Tasks — due & overdue
Today with Kailee
Needs your approval
Pipeline — leads by stage
Hot ≥80
Warm 50–79
Cool <50
Where leads come from
Inbound leads
| Lead | Event | Date | Pax | Value | Score | Stage | Channel | Last touch | Next action | Mode |
|---|
Pending events proposal out — awaiting signed contract or deposit
| Client | Event | Date | Pax | Value | What's blocking | Last touch |
|---|
Confirmed events contract signed & deposit paid — soonest first
| Event | Client | Date | Pax | Value | Prep — next step | Channel |
|---|
Post-event follow-up thank-you, review request, rebook nudge
| Event | Client | Date | Pax | Value | Follow-up |
|---|
Re-engage — lost & cold
Review requests due
Campaign plays
Weeknight filler
Target the — open Mon–Thu patio nights with a limited weeknight offer to nearby corporates.
Fall corporate outreach
Warm-intro sequence to companies within 5 miles for Q4 team events and client receptions.
Holiday party push
Book December buyouts early — target last year's holiday clients and this year's warm leads.