Outreach

Prospects who haven't completed intake — track outreach status and follow-ups.

Pipeline (8)
NameContactSourceAddedStatusNotes
Daniela Ortegadaniela.ortega@example.comWebsite inquiry2026-09-30Interested in bakery startup; needs help with health dept permits.
Marcus Bellmarcus.bell@example.comCommunity referral2026-10-21Referred by Queens Chamber. Wants MWBE certification support.
Chen Wuchen.wu@example.comChamber event2026-09-14Attended info session 3 weeks ago; hasn't scheduled intake.
Amina Dialloamina.diallo@example.comPartner org2026-10-05Left voicemail 10/12. Looking for SSBCI loan guidance.
Peter Kowalskipeter.kowalski@example.comWalk-in2026-10-26Emailed intake link twice — no response yet.
Rosa Delgadorosa.delgado@example.comInstagram DM2026-09-19Requested Launch Lab info; add to Winter cohort waitlist.
Kwame Boatengkwame.boateng@example.comWebsite inquiry2026-10-10Existing business owner exploring second location financing.
Sara Ivanovasara.ivanova@example.comCommunity referral2026-10-31Follow-up on veteran outreach event.