Ai-coach
Owner: Customer
Description: Chris's personal contacts for initial announcement blast
Chris Launch List
Owner: Founders
Description: Chris $100 PPL Affiliate experiment with personal network
Lead - Paid Affiliate
Owner: Chris
Description: Marketing
Hiring - 1st Stage
Owner: Joey
Description: Hiring
Hiring - 2nd Stage
Owner: Joey
Description: Hiring
Investor
Owner: Alex
Description: All current Topline Investors. Data of record for quarterly investment update
Lead - nsa
Owner: Chris
Description: 'Not Software Advice' - shorthand used by Chris to filter the main sales pipeline
Provider survey
Owner: Chris
Description: People who filled out the 2023 Provider market research/lead gen survey
Lead - software advice
Owner: Chris
Description: Leads that have come in via Software Advice PPL
VIP - founder relationship
Owner: Alex
Description: VIPs with direct founder relationships - any communications to these folks should be run by a co-founder first
Customer - Butler
Owner: Joey
Description: All Butler customers should be tagged
Customer - OS
Owner: CS
Description: All OS software only customers should be tagged
Customer - Agency OS
Owner: CS
Description: All agency partners with custom agreements should be tagged
Partner - Affiliate
Owner: Chris
Description: Partners with signed affiliate agreements
Consulting
Owner: Sales
Description: Consultants of any kind, agencies
Coach
Owner: Sales
SMB
Owner: Sales
Description: Small or Medium Sized Business
Financial
Owner: Sales
Description: Tax, Mortgage, Financial Planning, Investments
Competitor - Hubspot
Owner: Sales
Description: Using or thinking of using Hubspot
Budget - $100
Owner: Sales
Description: Lead with an expected budget of $100 or less
Budget - $300
Owner: Sales
Description: Lead with an expected budget between $100 and $300
Budget - $500
Owner: Sales
Description: Lead with expected budget at or over $500
Real Estate
Owner: Sales
Description: Agents, Brokers, Real Estate Investors/
Insurance
Owner: Sales
Health
Owner: Sales
Description: Health & Wellness, Medical, Clinics
Nonprofit
Owner: Sales
B2Bs
Owner: Sales
Tech
Owner: Sales
B2C
Owner: Sales
Description: Business to Consumer
Competitor - Zoho
Owner: Sales
Description: Using or thinking of using Zoho
Competitor - CC
Owner: Sales
Description: Using or thinking of using Constant Contact
Independent
Owner: Sales
Description: Agent/Freelancer/Independent Run Biz
