Josiah had a stroke this morning and is in the hospital. Andrew may need to cancel his Japan trip. Follow up on meal train / flowers if family sets something up.
There are currently 0 active deals in the pipeline (target: 5). This is the primary metric to address. All Centers of Influence activity should be driving toward filling the pipeline.
The ultimate objective. All other priorities feed into deal flow.
Referral partner network: Paycore, Pay.com, Salesforce contact, and new interested party. These partners generate warm introductions that fill the pipeline.
Cold market acquisition: Google Ads, inbound marketing, lead generation infrastructure.
LinkedIn groups for payroll, accounting, sales beta management, CRM professionals. Also Reddit forums, government contracting groups. Requires active participation, not just posting ads.
Product concept: Single dashboard integrating multiple business systems (CRMs, email, calendar, personal life) using MCP architecture. Could become a product offering for multi-business executives.
Active deals (excluding won/paid). Target: 5 deals minimum.
HubSpot contacts marked as "Center of Influence". Stale contacts (>30 days) flagged red.
5 of 6 Centers of Influence haven't been contacted in over 30 days: Carly Dobyns, Aime Leake, Burnadette Hill and 2 more. Regular touchpoints with referral partners are essential for pipeline generation.
Current pipeline has 0 deals, below the target of 5. Centers of Influence strategy should prioritize generating new opportunities.