Every engagement in one place. Open a client to manage their profile, connected data, intelligence, and selected offerings — then launch a single-client Presentation Mode.
| Client | Location | Offering | Data | Demo | Risk | Next recommended action | |
|---|---|---|---|---|---|---|---|
American Electric | Columbus, OH | Labor Availability | Connected | Ready | Pressured | Lock founder retention in Cardinal deal terms before close. | |
Sierra Mechanical Group | Sacramento, CA | Briefings | Partial | Draft | Moderate | Run intake; connect Supabase labor data for the Sacramento metro. | |
Granite Ridge Infrastructure | Phoenix, AZ | Expansion Readiness | Not connected | Draft | Soft | Scope engagement; decide which offerings to present. |