| Created By (User) | Date Updated | Lead Quality | Other Notes | Referral ID |
|---|---|---|---|---|
| Vinny LaRocca | August 13, 2026 | other | Individual was busy at the time but will reach out later in the year to see if there is an opportunity | 1138 |
| Vinny LaRocca | August 13, 2026 | other | Never heard from client or saw an introduction | 1170 |
| Stacy Bennett | August 3, 2026 | unable-to-connect | Michelle closed her business. | 1060 |
| Stacy Bennett | August 3, 2026 | great-lead | We actually met in July. Very productive. | 1153 |
| Stacy Bennett | August 3, 2026 | not-a-good-fit | 1193 | |
| Stacy Bennett | August 3, 2026 | great-lead | Thank you for your business, Gina. | 1165 |
| Stacy Bennett | August 3, 2026 | great-lead | Working on quotes . | 1237 |
| Susan Vogel | July 29, 2026 | Appreciate Julie's help and support! | 1228 | |
| David Stowe | July 27, 2026 | great-lead | This was for the ongoing Freddy postcard projects that we do every few months | 1191 |
| David Stowe | July 27, 2026 | no-immediate-need | Victoria and I both spoke with the client and they seem to struggle to make decisions. Hopefully this will turn into something down the line as there could be some good opportunity not only on this project but for graphics and signage | 1178 |
| David Stowe | July 27, 2026 | great-lead | I assume this is the Freddy postcard projects that we work on together several times a year. If so this project was successfully completed | 1192 |
| David Stowe | July 27, 2026 | great-lead | Working on a project together for Brian Bish. | 1230 |
| Julie Hollenberg | May 27, 2026 | great-lead | New client! | 1134 |
| Julie Hollenberg | May 18, 2026 | great-lead | 908 | |
| Victoria Vandamm | April 24, 2026 | no-immediate-need | The connection was made but the company does not want to go into this particular donation arena at this time. | 1105 |
| Victoria Vandamm | April 24, 2026 | no-immediate-need | Spoke with Alison who is talented and could be a source for decorative painting. She is also an interior designer so we criss cross on that one. | 1120 |
| Victoria Vandamm | April 24, 2026 | Traded emails and set up an appointment.. then she put it on HOLD. I will get back to her. | 1174 | |
| Stephen Tedesco | April 22, 2026 | unable-to-connect | I have not heard from Matt | 1155 |
| Stephen Tedesco | April 22, 2026 | unable-to-connect | I have not heard from Michael about an auto loan | 1156 |
| Julie Hollenberg | March 31, 2026 | 1001 | ||
| Julie Hollenberg | March 31, 2026 | great-lead | Preparing proposal! Thank you Susan. | 1134 |
| Stephen Tedesco | March 23, 2026 | great-lead | New account opened at Sound Federal. | 1091 |
| Stephen Tedesco | March 23, 2026 | great-lead | New business account opened at my credit union | 1102 |
| Meredith DeRosa | March 18, 2026 | no-immediate-need | Good connection for potential business in the future, but no immediate business need. | 1119 |
| Meredith DeRosa | March 17, 2026 | no-immediate-need | Lead for a potential referral source. Valuable intro but no immediate business need. | 1119 |
| Created By (User) | Date Updated | Lead Quality | Other Notes | Referral ID |