VIBE GTM

VIBE GTM

Client

Delivery dashboard

PRISMA

Dayna Stanford

Your workspace

PRISMA dashboard

Clear visibility into outbound email performance, delivery tasks, shared documents, and requests — so nothing important stays hidden.

Delivery progress

32%

x

In progress

10

9 still in to-do

Done

9

Completed on your board

Email reply rate

3.3%

36.7% open · 7,020 sent

Outbound email performance

Campaign reporting from your email service provider — ready for Instantly / Smartlead API sync.

Emails sent

7,020

Open rate

36.7%

Reply rate

3.3%

Positive replies

69

Meetings booked

22

CampaignESPSentOpenReplyPositiveMeetings

PMC decision-makers · Instantly

live

Instantly4,82034.9%3.0%28.1%12

AMC Leadership Conference follow-up

live

Instantly1,26040.0%4.6%32.8%7

Warm nurture · prior openers

paused

Instantly94041.3%2.9%33.3%3

Reporting surface is ready for your email service provider API (Instantly, Smartlead, and similar). Today's numbers come from campaign data in VIBE; live sync plugs into the same dashboard.

Tasks

View all work shared with you — filter by to-do, in progress, or done.

PMS Extraction from Website footer

Done

2. CRM · Group: Prisma Hubspot · Status: Working on it

CRM·Due Sep 4, 2026

Rental Payment Portal List

To do

3. Campaigns · Group: Campaign Execution · Status: Not Started

Email Campaigns·Due Sep 10, 2026

2026 AMC Leadership Conference

Done

Client Onboarding · Group: Prisma Onboarding Access · Status: Done

Strategy·Due Jul 21, 2026

Building combined lead scoring on contact level

In progress

2. CRM · Group: New Tasks · Status: Working on it

CRM·Due Sep 9, 2026

Updating contact and company-level lead scoring

In progress

2. CRM · Group: New Tasks · Status: Working on it

CRM·Due Sep 9, 2026

Building workflow to stamp Business Unit (Prisma Proptech / LetUs) from Company to Contact

Done

2. CRM · Group: Completed · Status: Done

CRM·Due Sep 9, 2026

Post Sales opps plan

In progress

2. CRM · Group: New Tasks · Status: Working on it

CRM·Due Sep 8, 2026

Integrate Data into HubSpot

In progress

3. Campaigns · Group: Campaign Execution · Status: In Progress

CRM·Due Sep 7, 2026

Goals Setup - for Sales rep

In progress

2. CRM · Group: New Tasks · Status: Working on it

CRM·Due Sep 4, 2026

List building vendor decision

To do

3. Campaigns · Group: Campaign Execution · Status: Not Started

Email Campaigns·Due Sep 3, 2026

Explore Orum + Hubspot > Dialer

Done

2. CRM · Group: Completed · Status: Done

CRM·Due Sep 3, 2026

Campaign strategy

To do

3. Campaigns · Group: Campaign Execution · Status: Not Started

Email Campaigns·Due Sep 4, 2026

Inboxes and Domain Setup

Done

1. Infrastructure · Group: Completed · Status: Done

Data Enrichment·Due Aug 27, 2026

Building workflow to sync Unit Count from company to contact

Done

2. CRM · Group: Completed · Status: Done

CRM·Due Aug 25, 2026

Build company-level workflow: auto-mark as Customer on closed-won deal

Done

2. CRM · Group: Completed · Status: Done

CRM·Due Aug 14, 2026

Building workflow to sync Property MGT Software from company to contacts

Done

2. CRM · Group: Completed · Status: Done

CRM·Due Aug 21, 2026

Project plan for Post Sales ops

To do

Client Onboarding · Group: Prisma Onboarding Access · Status: Not Started

Strategy·Due Aug 24, 2026

Building AMC Leadership Conference targeted contacts list

Done

2. CRM · Group: Completed · Status: Done

CRM·Due Aug 21, 2026

Individual Rep Dashboards Setup

In progress

2. CRM · Group: New Tasks · Status: Working on it

CRM·Due Aug 20, 2026

Lead Routing Workflow – Company-Level Build

In progress

2. CRM · Group: New Tasks · Status: Working on it

CRM·Due Aug 6, 2026

CRM Audience campaign for PRISMA

In progress

Client Onboarding · Group: Prisma Onboarding Access · Status: Working on it

CRM·Due Jul 21, 2026

New task

To do

Client Onboarding · Group: Prisma Onboarding Access · Status: Not Started

Strategy·Due Jul 13, 2026

Partner referral campaign for PRISMA

To do

Client Onboarding · Group: Prisma Onboarding Access · Status: Not Started

Email Campaigns·Due Jul 9, 2026

LinkedIn brand pillars + content calendar

In progress

Client Onboarding · Group: Prisma Onboarding Access · Status: In Progress

Paid Ads·Due Jun 1, 2026

LinkedIn Light execution (ongoing)

In progress

Client Onboarding · Group: Prisma Onboarding Access · Status: In Progress

Paid Ads·Due May 3, 2026

Connect with Intent Signal for Weekly Campaign

To do

Client Onboarding · Group: Prisma Onboarding Access · Status: Not Started

Email Campaigns·Due Jun 1, 2026

Sales Enablement Kit

To do

Client Onboarding · Group: Prisma Onboarding Access · Status: Not Started

Strategy·Due May 23, 2026

NAA campaign execution

To do

Client Onboarding · Group: Prisma Onboarding Access · Status: Not Started

Email Campaigns·Due Jun 1, 2026

Submit a request

Need something from the team? Send it here — it lands in Suggested Tasks Queue for review.

Documents

Shared briefs, lists, and assets. Add a link anytime so both sides stay aligned.

Q3 outbound messaging briefApproved email angles and CTAsVIBE GTM · Sep 13, 2026 · LinkICP + exclusion list (CSV)Current target accounts for InstantlyVIBE GTM · Sep 10, 2026 · LinkBrand assets folderLogos and email signaturesClient · Sep 7, 2026 · Link

Deal feedback

Tell us what happened on meetings and opportunities so we can tune outreach.

  • Regional PMS operator · Midwest$36,000 · 2026-10-30

    Orum pilot going well; waiting on sequence finalization before full AE rollout.