BD Pipeline

as of 2026-08-07 - source: Folk CRM

Two proposals out worth $95,000; Jobber MaaS decision expected Aug 15. Weighted pipeline $28,500.

Live opportunities

$28,500

Weighted pipeline

Proposals out ($95,000)

284+

Leads on bench

Live opportunities

Opportunity	Stage	Contact	Deal value	Weighted	Last touch	Ball in court
Jobber - Marketing-as-a-Service	proposal-out proposal	Matt Kaplan (CPO)	$50,000	$15,000	Proposal sent Jul 28	Prospect - decision expected Aug 15
Paramount - Product Cycle-Time Diagnostic	proposal-out proposal	Ale Iannelli (budget) / Callie Wachman (POC)	$45,000	$13,500	Chase sent Jul 22	Prospect - one chase exhausted
ButterflyMX	engaged	Agata Bugaj (CPO) / Lucy Lemons (ref)	no est. value	-	Call booked Aug 3	Matthew - first call Aug 18
PSG channel	active	Marc Jenkins / Chris Pliakas	no est. value	-	Booked Aug 11	Matthew - catch-up Aug 11
Zephyr Resilience	active	Jonah Wagner	no est. value	-	Chase sent Jul 22	Prospect - chase exhausted
DirectBooker	engaged	Sanjay Vakil	no est. value	-	Final ping Jul 22	Prospect - to Nurture if cold mid-Aug

Sorted by deal value. Proposal-out rows flagged. Four of six opportunities have no Deal value entered in Folk, so weighted pipeline understates - values live in Next steps notes.

Recently won (last 90 days)

Client	Contact	Value	Closed
Athos Commerce	Chuck Haling (CEO)	$100,000	2026-07-23
USAFacts (coaching)	Emily Creeden	$10,000	2026-07-30

Now delivery, not pipeline. $110,000 booked in the last 3 weeks.

Do this week

Aug 11 - PSG catch-up with Marc Jenkins; ask directly which portfolio companies have product gaps (the channel, not a single deal).
Aug 15 - Jobber MaaS decision expected; be ready to respond same day.
Aug 18 - ButterflyMX first call with Agata Bugaj (CPO); scope/budget not yet on the table, keep it a conversation.
Paramount ($45K) and Zephyr - chases exhausted, ball on prospect; do not re-chase.

Methodology: win-prob proposal-out 30%, active 40%, engaged 10%; only opportunities with a Deal value in Folk contribute to weighted, so the figure understates. Excludes Nurture, Unqualified, and valueless Closed-won. DirectBooker/Sanjay shown for completeness; names appear because the hub is a password-protected intranet. Bench is an observed floor (Contacts group has more Lead pages than scanned).