Pipeline

10 leads· 6 overdue

New Lead

2
Jen Park
San Francisco, CA
Quiz

High-capital, exploring senior/wellness/pet. No clear preference yet.

$500K+SeniorWellness+1
Jul 14
Contact form

Restoration, ex-construction PM, wants to move in 6 mo.

$250K–$500KTrades

Discovery

1
Sarah Chen
Austin, TX
Quiz

Wellness/pet leaning, hospital sales background, husband needs convincing.

$250K–$500KWellnessPet
Jul 13

Curated

2
Mike Rodriguez
Houston, TX
Contact form

Ex-oil & gas ops, wants recession-proof. Matched with 3 restoration brands.

$100K–$250KTrades
Jul 12
Priya Shah
San Jose, CA
Social

Tech exec, multi-unit ambition, premium wellness. Ready to move.

$500K+Wellness
Jul 14

Consulting

1
Tom Williams
Nashville, TN
Referral

Ex-insurance adjuster, PuroClean in DD, target close mid-Aug.

$250K–$500KTrades
Jul 12

Follow Up

1
Marcus Reyes
Phoenix, AZ
Referral

NP looking at senior care, mission-driven, needs stability for kids.

$100K–$250KSenior
Jul 15

Won

1
Angela Torres
Las Vegas, NV
Quiz

Vet who signed Dogtopia Vegas-East. Opens Q3 2026.

$250K–$500KPet
Jul 20

Lost

2
David Park
Seattle, WA
Contact form

Lost — capital too thin for senior care; pivoting to job search.

Under $100KSenior
Lisa Nguyen
Boston, MA
Quiz

Lost — starting a family took priority over a career pivot.

$250K–$500KWellness