, SEO

Andark Graphics & Apparel Inc

Suspect

30%

$5,000

$50

01/08/26

01/12/26

Revamp conversation in New Year

Zach

11/25/25

01/31/26

Damage Control Solutions (Viamark Delaware)

Decision

45%

50%

$1,500

$675

01/07/26

01/14/26

Zach

12/02/25

02/28/26

Bright Agency Inc.

Decision

45%

50%

$18,000

$8,100

12/19/25

12/30/25

Call Kendall on her cell - vm is full

Sean

12/05/25

01/23/26

Part Picker Tool + Request in adding Pixel to website for FB Ads

Southern Sign Company

Decision

45%

50%

$7,250

$3,263

01/12/26

02/09/26

Paused check - back in

Sean

12/12/25

01/30/26

Willow Creek Transmission

Discovery

20%

75%

$3,000

$600

01/08/26

01/12/26

Quoting a Part Picker tool

Sean

12/15/25

02/05/26

Google Ads

Wallaby Film

Discovery

30%

50%

$9,000

$2,700

01/07/26

02/02/26

They gave verbal

12/15/25

03/31/26

Custom Work - Logo Extension

BNI Coastal Carolina

Suspect

30%

$5,000

$50

11/21/25

01/07/26

Zach

12/17/25

01/31/26

Custom Work - XML Feed

Anglers Marine

Decision

45%

50%

$4,785

$2,153

01/16/26

01/20/26

Inquire about marketing

Zach

12/18/25

01/31/26

Bellamy Mansion

Decision

45%

90%

$695

$313

01/05/26

01/12/26

Sean

Alissa

12/19/25

01/23/26

Google Profile Cleanup / Site Revamp + SEO Options

HKS CONSTRUCTION

Decision

80%

90%

$5,000

$4,000

01/15/26

01/19/26

New Landing Pges

Sean

12/23/25

01/26/26

Social Media and Social Media Hub

F&S Yamaha & Marine

Discovery

20%

50%

$10,000

$2,000

01/15/26

01/19/26

Sean

12/29/25

01/29/26

TV Teddy

Discovery

25%

30%

$35,889

$8,972

01/15/26

01/16/26

Zach

Alissa

01/02/26

01/31/26

Custom Work - Finance Application Page

Anglers Marine

Decision

45%

50%

$4,640

$2,088

01/16/26

01/20/26

Inquire about marketing

Sean

01/05/26

01/19/26

New Website Development Phase 2

Field Song Investments

Decision

40%

100%

$3,450

$1,380

01/15/26

11/17/25

Kickoff call w/Grant

Sean

01/05/26

01/30/26

Synch Campaign

Rest & Recover Cleaning Company

Discovery

10%

50%

$9,000

$900

01/15/26

01/20/26

Zach

01/05/26

01/31/26

2026 Marketing Renewal

Brunswick Business & Industry Development

Discovery

10%

75%

$133,632

$13,363

01/05/26

01/15/26

Zach

Addison

01/07/26

02/28/26

Trash Control Residential + Trash Control INC

Arizona Golf Association

Decision

45%

50%

$17,500

$7,875

01/15/26

01/22/26

Sean

01/07/26

01/30/26

Website Consolidation

Discovery

10%

50%

$6,000

$600

01/15/26

01/21/26

Zach

01/07/26

02/28/26

New Marketing - Custom 2026 Package

Revel 42

Decision

45%

75%

$180,520

$81,234

01/14/26

01/21/26

Zach

01/07/26

02/28/26

Custom Work - LightSpeed Integration

Revel 42

Decision

40%

75%

$3,000

$1,200

01/14/26

01/21/26

Zach

01/08/26

03/31/26

New Marketing - 2026 Plan

Chicago District Golf Association CDGA

Discovery

10%

75%

$25,000

$2,500

01/13/26

01/20/26

Zach

01/08/26

03/31/26

Chicago District Golf Association CDGA

Discovery

10%

50%

$10,000

$1,000

01/13/26

01/20/26

Sean

01/09/26

01/30/26

New Marketing - SEO, SYNCH

Atlantic Counseling Center

Suspect

30%

$10,000

$100

06/18/25

11/14/25

Client to send information

Sean

01/09/26

02/06/26

New Marketing - Website / SYNCH

Bert Croom PI

Suspect

30%

$12,000

$120

12/22/25

01/19/26

Making site updates - need a new doc. the one they sent is blurry

Sean

01/09/26

01/30/26

SEO/ PPC

Trash Control Residential + Trash Control INC

Discovery

25%

30%

$9,000

$2,250

01/15/26

01/21/26

Sean

01/13/26

01/16/26

Bulletin Page Creation

Elah Baptist Church

Decision

45%

100%

$363

$163

01/15/26

01/19/26

followup to our call notes

Zach

01/13/26

03/31/26

PRTC Wireless - Viamark Wilmington

Decision

40%

50%

$20,000

$8,000

01/12/26

01/19/26

Check with Bea if anything new happening / Put in new NPF for 2021 Marketing (review when past one expired)

Sean

01/13/26

01/29/26

New website + Marketing

Pure Logix Designs

Discovery

25%

50%

$2,750

$688

01/13/26

01/14/26

Zach

Grant

01/14/26

02/28/26

Custom Work - Chatbot and UX Improvements

Alabama Golf Association

Discovery

10%

$1,740

$174

01/13/26

01/20/26

Update the AGA Team about Call w PM

Zach

01/14/26

03/31/26