AgencyOS Leads

Leads

A compact early-stage sales CRM for fit, source, pain angle, outreach status, next action, and owner.

CRM-lite

Leads

Current workspace

Average fit

MarketX scoring placeholder

Replies

Need response

Converted

Ready for project

Lead Pipeline

Fit	Company	Contact	Role	Source	Pain angle	Status	Last touch	Next action
91	Aurora Aesthetics Group	Elena Ramirez	VP Growth	Outscraper	Position AgencyOS as the operating desk between lead capture, proposal follow-up, and handoff.	replied	May 5, 2026	Draft reply and book the proposal workflow call.
84	Northstar Ops Consulting	Marcus Lee	Founder	Manual	Lead with fewer tools and a cleaner sales-to-delivery loop.	contacted	May 3, 2026	Follow up with a concise RevMax proposal example.
78	Lattice Web Studio	Priya Shah	Managing Partner	UpBox	Use RevMax for proposal artifacts and AgencyOS for handoff.	converted	May 4, 2026	Create project handoff brief.
87	Caldera Manufacturing Advisory	Owen Foster	Revenue Partner	linkedin_prospector	Pitch AgencyOS as one operating layer for pipeline, proposals, and retention.	queued	Not set	Approve first-touch email and LinkedIn task.

Account profile

Aurora Aesthetics Group

Multi-location aesthetics / Texas / 6 locations

Strong fit because consult volume, proposal follow-up, and delivery handoff are split across tools.

Contact

Elena Ramirez

VP Growth

elena.ramirez@demo.agencyos.local

Sales state

replied

No consistent proposal follow-up after consult calls.

Reply to Aurora first; the account has the highest fit score and a live buying signal.

Move Northstar from manual follow-up to a RevMax-backed proposal nudge.

Convert Lattice from won deal to project handoff before scope details drift.

Build the next list around founder-led service businesses with proposal bottlenecks.

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