Research brief and outreach draft ready for review.

Company profile, signals, and recommended angle.

First-touch email focused on quote turnaround.

Gathering signals before drafting outreach.

4 active prospects, 2 awaiting approval.

Frontend-only agreement affordance for the future sale.order adapter.

Referral partner; 2 intros this quarter.

Warm intro from Midwest SMB Alliance; reply drafted.

Agenda drafted: referral volume, co-marketing.

GL + workers' comp review; quote package prepared.

Two-carrier comparison with recommended option.

Light governance review for a new engagement.

Ohio producer license renews in 21 days.