VIBE GTM

VIBE GTM

ClientBeta

Delivery dashboard · beta preview

PRISMA

Dayna Stanford

Your workspace

Beta

PRISMA dashboard

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

Delivery progress

73%

x

In progress

5

2 waiting on you

Done

24

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.

Email Campaign-Dinner Sequence for Prisma

To do
Email Campaigns·Due Nov 2, 2026

LinkedIn - PRISMA Weekly LinkedIn content.

Blocked

Khizra, Matt to follow-up with PRISMA team for weekly LinkedIn content.

Email Campaigns·Due Oct 30, 2026

Email - PMS Campaign.

Done

Asad to work on updated copy and share by Monday

Email Campaigns·Due Oct 26, 2026

OPTECH Event 2026 - Finance Garage <> PRISMA Tuesday Update Dinner

To do
Email Campaigns·Due Oct 27, 2026

OpTech 11/16/26 - Pre-Set Onsite Mtgs for Drew

In progress

OPTECH 2026 https://rettc.org › events › optech-2026 OPTECH 2026 is the premier event for innovation in rental housing operations, technology, marketing, and data. This event has passed! Applications are closed ... AI Overview OPTECH is the flagship annual conference and expo focused on technology, operations, marketing, and data in the multifamily rental housing industry. It is hosted by the Real Estate Technology & Transformation Center (RETTC) in affiliation with the National Multifamily Housing Council (NMHC). Event Details (2026) Attribute Details Event Name NMHC / RETTC OPTECH Conference & Expo 2026 Dates November 16–18, 2026 (Expo Dates: November 16–17, 2026) Location MGM Grand Hotel & Casino, Las Vegas, NV Primary Audience Rental housing operators, CEOs, COOs, CTOs, CIOs, VPs, and technology/innovation leaders Access Requirement Exclusive to RETTC members Key Focus Areas Artificial Intelligence (AI) and automation, data integration, cybersecurity, resident experience, and property operations If you would like, I can help you find: Membership details for joining RETTC Registration and housing links for the event Sponsorship or exhibitor guidelines

Email Campaigns·Due Oct 23, 2026

PMS and Rent Portals Data break Down

In progress

Break Down all data with % across all companies that we have scraped to-date.

Email Campaigns·Due Oct 22, 2026

Email - Partner Referral Campaign

Waiting on you

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

Email Campaigns·Due Jul 9, 2026

Data - Serper Dev run for next Set of TAM

In progress

4k List is in campaigns, next run to take place after 2 weeks for next batch of data.

Email Campaigns·Due Oct 15, 2026

Build Tier-Based Lead Routing Workflows on Company and Contact

Done

We built two lead routing workflows for Prisma, both working off the company Tier. The first handles company routing: any company that doesn't yet have an owner is automatically assigned to a rep based on its tier — Tier 1 companies go to John, Tier 2 and Tier 3 go to Conner, and Tier 4 companies, which aren't eligible for active outreach, are added to the Monitoring list instead. Companies that already have an owner are left untouched, so nothing gets reassigned. The second workflow handles contact routing: any unowned or orphan contact is assigned to its company's owner, so every contact under an account ends up with the same rep. The result is one company, one owner — a single salesperson works the entire account rather than having it split across different reps.

Email Campaigns·Due Sep 29, 2026

Project plan for Post Sales ops

Waiting on you

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

Strategy·Due Aug 24, 2026

PMS Extraction from Website footer

Done

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

CRM·Due Sep 4, 2026

Sales Enablement Kit

Blocked

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

Strategy·Due May 23, 2026

Rental Payment Portal List

Done

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

Email Campaigns·Due Sep 10, 2026

CRM Audience campaign for PRISMA

Done

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

CRM·Due Jul 21, 2026

Campaign strategy

Done

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

Email Campaigns·Due Sep 4, 2026

Integrate Data into HubSpot

Done

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

CRM·Due Sep 7, 2026

List building vendor decision

Done

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

Email Campaigns·Due Sep 3, 2026

LinkedIn Light execution (ongoing)

Done

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

Paid Ads·Due May 3, 2026

Connect with Intent Signal for Weekly Campaign

Done

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

Email Campaigns·Due Jun 1, 2026

LinkedIn brand pillars + content calendar

Done

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

Paid Ads·Due Jun 1, 2026

Lead Routing Workflow – Company-Level Build

Done

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

CRM·Due Aug 6, 2026

Updating contact and company-level lead scoring

Done

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

CRM·Due Sep 9, 2026

Building combined lead scoring on contact level

Done

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

CRM·Due Sep 9, 2026

Individual Rep Dashboards Setup

Done

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

CRM·Due Aug 20, 2026

Goals Setup - for Sales rep

Done

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

CRM·Due Sep 4, 2026

2026 AMC Leadership Conference

Done

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

Strategy·Due Jul 21, 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

Explore Orum + Hubspot > Dialer

Done

2. CRM · Group: Completed · Status: Done

CRM·Due Sep 3, 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

Building AMC Leadership Conference targeted contacts list

Done

2. CRM · Group: Completed · Status: Done

CRM·Due Aug 21, 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.