Good morning, Marcus

Thursday, May 14, 2026 - 2 new signals, 12 working, 10 suggested outreach

Assigned Accounts
97
Prospecting book - 34 Tier 1, 28 Tier 2, 35 Tier 3
+6 new accounts this month
→
QMS Generated
12
Qualified meetings set from prospecting
+3 this month - 8 in May, 4 in April
→
Pipeline Generated
$287K
Active pipeline from prospecting-sourced opps
+$62K this month
→
Closed Won ARR
$129K
Revenue from prospecting-sourced deals (Q2)
+$48K in May - on pace
12.4%
Accounts → QMS
12 of 97 assigned accounts converted to qualified meeting
66.7%
QMS → Pipeline
8 of 12 QMS created became active pipeline opportunities
37.5%
Pipeline → Closed Won
3 of 8 pipeline deals closed won - $129K ARR

New Signals

2Requires immediate action
SLA: respond within 4 hours
1
Logistics - 80 reps - Memphis, TN - Tier 1
Brian Harwell
VP Sales Operations
(901) 555-0288
Warmly intent surge - researching "field sales software" and "route optimization." 4 employees visited SPOTIO site in 48h.
Warmly + Clay - 2 hours ago
☎ Call
✉ Send Email
💬 Send Text
in LinkedIn Message
2h oldNew Signal
2
Business Services - 60 reps - Chicago, IL - Tier 1
Nicole Tran
SVP Field Operations
(312) 555-0491
Inbound demo request via website. "Looking to replace MapAnything for 60-person field team." Hot lead.
Inbound lead - 3h ago
☎ Call
✉ Send Email
💬 Send Text
3h oldNew Signal
⚠
3 Hot Accounts Cooling Off
These accounts showed strong buying intent but haven't been contacted. Engagement is decaying - act now before they go cold.
ProBuild MaterialsDecision5d no contact
Apex Courier ServicesConsideration8d no contact
Trident Roofing GroupDecision6d no contact
Dismiss
Working Signals12Signals with activity - keep pushing toward QMS
Sort by PrioritySort by Last AttemptExport Call Sheet
#SignalAgeAccountContactWhy NowLast AttemptAttemptsSLAAction
1
3d
Rachel Foster
COO
(303) 555-0267
Visited pricing page + ROI calculator from LinkedIn ad. Spent 6 min on site. Opened follow-up email 3x.
Warmly + Campaign
May 12
1On Track
✉ Send Email
☎ Call
💬 Send Text
2
4d
Carlos Mendez
Primary
Director of Sales
(512) 555-0344
Janet Liu
VP Operations
Visited pricing page 3x and product tour 2x. Searched "SPOTIO vs Badger Maps" on Google. Actively evaluating.
Warmly + Clay
May 13
1On Track
✉ Send Demo Link
☎ Call
3
5d
No contact identified+ Find Contact
Clicked LinkedIn ad, visited features page + case study. Returned to ROI calculator yesterday. High site engagement.
Warmly
May 12
2On Track
☎ Call
✉ Send Email
💬 Send Text
4
4d
Greg Holloway
COO
(615) 555-0334
Replied to outbound campaign email: "Interesting, we're looking at options." Referral from Meridian Business Systems customer.
Campaign reply
May 12
1On Track
☎ Call
✉ Follow-up Email
5
5d
Maria Santos
VP Operations
(904) 555-0188
Downloaded "Field Sales Playbook" whitepaper. Opened follow-up email 2x but no reply. Strong ICP match - 50 reps, staffing vertical.
Content download
May 11
13d no reply
☎ Call
✉ Send Email
6
6d
No contact identified+ Find Contact
Engaged with LinkedIn ad - visited features page and medical supply case study. Clay shows they're hiring 8 field sales reps.
Warmly + Clay
May 12
1On Track
☎ Call
✉ Send Email
7
8d
Tom Bridges
Owner
(804) 555-0321
Downloaded ROI calculator from Google search. Clay shows 5 open "field rep" job postings. Growing sales team.
Content DL + Clay
May 7
27d since email
☎ Call
✉ Send Email
💬 Send Text
8
7d
Derek Washington
Primary
Sales Manager
(919) 555-0412
Robert Keene
Owner
Replied to cold email sequence: "Can you send more info?" Clay shows company just raised Series B funding.
Campaign reply + Clay
May 11
43d no reply
✉ Send Email
in LinkedIn InMail
💬 Send Text
9
No Show9d
Priya Nair
Director of Sales
(317) 555-0266
Visited pricing page from webinar follow-up email. Watched product demo video (full length). No-showed scheduled call.
Warmly + Campaign
May 11
2No Show
✉ Reschedule Email
☎ Call
10
Stale Signal21d
Aaron Mitchell
Owner
(615) 555-0190
Visited website from Google ad, browsed territory mapping page. Clay shows hiring 3 "outside sales" roles on LinkedIn.
Warmly + Clay - 21 days ago
Apr 23
421d stale
✉ Send Email
☎ Call
11
Stale Signal10d
No contact identified+ Find Contact
Engaged with Facebook ad - clicked through to features page. Small account but fast cycle typical for F&B vertical.
Warmly + Ad platform - 10 days ago
May 7
27d no reply
☎ Call
✉ Follow-up Email
12
No Show12d
Luis Garza
VP Field Operations
(210) 555-0377
Replied to outbound sequence: "Let's talk next week." Clay shows posting for VP Sales - org restructuring. 2x no-show since.
Campaign reply + Clay - 12 days ago
May 9
32x No Show
✉ Send Email
☎ Call
☑ Deprioritize
Suggested Outreach10 recommendations from 97 accounts
Refresh SuggestionsView All 97 Accounts
Consolidated Freight Partners
Logistics - 80 reps - Memphis, TN
Tier 1
Tier 1 with 80 reps, never contacted. Matches the profile of 4 closed-won accounts this quarter. Field sales orgs in logistics convert at 2.3x your average.
Status: ProspectNo OppLast Touch: Never
Brian Harwell
VP Sales Ops
✕ Skip
Not a fit for our product
Bad timing
Already in talks via other channel
Not my territory
Heritage Uniform Services
Business Services - 60 reps - Dallas, TX
Tier 1
60-rep org in business services, untouched. Clay shows they just posted a "VP of Sales Enablement" role - likely building out their sales ops function.
Status: ProspectNo OppLast Touch: Never
Nicole Tran
SVP Field Operations
✕ Skip
Not a fit for our product
Bad timing
Already in talks via other channel
Not my territory
Summit Payroll Group
Financial Services - 45 reps - Phoenix, AZ
Tier 1
Closed-Lost 6 months ago (lost to budget). New fiscal year started in April. Clay shows 12% headcount growth since then - budget situation may have changed.
Status: EngagedClosed-LostLast Touch: Nov 2025
Greg Holloway
COO
✕ Skip
Not a fit for our product
Bad timing
Already in talks via other channel
Not my territory
Clearpath Staffing
Business Services - 50 reps - Charlotte, NC
Tier 1
Tier 1 account dormant for 32 days. 50-rep staffing org - your top 2 closed-won deals this quarter were staffing companies. High ICP fit, worth re-engaging.
Status: Active ProspectNo OppLast Touch: Apr 14
Maria Santos
VP Operations
✕ Skip
Not a fit for our product
Bad timing
Already in talks via other channel
Not my territory
Beacon Payment Solutions
Financial Services - 35 reps - Austin, TX
Tier 2
Closed-Lost 4 months ago (lost to competitor). New VP of Sales started 3 weeks ago per LinkedIn. New leadership often re-evaluates vendor stack.
Status: Active ProspectClosed-LostLast Touch: Jan 2026
Rachel Foster
COO
✕ Skip
Not a fit for our product
Bad timing
Already in talks via other channel
Not my territory
Vanguard Industrial
Manufacturing - 30 reps - Birmingham, AL
Tier 2
Manufacturing account with 30 reps, untouched in 40 days. Similar-size manufacturing orgs in the SE region close at 18% vs 11% average. No contact on file - Clay found Tom Bridges (Owner).
Status: Active ProspectNo OppLast Touch: Apr 7
Tom Bridges
Owner (via Clay)
✕ Skip
Not a fit for our product
Bad timing
Already in talks via other channel
Not my territory
Vitalink Health Solutions
Medical/Pharma - 40 reps - Tampa, FL
Tier 2
Open opp stalled at Discovery for 28 days. Contact went dark after first call. Clay found a second contact (CMO) - try a different door into the org.
Status: Active ProspectOpp: DiscoveryLast Touch: Apr 18
David Reyes
VP Sales
✕ Skip
Not a fit for our product
Bad timing
Already in talks via other channel
Not my territory
Ridgeline Roofing Supply
Construction - 38 reps - Oklahoma City, OK
Tier 2
Never contacted, 38-rep construction org. Construction vertical has 22% higher ACV than your book average. Roofing companies tend to have distributed field teams - strong SPOTIO fit.
Status: ProspectNo OppLast Touch: Never
No contact on file
✕ Skip
Not a fit for our product
Bad timing
Already in talks via other channel
Not my territory
Nationwide Linen Supply
Distribution - 55 reps - Atlanta, GA
Tier 1
55-rep distribution company, strong ICP match. Recently expanded into 3 new markets per press release. Growing orgs need field sales visibility.
Status: Active ProspectNo OppLast Touch: May 14
Marcus Webb
Regional Sales Director
Lakeside Medical Equipment
Medical Supply - 25 reps - Nashville, TN
Tier 3
Closed-Lost 8 months ago (lost to timing). Previous contact left the company. Clay found new Dir of Sales (Priya Nair) who was at a SPOTIO customer previously.
Status: Active ProspectClosed-LostLast Touch: Sep 2025
Priya Nair
Dir of Sales (new hire)
✕ Skip
Not a fit for our product
Bad timing
Already in talks via other channel
Not my territory
View All 97 Prospecting Accounts →Suggestions refresh when you act or skip - sticky for 48hrs after action
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