Tech exec, multi-unit ambition, premium wellness. Ready to move.
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 Premium brand.
Discovery
What we've learned so far
- Multi-unit operator — wants to build a portfolio
- Premium / luxury positioning appeals to her
- Looking for $500K+ EBITDA per unit
Activity
4 entries
- Note· Dawn·
Sent all FDDs + Item 7s. She's going to model scenarios this week. Realistic close: 4-6 weeks.
- Note· Dawn·
Curated list: PRIME IV (3 territories in CA), dermani MEDSPA (2 in NorCal), Stretch Zone (2 in South Bay). She wants FDDs and Item 7 P&L for each.
- Note· Dawn·
Discovery call. Multi-unit operator profile is exactly what PRIME IV and dermani MEDSPA want. She's been running P&L for 200+ people — operationally ready.
- Lead created· System·
Lead from LinkedIn (saw my post about multi-unit wellness).
Follow-ups
1 scheduled
Modeling review
Walk through her pro forma. Bring comparison sheet of 3 brands side-by-side.
Overdue
Calendar
Next 7 days
Calendar data is mock for now. Real Google Calendar sync ships when Dawn connects her account.