Sales Intelligence Daily

6

Total Calls

4

Reps Active

5

New Prospects

1

Client Kickoffs

Lifelines

Key Discussion

Brand on hockey-stick growth. Flow Art product on fire. Healthy D2C but slowing after launch spike. Switched from Klaviyo platform (blip), now stable. Never turned on paid ads. Zero marketing headcount right now. Big Q4 gifting launch planned (custom bundles, special tote, new SKUs). Ready to invest to fuel growth — timing aligned with capacity ramp.

Revenue Signals

7-figure brand · Brand new to paid ads · AOV ~$40 · LTV $60–70 · Growing factory capacity

— Ashley, President

Next Steps

Matt to resend updated proposal ($8K/mo — $5K PE + $3K creative, 40 ads + 10 UGC). Ashley reviewing Tue/Wed in Westport. Decision target: end of week. Potential start: this week or early next.

MVO Cost Seg

Key Discussion

B2B cost segregation service with two service lines (self-service $900 AOV / full-service $2,500 AOV). Google is the proven lead machine — wants to 2x it and layer on Meta (barely started). Anmar ran deep demo on Statless, incrementality testing, spend/efficiency curve, contribution margin maximization. Attribution nuance: HubSpot tracks customer journey but doesn't solve causality. Making agency decision end of week.

Revenue Signals

Company 2x'd last year, on track to 2x again · Self-service $900 AOV (100% margin) · Full-service $2,500 AOV (70% margin) · Strong Google ROAS · Wants contribution margin maximization

— Daniel Duggal

Next Steps

Daniel making decision by end of this week. Strong intent signal — called it a "collaborative" conversation and engaged deeply on modeling. Anmar to follow up with proposal.

City Beauty

Key Discussion

Was a 9-figure brand, has declined YoY for 1-2 years to $20–40M. Luis self-diagnosed: optimized for last-click ROAS (ignored new customer CAC), creative stopped scaling around 2023–24, media buying tactics not updated (auto-bids + surf method). Lead paid media manager just left. 1 internal buyer currently. Running Meta, Google, Pinterest, Apple, YouTube. 50–70% DTC, remainder Amazon. Ready to "rip things out" and rebuild profitable acquisition from scratch.

Revenue Signals

$20–40M revenue · Formerly 9-figure · Multi-channel spend · Amazon + DTC split · Self-aware leadership actively seeking new direction

— Luis Nakamoto, City Beauty

Next Steps

Matt proposed entering discovery process to scope partnership. Luis is evaluating agencies + contractors. Follow-up to move toward proposal.

Slate Swim

Key Discussion

First kickoff with new owners Dan Wisniewski + daughter Natalie who acquired the 10-year-old brand. ~$1.2M revenue, 35% repeat customers, strong brand loyalty. Previous management ran same 6 statics cloned daily — ad account in terrible shape. Facebook paused by Dan last Sunday — needs immediate restart (peak summer season). Raimonds (PE, Latvia) + Jan (Head of Strategy) introduced. Growth map walkthrough: Statless setup, three-week onboarding plan, branded creative + UGC package already included.

Revenue Signals

~$1.2M revenue · 35% repeat rate · New ownership · Significant under-investment in marketing · Peak summer season underway · Goal: 8-figure scale

— Dan Wisniewski, CEO

Next Steps

Creative kickoff call Tuesday. Restart Facebook ASAP with cost caps + existing winning assets. Week 2: brand DNA analysis. Week 3: full growth map + forecast delivery. Jacob to ensure Statless data feed fix.

Mettle and Bloom

Key Discussion

Irish DTC jewelry brand. $2M current, forecasted $4M. Saturated Irish market (pulled $3M+ out of a 5M person country). Just launched US/UK geo-targeted subfolders weeks ago. Lean: two founders run everything. Strong Bali brand trip content (~200 pieces ready to edit). $1,500–2,000/day ad spend. Meta-heavy + some Google + struggling TikTok. Had US momentum before tariff uncertainty paused campaigns. Eager to expand ahead of Q4. Interested in PE + creative package from go.

Revenue Signals

$2M/yr · Forecasted $4M · $1.5–2K/day spend · Interested in $8K/mo (PE + creative) · Potential July 31 start · Strong Q4 urgency

— Kealan Walsh, Co-Founder

Next Steps

Dave to send SOW today. Agreement needed by Wednesday EOD to hit July 31 start date. Confirm team can manage Ireland-first approach before expanding to US/UK. Dave to share Chorus Club case study.

DiamondCore Tools

Key Discussion

Niche hand tool manufacturer for ceramic artists. $5M revenue (80% DTC Shopify). B2C declining, B2B growing but at lower margins (70% DTC vs 40% B2B) — margin compression is the core problem. New owner (Matt bought the brand ~1 year ago, grew from $950K to $4M under prior owner). Current agency over-indexing on AI for creative — doesn't work for tool photography. Instagram-heavy (135K followers). UGC challenge: artists don't want to look like paid endorsers. Exit strategy motivating growth. Dave walked through full Profit Engine deck, 4 data models, Statless.

Revenue Signals

$5M revenue · 80% DTC · B2C declining YoY · Goal: reach $10M · Exit strategy · 135K Instagram · Considering $5K PE + $3K creative

— Matt Benedict, COO/Owner

Next Steps

Dave to send proposal (PE $5K + creative package). Confirm team can source ceramic artist UGC creators. Share niche brand case studies. Matt to review existing agency spend breakdown vs CTC value prop.

🟢 Moved to PE Intro SQL

✅ Closed Won (6 deals · $288,000)

❌ Closed Lost (14 deals)