Daily Desk

Client work, recruiting work, tasks, notes, and workflow automation

Client accounts

8

Open job orders

5

Open tasks

5

Blocked

0

Client Pipeline

Account-manager board synced from HubSpot/Apollo workflow data.

Prospect Identified

4 records

4
A
Hrituraj Singh; Sarim Khan
Jun 8, 2026
HHubSpotAApolloYYC
Associate company and contacts in HubSpot, then verify CTO email in Apollo before outreach.
A
Verify in Apollo
Jun 12, 2026
YYC
Verify company domain, active role, and decision maker in Apollo.
A
Verify in Apollo
Jun 12, 2026
YYC
Verify company domain, active role, and decision maker in Apollo.
A
Verify in Apollo
Jun 12, 2026
YYC
Verify company domain, active role, and decision maker in Apollo.

Research Complete

4 records

4
A
Kara Holinski; Justin Hunter
Jun 8, 2026
AApolloYYC
Verify Kara first, then Justin as secondary contact if needed.
A
Zi Zhang; Wye Yew Ho
Jun 9, 2026
AApolloYYC
Add company/contact to HubSpot after Apollo verifies emails.
A
Sarman Aulakh; Akash Pavan
Jun 10, 2026
AApollo
Verify company, current founders, and hiring signal before CRM add.
A
Julia Wu; Anuj Saigal
Jun 10, 2026
AApollo
Verify founders and open engineering roles before CRM add.

Outreach Ready

0 records

0
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Outreach Sent

0 records

0
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Replied

0 records

0
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Meeting Booked

0 records

0
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Intake Complete

0 records

0
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Active Client

0 records

0
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Client Won

0 records

0
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Recruiting Pipeline

Recruiter board for job orders, sourcing, submissions, and placements.

Intake Needed

1 records

1
A
Triomics
Jun 8, 2026
ZZohoDDice
Complete intake: must-haves, work model, rate/salary, interview process, representation rules.

Prospect Role

2 records

2
A
Confido
Jun 9, 2026
ZZohoDDice
Prepare candidate calibration pool after account manager verifies contact.
A
Proximitty
Jun 10, 2026
ZZohoDDice
Create first-call calibration profile once client contact is verified.

Bench Build

2 records

2
A
Multiple startup targets
Jun 9, 2026
ZZohoDDice
Build 15-person warm bench segmented by AI/full-stack/backend/data.
A
Healthcare, AI, fintech targets
Jun 11, 2026
ZZohoDDice
Screen for production data pipelines and model deployment evidence.

Sourcing

0 records

0
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Screening

0 records

0
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Submitted

0 records

0
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Interviewing

0 records

0
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Offer

0 records

0
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Placed

0 records

0
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