Known metrics are shown. Unknown conversion stages are intentionally marked TBD / Needs tracking; no exact numbers invented.
Filter by decision state.
Next: More targeted sends + meeting conversion sprint. Require next-action owner for every reply.
Next: Improve ICP/hook; mine replies before scaling volume.
Next: Do not scale until thesis, list, and trigger angle are rewritten.
Focus on mandates, not broad coverage.
Strongest existing pipeline and multiple active opportunities.
9% reply signal and Arbisoft scheduling.
11% healthcare provider reply signal and upcoming campaign.
Pursue when tied to specific events or high-confidence target lists.
Useful if Money20/20 / AI finance attendee list is strong; otherwise distraction risk.
0% reply signals. Rewrite thesis before more volume.
Click cards to expand practical next actions.
No passive attendance. Attend only if pre-event target list + meetings exist.
8+ qualified targets and 3+ booked meetings before event.
Strong sector fit but attendee list / target access not ready.
No target list, no meetings, high noise/cost.
Toggle view: standard strategy vs. outside-the-box plays.
Invite 15–20 founder-owned companies to private 1:1 valuation / exit-readiness sessions.
Talk to likely strategic buyers first, then approach founders with buyer-demand context.
Message: “We’re speaking with buyers looking for firms like yours.”
City-specific founder meeting sprints.
Host a private breakfast/dinner nearby instead of just attending.
Example: “Founder Services M&A Breakfast — invite-only, no sponsors, no pitch.”
Target by tenure, succession gap, stalled growth, hiring slowdown, client concentration, recent PE/strategic activity, founder age / next chapter.
Ask lawyers, CPAs, fractional CFOs, consultants: “Who are two founder-led services businesses that may need liquidity or succession help in the next 18 months?”
Convert existing signal first, then launch seller-intent campaigns.
Target: 8–12 meetings, 3–5 founder meetings, 2+ NDA/materials movements.
Target: 150–200 sends, 10+ replies, 5+ meetings.
Target: 3+ meetings per event before committing attendance.
Target: clear mandate probability ranking.
Operational workflow for reply triage, PG actions, and events.
One-page operating sheet.
PG time should go only to situations with founder access, seller-timing signal, buyer/referral leverage, or NDA/materials movement. Everything else gets automated nurture or Hunter/Sadri follow-up.
This cockpit is not final until these are loaded.