Friday 6 November
Afternoon,
Sonny.
£118,050 in play across 14 deals. 7 follow-ups due today. £2,570 overdue.
Today
What needs doing, most pressing first
- 2 overdue invoices, £2,570 to chase
- 8 chasers drafted and waiting to send
- 6 opened proposals to follow up
- Send Pemberton Yoga Studio a feedback requestPemberton Yoga Studio3 days ago
- Ask Freddie for a Google reviewLarkspur Gin Co.3 days ago
- Send Fiona the content checklistCalder Consulting3 days ago
- Send Kiln Street Coffee a feedback requestKiln Street Coffee3 days ago
- Get team bios from MayaWild Thyme Kitchen3 days ago
- Book Juniper Wellness Clinic's First Impressions Call (Google Meet)Juniper Wellness Clinic2 days ago
- Quote Dan for a careers sectionMaple Print Co.2 days ago
Coming up
Calls and meetings, next two weeks
- Nov9Intro call: Brightwater OpticiansMonday · 09:30 · Brightwater Opticians
- Nov9First Impressions Call: Little Acorns Day NurseryMonday · 10:00 · Little Acorns Day Nursery
- Nov10Intro call: Tidewell Plumbing & HeatingTuesday · 09:30 · Tidewell Plumbing & Heating
- Nov10Intro call: Elm Tree NurseryTuesday · 09:30 · Elm Tree Nursery
- Nov10Site Health Check walkthrough: Kingsmere OsteopathyTuesday · 11:00
Money
£290 collected this month · £8,240 owed, £2,570 overdue · £580 a month recurring
- Collected
- Costs
- Profit
Pipeline: what to do next
14 open deals · £118,050 in play · £47,835 likely
- £14,950Hollis & Grant Architects→ Finish and send the proposal
- £13,950Westbrook Wine Merchants→ Follow up, opened 4×
- £11,500Ardent Engineering→ Follow up, opened 1×
- £9,800Foxglove Bridal→ Follow up, opened 7×
- £9,800Juniper Wellness Clinic→ Follow up, opened 3×
- £6,500Little Acorns Day Nursery→ Follow up, opened 2×
By stage
The whole bar is what deals at each stage are worth. Pink is the part that’s likely, given each stage’s chance of closing
- Likely
- Rest of the value
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