Qualified pipeline↗
$184K+18% from last month
FRIDAY, AUGUST 14
Good morning, Tatiana.
Here’s where your best opportunities need attention.
Active opportunities◎
247 need attention
Meetings booked◇
84 remaining this month
Reply rate↗
18.4%+4.1% vs. last month
Needs your attention
Highest-impact next actions
Opportunity mix
Qualified pipeline by workspace
$380KTotal value
Cooley Creative46% · $175K
Praxis36% · $137K
Bridge18% · $68K
High-fit leads
New opportunities ranked by fit, need, timing, and value
| Organization | Workspace | Opportunity | Score | Source | Next action |
|---|
LEAD DISCOVERY
Keep the funnel moving.
Schedule consistent prospect research or launch a focused search when opportunity strikes.
Daily discovery ceiling35 leads
Review threshold65+ score
Approval ruleHuman review required
Next scheduled runWeekday · 7:00 AM
Ongoing discovery
Small, qualified batches that run automatically
Run a focused search
Build a batch around a timely target
Example focused searches
Focused search results
Public-web sources ready for review
1DiscoverSearch and source matching companies
→2ResearchSignals, contacts, and duplicate check
→3ScoreFit, need, timing, and value
→4ReviewYour team approves or rejects
→5PipelineOwner assigned and outreach drafted
LEAD INTELLIGENCE
Lead inbox
Review, qualify, and route new opportunities.
| Organization & contact | Workspace | Industry | Score | Territory | Owner | Follow-up |
|---|
RELATIONSHIPS
Opportunity pipeline
Move work forward without losing the personal touch.
FOUNDER-LED OUTREACH
Outreach studio
Evidence-based drafts in the right brand voice. Nothing sends without approval.
Ready for outreach
Select a qualified opportunity
Praxis
Select a lead
Choose an opportunity to create a personalized message.
Why now
Lead evidence and the recommended project angle will appear here.
Draft only · Review required
MIGRATION
Import existing leads
Bring your spreadsheet history forward without reorganizing it first.
Upload your lead spreadsheet
Choose a CSV file using your current headings. Your original values will be preserved.
If a row contains a Workspace column, that value overrides the default. Accepted values: Praxis, Cooley Creative, or Bridge.Import mapping
Your spreadsheet is already compatible
Organization→Company
FirstName + LastName→Contact
Platform→Lead source
AGENT→Owner
Lead Outcome→Pipeline stage
Follow-up Date→Next action date
TEAM RHYTHM
Goals & automations
Set the targets and follow-up rhythm that keep outreach moving.
Monthly meeting goal
Visible to the full team throughout Growth
Team automations
Configure now; activate after Microsoft 365 is connected
ACCESS & OWNERSHIP
Team access
Four individual accounts with the right workspace visibility and accountability.
Seats4 total
AuthenticationMicrosoft 365
Shared passwordsNever
Audit trailPer user
People & permissions
Names and business emails will be added during Microsoft activation
| User | Role | Cooley | Praxis | Bridge | Status |
|---|---|---|---|---|---|
TC Tatiana CooleyOwner account | Owner | Full access | Full access | Full access | Active |
KG Kent Gabitoyakentgabitoya17@gmail.com | Team member | Full access | Full access | Full access | Passwordless |
J Juanjuan@praxiscreativegroup.com | Team member | No access | Full access | Assigned only | Microsoft |
L Linawthprojectmanager@gmail.com | Team member | No access | Full access | Assigned only | Passwordless |