Q3 pipeline reviewConnected to CRM

Which leads went cold this month?

AI
Assistant

Four leads have had no inbound reply in over 14 days. Marcus Bell and Devi Nair are the two furthest along — both reached Qualified before going quiet, so they are the highest-value follow-ups.

The other two never got past first contact and are probably not worth chasing this quarter.

Draft a re-engagement note for the top two. Keep them under 80 words.

AI
Assistant

Both drafts are under 80 words and open by referencing the last thing each contact actually said, rather than a generic check-in.

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