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Process improvement review Quail Run Automotive	past due 2026-09-11	Log a call Ask the assistant
Data migration advisory Springfield Outfitters	past due 2026-09-20	Log a call Ask the assistant
Vendor selection support Springfield Outfitters	past due 2026-09-20	Log a call Ask the assistant
Process mapping workshop Maple Grove Financial	gone quiet since 2026-08-08	Log a call Ask the assistant
Data migration advisory Wildwood Software	gone quiet since 2026-08-17	Log a call Ask the assistant

Summit Advisory Group · team

Pipeline board Sales Dashboard

George Jones

Open$275,250

Forecast$44,375

Overdue2

Won this month$0

0% of quota

Jerry Pickens

Open$426,125

Forecast$83,588

Overdue1

Won this month$30,000

75% of quota

Ken Smith

Open$315,900

Forecast$97,788

Overdue7

Won this month$0

0% of quota

Amy White

Open$125,350

Forecast$32,000

Overdue2

Won this month$0

0% of quota

Liz Eckler

Open$0

Forecast$0

Overdue0

Won this month$0

Sales manager

New leads

unassigned companies

See all leads

My pipeline 14
Team pipeline 48
New leads 12
Slipped and stalled 10
Recently won 63

Deal	Company	Stage	Value	Close
Process improvement review	Quail Run Automotive	Contract Sent	$20,000	2026-09-11	Ask the assistant
Data migration advisory	Springfield Outfitters	Proposal	$15,000	2026-09-20	Ask the assistant
Vendor selection support	Springfield Outfitters	Proposal	$47,250	2026-09-20	Ask the assistant
Data literacy workshop	Saltmarsh Freight	Contract Sent	$800	2026-10-12	Ask the assistant
Compliance readiness review	Yardley Distribution	Contract Sent	$15,750	2026-10-12	Ask the assistant
New manager coaching	Oakline Automotive	Qualified	$4,375	2026-10-12	Ask the assistant
Customer portal strategy	Goldleaf Packaging	Contract Sent	$78,750	2026-10-16	Ask the assistant
IT team coaching engagement	Oakline Automotive	Contract Sent	$5,625	2026-10-23	Ask the assistant
ERP integration advisory	Sandpiper Pharmaceuticals	Proposal	$42,000	2026-10-30	Ask the assistant
Process mapping workshop	Maple Grove Financial	Qualified	$3,600	2026-11-01	Ask the assistant
IT team coaching engagement	Pembrook Distribution	Qualified	$4,000	2026-11-03	Ask the assistant
Data migration advisory	Wildwood Software	Qualified	$56,000	2026-11-09	Ask the assistant
Finance close optimization	Goldleaf Packaging	Qualified	$15,750	2026-11-09	Ask the assistant
Analyst mentoring series	Oakline Automotive	Proposal	$7,000	2026-11-12	Ask the assistant

Deal	Company	Stage	Value
Reporting tools training	Cobalt Financial	Proposal	$3,600
Process improvement review	Quail Run Automotive	Contract Sent	$20,000
IT team coaching engagement	Riverbend Software	Contract Sent	$9,375
Data migration advisory	Springfield Outfitters	Proposal	$15,000
Vendor selection support	Springfield Outfitters	Proposal	$47,250
Data migration advisory	Fielding Farms	Contract Sent	$45,500
Operations audit	Oxbow Plastics	Contract Sent	$61,250
Data literacy workshop	Saltmarsh Freight	Contract Sent	$800
Compliance readiness review	Yardley Distribution	Contract Sent	$15,750
New manager coaching	Oakline Automotive	Qualified	$4,375
ERP integration advisory	Redstone Packaging	Qualified	$47,500
Customer portal strategy	Hillcrest Furnishings	Proposal	$33,750
Customer portal strategy	Goldleaf Packaging	Contract Sent	$78,750
Leadership mentoring program	Redstone Packaging	Lead	$4,375
Vendor selection support	Prairie Sky Manufacturing	Proposal	$72,500
Vendor selection support	Redstone Packaging	Qualified	$15,750
Process improvement review	Copperfield Health Partners	Lead	$64,000
IT team coaching engagement	Oakline Automotive	Contract Sent	$5,625
Customer portal strategy	Granite Peak Automotive	Proposal	$54,000
Analyst mentoring series	Uplands Farms	Lead	$3,500
IT roadmap engagement	Bellwether Clinics	Qualified	$20,000
Reporting modernization	Harbor Point Bank	Contract Sent	$10,000
ERP integration advisory	Sandpiper Pharmaceuticals	Proposal	$42,000
Vendor selection support	Kingfisher Packaging	Lead	$10,500
New manager coaching	Harbor Point Bank	Contract Sent	$5,000
Finance lead mentoring	Brightwater Logistics	Lead	$7,000
Process mapping workshop	Maple Grove Financial	Qualified	$3,600
Leadership mentoring program	Crescent Bay Energy	Lead	$13,125
IT team coaching engagement	Newhaven Labs	Proposal	$7,000
IT team coaching engagement	Pembrook Distribution	Qualified	$4,000
Compliance readiness review	Oxbow Plastics	Qualified	$82,500
Vendor selection support	Redstone Packaging	Qualified	$12,000
Finance lead mentoring	Harbor Point Bank	Qualified	$5,000
Vendor selection support	Fielding Farms	Lead	$50,750
Data migration advisory	Wildwood Software	Qualified	$56,000
Finance close optimization	Goldleaf Packaging	Qualified	$15,750
Supply chain assessment	Greystone Properties	Lead	$8,750
Supply chain assessment	Bellwether Clinics	Qualified	$30,000
Vendor selection support	Harbor Point Bank	Proposal	$42,500
IT roadmap engagement	Tidewater Properties	Proposal	$9,000
Analyst mentoring series	Oakline Automotive	Proposal	$7,000
Process improvement review	Uplands Farms	Qualified	$21,000
Data literacy workshop	Riverbend Software	Lead	$4,000
Customer portal strategy	Ridgeline Biotech	Qualified	$38,250
Leadership mentoring program	Redstone Packaging	Lead	$3,125
IT roadmap engagement	Dunmore Retail Group	Lead	$87,750
IT roadmap engagement	Millbrook Media	Proposal	$28,500
ERP integration advisory	Quarry Lane Brewing	Lead	$31,500

Unassigned companies waiting on qualification See all leads

Company	Industry	City	Since
Bayview Freight	Transportation Services	Albany	0001-01-01
Blue Heron Brewing	Food Distribution	Nashville	0001-01-01
Brightwater Logistics	Transportation Services	Atlanta	0001-01-01
Copperfield Health Partners	Medical/Dental Instruments	Rochester	0001-01-01
Crescent Bay Energy	Energy	Philadelphia	0001-01-01
Eastmoor Health Partners	Medical/Dental Instruments	Austin	0001-01-01
Evergreen Analytics	EDP Services	Green Bay	0001-01-01
Garnet Retail Group	Retail	Boise	0001-01-01
Kestrel Engineering	Business Services	Boise	0001-01-01
Keystone Foods	Food Distribution	Fort Wayne	0001-01-01
Lakeshore Software	Software	Charlotte	0001-01-01
Quarry Lane Brewing	Food Distribution	Dallas	0001-01-01

Deal	Company	Owner	Attention
Reporting tools training	Cobalt Financial	Amy White	past due 2026-09-07
Process improvement review	Quail Run Automotive	Ken Smith	past due 2026-09-11
IT team coaching engagement	Riverbend Software	Jerry Pickens	past due 2026-09-11
Data migration advisory	Springfield Outfitters	Ken Smith	past due 2026-09-20
Vendor selection support	Springfield Outfitters	Ken Smith	past due 2026-09-20
Data migration advisory	Fielding Farms	George Jones	past due 2026-09-21
Customer portal strategy	Hillcrest Furnishings	George Jones	quiet since 2026-08-26
Process mapping workshop	Maple Grove Financial	Ken Smith	quiet since 2026-08-08
IT team coaching engagement	Newhaven Labs	Jerry Pickens	quiet since 2026-08-28
Data migration advisory	Wildwood Software	Ken Smith	quiet since 2026-08-17

Deal	Company	Value	Closed
Data migration advisory	Prairie Sky Manufacturing	$30,000	2026-10-02
IT roadmap engagement	Bellwether Clinics	$74,000	2026-09-13
IT roadmap engagement	Holloway Automotive	$48,000	2026-09-18
Operations audit	Union Square Automotive	$13,500	2026-08-05
Warehouse workflow assessment	Cedar Ridge Credit Union	$36,000	2026-09-20
New manager coaching	Orchard Hill Pharmaceuticals	$3,500	2026-08-19
Warehouse workflow assessment	Riverbend Software	$49,000	2026-08-06
IT roadmap engagement	Tidewater Properties	$10,000	2026-09-02
Supply chain assessment	Harbor Point Bank	$85,000	2026-09-14
Operations audit	Uplands Farms	$45,000	2026-09-05
Process improvement review	Granite Peak Automotive	$47,250	2026-07-20
Reporting modernization	Vantage Credit Union	$43,500	2026-07-05
Compliance readiness review	Foxglove Furnishings	$28,500	2026-08-12
Analyst mentoring series	Westfield Outfitters	$5,250	2026-08-18
Process mapping workshop	Union Square Automotive	$4,000	2026-06-27
Data migration advisory	Ashford Manufacturing	$19,500	2026-06-19
Compliance readiness review	Oakline Automotive	$22,500	2026-07-06
Data migration advisory	Inlet Financial	$60,000	2026-06-11
Finance close optimization	Union Square Automotive	$11,250	2026-07-15
Warehouse workflow assessment	Sandpiper Pharmaceuticals	$38,250	2026-07-08
IT roadmap engagement	Cobalt Financial	$44,000	2026-06-30
Vendor selection support	Falcon Ridge Logistics	$47,500	2026-05-07
Customer portal strategy	Tidewater Properties	$34,000	2026-06-06
Warehouse workflow assessment	Delta Bend Logistics	$62,000	2026-05-31
Customer portal strategy	Fairmont Credit Union	$54,000	2026-05-20
Finance lead mentoring	Maple Grove Financial	$6,750	2026-06-07
Process improvement review	Riverbend Software	$100,000	2026-05-26
Analyst mentoring series	Harbor Point Bank	$5,250	2026-04-29
ERP integration advisory	Oakline Automotive	$31,500	2026-05-12
ERP integration advisory	Quail Run Automotive	$45,000	2026-04-09
Process improvement review	Ashford Manufacturing	$31,500	2026-05-04
Finance close optimization	Ashford Manufacturing	$61,250	2026-04-15
Compliance readiness review	Oxbow Plastics	$87,500	2026-04-06
Data migration advisory	Redstone Packaging	$59,500	2026-05-05
Finance close optimization	Delta Bend Logistics	$36,000	2026-03-30
Customer portal strategy	Ashford Manufacturing	$32,500	2026-04-03
Warehouse workflow assessment	Inlet Financial	$90,000	2026-03-23
Compliance readiness review	Vantage Credit Union	$35,000	2026-04-28
Analyst mentoring series	Delta Bend Logistics	$6,750	2026-03-21
Process improvement review	Riverbend Software	$10,000	2026-04-03
Finance close optimization	Bellwether Clinics	$65,250	2026-04-20
Operations audit	Sandpiper Pharmaceuticals	$42,750	2026-04-25
Operations audit	Juniper Automotive	$28,000	2026-02-23
Reporting modernization	Yardley Distribution	$57,000	2026-02-28
ERP integration advisory	Fairmont Credit Union	$28,500	2026-03-05
Process improvement review	Oakline Automotive	$100,000	2026-03-17
Warehouse workflow assessment	Tidewater Properties	$36,000	2026-03-25
Process improvement review	Fielding Farms	$36,000	2026-03-22
Compliance readiness review	Westfield Outfitters	$9,000	2026-03-25
IT roadmap engagement	Fielding Farms	$10,500	2026-02-12
Data migration advisory	Riverbend Software	$37,500	2026-03-19
Customer portal strategy	Larkspur Freight	$48,000	2026-01-28
Finance close optimization	Maple Grove Financial	$85,500	2026-01-23
IT roadmap engagement	Harbor Point Bank	$54,000	2026-02-23
ERP integration advisory	Foxglove Furnishings	$36,750	2026-01-31
Customer portal strategy	Orchard Hill Pharmaceuticals	$80,000	2026-01-27
Operations audit	Fairmont Credit Union	$58,500	2026-01-22
Finance close optimization	Quail Run Automotive	$8,000	2026-01-01
Compliance readiness review	Millbrook Media	$30,000	2026-02-05
Customer portal strategy	Yardley Distribution	$35,000	2026-01-11
Finance close optimization	Hillcrest Furnishings	$24,000	2026-01-06
Data migration advisory	Harbor Point Bank	$24,000	2026-01-13
Reporting modernization	Dunmore Retail Group	$31,500	2026-01-10