Welcome, Nick

today reads fine

Bookings

Every Calendly invitee that lands via the webhook becomes a deal here · 8 open
jump g b
Weighted pipeline
$7,095Σ value × probability · 8 open deals
Won · last 30d
$11,200↑ from $8.7k prev
Closing this week
2deals with calls in next 7d
Booked3 deals
$6.2k$1.6k wtd
calendar confirmed, call not yet held
Dave Rosso
Rosso Plumbing · Cranston, RI
25%
30-min discovery call · Mon, May 18 · 10:00 AM
RI-PLUMBING-Q2 · Offer A
vt.link/plumb-demo·1 clicks

Saw the video. Looks legit. I'm open.

checklist0/3
  • Send agenda
  • Send sample reel
  • Confirm 24h before
0d
Sarah Russo
Patriot Plumbing · Pawtucket, RI
25%
30-min discovery call · Tue, May 19 · 11:30 AM
RI-PLUMBING-Q2 · Offer A
vt.link/plumb-demo-2·4 clicks

What's the cost on something like this? Honestly the first one of these that didn't feel like spam.

checklist1/3
  • Send agenda
  • Send sample reel
  • Confirm 24h before
note

Said price is the only question — pre-warm with case study.

0d
Tony Carbone
Bay State Electric · Worcester, MA
25%
30-min discovery call · Fri, May 22 · 9:00 AM
MA-ELEC-Q2 · Offer A
vt.link/elec-demo·2 clicks

Send me more info please.

checklist0/2
  • Send agenda
  • Send sample reel
2d
Confirmed3 deals
$6.5k$3.9k wtd
call held, deal alive
closing · Tomorrow
Mike Ferraro
Ferraro HVAC & Cooling · Hartford, CT
60%
Follow-up · pricing review · Tomorrow · 2:00 PM
CT-HVAC-Q2 · Offer A
vt.link/hvac-demo·3 clicks

Honestly this looks interesting. I've been thinking about doing more video ads. Can we talk Wednesday?

checklist1/3
  • Sent agenda
  • Sent proposal
  • Schedule follow-up
note

Pricing review tomorrow 2pm. Send proposal Mon AM — package B w/ 6 spots.

2d
closing · Wed, May 20
Joe Liberty
Liberty Heating · Cranston, RI
60%
Proposal walkthrough · Wed, May 20 · 1:30 PM
RI-HVAC-Q2 · Offer A
vt.link/liberty-cut·6 clicks

Yeah okay you got me. What's the pitch?

checklist2/3
  • Sent agenda
  • Sent proposal
  • Schedule follow-up
note

22 yrs in biz, 4.7 stars, 203 reviews. Genuinely interested. Highest probability open deal.

5d
Frank Walker
Walker Roofing · East Greenwich, RI
60%
Quarterly check-in · Wed, May 27 · 10:00 AM
TRISTATE-ROOFING-Q2 · Offer A
vt.link/walker-roof·2 clicks

Sounds good. Let me look at the calendar for next week.

checklist1/2
  • Sent agenda
  • Sent proposal
7d
Held2 deals
$4.7k$1.6k wtd
prospect quiet or asked to reconnect
Mike Walker
Coastal HVAC · Warwick, RI
35%
Pricing follow-up (held) · Wed, May 13 · 10:00 AM
RI-HVAC-Q2 · Offer A
vt.link/coastal-cut·4 clicks

Need to think about it. Reach back out in a couple weeks.

checklist2/3
  • Sent agenda
  • Sent proposal
  • Schedule follow-up · 2026-05-30
note

Asked to reconnect end of month. Soft yes if seasonality plays out.

6d
Gina Orsini
Orsini Electric · Cambridge, MA
35%
Held · budget review Q3 · Tue, May 5 · 10:00 AM
MA-ELEC-Q2 · Offer A
vt.link/orsini-spot·5 clicks

We'd need to see a sample first. Can you send something over before we talk?

checklist2/3
  • Sent agenda
  • Sent proposal
  • Schedule follow-up
note

Quiet since proposal. Day 9 in Held — warning territory.

9d
Won4 deals
$11.2k
deal closed, revenue realized
Mike Santos
ConnectiCool HVAC · Hartford, CT
100%
Closed Won · contract signed · Tue, May 12 · 10:00 AM
CT-HVAC-Q2 · Offer A
vt.link/santos-hvac·8 clicks

Let's do it. Send the contract, first run starts next week.

checklist3/3
  • Sent agenda
  • Sent proposal
  • Contract signed
note

First Hartford close. Signed paper Tuesday. First spot live next Friday.

2dOperator video felt personal
Pete Marino
Marino Auto Body · Providence, RI
100%
Closed Won · contract signed · Thu, May 7 · 10:00 AM
RI-AUTO-Q2 · Offer B
vt.link/marino-body·6 clicks

Yeah we're in. 12-month deal works.

checklist1/1
  • Contract signed
note

12-month contract. Biggest deal of the quarter.

8dRight time of year
Lou Pagano
Pagano & Sons HVAC · Springfield, MA
100%
Closed Won · ramp deal · Wed, Apr 29 · 10:00 AM
MA-HVAC-Q2 · Offer A
vt.link/pagano-spot·3 clicks

Send me a contract.

checklist1/1
  • Contract signed
note

Two-month ramp deal. Renewal conversation Aug.

15dReferral after first call
Anna Petropoulos
Petropoulos Med Spa · Newton, MA
100%
Closed Won · pilot extension · Wed, Apr 22 · 10:00 AM
MA-MEDSPA-Q2 · Offer A
vt.link/petro-spa·11 clicks

Yes. Pilot it for May, then we'll talk longer term.

checklist1/1
  • Pilot signed
note

Pilot only — convert in June.

22dDemo landed
Lost2 deals
$3.2k
deal dead, reason logged
Rita Donato
Donato Electric · Bridgeport, CT
0%
Lost · ghosted · Sun, Apr 26 · 10:00 AM
CT-ELEC-Q2 · Offer A
vt.link/donato-spot·1 clicks

Sure send it over.

2dGhosted
Tom Brennan
Brennan Plumbing · New Haven, CT
0%
Lost · price · Sun, May 3 · 10:00 AM
CT-PLUMBING-Q2 · Offer A
vt.link/brennan-cut·2 clicks

Numbers are too high right now. Maybe next year.

note

Price-sensitive. Re-engage Q1 next year.

4dPrice
Conversion · last 30d
cohort-based
bookedconfirmed
62%of 21
confirmedheld
21%of 14
confirmedwon
47%of 14
heldwon
18%of 11
heldlost
55%of 11
Pipeline velocity · avg days per stage · last 90d
booked2.1dn=38
confirmed5.8dn=24
held11.3dn=13