Accounts

Every prospect and client in one list — Code to Cloud (enterprise & mid-market) and AltaSmith (small business)

Work queue

Discovered

Qualified

Outreach Ready

Pipeline Potential

$167K

Territory plans →

The Pest Control Guy

AltaSmith · Pest Control / Regulated Field Service

Airdrie

Qualified

Whiteboard session done (5 boards, 27 Jul) — two-option proposal built: Small $21,500 / Medium $42,500 + $649/mo care

Jul 27

$50K

Trinity Hills Eyecare

Code to Cloud · Healthcare / Optometry

Calgary

Completed

Active cloud consulting retainer — 12-month agreement signed

Jan 1

$4K

Airdrie Alarm & Surveillance

Code to Cloud · Security / Alarm Monitoring & Surveillance

Airdrie

Contacted

Terms agreed 25 Sep — $17,500 + GST build, $850/mo management (12-mo, auto-renews), Net 30. E-sign agreement ready to send; not yet signed. ULC reports quoted after samples; equipment trade to be honoured

Jul 15

$28K

Ester Brenner Accounting

AltaSmith · Professional Services / Accounting

Calgary

Contacted

Solo accounting practice — needs Google-rankable website and AI profile

Jun 15

$3K

Woody Counselling

AltaSmith · Healthcare / Counselling

Didsbury

Contacted

Counselling practice — referred by PaSu Farm, no website yet

Jun 15

$5K

XI Technologies

Code to Cloud · B2B SaaS / Energy Software

Calgary

Qualified

INBOUND RFP — corporate website theme redesign & CMS rebuild — proposal due July 13

Jul 6

$35K

Nose Creek Family Dentistry

AltaSmith · Healthcare / Dental

Airdrie

Outreach Ready

No mobile-friendly website — Google Maps listing is the only online presence

Jun 12

$6K

Ayax Atm Corp.

AltaSmith · ATM / Cash Services · Janitorial · Restoration

Calgary

Contacted

Proposal emailed 2026-08-29 — Option A $1,499 / Option B $2,899, $169/mo retainer either way. Awaiting reply.

Aug 29

$5K

Showing 1–8 of 20 records

Pipeline Potential (if all convert)

$167K

Avg Est. Potential

$8K

Avg Score

Outreach Ready