Wellness/pet leaning, hospital sales background, husband needs convincing.
Commission projection
What this placement is worth — if it closes
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
- Want a lifestyle-friendly business with recurring revenue
- Strong interest in subscription models
- Open to semi-absentee eventually
Activity
5 entries
- Note· Dawn·
Email: she and her husband are scheduling a follow-up conversation this weekend. Decision likely by mid-Aug.
- Note· Dawn·
Sent the case studies + FDD links. She replied same day asking great questions about territory availability.
- Note· Dawn·
Discovery call · 45 min. Walked through 4 themes, she lit up on wellness + pet. Wants examples of subscription-based models. Send her the Stretch Zone + PRIME IV case studies.
- Scheduled· Dawn·
Discovery call scheduled for 6/30.
- Lead created· System·
Lead captured from /quiz.
Follow-ups
1 scheduled
Follow-up after husband conversation
Bring capital discussion + timeline reality-check.
Overdue
Calendar
Next 7 days
Calendar data is mock for now. Real Google Calendar sync ships when Dawn connects her account.