🎯 Top Moves Today
Prioritized by urgency & revenue impact
1
SpawGlass
$26,280
Closes Apr 1
Stage 2
Still evaluating platforms — no DM meeting scheduled. 13 days to close with zero exec alignment. Get the decision maker on the phone today or reset the close date.
2
Thompson Child & Family Focus
$21,272
Closes Mar 31
Stage 2
Next step note is from January. 12 days to close with an outdated plan. Get a live status call today — if it's real, update HubSpot now.
3
MinMor Industries
$3,915
Stage 3
Next step says "sign" — but 9 days of silence. A deal at signature doesn't go quiet. Follow up today to confirm signature timeline.
4
SHANADOA HOME HEALTH
$3,466
Stage 3
"Check box with finance then sign." 8 days no activity — 3 past Stage 3 threshold. Finance check-in should be done by now. Follow up to confirm and push to Stage 4.
5
SkinSpirit — REVIVAL or CLOSE LOST
$48,000
56 days dark
Stage 2
Your largest deal. No contact in nearly 2 months. One call today to find out if this is alive — if no response by EOW, close lost.
📊 Pipeline by Stage
Stage 1 · Qualify
10
$99.3K
Stage 2 · Proposal
5
$106K
Stage 3 · Contract
3
$15.2K
Stage 4 · Commit
0
$0
🏥 Deal Health
Show all deals ▼
| Deal | Stage | Days in Stage | Last Touch | Close Date | Amount | |
|---|---|---|---|---|---|---|
SpawGlass See other platforms, speak with leadership about timelines |
S2 | 66d | 2 days ago | Apr 1 | $26,280 | |
Thompson Child & Family Focus Show Tara the SB then reconnect 2nd week of Jan |
S2 | 91d | 1 day ago | Mar 31 | $21,272 | |
Gensmile Dental Care Go through SB, chat with team about budget |
S1 | 52d | 1 day ago | Mar 31 | $23,000 | |
Tarkett Sports (PCC Sports) Waiting for budget approvals, thumbs up from CFO |
S2 | 230d | 2 days ago | Apr 1 | $3,818 | |
MinMor Industries sign |
S3 | 72d | 9 days ago | Apr 30 | $3,915 | |
SHANADOA HOME HEALTH Check box with finance then sign agreement |
S3 | 35d | 8 days ago | Apr 30 | $3,466 | |
Hancock Claims Consultants Show COO & Execs 3 platforms, they choose one |
S1 | 7d | Today | Mar 31 | $5,000 | |
TicketNetwork Call Monday to set CAP |
S1 | 3d | Today | Apr 30 | $10,560 | |
Lever for Change Budget approved — vet platforms, narrow timeline |
S1 | 7d | 1 day ago | Mar 31 | $3,024 | |
RenalCare Associates Reconnect Friday, pitch CFO following week |
S1 | 0d | Today | Mar 31 | $6,720 | |
Foothills Bank Reconnect April 1st |
S1 | 2d | 2 days ago | Apr 30 | $8,900 | |
Victory Truck Body Show CFO, internal meeting, then next call |
S1 | 3d | 3 days ago | Apr 30 | $5,328 | |
SkinSpirit Show CFO and VP of HR |
S2 | 97d | 56 days ago | Jul 31 | $48,000 | |
Cook MyoSite Show team, reconnect in 2-3 weeks |
S1 | 48d | 30 days ago | Aug 3 | $15,840 | |
Tribute Companies Vet other platforms, get timeline and budget |
S1 | 48d | 36 days ago | Sep 30 | $10,560 | |
Pref-Tech — |
S1 | 107d | 72 days ago | May 31 | $10,320 | |
Ashland Credit Union Presenting to CEO |
S3 | 589d | 9 days ago | Jul 31 | $7,832 | |
Community Legal Services Decision maker out on maternity leave |
S2 | 248d | 2 days ago | Apr 30 | $6,585 | |