TS / feeds / crm-feed
8 CARDS LIVE
TODAY'S PIPELINE March 14
Follow-up IO Academy Lead — Sarah Chen
Demo Request Enterprise — Marcus Webb
Onboarding New Operator — Alex Rivera

CRM Feed

8 contacts · 3 stages
Lead · Academy · Follow-up
SC
Sarah Chen Founder · AI Consulting
Downloaded IO Academy guide. Opened 3 emails. Ready for follow-up call to discuss enrollment.
FOLLOW-UPMar 14
Lead · Enterprise · Demo Request
MW
Marcus Webb VP Operations · TechScale Inc
Requested enterprise demo via website form. Interested in multi-operator deployment for 12-person team.
NEW LEADMar 14
Customer · Operator · Onboarding
AR
Alex Rivera Creative Director · Studio Nine
Purchased IO Academy. Setting up Notion workspace and Slack integration. Needs Chrome Extension walkthrough.
ONBOARDINGMar 13
Customer · Active · Renewal
JK
Jordan Kim Solo Operator · Content Studio
Active operator for 3 months. Running 4 feeds, 2 workflows. Renewal conversation in 2 weeks.
ACTIVEMar 28