Pipeline summary

From SALES_PIPELINE_STATE (Departments folder) · last updated 2026-09-09.

Pipeline summary
CONFIRMED
15 records tracked. Effective cadence moved to 10 outreach actions/day starting 2026-09-09 (1 first-contact, 6 follow-ups, 3 new first-contacts sent same day). A two-tier sourcing system now governs volume: Tier 1 requires a named decision-maker confirmed via two independent sources; Tier 2 is a generic-inbox send when no decision-maker can be found. Real estate is the anchor segment (~85%+ decision-maker hit rate); accounting and HVAC segments show materially lower hit rates. HVAC deprioritized for further Tier 1 sourcing as of 2026-09-09.

Active pipeline

All 15 tracked records, most recent first.

ProspectTierStatusContactNext action
La Boutique Real Estate1Second touch sentRéka Fenyi · CEO & FounderAwait reply · consider other channel ~2026-09-17
KLOUDAC Accounting & Bookkeeping1Second touch sentShinas ASM · Founder & CEOAwait reply · consider other channel ~2026-09-17
Luxe Haven Real Estate1Second touch sentAdeel Malik · CEO & FounderAwait reply · consider other channel ~2026-09-17
Prima Luxury Real Estate Broker1Second touch sentRafi Asemi · CEO & FounderAwait reply · consider other channel ~2026-09-17
Newstead Luxury Real Estate1Second touch sentAdam Gowhar · Founder & CEOAwait reply · consider other channel ~2026-09-17
HFMG Accounting & Bookkeeping2Second touch sentUnconfirmed (generic inbox)No further follow-up planned — no named contact available
JASM Accounting & Bookkeeping2CONTACTEDUnknown (generic inbox)Await reply
FANAVI Accounting & Bookkeeping2OPENUnknown — not found via public searchPending Nazem: generic send vs. deprioritize
PropCRMREPORTED — REQUIRES VERIFICATIONSalim AlberkdarFull detail on Clients page — owned by CLIENT — PROPCRM chat
REAL DUBAI — Lovisa Homes1First outreach sentDr. h.c. Tove Lovisa Bergkvist · Owner & CEOAwait reply · follow up ~2026-09-16
Dream Home Real Estate Broker1First outreach sentPrakash Kumar Longani · Managing DirectorAwait reply · follow up ~2026-09-16
Algebra Real Estate Broker1DO NOT SENDUnconfirmed — contact conflated with parent groupRe-source & independently re-verify decision-maker
Aurega Accounting & Tax Advisory1 (flagged)First outreach sentRohit Kavale · Head of Finance & TaxationAwait reply · authority not fully confirmed
99 Real Estate Brokers2OPENUnknown — described as owner-operated, name not foundPending Nazem: generic send vs. deprioritize
HEYDAY HVAC Air Conditioning2OPENUnknown (“Tony” unverified)Pending Nazem: generic send vs. deprioritize

Open items owned by Sales

Filtered from 11_OPEN_DECISIONS_BLOCKERS.

Sales qualification framework
MEDIUMOPEN
The definition of a “Qualified Opportunity” is not yet approved. Needed before reliable qualification and conversion KPIs can exist.
Migrate & verify PropCRM history
HIGHREPORTED — REQUIRES VERIFICATION
Prior context reports PropCRM as a meaningful sales opportunity; full current state (contacts, discovery, demo history, next action) needs re-verification.
Migrate sales / lead-generation history
HIGHREPORTED — REQUIRES VERIFICATION
Historical context reports earlier lead-generation activity and real-estate outreach. Old counts are not preserved as current fact until independently checked.
Sources: Departments / SALES_PIPELINE_STATE (modified 2026-09-09), 11_OPEN_DECISIONS_BLOCKERS (modified 2026-09-09). Read live from Google Drive; this page reflects the state at last build, not a live per-request fetch.