Follow up with Kevin if no recent contact
Due: Oct 7, 2026Last touch: Sep 15, 2026Blocker: Waiting for Kevin/board internal review before the next PM support scope and CM RFP timing follow-up.
Board/internal review
open
Business Development Dashboard
Export
Action Queue
Organizations
- Organizations tracked
- 79
- Pursue this week
- 6
- Do this week
- 7
- Outreach ready
- 6
- Research next
- 1
- Verify first
- 10
- Verified sources
- 6
- Overdue
- 6
- Due today
- 0
- Upcoming
- 0
- Waiting
- 1
- Completed this week
- 0
Do This Week
Overdue, due today, or scheduled within the next seven days.
Check for MVSDA Church updates
Due: Sep 23, 2026Last touch: Jul 22, 2026Blocker: no major blocker
Outreach Ready
Draft outreach
Log outcome
More
Follow up with Jairo Rodriguez
Due: Aug 27, 2026Last touch: Aug 6, 2026Blocker: moderate internal project management capacity
Outreach Ready
Draft outreach
Log outcome
More
Send CAYU proposal to Jerel
Due: Sep 24, 2026Last touch: Sep 17, 2026Blocker: no major blocker
Outreach Ready
Draft outreach
Log outcome
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Follow up with Megan Emmett
Due: Aug 27, 2026Last touch: Aug 6, 2026Blocker: no major blocker
Outreach Ready
Draft outreach
Log outcome
More
Review Camp Evergreen for a current project signal before any further outreach
Due: Aug 17, 2026Last touch: Jun 17, 2026Blocker: No project evidence
Watchlist
Monitor
Log outcome
More
Send Steve Meeting Recap Notes
Due: Aug 11, 2026Last touch: Aug 5, 2026Blocker: No project evidence
Watchlist
Monitor
Log outcome
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Recommended Top 5
Recommendation-driven next moves not already represented by scheduled CRM actions.
Draft a short note referencing the verified AHPP/CMHC funding and ask who owns project planning.
Due: No due dateLast touch: Sep 15, 2026Blocker: no major blocker
Outreach Ready
Draft outreach
Draft outreach
More
Confirm the owner-side support gap, overflow PM need, or warm-intro path before any direct outreach.
Due: No due dateBlocker: Contact gap
Research Next
Find contact
Log research
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Verify the AHPP/CMHC source, then decide whether outreach is appropriate.
Due: No due dateBlocker: Verification gap
Verify First
Verify source
Log verification
More
Verify the AHPP/CMHC source, then decide whether outreach is appropriate.
Due: No due dateBlocker: Verification gap
Verify First
Verify source
Log verification
More
Verify the AHPP/CMHC source, then decide whether outreach is appropriate.
Due: No due dateBlocker: Verification gap
Verify First
Verify source
Log verification
More
Recently Completed
Latest completed actions, kept at the bottom of the active queue.
Check for response to Heartland Outreach #1 and decide follow-up or monitoring
Due: No due dateLast touch: Aug 6, 2026Blocker: no major blocker
Outreach Ready
Draft outreach
Open
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Record Indicators
Data-quality labels, not score colours.