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GLen Murray Kerby

published · published proposal ↗ · created 8/15/2026, 1:33:21 AM

skill c44885265896

unqualified

The prospect represents a strong strategic fit with a clear need for B2B lead generation to target rehabilitation centers, but lacks the immediate budget to support the standard pricing model. This deal should be approached with caution due to the requested pricing flexibility and the absence of a defined implementation timeline.

Evidence

Budgetfail
Glen requested that Stephen consider flexible entry-point pricing given their status as a 501c3, acknowledging that while setup costs are standard, they are open to negotiating backend success fees.
Authoritypass
Glen Kerby introduced 'The Simple Plan' and led the decision-making regarding the strategic pivot to a B2B outreach model.
Needpass
The team established a framework for sourcing rehabilitation centers via email and LinkedIn campaigns to transition to a business-to-business model.
? Timelineunknown
The transcript does not outline a specific project launch timeline or date for starting the B2B outreach campaign.

LTV $15,000 · TAM 22,376

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