Prep Olivia+Jeerill apr-wk1
todoWorkspace
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