Pipeline

Lisa Nguyen

LostLost — Went on maternity leave, decided the timing wasn't right for a major career change.
Lead from Quiz·Captured April 2, 2026·Last activity May 28

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

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 × 0% stage probability
$0
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
$250K–$500K
Industry interest
Boutique Wellness
Timeline
Decided not to move
Background
Pharma sales rep, 10 years. Considering independence.
Family / personal
Married, expecting first child.
What they said they want
  • Wanted flexible hours with new baby

Activity

3 entries

  1. Note· Dawn·

    She's expecting in Aug. Family comes first. Said she'll revisit in 2-3 years.

  2. Note· Dawn·

    Discovery call. Curious about Stretch Zone + The DRIPBaR. Strong sales background, capital is fine.

  3. Lead created· System·

    Lead from /quiz.

Follow-ups

0 scheduled

No follow-ups scheduled.

Calendar

Next 7 days

Google Calendar — coming soon
Wed
15
Thu
16
Fri
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Sat
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Sun
19
Mon
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Tue
21
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.