Hosting + Infrastructure
| Domain | prolendcapital.com (GoDaddy registrar) |
| Frontend | Lovable (React, Vite build asset index-D9DokfW0.js) |
| CDN / DNS | Cloudflare zone (migrated weekend of 5/24) |
| Backend forms | Supabase project lzufjhtrjonymtngtqrx (deal_submissions) and ProLend client project jftzoogdbczqrfdwbwyk |
| Email DNS | SPF, DKIM, DMARC updated 4/29 after Matt approval |
| Site title | ProLend Capital | Real Estate-Backed Note Investments for Accredited Investors |
| Page weight | Single-page React app, Vimeo player loaded, GTM, Clarity |
| Status | Live avg 4 minutes on site (per Fellow 5/27) |
Sources: live fetch of prolendcapital.com 5/31, Fellow standup 5/27, Gmail DMARC thread 4/29.
Forms + CTAs Inventory
- Schedule a Call (Calendly, top of fold)
- Submit Your Deal (Borrowers, posts to
deal_submissions) verified working 5/17 - Send Me the Guide (Lead Magnet, with audience selector)
- Capital slider $5,000 step verified 5/17 per Matt 5/16 ask
- Underwriting Guide popup removed 5/22 (Matt request, file did not exist)
- Reinvest button compound vs simple-return logic still open
Sources: prolendcapital.com DOM 5/31, Gmail Matt 5/16 + 5/21, Henry verify Slack 5/17, AGL tasks
bd17611a.Site Change Timeline (last 60 days)
| Date | Change | Owner | Status |
|---|---|---|---|
| 4/29 | DMARC + DKIM rewrite to fix Matt inbox-to-spam | Henry | Live |
| 4/30 | SEC attorney legal disclaimer pass on site | Henry + Matt | Live |
| 5/1 | 45-Point Underwriting copy edit per Matt | Henry | Live |
| 5/5 | Removed explicit 10% from front page, replaced with Great Returns | Henry | Live |
| 5/16 | Submit Your Deal form repair + slider step change to $5K | Henry | Live verified 5/17 |
| 5/22 | Underwriting Guide popup removed, replaced with LinkedIn newsletter route | Henry | Live |
| 5/24 | Backend migration to Cloudflare (fix Google indexing) | Henry | Live |
| 5/27 | Confirmed avg 4 min on site, content engagement strong | Analytics | Reported |
Sources: Gmail Matt threads 4/24 to 5/22, Fellow standups 4/29, 5/15, 5/18, 5/27, AGL Supabase tasks under ProLend client_id
3ee151e9.Tag Fire Status (verified 5/31 live)
| Property | ID | Status |
|---|---|---|
| Google Tag Manager | GTM-TDKH7TXS | Firing |
| GA4 (via GTM) | dataLayer present, gaGlobal present | Firing |
| Microsoft Clarity | wguasal0d7 | Firing session recording on |
| LinkedIn Insight Tag | not present in DOM | Missing |
| Meta Pixel | not present in DOM | Missing |
| Lovable Flock | ~flock.js | Firing |
Source: live JS probe on prolendcapital.com 5/31 (window.dataLayer, window.clarity, script src enumeration).
Conversion Events
| Event | Configured? | Firing? |
|---|---|---|
| page_view | Default GA4 | Yes |
| deal_submission_success | Form posts to Supabase, no dataLayer push found | Partial |
| lead_magnet_signup | Lead form present, no dataLayer push found | Partial |
| schedule_call_click | No event wired | No |
| investor_portal_click | No event wired | No |
| borrower_portal_click | No event wired | No |
Source: live DOM + dataLayer inspection 5/31. GA4 admin not pulled in this run.
Data Gaps to Close
- GAP GA4 admin property ID not pulled. Henry to confirm under hkraus@ or agilegrowthlabs@ account.
- GAP Microsoft Clarity dashboard heatmap export not pulled in this run (project ID wguasal0d7 known).
- GAP Cloudflare zone analytics (page views, bot vs human, cache hit) not pulled.
- FIX Wire dataLayer pushes for schedule_call_click, investor_portal_click, borrower_portal_click, deal_submission_success.
- FIX Add LinkedIn Insight Tag and Meta Pixel before any paid spend.
Pipeline (ProLend client Supabase)
Source: Supabase project
jftzoogdbczqrfdwbwyk tables leads, prospects, deal_submissions, lead_magnet_signups, queried 5/31.Source Breakdown of Captured Leads
Source:
leads table 5/31. All 12 captured leads originated from Callsine LinkedIn inbox; 0 from website forms or lead magnet.Prospect Sourcing Pipeline (Outbound)
Source:
prospects table 5/31, n=2,939. Sourced from EDGAR Form D ingestion (daily 12:00 UTC).Captured Leads Detail (12 of 12)
| Name | Audience | Channel | Reply Date | Status | Snippet |
|---|---|---|---|---|---|
| Mattis Michaels | Channel Partner | Callsine LinkedIn | 5/18 | Hot | VP at Lion Creek RE Capital, wants Monday 11AM call |
| Jason Hammond | Borrower Deal | Callsine LinkedIn | 5/18 | Hot, Deal | $75-100K bridge, 1st lien, GA SFR + 3 acre, 40-45% LTV |
| LaTarsha Cotton | Borrower Deal | Callsine LinkedIn | 5/16 | Hot, Deal | $630K 8-unit multi-family Ennis TX, 72% LTV vs $865K ARV, target 6/24 |
| Julio Gomez Lacayo | Channel Partner | Callsine LinkedIn | 5/6 | Hot | Velocity Mortgage, direct lender nationwide sub-$450K no DSCR |
| Pierre Guirguis | Channel Partner | Callsine LinkedIn | 5/4 | Hot | Brokers DSCR + bridge nationwide, broker partner overlap |
| Brian Schroeder | Channel Partner | Callsine LinkedIn | 5/3 | Hot | Sent LIHTC capital stack model to Matt |
| Amol Gill | Channel Partner | Callsine LinkedIn | 5/11 | Hot | Private funds for RE deals, short-term bridge + construction |
| Terry Hippchen | Channel Partner | Callsine LinkedIn | 4/28 | Hot | Principal Forward Motion Lending, setting up partner Zoom |
| Austin Pair | Channel Partner | Callsine LinkedIn | 4/28 | Hot | BD Capital construction lending, agreed 2PM EST zoom Atlanta focus |
| Christian Prescott | Channel Partner | Callsine LinkedIn | 4/28 | Hot | GroundUp Galaxy, direct lender requesting ProLend fallout deals |
| Luis Alejandro | Channel Partner | Callsine LinkedIn | 4/24 | Hot | Lendyx, $500K to $1M+ FL focus, sub-$450K broker fee |
| Stephen Levesque | Channel Partner | Callsine LinkedIn | 4/29 | Warm | VA Real Estate Team Phoenix AZ, referral partner |
Source: ProLend Supabase
leads table, project jftzoogdbczqrfdwbwyk, queried 5/31. Also: Valerie Reed inbound from site 5/21 (Gmail thread, not yet in CRM).Source of Truth + Refresh Cadence
- Prospects: EDGAR Form D ingestion daily 12:00 UTC. 14 successful runs in last 14 days, 2 failed (5/26 + 5/27).
- Leads: manual + Callsine inbox sync, last batch 5/19. Triage status all
new(no assignee). - AGL agency Supabase
crm_contactstable is empty (0 rows). All ProLend pipeline data lives injftzoogdbczqrfdwbwyk. - Pipeline stage progression (qualified, booked, closed) not yet tracked in either Supabase project. No
bookedorclosed_wonrows exist.
Instantly Campaigns (Isabel Selig workspace, live 5/31)
| Campaign | Status | Progress | Sent | Clicks | Replied | Reply % | Opps |
|---|---|---|---|---|---|---|---|
| ProLend Channel Partners v2 | Active | 38% | 1,504 | 0 | 23 | 4.86% | 0 |
| ProLend Real Estate Investors v2 | Active | 27% | 1,147 | 0 | 9 | 2.72% | 0 |
| ProLend HNW Accredited v2 | Active | 29% | 1,423 | 0 | 6 | 1.42% | 0 |
| ProLend Brokers TX-GA-FL v2 | Active | 72% | 1,058 | 0 | 2 | 0.86% | 0 |
| Jim Colquitt Email List | Draft | -- | 0 | 0 | 0 | -- | 0 |
| TOTAL (active) | 5,132 | 0 | 40 | 0.78% | 0 |
Source: app.instantly.ai/app/campaigns under Isabel Selig workspace, fetched 5/31. Note: click tracking shows 0 because open tracking was disabled for deliverability per 5/18 standup, then re-enabled.
Open Rate Trend (per standups)
Source: Fellow standup notes 5/15, 5/18, 5/27. Sample sizes were Email 1 = 154 sends on 5/18.
Reply Rate by Campaign
Source: Instantly 5/31 reply counts and sent counts above. Channel Partners is the clear leader at 4.86%.
Sending Infrastructure (25 warming accounts)
andrew@prolendcapitalgroup.com
Health 99%
Warmup 79
brian@prolendfunding.com
Health 100%
Warmup 74
caroline@prolendpartners.com
Health 100%
Warmup 73
catherine@prolendgroup.com
Health 100%
Warmup 72
charles@prolendadvisors.com
Health 100%
Warmup 83
christopher@prolendfunding.com
Health 100%
Warmup 78
daniel@prolendpartners.com
Health 100%
Warmup 72
david@prolendgroup.com
Health 100%
Warmup 76
diane@prolendadvisors.com
Health 100%
Warmup 83
elizabeth@prolendcapitalgroup.com
Health 99%
Warmup 82
james@prolendcapitalgroup.com
Health 100%
Warmup 84
jennifer@prolendgroup.com
Health 100%
Warmup 85
jonathan@prolendadvisors.com
Health 100%
Warmup 82
margaret@prolendcapitalgroup.com
Health 100%
Warmup 65
matthew@prolendfunding.com
Health 100%
Warmup 67
+ 10 more accounts (page 1 of 2)
Source: app.instantly.ai/app/accounts 5/31. All 15 shown above are 99 to 100% health. Total of 25 warming accounts per 5/15 + 5/27 standups.
Audience Segments (vendor mapping in AGL Supabase)
| Segment | Instantly | Callsine | Vendor Campaign ID |
|---|---|---|---|
| HNW Accredited | Active | Active | REPLACE_ME |
| RE Investor | Active | Active | REPLACE_ME |
| Channel Partner | Active | Active | REPLACE_ME |
| Broker GA | Active | Active | REPLACE_ME |
Source: AGL Supabase
outreach_campaigns table, client_id 3ee151e9. Vendor IDs still unset, sourcing hub UI link should fill these. 8 rows total.Callsine Last 7 Days
| LinkedIn Sent | 82 |
| Connection Accepts | 32 (39%) |
| Replies (in 7d) | 0 |
| New Prospects Added | 174 |
| Email Sent (Callsine channel) | 0 |
Source: app.callsine.com Matt Byrnes dashboard 5/31, 7-day window.
Lifetime LinkedIn Replies (Hot)
| Name | Company | Reply Date | Days Ago |
|---|---|---|---|
| Kim Bowman | per Callsine dashboard | ~5/9 | 22d |
| Luis Alejandro | Lendyx | 4/24 | 17d in widget, 38d actual |
| Julio Gomez Lacayo | Velocity Mortgage | 5/6 | 25d |
| Christian Prescott | GroundUp Galaxy | 4/28 | 29d |
| Austin Pair | BD Capital | 4/28 | 33d |
| Terry Hippchen | Forward Motion Lending | 4/28 | 33d |
| Mattis Michaels | Lion Creek RE Capital | 5/18 | 13d |
| Jason Hammond | B2B Capital Services | 5/18 | 13d |
| LaTarsha Cotton | JK&L Real Estate | 5/16 | 15d |
| Pierre Guirguis | Capital Advisor | 5/4 | 27d |
| Brian Schroeder | Kleinbrook | 5/3 | 28d |
| Amol Gill | Private Lender | 5/11 | 20d |
| Stephen Levesque | VA Real Estate Team | 4/29 | 32d |
Source: ProLend Supabase
leads 5/31 + Callsine dashboard activity feed. 12 unique hot LinkedIn replies in 38 days.Recent Connection Accepts (last 4 days, sample of 17)
Tyson Reilly
Justin Dunn
Ross Mehlman
Scott Werbel
Fabian Bonilla
Bryan Williams
Matt Bentley
Ross Blair
Tony Wong (Invesco)
Max LaVictoire (Landmark Athens GA)
Stephen Harris (Birdsey Group)
Mike Berens (NAI Brannen Goddard)
Matt Peters (Madera Residential)
Elad Shemesh (Aminim Group)
Billy Humphries (Madera Residential)
Abe Sheikh (Cordoba Advisory)
Grant Nicol (Nicol Investment Co)
Source: Callsine activity feed 5/31. 17 visible accepts, each rated 20-point Hot Lead score.
Campaign Agents Status
| Agent | Status | Contacts | Sent | Replies |
|---|---|---|---|---|
| Broker Campaign | Active | 15 | 0 | 0 |
Source: Callsine Campaign Agents widget 5/31. Additional agents truncated by viewport; pull during next sweep.
Targeting note: 5/18 standup directed all next-batch leads to Georgia brokers across both Callsine and Instantly. Audience focus is now SE US channel partners + GA brokers + RE investors.
4/24 DMARC complaint
Ask: Matt flagged his emails going to spam, asked Henry to fix DMARC + DKIM.
Ship: 4/29 Henry updated DNS after Matt confirmed approval at 11:53 AM.
Result: 5/2 Matt confirmed no further messages disappearing. 7 to 10 day waiting period verified clean.
Gmail thread
19dc04cd265e2323 and 19dda0803c119147.4/30 SEC attorney legal pass
Ask: SEC counsel sent disclaimer updates. Matt sent team headshots same day.
Ship: 4/30 same day, Henry updated disclaimers + uploaded headshots, prepared site for go-live.
Result: 4/30 Matt replied "Greatness. Thanks Henry."
Gmail thread
19ddeaa12e97aafc.5/1 Underwriting copy edit
Ask: Lead Magnet "45-Point Underwriting" disclaimer wording, plus other items.
Ship: AGL task
c77778c8 created 5/8, status todo with due 5/9.Result: Still todo in queue.
Gmail thread
19de4bbcc33c7033, AGL Supabase tasks.5/5 Front page "10%" removal
Ask: Replace 10% on front page with vague "Great returns" for compliance comfort.
Ship: 5/8 update queued. Reconcile task
11565c52 created with due 5/9.Result: Site verified on 5/31 reads "EARN GREAT RETURNS ANNUALLY" with disclosure tag. Live and shipped.
Gmail
19df94b98018ba00, live site fetch 5/31.5/6 Calculator increments
Ask: Calculator slider step should be 5K or 10K, not 1K. Reinvest button compound vs simple-return logic flagged.
Ship: 5/17 Henry verified $5,000 step live (100K to 110K to 115K to 120K sequence).
Result: Live and shipped. Reinvest logic still todo (task
bd17611a).Gmail
19dfe863e7ce1282, Henry Slack self-DM 5/17, AGL tasks.5/16 Submit Your Deal form broken
Ask: Submit form not working.
Ship: 5/17 Henry posted POST to
deal_submissions returned 201 Created, success state renders "We will have your underwriting in your inbox within 48 business hours."Result: Live and shipped. 0 submissions captured to date (table is empty).
Gmail
19e30ea05ce97d19, Henry Slack self-DM 5/17.5/18 Strategy reset (the big one)
Ask: Matt directed Georgia-broker focus on next lead batch, broker messaging to emphasize faster deal closures for investor clients, shorter body, clearer CTA, keep subject lines unchanged. Reframe with "if you have investors you are working with, we can get those deals closed quicker."
Ship: 5/19 Henry sent updated broker campaigns email to Matt + Brandon + Sean. v2 Instantly campaigns ("ProLend Brokers TX-GA-FL v2", "ProLend HNW Accredited v2", "ProLend RE Investors v2", "ProLend Channel Partners v2") all created 5/19 at 21:14 UTC per
outreach_campaigns row created_at.Result: v2 campaigns delivered 5,132 emails through 5/31. Channel Partners variant ran 4.86% reply rate, Brokers TX-GA-FL ran 0.86%. Matt 5/27 standup: open rates strong (42% aggregate) but reply quality still needs improvement.
Fellow note
1stu04eqetg5f2qo2g4fgpd0oc (5/18 review meeting), Gmail thread 19e31e19a8115d2b + 19e4170b890a9e2a, Instantly campaign data 5/31.5/21 Popup linked to nothing
Ask: Underwriting Guide popup not linked to a real asset, take it down.
Ship: 5/22 popup removed, redirected to LinkedIn newsletter for now.
Result: Live. Also produced inbound: Valerie Reed (Norlux Realty) submitted via site the same window.
Gmail thread
19e4c7b63321010b.5/27 Standup readout
Status: Email scaled to 350/day across 25 accounts. 42% aggregate open rate. Cloudflare migration complete. Callsine acquisition pending close 5/30.
Open requests: Send Clarity report, reactivate sends with simpler CTA, decide on $5 to $10/day retargeting test, deliver SEO keyword list.
Fellow note
420vk96371qikcuk5i88ma8kso_20260527T143000Z.6/1 (today) Matt wants chat tomorrow
Ask: Matt 6/1 12:59 AM "Wanted to see if there is a chance we could chat sometime tomorrow afternoon... want to talk through some of the data that we have so far."
Ship: Henry offered 3pm CST. Matt accepted. This dashboard is the prep doc.
Gmail thread
19e80e8c04db1a05.Email Open Rate
BEFORE (5/15 baseline)
50%
Broker outreach, ~175/day, small N
vs
AFTER (5/27, v2 live)
42%
Across 350/day, larger N
Open rate compressed slightly as volume doubled, but stayed strong. Industry benchmark for cold B2B is 20 to 30%. ProLend is above benchmark.
Fellow 5/15 (50% broker open rate, small N), Fellow 5/27 (42% aggregate, larger N).
Email Reply Rate
BEFORE (5/15)
~0.6%
1 positive of ~175 sent
vs
AFTER (5/31 v2)
0.78%
40 replies of 5,132 sent
Reply rate did not move materially in aggregate. The Channel Partners variant carried the lift (4.86%); Brokers TX-GA-FL underperformed (0.86%). v2 broker copy did not yet outperform v1 in replies.
Fellow 5/15 + Instantly 5/31.
LinkedIn Replies (positive)
BEFORE 4/22 to 5/12
6
Pre-strategy reset replies
vs
AFTER 5/13 to 5/31
6
Including 2 active deals
Volume held but quality improved. Two active deals (Hammond $75-100K, Cotton $630K) emerged in the after window vs zero active deals before.
ProLend Supabase
leads by reply date.Connection Accept Rate (LinkedIn)
7-day window (5/24 to 5/31)
39%
32 of 82 sent
Accept rate is healthy. 30%+ is benchmark for cold LI; ProLend is above benchmark on connection acceptance, but replies post-accept are 0 in this window.
Callsine dashboard 5/31, 7-day view.
Statistical Confidence
- 5/15 baseline: 175 sends/day x ~7 days = ~1,225 sends. Reply rate based on 1 of ~175 = low confidence (95% CI roughly 0 to 3%).
- 5/31 v2 campaigns: 5,132 sends, 40 replies. 95% CI on aggregate reply rate is approximately 0.56% to 1.06%. We can reliably distinguish Channel Partners (4.86%) from Brokers (0.86%) at this volume.
- LinkedIn quality lift: small N. Two deals in after window vs zero before is suggestive, not yet statistically conclusive.
Funnel Waterfall (lifetime through 5/31)
Source: Instantly sent + reply counts 5/31, Callsine hot leads from ProLend Supabase
leads, AGL/ProLend pipeline tables. Booked/closed stages are empty.Top 3 Working Levers
- Channel Partners segment (Instantly). 4.86% reply rate is 6x the broker segment. Capital sources and direct lenders engage with the ProLend co-pursuit angle.
- Callsine LinkedIn outbound. 12 hot replies in 38 days including 2 live deals. Conversion from connection to substantive reply is happening in days, not weeks.
- Site engagement quality. 4-minute average time on site. Visitors who land are reading. Borrower and investor portal pages drive the time.
Top 3 Broken Levers
- Booking step is missing. 12 hot LinkedIn replies, 40 email replies = 52 total positive engagements. Zero meetings booked in CRM. The reply-to-booked handoff has no automation and no clear owner.
- Brokers TX-GA-FL v2 is underperforming. 0.86% reply rate after explicit broker-focus revamp. Subject lines work (open rate high) but the body or offer is not landing for this audience.
- Site forms capture nothing. 0 deal_submissions, 0 lead_magnet_signups despite forms being live for 14+ days and 4-minute site engagement. Either the form is too long or the offer is not compelling enough to commit.
Conversion Ratios
| Email send to reply | 0.78% |
| LinkedIn send to accept | 39.0% |
| LinkedIn accept to hot reply | ~25% |
| Total reply to booked meeting | 0% |
| Booked to closed | N/A |
| Site visit to lead form fill | 0% |
| Hot LinkedIn deal in flight | 2 active |
Per platform pulls 5/31.
Narrative
Top of funnel is performing. ProLend is sending real volume (350/day email, ~82/week LinkedIn), getting opens (42%), getting connection accepts (39%), and producing positive replies (52 lifetime including two live deal requests totaling roughly $705K). The bottleneck is mid-funnel. There is no booked-meeting record in either Supabase project, no Calendly automation tied to a reply, no SLA on hot-lead response. The 12 Callsine hot leads sit in
triage_status=new with no assignee. The two active deals (Hammond, Cotton) were addressed to matt@prolendcapital.com directly and are running off Matt's inbox, not the CRM. Meanwhile the website forms produce zero captures despite strong on-site engagement, which points to a friction or offer problem on the lead magnet and the Submit Your Deal form. Fix the reply-to-meeting handoff and add a dataLayer-wired booking trigger and the existing engine produces multiple booked meetings per week without any new traffic.
Ranked Action List (highest leverage first)
| # | Action | Owner | ETA | Expected impact |
|---|---|---|---|---|
| 1 | Triage the 12 Callsine hot leads. Assign owner per lead, post booking link in reply, set 24-hour SLA on first response. | Matt (close), Henry (system) | 6/2 | 2 to 4 booked meetings this week |
| 2 | Push Hammond ($75-100K) and Cotton ($630K) deals to qualified stage in ProLend Supabase, attach docs, schedule borrower call within 48 hours. | Matt | 6/3 | $705K in pipeline, possible 6/24 close on Cotton |
| 3 | Wire dataLayer pushes for schedule_call_click, deal_submission_success, lead_magnet_signup. Add LinkedIn Insight + Meta Pixel. | Henry | 6/4 | Unlocks paid retargeting + GA4 conversion attribution |
| 4 | Rewrite Brokers TX-GA-FL v2 body. Open rate is strong (40%+), reply rate is 0.86%. Apply Channel Partners pattern (specific, short, easy yes). | Henry + Matt review | 6/5 | Lift reply rate from 0.86% toward 3%, 3x more broker replies |
| 5 | Diagnose website form drop-off. Inspect Clarity recordings on Submit Your Deal + Lead Magnet, shorten forms, add social proof above CTA. | Henry | 6/6 | Turn 0% form conversion into 1 to 3% of 4-min sessions, ~3 to 5 inbound/week |
| 6 | Activate $5 to $10/day Meta retargeting on site visitors. Run 3 offer variants (book call, free underwriting guide, 7-day deal review). | Henry, pending Matt/Brandon/Sean approval | 6/8 | Bring back ~15% of bounced visitors, doubles inbound |
| 7 | Set vendor_campaign_id values in outreach_campaigns table (currently all REPLACE_ME). Wire Instantly + Callsine webhooks into ProLend Supabase so reply/booked events auto-update pipeline. | Henry | 6/10 | Real-time CRM, no manual Callsine inbox triage |
| 8 | Ship SEO keyword pack + 4 blog posts targeting "Atlanta private money lender", "GA fix and flip loan", "DSCR lender GA", "Reg D 506(c) note investment". | Henry | 6/14 | First-page Google ranking on local intent terms over 60 to 90 days |
| 9 | Build the weekly KPI digest email to Matt (sends, opens, replies, hot leads, deal pipeline value, $ booked vs target). | Henry | 6/3 | Replaces "show me the data" calls. Matt asked for this 5/15. |
| 10 | Reactivate paused email sends Monday with simpler-CTA copy (the 5/27 directive). Replace open-ended asks with binary yes/no questions. | Henry | 6/2 | Lift reply rate aggregate from 0.78% toward 1.5% |
Sources: Fellow standups 5/15 + 5/18 + 5/27, Matt emails 4/24 to 6/1, ProLend Supabase + AGL Supabase task tables, Callsine + Instantly live data.
Current Run Rate
| Email sends per day | 350 |
| Email replies per week | ~7 to 10 |
| LinkedIn sends per week | 82 |
| LinkedIn accepts per week | 32 |
| Hot replies per week (combined) | ~3 |
| Booked meetings per week | 0 (no booking handoff) |
| Active deal pipeline | $705K (Cotton + Hammond) |
If current rate holds (status quo)
Source: extrapolation from 5/31 metrics. Conservative case assumes booking handoff stays broken.
If actions 1, 2, 4, 5, 9 ship (high confidence scenario)
Assumes: booking SLA installed (action 1) converts 50% of weekly hot replies to meetings; deal triage (action 2) closes Cotton 6/24; broker rewrite (action 4) lifts replies 3x; site forms (action 5) add 2 to 4 inbound/week; weekly KPI email (action 9) keeps Matt in the loop.
30 / 60 / 90 Day Projection
| Window | Status quo | With top 5 actions |
|---|---|---|
| 30 days (by 6/30) | ~12 more hot replies, 0 booked meetings, 0 closed | ~24 hot replies, 8 to 12 booked, 1 to 2 closed (incl. Cotton $630K) |
| 60 days (by 7/30) | ~24 hot replies, still 0 booked, 0 closed | ~60 hot replies (broker fix kicks in), 18 to 25 booked, 3 to 4 closed |
| 90 days (by 8/30) | Engagement saturates inbox, 0 closes | ~100 hot replies, 30 to 40 booked, 5 to 8 closed, $2M+ committed capital |
Projection ranges based on current platform data plus conservative conversion assumptions (50% hot-reply-to-booked SLA, 25% booked-to-closed for borrower deals, 10% for investor deals).
Bottom line for Matt
We are one workflow fix away from real booked meetings. Top of funnel is working: 5,132 emails sent, 42% open rate, 40 replies, 12 hot LinkedIn replies, 2 live deals worth roughly $705K. The reason the booked column reads zero is that no one is responding to hot replies inside a 24-hour SLA with a booking link, and Matt's deals are running through his personal inbox instead of the CRM. Fix that handoff (actions 1, 2, 9) and triage the broker copy (action 4) and we project 8 to 12 booked meetings in the next 30 days, with Cotton ($630K) targeted to close 6/24. Get site form conversions working (action 5) and add Meta retargeting (action 6) and we double inbound by day 60. Henry can ship actions 1, 3, 9, 10 in this week. Matt's input needed on action 2 (deal docs to Hammond + Cotton) and action 6 ($5 to $10/day approval).