New contacts, pipeline value, and the leads worth chasing this week.
New contacts MTD
37
92% of 40 target
↑ +9 vs last month
Pipeline value
$214k
Open opportunities
Hot leads
6
Ready to close
Win rate
31%
Last 90 days
↑ +4pp
Hot leads
Follow up this week
- Harbour Accounting — 12 staff $36k · Proposal sent
- Meridian Legal — practice automation $28k · Demo booked Thu
- Crest Advisory — AI employees x3 $22k · Verbal yes
- Northside Bookkeeping $14k · Awaiting budget signoff
- Lumen Financial — GEO + content $11k · Negotiating scope
- Tidewater Consulting $9k · Re-engaged after pause
Pipeline by stage
Where deals sit
- Proposal sent $94k · 5 deals
- Demo / discovery $72k · 6 deals
- Negotiation $48k · 3 deals
AI recommendations
What to do about it
Plain-English actions based on the numbers above.
- Crest Advisory gave a verbal yes worth $22k. Send the agreement today while intent is high.
- Meridian Legal's demo is Thursday — the AIOS has prepped a law-firm-specific walkthrough. Review it Wednesday.
- $94k sits in 'proposal sent'. Two have been quiet a week — a short AI-drafted nudge usually restarts the conversation.
- Harbour Accounting (12 staff) is your biggest open deal. Loop in a case study from a similar-sized firm to close it.
Generated 2 June 2026, 5:05 am · model gpt-4.1 · cached
Source: GoHighLevel · sample data