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Opportunities

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New deal

95 open deals worth $409,550; weighted by stage that is $139,940 likely to close. 34 won so far for $145,650.

New lead3
$6,75010% likely
  1. Nguyen & Sons Storm Restoration: AI receptionistAngela Murphy · Nguyen & Sons Storm Restoration$2,650lost30d
  2. Moore Water Heater Pros: Website rebuildJessica Patel · Moore Water Heater Pros$1,550lost55d
  3. Tasha’s Water Heater Pros: Booking setupBrandon Price · Tasha’s Water Heater Pros$2,550lost109d
Contacted4
$21.2K20% likely
  1. Long & Sons Rooter & Drain: Website rebuildBrandon Torres · Long & Sons Rooter & Drain$1,700lost48d
  2. Trinity Mechanical: Missed-call text backJessica Long · Trinity Mechanical$1,750lost42d
  3. Erin’s Climate Control: Review campaignDana Price · Erin’s Climate Control$9,300lost71d
  4. Kim Mechanical: Website rebuildChris Ortiz · Kim Mechanical$8,450lost38d
Meeting booked2
$5,75040% likely
  1. Rick’s Climate Control: Local SEODerek Torres · Rick’s Climate Control$2,900lost87d
  2. Route 66 Comfort Systems: Missed-call text backTony Kim · Route 66 Comfort Systems$2,850lost15d
Proposal sent1
$8,15060% likely
  1. Southern Hills Rooter & Drain of Wichita: Missed-call text backCody Walker · Southern Hills Rooter & Drain of Wichita$8,150lost98d
Negotiation5
$19.2K80% likely
  1. Osage Roofing Co of Dallas: Review campaignMonica Brooks · Osage Roofing Co of Dallas$7,300lost80d
  2. Ironwood Storm Restoration: AI receptionistDerek Nguyen · Ironwood Storm Restoration$2,250lost72d
  3. Luis’s Plumbing & Gas: AI receptionistRosa Ortiz · Luis’s Plumbing & Gas$5,250lost66d
  4. Patel Water Heater Pros: Booking setupRick Brooks · Patel Water Heater Pros$2,600lost11d
  5. Blue Stem Pipe Works of Oklahoma City: Local SEORick Patel · Blue Stem Pipe Works of Oklahoma City$1,800lost83d

Rick’s Climate Control: Local SEO

Sales pipeline · created Aug 6, 2026
Value$2,900
lost

Reason: Stopped replying

Contact
Derek Torres
Company
Rick’s Climate Control
Phone
—
Source
Referral
Owner
Sam Reyes

History

  1. Marked lost: Stopped replying

    Aug 31, 6:47 PM · Sam Reyes

  2. Contacted → Meeting booked

    Aug 20, 6:06 AM · Sam Reyes

  3. New lead → Contacted

    Aug 13, 3:19 AM · Sam Reyes

  4. Created at $2,900

    Aug 6, 12:31 AM · Sam Reyes
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