Sales Force Automation

Sales campaigns, lead pipeline, projections, and traction — the operating loop for the revenue team.

Active campaigns2

Pipeline target$3.9M

Targeted companies7

Targeted contacts8

AI agents running4

Open tasks6

Q3 — CSR Outreach (Foundations)

Multi-touch outreach to Tier-1 corporate foundations for Q3 sponsorship pipeline.

active

Pipeline

$1.2M

Companies

3 / 60

Contacts

3 / 180

2 on team 2 AI agentsApr 15 → Jul 31Priya Mehta

K-12 District ABM

Account-based marketing aimed at 30 district superintendents in the Northeast.

active

Pipeline

$850K

Companies

2 / 30

Contacts

2 / 60

2 on team 1 AI agentMay 1 → Aug 31Daniel Cole

Conference Capture — EDU 2026

Lead capture and post-event follow-up for the EDU 2026 conference.

completed

Pipeline

$1.5M

Companies

0 / 100

Contacts

0 / 250

1 on teamMar 4 → Apr 15Aisha Rahman

Renewal Push — Tier-1 Customers

30/60/90 day renewal cadence for Tier-1 institutes due Q3.

paused

Pipeline

$380K

Companies

2 / 18

Contacts

3 / 36

11%

1 on team 1 AI agentApr 1 → Jun 30Priya Mehta

VC Investor Updates

Quarterly update + meeting cadence with active and prospect investors.

draft

Pipeline

Companies

0 / 12

Contacts

0 / 18

0 on teamJun 1 → ongoingAisha Rahman