PCMA Brain
Expediter
POD 2
Analyse Notes
Angela Dunning
jazzdiva61@icloud.com
+447814541747
Priority Rank
#61
Stage Journey
Booked
Due Diligence
Client Info Due
Strategic Presentation Prep
Internal Review
Send Presentation + Estimate
Ready for Client Meeting
No Show
Need Follow Up Meeting
Decision Pending
Hold
Send Invoice
Follow Up on Invoice
Secured
Current Stage
Client Info Due
Overdue
Days in Stage
7.3d
Days in Pipeline
9.0d
Deal Value
-
Performance Gauges
30.9%
Velocity
10.0%
Close Prob
0/7
Tasks
Sentiment
Unknown
Architect
none
Client Info
0/5 (0%)
Form
Channel Health
email
0
Never used
Try email! Never used for this lead
sms
0
Never used
Try sms! Never used for this lead
whatsapp
0
Never used
Try whatsapp! Never used for this lead
Stage Advance
Blockers incomplete (0/2)
Send dynamic info collection form
Call client for remaining fields
Complete Blockers First
Mark as Lost
Tasks — Client Info Due
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Record Loss Reason
Category
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Price / Budget
Timing / Not Ready
Competitor / Alternative
No Response / Ghosted
Scope Mismatch
Partner / Family Decision
Planning Issues
Changed Mind
Already Have Architect
Other
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Architect Name
Status
None
Detected
Assigned
Drafting
Review
Approved
Sent