Monday 13 July

TeamPip's Pantry

Good morning, Laurence.

3 dealt with. 2 for your review. 3 on the priority list today. Open pipeline, your accounts, and the calls in your week.

Since you closed yesterday

Synced 06:00 GMT

  • Brimble Box proposal opened 5×

    Anjali re-read the proposal twice on Saturday. She's lining up Tuesday's decision.

  • 2 charity inbound replies overnight

    Both via the charity-CAC post — routed via the warm-intro thread Goldcrest opened.

  • Old Greenwich responded to chase

    Patrick Daly back in — subs-fulfilment proof points landed; warm.

  • Beacon Theatre CEO read overdue

    Day-3 since the case study forward. David Maitland chase due Tue.

Laurence's pipeline

£273.6kopen

8 active accounts · £65k weighted

Brimble Box deadline Tuesday — pricing block is the only piece left. Pelham & Brock onboarding plan ready for Emma. Beacon Theatre stalled on CEO read, chase Tuesday. Charity sector is the warmest you've been all quarter.

Your accounts to watch

  • Brimble Box

    Proposal · final draft due Tue

    PROPOSAL

  • Pelham & Brock

    Discovery · onboarding plan today

    DISCOVERY

  • Beacon Theatre Trust

    Engaged · chase CEO read Tue

    ENGAGED

Your pipeline

£273.6k/yr

8 active accounts · £65k/yr weighted

Your LinkedIn

8

New connections this week · charity-CAC post led to two warm replies

Your week

2 calls

Mon Marsh & Heron pack-spec · Wed Old Greenwich Cordials proof-points

Handled

Already done — no action needed.

  • Brimble Box discovery follow-up sent

    Anjali got the recap + agreed proposal date. She’s ready for it Tuesday.

    Yesterday·Brimble Box

  • Beacon Theatre — David confirmed CEO read

    CEO has the case study; David expects a decision in their Tuesday board.

    Wednesday·Beacon Theatre Trust

  • Marsh & Heron pack spec sent

    Hugo got pack format + timing options yesterday. Reply expected Tuesday.

    Yesterday·Marsh & Heron

For your review

One tap to approve, amend, or skip.

  • Pelham & Brock onboarding plan

    8-week plan with two go-live options. Ready for Emma to look at.

    Send today if approved·Pelham & Brock
    £4,400/mo

  • Forge Welfare Q3 pack costs

    Two pack-format options, both within Maria’s last-call ceiling. Approve to send.

    Send today if approved·Forge Welfare

Today

In priority order. Keep it to these.

  • Brimble Box proposal — final draft

    P1

    Tuesday deadline. Pricing block is the only piece left to finalise.

    Today·Brimble Box
    £4,600/mo

  • Northern Rivers capability deck

    P2

    Annette’s board meets 9 June. Outline + first three slides ready to draft.

    Today·Northern Rivers Trust

  • LinkedIn — "Gift Aid is a fulfilment problem"

    P3

    Ready to schedule. Strong fit with the charity reps you’ve been engaging.

    Today