Good morning. 3 hot leads need a call today.
14
Assessments completed
▲ 40% vs last week
6
Calls booked
▲ 2
$4.2M
Pipeline value
▲ $750K
$210K
Forecast (90 days, your entered fees)
▼ 1 deal slipped
Seller pipeline value = your entered fees
22
New assessment
—
6
Call booked
—
4
Call held
$180K
2
Valuation
$95K
3
Engaged
$240K
1
Under LOI
$75K
This week's funnel
Site visits412
Assessments14
Calls booked6
Calls held4
Engaged1
Hot list top by score · click a row to open
| Owner | Business | Score | Source | Next action |
|---|---|---|---|---|
| R. Delgado | HVAC, $2.1M rev | 91 | OPS | Replied Tue · call today |
| M. Chen | Dental practice | 88 | Assessment | Score 74 · book valuation |
| T. Okafor | Machine shop | 84 | Referral | Send NDA |
| J. Whitfield | Landscaping | 71 | Assessment | Gap email 2 sent · follow up Thu |
| S. Patel | Pharmacy | 66 | OPS | Opened 3× · no reply |
| D. Brooks | Auto repair | 52 | Meta ad | In 90-day nurture |
Horizon quick valuation
$900K – $1.3M
2.2× – 3.2× SDE · main street rangeLead sources 30 days · leads / booked
Assessment (organic)247
OPS outreach185
Referral94
Meta ad71
LinkedIn41
OPS activity this week
240
Sent
31
Opened
9
Replied
3
Meetings
List: HVAC + plumbing, Larimer & Weld, owners 55+. 412 remaining.
Today
- Call R. DelgadoReplied to OPS outreach, asked about timing
- Send valuation invite to M. ChenAssessment score 74, ready band
- NDA to T. OkaforReferral from CPA
- Review 2 buyer matches for Whitfield Landscaping
- Approve this week's OPS templates