Recruiting Ops / B2B Pipeline
B2B Recruiting Pipeline
Prospective client firms and where each one stands, with the next step and owner. Visible to the whole team.
Prospect1
Contacted1
Discovery Call1
Proposal Sent1
Negotiation1
Signed1
All prospects
5 in play · 1 signed| Firm | Contact | Stage | Next step | Owner | Last activity |
|---|---|---|---|---|---|
RIRadler Injury GroupHouston, TX | M. Radler, Managing Partner Wants 2 case managers + intake. | Negotiation | Send revised fee agreement | Kelsey | Yesterday |
S&Solano & PierceSan Antonio, TX | D. Pierce, COO | Proposal Sent | Follow up on proposal (sent 7/29) | Kelsey | 3d ago |
MLMeridian LawPhoenix, AZ | HR Director Referred by Cordell. | Discovery Call | Discovery call Thu 10 AM | Karli | Today |
BTBellwether Trial GroupDenver, CO | S. Ames, Partner | Contacted | Second outreach email | Katie | 2d ago |
CLCrest LegalLas Vegas, NV | Office Manager | Prospect | Find decision-maker on LinkedIn | Christyle | 1w ago |
KGKherker GarciaHouston, TX | R. Garcia Active client. | Signed | Kick off Legal Assistant search | Kelsey | Jun 2026 |