Weighted pipeline
$873,850
Across 7 open pursuits
Committed this quarter
$349,000
+18% vs last quarter
Won QTD
$64,000
2 deals closed
Activity captured today
34 items
Email · Calendar · Teams
Your morning briefing
AI- Reply waitingAmelia Hartwell (Northwind) replied about the outpatient tower — she wants two flooring alternates by Friday.Open pursuit →
- SlippingLumen Biotech pursuit has gone 14 days in Qualified. Priya pushed timing to Q3.Re-engage Priya →
- Pre-meetingYou meet Harbor & Vine at 12:30. Brief covers history, decision dynamics, and three questions for the owner.Open brief →
- CloseoutBrighton Medical lobby remodel was lost on schedule, not price. Pattern: 3rd loss this quarter to faster turnaround.View analysis →
Pursuits to focus on
Ranked by urgency × value| Pursuit | Stage | Value | Health | Next step |
|---|---|---|---|---|
| Harbor & Vine — Beale St boutique hotel Harbor & Vine Hospitality | Negotiation | $410,000 | Watch | Owner review Thu |
| Northwind — Outpatient Tower interior Northwind Health Systems | Negotiation | $285,000 | Strong | Send revised SOW |
| Pinnacle — Plant 3 office buildout Pinnacle Manufacturing | Proposal | $245,000 | Strong | Cost review meeting |
| Cypress Grove — HQ refresh Cypress Grove Capital | Proposal | $142,000 | Watch | Schedule walkthrough |
Captured automatically
Inbox- ERe: Outpatient tower — finish scheduleDr. Amelia Hartwell · Northwind Health Systems
- MWalkthrough — Plant 3 office areaHank Whitfield · Pinnacle Manufacturing
- CConfirmTeams call with Reagan DossReagan Doss · Atlas Logistics Group
- EConfirmLumen lab — programming questionsPriya Natarajan · Lumen Biotech
- FSOW-Northwind-rev3.pdf added to EgnyteNorthwind Health Systems
- MPre-meeting brief generatedEliza Chen · Harbor & Vine Hospitality