Prospects
Every conversation that might become an engagement, with its stage set by hand — no automated scoring of humans here.
- Won
Solara House (fictional)
Boutique hospitality · added Demo · day 1
28-room coastal property. Entered via the hospitality assessment; the keep/connect map sold itself. Now an active client — see Clients.
Contact: Avery Solano (fictional) — General Manager
- Assessment
Meridian Ledger Group (fictional)
Professional services · added Demo · day 9
Small accounting practice; intake scattered across three inboxes. Assessment scheduled — expects strong Connect findings.
Contact: Rowan Ashe (fictional) — Managing Partner
- Conversation
Copperline Outfitters (fictional)
Local commerce & retail · added Demo · day 14
Two storefronts, one webshop, three inventory truths. Wants unified stock before the fall season.
Contact: Jules Ferrant (fictional) — Owner
- Lead
North Bay Wellness Studio (fictional)
Health-adjacent practice · added Demo · day 21
Referred by a fictional colleague. Sensitive-data boundaries will be the first conversation, not the last.
Contact: Sam Okafor (fictional) — Practice Director