📊 SPIROS' WEEK: COMPLETE SALES CALL AUDIT (June 23-27, 2026)

Pipeline Summary: 8 🟢 PURSUE | 6 🟡 QUALIFY | 1 🔴 CRITICAL ISSUE
Total Potential Monthly Infrastructure: $135k-$255k | Estimated 5-Month Closes: 47 deals | Pipeline Value: $1.88M-$3.2M

TUESDAY JUNE 23

09:00 AM CT | Elizabeth Mellon (Humanology) | elizabethannmellon@gmail.com

Status: 🟢 PURSUE

Discovery Lead: David Torres

  • Authority: CONFIRMED (Owner, decision-maker)
  • Need: STRONGLY VALIDATED (just signed first client, scaling to 5+ clients, $25k/month project fee)
  • Budget: ✅ PASSED
"the price makes sense" — When infrastructure costs ($2.5k-$5k/month) are presented

10:00 AM CT | Zaid Marji (Loom Labs) | zaid@loomlabs.io

Status: 🟡 QUALIFY

Discovery Lead: Philip Glaser

  • Authority: CONFIRMED (Founder, runs the business)
  • Need: STRONGLY VALIDATED ($4M valuation, 2 clients, seeking 5-7 deals/quarter, $25k-$100k deal range)
  • Budget: 🟡 PENDING VALIDATION
"Nobody has been able to prove the value to me. I can spot b******* a mile away." — Notes hesitation on upfront infrastructure costs without proven value

11:00 AM CT | Oz Saleem & Michael Lee (Spark Recruit) | michael@sparkrecruitme.com

Status: 🟢 PURSUE

Discovery Lead: Stephen Graham

  • Authority: CONFIRMED (Founder/leadership)
  • Need: STRONGLY VALIDATED (Recruitment agency, 2-4 new clients/week, 48.7% close rate, targeting IT/finance/healthcare)
  • Budget: ✅ RESPONSIVE

Pricing Model: 5-10% commission on closed deals + infrastructure costs $2.5k-$5k/month

01:00 PM CT / 2:00 PM EST | James Black (James Black Consulting) | jb@jamesblackconsulting.com

Status: 🟢 PURSUE

Discovery Lead: Philip Glaser

  • Authority: CONFIRMED (Founder, sole decision-maker)
  • Need: STRONGLY VALIDATED (pre-revenue consulting, targeting 10 calls/month @ 30% close rate = $60k monthly revenue goal)
  • Budget: ✅ PASSED
"Yeah. Yeah. That's what I'm talking to you for." — Direct confirmation of willingness to invest

WEDNESDAY JUNE 24

11:00 AM CT | John Q Adams (Consulting/E-commerce)

Status: 🟢 PURSUE

Discovery Lead: Spiros Kakos

  • Authority: CONFIRMED (Solo founder, sole decision-maker)
  • Need: STRONGLY VALIDATED (targeting 2-3 qualified leads/day, 10 booked calls/month, 30% close rate = $50-60k/month revenue)
  • Budget: ✅ PASSED
"doesn't seem unreasonable" — No objections; felt pricing was aligned with expectations

03:00 PM London / 10:00 AM ET | Ksenia Molodych (ThinkXoo) | ksenia@thinkxoo.com

Status: 🟢 PURSUE

Discovery Lead: Philip Glaser

  • Authority: CONFIRMED (Sole decision-maker, self-funded consultancy)
  • Need: STRONGLY VALIDATED (Solo consultant, targeting 5-7 clients/month, £30k-£40k monthly revenue goal, 90% close rate on referrals)
  • Budget: ✅ PASSED
"I'm definitely more comfortable with the lower uh scale of that pricing than higher" — Clear preference for economy option but receptive

THURSDAY JUNE 25

12:00 PM ET / 11:00 AM CT | Pankaj Chhura (Ananta Systems) | p.chhura@ananta-systems.com

Status: 🟢 PURSUE — ⚠️ MEETING MARKED TENTATIVE — REQUIRES CONFIRMATION

Discovery Lead: David Torres

  • Authority: CONFIRMED (Decision-maker, with partner Sugath Rajaratnam)
  • Need: STRONGLY VALIDATED (Energy trading/risk management, $10M revenue → $15-17M target by year-end, targeting Tier 2/3 commodity houses)
  • Budget: ✅ PASSED
"That's not a high number" — Direct positive response; minimal objection, focused on quality and volume of meetings

01:00 PM CT | Attila Szundi (ATI Solutions) | attila@atisolutionsinc.com

Status: 🟡 QUALIFY

Discovery Lead: Philip Glaser

  • Authority: CONFIRMED (Founder, CEO for 8 years)
  • Need: STRONGLY VALIDATED (Staffing/recruitment, $500k/account/year, targeting hospitality, expanding to construction/light industrial/pharma)
  • Budget: 🟡 QUESTIONING
"I just need to see how did you come up with $2500 on a monthly cost... I mean those charged few hundred in total so I just need to see how did you come up with the 2500" — Needs detailed breakdown

TBD THURSDAY JUNE 25 | Eliel Joseph (Qoris.ai) | eliel@qoris.ai

Status: 🟢 PURSUE

Discovery Lead: Stephen Graham

  • Authority: CONFIRMED (Co-founder, with sales ops team)
  • Need: STRONGLY VALIDATED (AI workforce platform, $3M ARR target, 40 demos/month goal, 20-30% close rate)
  • Budget: ✅ ALIGNED

Validation: Clear need, aligned on revenue-share model (5-15% commission + $2.5k-$5k/month infrastructure), moving to proposal

TBD THURSDAY JUNE 25 | Todd Kemmerly (Booksundo) | todd.kemmerly@poksundo.us

Status: 🟡 QUALIFY

Discovery Lead: Spiros Kakos

  • Authority: CONFIRMED (CRO) + CEO approval required
  • Need: STRONGLY VALIDATED (SaaS platform, US market expansion, targeting data centers/manufacturing/logistics, 500-1000+ user companies)
  • Budget: 🟡 REVIEWING
"doesn't seem terrible" + strong interest in value (tools worth $6,000/month) — Internal review needed; CEO and partner review pending

FRIDAY JUNE 26

12:00 PM UK / 7:00 AM ET | Zoher Kapacee (Umbizo) | zoherkapacee@umbizo.co.uk

Status: 🟢 PURSUE

Discovery Lead: David Torres

  • Authority: CONFIRMED (Founder, decision-maker, with board alignment required)
  • Need: STRONGLY VALIDATED (Healthcare/life sciences, 3 verticals, 20 meetings/month → 2 closes, targeting precision medicine/CMOs/CTOs)
  • Budget: ✅ PASSED
"That's fine. Okay. That's really good to know." — Understands hybrid model, accepts it

02:00 PM CT / 3:00 PM EST | Tony Amormino (Tony J)

🔴 CRITICAL ISSUE — $1.8M Annual Potential

Discovery Lead: David Torres

⚠️ BAIT & SWITCH FLAGGED — INTERNAL ALIGNMENT REQUIRED BEFORE CALL

  • Authority: CONFIRMED (Owner/decision-maker)
  • Need: STRONGLY VALIDATED (Scale 6-8 to 18-20 meetings/month, $700k Year 1 → $2.2M Year 2, $15k/month average deal)
  • Budget: ❌ FAILED — CRITICAL MESSAGING DISCREPANCY

Initial Message: "Performance-based, not profiting until you close"

Actual Presentation: "$2.5k-$5k/month infrastructure + 5% commission"

Tony's Response: "That's a bait and switch... I mean that's the definition of it."

David's Acknowledgment: "Yeah, fair enough... I'll relay that feedback to the team."

CRITICAL ISSUE: Messaging discrepancy between "performance-based only" initial promise and hybrid infrastructure + commission actual model

URGENT: Resolve internal alignment before Friday call or risk losing highest-LTV prospect

MONDAY JUNE 29

TBD AFTERNOON EST | Mikaeel Dewji (eShipper Plus) | mikaeel@eshipperplus.com

Status: 🟡 QUALIFY

Discovery Lead: David Torres

  • Authority: CONFIRMED (Sales Manager) + business partner attending
  • Need: STRONGLY VALIDATED (Logistics/fulfillment, $50k-$100k/month shipping + $25k-$50k/month fulfillment, $4M revenue target by 2027)
  • Budget: 🟡 PROVISIONAL
"Yeah. Let's see if it makes sense then sure" — Willing to evaluate if ROI makes sense; needs to discuss with partner

⚠️ CRITICAL ITEMS

  • 1. Confirm Pankaj's Attendance — Meeting marked TENTATIVE. Reach out to verify Thursday 12:00 PM ET call is confirmed.
  • 2. URGENT: Resolve Tony Amormino Messaging — Internal alignment required before Friday 2:00 PM CT call. Clarify whether offering is purely performance-based or hybrid model to prevent losing $1.8M prospect.

Last updated: June 22, 2026

Audit covers: All 13 discovery calls with budget validation