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| Company | Contact | Stage | Assigned | Est. MRR | Created | |
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| Client | Plan | Monthly | Users | Status | Sent | Last Activity | |
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Issued Agreements
| Client | Plan | Users | Monthly | Status | Renews | Document |
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New Quote
Quote hardware, projects, and one-time services at current pricing.
Hardware
Project
Software
Other
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Labor
Include labor
▸ Internal — not visible to client
Notes
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Loading directory…
| Name | Company | Type | Industry | Phone | |
|---|---|---|---|---|---|
| Type to search… | |||||
🎯 Give Samantha direction
She researches on Pat's behalf. Sending stays your call — she only drafts.
✍️ Style guide — shape how she writes
Samantha writes to this style, not word-for-word. A 3-touch sequence — edit the structure, tone, and beats. Placeholders show where a prospect's details land:
{company} {vertical} {signal} {angle} {asset} {contact}Loading openers…
Prospects Samantha has briefed
| Company | Vertical | Why now | Contact | Draft |
|---|---|---|---|---|
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Loading the river…
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