Sales DNA + Delivery DNA
The handoff is the product.
Helix keeps the selling motion, closed-won handoff, build work, launch, and renewal loop visible without splitting the team across tools.
Open leads
3
Ready for B3 and Billy follow-up
Booked calls
1
From appointment-booker or manual stage moves
Active campaigns
1
Native email, SMS, and voice sequences
Connections
4
QuickBooks, calendars, voice/SMS, ad leads
Billy's workspace calendar
Today's action queue
Lead queue
| Company | Contact | Market | Scores | Stage | Source | Next action | Owner |
|---|---|---|---|---|---|---|---|
| Rose City Dental Group Interested in missed-call capture and review follow-up. | Maya Chen | Dental Portland, OR | GBP 63SEO 58GEO 31 4.6 stars · 118 reviews | Booked | appointment-booker | May 20, 12:53 PM Prepare discovery call around missed-call capture and review follow-up. | B3 |
| Bridge City Auto Works Asked online about automating estimate follow-up. | Derek Alvarez | Specialty Auto Portland, OR | GBP 71SEO 44GEO 28 4.8 stars · 246 reviews | Qualified | social-listener | May 21, 7:53 AM Send Speed to Lead offer focused on estimate follow-up. | Billy |
| Willamette Architecture Studio Migrated from Pavement, ready for lead reactivation follow-up. | Sam Lee | Architecture Beaverton, OR | GBP 49SEO 62GEO 22 4.4 stars · 32 reviews | Proposal | csv-import | May 22, 7:53 AM Follow up on lead reactivation proposal and PortalForge handoff. | B3 |
Campaigns
Portland Speed to Lead Sprint
speed to lead campaign
Channel
email_sms
Sent
146
Replies
19
Health: healthy
Missed Call Capture
voice receptionist campaign
Channel
voice_sms
Sent
0
Replies
0
Health: needs config
Activity stream
Booking received
Appointment Booker created a discovery call for Rose City Dental Group.
SMS reply
Bridge City Auto Works asked for Thursday availability.
Twilio call logged
Inbound call matched to Willamette Architecture Studio by phone.
Stage-change automations
Qualified to audit prep email and SMS.
Booked to pause cold sequence and create call prep activity.
Proposal to notify automation-health-monitor for delivery tracking.
Won to mark campaign conversion and stop blasts.