The Green Shape · 126 opportunities forwarded from AltaVista · Reporting period: · Generated
Converted to Clients
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Proposal Sent, Not Won
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Open pipeline for nurture
No Proposal Sent
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Won Revenue
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From AltaVista leads
Open Pipeline $
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Proposals awaiting decision
Key insight:—
🎯 AltaVista Vendor Scorecard — for your meeting
Of the 68 leads where no proposal was logged, here's the root-cause breakdown after cross-referencing inquiry text, service area, HubSpot status, and email engagement history:
⚠️ Cold Leads — Never Quoted
📊 Data quality finding — Estimates file is incomplete
After cross-referencing the originally-unmatched 68 leads against HubSpot:
5 leads were misclassified — they actually have HubSpot deals or are customers (Brian Kling at Greif, Natascha Bondar at Avison Young, plus 3 with active OPEN_DEAL). Now reclassified above.
178 proposal-related emails exist in HubSpot across these leads, mentioning subjects like "Palm Pruning Proposal – FountainSpring 1 HOA", "Proposal for Select Tree/Palm Trimming 2026", and "Landscape Maintenance 2025-26". Many proposals are sent via email but never logged in the Estimates Excel file.
HubSpot is the source of truth, not the Estimates file. Recommendation: enforce that every proposal sent via email is also entered as an estimate, OR adopt HubSpot deal pipeline as the single source.
HubSpot status of the originally-unmatched 68 leads