Daily Brief
Monday, August 3, 2026 — Updated at 7:30 AM
Urgent Actions
2
Require response today
Active Deals
6
Proposal through Accepted
Meetings This Week
3
Booked or pending
Pending Follow-Ups
4
Replied, no next step set
Priority Actions
Urgent — Action Required
URGENT
TechScale Ventures — Contract Ready
Engagement agreement needed today
Send contract before noon
URGENT
Meridian Healthcare Group — RFP Deadline
Security audit proposal due Friday
Submit proposal by Thursday EOD
Important
IMPORTANT
Andrew L. — Foley & Hoag
Proposal sent Jul 20 — no response in 14 days
Follow up today
IMPORTANT
Diane K. — Sommer & Blake LLP
Meeting Aug 9 — no prep materials sent
Send agenda and brief this week
FYI
FYI
NovaTech Financial — Negotiation
Discussing terms — no update in 5 days
Check in with Rachel T.
FYI
Pipeline updated
14 active firms across all affiliates
View full pipeline →
Pipeline Snapshot
View full →
Meeting Booked
3 firms scheduled
3
Proposal Sent
1 awaiting response
1
Negotiation
1 in progress
1
Accepted / Won
1 this month
1
Per-Affiliate Activity
Jarrod
9 firms — 1 proposal, 1 won
9
Ollie S.
4 firms — 1 meeting booked
4
Joe M.
2 firms active
2
Michael K.
1 firm active
1
Dashboard
Pipeline and activity overview — all affiliates
Member Firms
14
In active pipeline
Meetings Booked
3
This month
Proposals Sent
1
Awaiting response
Deals Won (MTD)
1
TechScale Ventures
Deal Stage Breakdown
| Stage | Count | Affiliates |
|---|---|---|
| New | 4 | Jarrod (4) |
| Touched | 3 | Jarrod (3) |
| Replied | 2 | Jarrod (2) |
| Meeting Booked | 3 | Jarrod (2), Ollie (1) |
| Proposal Sent | 1 | Jarrod (1) |
| Negotiation | 1 | Jarrod (1) |
| Accepted | 1 | Jarrod (1) |
| Rejected | 2 | Jarrod (1), Ollie (1) |
Per-Affiliate Stats
| Affiliate | Firms | Meetings | Won | Rejected |
|---|---|---|---|---|
| Jarrod | 9 | 2 | 1 | 1 |
| Ollie S. | 4 | 1 | 0 | 1 |
| Joe M. | 2 | 0 | 0 | 0 |
| Michael K. | 1 | 0 | 0 | 0 |
Pipeline
Every member firm tracked by stage — click a Proposal card to set the outcome
Active Firms
9
In pipeline
Reply Rate
5.4%
Replied / Touched
Meetings Booked
2
This month
Est. Pipeline Value
$30K
At $10K avg deal
GGI Outreach Team
J
Jarrod (You)
9 firms
O
Ollie S.
4 firms
J
Joe M.
2 firms
M
Michael K.
1 firm
Why Deals Are Failing — All Affiliates, This Month
Admin view — rolled up across the whole GGI team
Rejected — 12 total
Too expensive
7
Not enough time
3
Doesn't cover what's needed
1
Other
1
In Negotiation — 5 total
Discussing price
3
Discussing terms
1
Awaiting internal approval
1
Companies
Member firms — click any row to view contacts, deal, notes, emails, and documents
Total Member Firms
14
In pipeline
Active Deals
6
Proposal through Accepted
Needs Attention
3
Stale or overdue
All Companies
| Company | Industry | Assigned To | Stage | Last Note |
|---|
Contacts
Individuals at member firms — click any row to view notes and email log
All Contacts
| Name | Role | Company |
|---|
Reports
Pipeline performance — rejection analysis — per-affiliate stats — updated daily
Deals Won (MTD)
1
TechScale Ventures
Deals Rejected (MTD)
2
Price & timing
Active Deals
6
Proposal through Negotiation
Avg Days to Close
34
Won deals this quarter
Rejection Reason Breakdown
Export PDF
All rejected deals
Too expensive
7
Not enough time
3
Doesn't cover what's needed
1
Other
1
Per-Affiliate Performance
Export CSV
| Affiliate | Firms | Meetings | Proposals | Won | Rejected |
|---|---|---|---|---|---|
| Jarrod | 9 | 2 | 1 | 1 | 1 |
| Ollie S. | 4 | 1 | 0 | 0 | 1 |
| Joe M. | 2 | 0 | 0 | 0 | 0 |
| Michael K. | 1 | 0 | 0 | 0 | 0 |
Pipeline Velocity — This Month
| Metric | This Month | Last Month | Change |
|---|---|---|---|
| Firms touched (new) | 6 | 4 | +50% |
| Meetings booked | 3 | 1 | +200% |
| Proposals sent | 1 | 2 | -50% |
| Deals closed (won) | 1 | 0 | +1 |
| Deals closed (rejected) | 2 | 3 | -33% |