Dawn Fable
Pipeline

Jen Park

New Lead
jen.park@example.com(415) 555-0184San Francisco, CA
Lead from Quiz·Captured July 9, 2026·Last activity Jul 9

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

Commission projection

What this placement is worth — if it closes

Mid-tier brand
At signing
$25K
one-time dev fee
Residual
$15K
over 36mo · $417/mo
5-year value
$40K
dev fee + residual
Pipeline-weighted value
TCV × 5% stage probability
$2K
Adjust assumptions for this lead

Inputs are visual only for now — wiring edit-to-persist ships with the Supabase backend migration. Defaults match Mid-tier brand.

Discovery

What we've learned so far

Capital
$500K+
Industry interest
Silver TsunamiBoutique WellnessPet Economy
Timeline
12 months
Background
Director of Product at a mid-stage SaaS company, 14 years in tech.
Family / personal
Married, two kids under 10. Considering relocating to a smaller market.
What they said they want
  • Want to build equity outside the stock market
  • Looking for a business I can leave to my family
  • Burned out on corporate

Activity

1 entries

  1. Lead created· System·

    Lead captured from /quiz (took the path quiz).

Follow-ups

1 scheduled

  • Intro call — 30 min

    She specifically asked about multi-unit operator models.

    Overdue

Calendar

Next 7 days

Google Calendar — coming soon
Wed
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Thu
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Fri
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Sat
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Sun
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Mon
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Tue
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Discovery call — Sarah ChenJul 16 · 10a
Send Mike R. PuroClean FDDsJul 17 · 2p
Marcus R. intro to BrightStar ownerJul 19 · 11a

Calendar data is mock for now. Real Google Calendar sync ships when Dawn connects her account.