Olivia Brooks
Owner · Greenleaf Wellness
OB
Olivia Brooks
Owner
New ProspectLead Score48/100
olivia@greenleafwellness.com
+1 (503) 555-0166
Portland, OR
Health & Wellness
Company Information
CompanyGreenleaf Wellness
IndustryHealth & Wellness
PositionOwner
Lead SourceOrganic Search
Deal ValueAED 14K
Assigned ToOmar Haddad
Notes
Inbound from blog. Small team, B2C focus.
AI Insight
Early stage — focus on qualification and understanding pain points before deeper engagement.
Activity Timeline
Call2026-09-09 10:30
Discovery call — 25 min, strong interest.
by Sarah Chen
Email2026-09-09 09:15
Sent revised proposal with commission module.
by Marcus Reid
WhatsApp2026-09-08 16:45
Shared campaign analytics deck.
by Diego Santos
Meeting2026-09-09 14:00
Final negotiation meeting — contract terms agreed.
by Lena Fischer
Task2026-09-08 11:20
Prepared competitor comparison sheet.
by Priya Nair
Tasks
Send pilot agreement to Brightline
Today 5:00 PM
Follow up on proposal sign-off
Today 3:00 PM
Schedule competitor deep-dive demo
Tomorrow 11:00 AM
Follow-Ups
Jordan Avery
Call · Today 4:00 PM
Emily Watson
Email · Today 5:30 PM
Sofia Marin
WhatsApp · Overdue 1d
Opportunities
Greenleaf Wellness — New Prospect
Open opportunity · Omar Haddad
AED 14K
48% likely