JARVIS

Prep Olivia+Jeerill apr-wk1

todo

Workspace

OTF

Created

2026-03-26

Updated

2026-03-26

Content

## Must complete before Monday sync - [ ] Set up Twenty CRM accounts for Olivia + Jeerill (blocked by /welcome redirect — fix first) - [ ] Configure pipeline stages: MQL → SQL → Discovery → Proposal → Negotiation → Closed Won / Lost - [ ] Create email aliases for April leads: olivia.lead1@optimified.com, jeerill.lead1@optimified.com, tony.hvac@optimified.com - [ ] Prepare 4-6 lead personas for April — mix of good fits and bad fits: - Tony (HVAC, Phoenix) — good fit, will close end of month - Dave (plumber, Austin) — curious but skeptical - Sarah (dog walker) — NOT our ICP - Maria (property manager) — interested but needs partner approval - Kevin (college student) — wrong industry - [Add more as needed] - [ ] Monday sync: explain Sales track, CRM walkthrough (10 min), assign cheat sheet, explain MQL → SQL pipeline