Managed IT provider
Pebblecreek Springs IT · Managed IT provider · Colorado Springs, CO
Leonie Gorski is the service manager at Pebblecreek Springs IT in Colorado Springs, and she uses this to walk each business that asks about managed IT from the first call, through a site visit and a quote, to a signed service agreement.
Software and ITSales pipelineBoards3 tables · 5 views · 2 forms · 2 dimension sets · 1 portal · 1 digest · 1 notification · 2 stage rule sets · 1 agent
Use this templatePipeline board
ProspectsNew call6
Bristlecone OrthodonticsMarguerite Sorensen-Bell(719) 555-0150
Arrowhead SurveyingAurelio Ashworth-Tran(719) 555-0151
Pinion Ridge Insurance AgencyNadezhda Eberhardt(719) 555-0152
Gold Camp AccountingCassius Ferreira-Lindqvist(719) 555-0153
Cottonwood Veterinary ClinicOttilie Okonkwo-Lund(719) 555-0154
1 moreSite visit booked6
Summit Freight BrokerageLudmila Villarreal-Pryce(719) 555-0156
Ponderosa Physical TherapyRutger Bellweather(719) 555-0157
Manitou Architectural StudioRosalind Kessler-Ramos(719) 555-0158
Garnet Valley Law GroupCasimir Prokofiev-Hale(719) 555-0159
Stagecoach Plumbing and HeatingWinifred Hawthorne-Mbeki(719) 555-0160
1 moreQuote sent8
Windom Peak EngineeringIsadora Iverson-Castillo(719) 555-0162
Prospect Lake DentalGilbert Delacroix(719) 555-0163
High Meadow Property ManagementHenrietta Kowalczyk-Adair(719) 555-0164
Blue Spruce OptometryValdemar Quinlan-Vega(719) 555-0165
Tenderfoot Print and SignsOctavia Gallagher-Osei(719) 555-0166
3 moreAgreement signed6
Antler Ridge StaffingPhilomena Montgomery-Haas(719) 555-0170
Sawtooth Insurance BrokersLysander Vanderhoof-Reyes(719) 555-0171
Bear Creek Family MedicineBeatrix Mendelsohn(719) 555-0172
Rampart Range LandscapingCornelius Strand-Okafor(719) 555-0173
Hollyhock Wealth AdvisorsMaribel Abernathy-Cho(719) 555-0174
1 moreLost4
Iron Springs Machine WorksSeraphina Aldrich-Nwosu(719) 555-0176
Kinnikinnick Home HealthAlistair Leclerc-Boyd(719) 555-0177
Juniper Flats Eye CareBernadette Rasmussen-Obi(719) 555-0178
Eagle Rock Mortgage GroupKonstantin Holloway-Dang(719) 555-0179
Tables
Prospects
30 sample rows · 17 columnsEvery business that asked about IT support, from the first call to a signed service agreement or a no.
| Company | Contact | Phone | Users | Looking for | Heard of us from | |
|---|---|---|---|---|---|---|
| Bristlecone Orthodontics | Marguerite Sorensen-Bell | (719) 555-0150 | marguerite.sorensen@frontrangeofficemail.net | 8 | Co-managed IT | Website |
| Red Rock Title Services | Lazarus Castellan-Roe | (719) 555-0155 | lazarus.castellan@frontrangeofficemail.net | 12 | Co-managed IT | Website |
| Arrowhead Surveying | Aurelio Ashworth-Tran | (719) 555-0151 | aurelio.ashworth@pikespeakpost.com | 14 | One-time project | Chamber event |
| Pinion Ridge Insurance Agency | Nadezhda Eberhardt | (719) 555-0152 | nadezhda.eberhardt@monumentcreekmail.com | 22 | Security and backups only | Cold call |
| Gold Camp Accounting | Cassius Ferreira-Lindqvist | (719) 555-0153 | cassius.ferreira@cheyennebasinmail.net | 35 | Fully managed IT | Referral |
| Cottonwood Veterinary Clinic | Ottilie Okonkwo-Lund | (719) 555-0154 | ottilie.okonkwo@rampartmailbox.com | 48 | Cloud move | Existing client |
| Stagecoach Plumbing and Heating | Winifred Hawthorne-Mbeki | (719) 555-0160 | winifred.hawthorne@frontrangeofficemail.net | 41 | Co-managed IT | Website |
| Larkspur Mortgage Partners | Leopold Thistlewood | (719) 555-0161 | leopold.thistlewood@pikespeakpost.com | 16 | One-time project | Chamber event |
| Ponderosa Physical Therapy | Rutger Bellweather | (719) 555-0157 | rutger.bellweather@monumentcreekmail.com | 60 | Security and backups only | Cold call |
| Summit Freight Brokerage | Ludmila Villarreal-Pryce | (719) 555-0156 | ludmila.villarreal@pikespeakpost.com | 27 | One-time project | Chamber event |
| Manitou Architectural Studio | Rosalind Kessler-Ramos | (719) 555-0158 | rosalind.kessler@cheyennebasinmail.net | 18 | Fully managed IT | Referral |
| Garnet Valley Law Group | Casimir Prokofiev-Hale | (719) 555-0159 | casimir.prokofiev@rampartmailbox.com | 9 | Cloud move | Existing client |
18 more rows
Quotes
22 sample rows · 10 columnsThe service plans priced for each prospect and what the prospect said to each.
| Quote | Quote number | Prospect | Plan | Monthly fee | Setup fee | Term |
|---|---|---|---|---|---|---|
| Windom Peak Engineering: Security add-on plan | Q-26-303 | Windom Peak Engineering | Security add-on | $1,650 | $750 | 24 |
| Prospect Lake Dental: Managed plan | Q-26-304 | Prospect Lake Dental | Managed | $2,376 | $0 | 24 |
| Iron Springs Machine Works: Complete plan | Q-26-321 | Iron Springs Machine Works | Complete | $7,923 | $250 | 24 |
| High Meadow Property Management: Complete plan | Q-26-305 | High Meadow Property Management | Complete | $4,587 | $250 | 24 |
| High Meadow Property Management: Managed plan | Q-26-306 | High Meadow Property Management | Managed | $3,267 | $500 | 24 |
| Blue Spruce Optometry: Essentials plan | Q-26-307 | Blue Spruce Optometry | Essentials | $748 | $750 | 24 |
| Tenderfoot Print and Signs: Complete plan | Q-26-308 | Tenderfoot Print and Signs | Complete | $7,228 | $0 | 24 |
| Cheyenne Mesa Chiropractic: Security add-on plan | Q-26-309 | Cheyenne Mesa Chiropractic | Security add-on | $440 | $250 | 24 |
| Cheyenne Mesa Chiropractic: Complete plan | Q-26-310 | Cheyenne Mesa Chiropractic | Complete | $2,780 | $500 | 24 |
| Kinnikinnick Home Health: Security add-on plan | Q-26-322 | Kinnikinnick Home Health | Security add-on | $572 | $500 | 24 |
| Old Colorado Bookkeeping: Managed plan | Q-26-311 | Old Colorado Bookkeeping | Managed | $3,762 | $750 | 24 |
| Antler Ridge Staffing: Essentials plan | Q-26-313 | Antler Ridge Staffing | Essentials | $1,972 | $250 | 36 |
10 more rows
Also included
- Pipeline boardStage rules
- Quote boardStage rules
- Your quoteClient portal
- Quotes outDigest
- New callNotificationTells the account manager when a business asks about IT support so the callback lands within a day.
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