Visited Tom Marcello. Presented Sonance Mariner outdoor line — strong response, demo requested. Tom raised lead-time concern on Storm Audio. Séura quote due for master bedroom this week.
Tasks generated · 3
+ Add
Schedule Sonance Mariner demo
Due Friday · @K2
High
Send Séura quote · master bedroom
Due Mon · @K2
Flag Storm Audio lead-time to @Brenda
No due date
Follow-up email · drafted
Resend
To: tom@pacificsound.com
Mariner demo + Séura quote
Hi Tom — great catching up. I'll get the Mariner demo booked for Friday and have the Séura quote in your inbox by Monday…
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💰 Pipeline
Stage segmented control + opportunity cards
Pipeline
$108,400 · 9 open
Prospect 3Quoted 2Committed 3Won 2
$22,800
Prospect total
Storm Audio processor upgrade
OC Home Theater
$6,800
Updated 2d
Storm Audio@Matt G
Wisdom Audio flagship room
Luxe Home Systems
$12,000
Updated 4d
Wisdom@Alison M
Séura mirror display
Newport Luxury AV
$4,000
Updated 1d
Séura@Kevin W
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📅 Calendar
Today agenda + week strip + dealer-linked events
Monday, April 27
Calendar
SUN
26
MON
27
TUE
28
WED
29
THU
30
FRI
1
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2
Today · 3 events
9:00 AMIn person
Pacific Sound & Vision
Brief auto-sent · 8:30 AM
Brief
1:00 PMVirtual
Sonance line review · with Darren
3:30 PMPhone
OC Home Theater · check-in
Tomorrow
10:00 AM
Bay Area Audio Group · demo follow-up
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📋 Pre-Meeting Brief
Battle-card · auto-sent 30 min before meeting
Claude
Pacific Sound & Vision
Tomorrow 9:00 AM · In person
Gold dealerHTSA3d ago
Executive Summary
Strongest Gold account at $31.4k Feb across 5 brands. Sonance growing fast (+18%), AudioQuest slipping (-11%). Storm Audio approval pending — closing this adds $8–15k pipeline.
3 Priorities
1
Close Séura quote today
$8,400 committed · master bedroom hard deadline
2
Push Storm Audio approval
CI Supply stock answers lead-time concern
3
Address AudioQuest -11%
Distributor pricing — check w/ @Brenda
Known Objections · Be Ready
"Lead times too long"
Heard 3x · Answer: CI Supply stock program
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🎧 Demo Equipment
Kit checkout/check-in · field-friendly
Demo Gear
6 kits · 11 items out
34
Total
11
Out
21
Avail
2
Late
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2 checkouts overdue
Sonance Outdoor Kit · Séura Mirror Demo
All 6AvailableOutMine
Sonance Outdoor Demo Kit
Sonance · 4 items
5d overdue
MG
Matt G · CEDIA Expo · Las Vegas
Storm Audio HT Demo Kit
Storm Audio · 3 items
Available
In office · ready to check out
Séura Mirror Display Kit
Séura · 2 items
9d overdue
AM
Alison M · Luxe Home Systems
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📘 SOP Builder
Reusable templates · runtime step view
Onboard new dealer
Pacific AV Designs · Step 3 of 7
43% complete · started 4 days ago
Receive intake form
Done · Apr 23
Run credit check
Done · Apr 24
Schedule onboarding call
Current step · @K2
Book a 30-min intro on the calendar. Use template "New dealer onboarding." Auto-creates pre-meeting brief.
Send welcome packet
Add to approved-vendor lists
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🔔 Notifications
Bell drawer · @mentions · tasks · forms
Notifications
3 unread
All 5Unread 3MentionsTasks
BK
Brenda K mentioned you
"@Kevin please confirm with Tom on next order…"
Pacific Sound & Vision · 12 min ago
⚠
Task overdue
Send Storm Audio pricing sheet to Pacific AV
1 hour ago
📝
Wisdom pre-cal form submitted
Hollywood AV Solutions · ready for review
2 hours ago
SO
Sonance pricing guide updated
Diamond + Sapphire tiers
4 hours ago
📘
SOP step assigned: Add to vendor list
Onboard new dealer · Pacific AV
Yesterday
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🏬 Dealer Portal
External portal — dealers log in to see their MTA relationship
MTA
Dealer Portal
TB
Welcome back,
Tiffany 👋
Hollywood AV Solutions
📝
Wisdom pre-cal form due Friday
Required before next install
23
Approved Brands
1
Forms Due
2
Demos Up
Updates from MTA
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DE
Denon HEOS 2026 lineup
New AVR-X4900H ships April 15 · Atmos height
New
SE
Séura virtual training
Apr 22 · Mirror display install + config
RSVP
SO
Sonance Coastal Roadshow
Apr 30 · Newport Beach · 9 AM
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Snap → OCR → AI match → contact created
Claude
Card scanned
Captured 3 sec ago · 98% confidence
Marcus Webb
Owner / Founder
Pacific AV Designs
(949) 555-0120 · marcus@pacificavdesigns.com
480 Newport Center Dr, Newport Beach