Catalyst Search Partners

Recruiter · Commercial

Pipeline

Diana Okafor · 6 active deals

Project boards

Agents working

Scout·Watched PubMed/NIH overnight — 14 new matches across saved searches done

Matchmaker·Re-scored your active pipeline against client criteria running

Project Operator·Generated invoices for 3 closed engagements — review before sendapprove

Pipeline value

$119k+8%

weighted by close prob

Closed · this month

$36k

Avg days to close

17-3d

industry baseline ~30

Conversion rate

41%

shortlist → close

Upcoming follow-ups

This quarter — committed

$84k

Best case

$145k

Target

$120k

Pipeline trend · 6 wks

Pipeline kanban

Drag-drop in Phase 1 — click any card to open the engagement detail in the drawer

Engaging

2 · $42k

Phase 2 oncology PI consultant

Helix Bio · Dr. Jane Smith

40%

Send outreach (Negotiator drafted, awaiting your review)

2d in stage$24k — 6mo retainer

CMC strategy advisor

OncoVerse · Dr. Marcus Lin

35%

Follow up — declined first slot, re-propose week of 5/19

5d in stage$18k — single engagement

Negotiating

2 · $41k

SAB member · oncology

Helix Bio · Dr. Sarah Patel, MD

70%

Send NDA (DocuSign draft awaiting your signature)

8d in stage$5k retainer + per-mtg

AAV CMC consultant

GeneTrace · Dr. Anika Patel

55%

Negotiate rate — sponsor asked for 10% reduction

12d in stage$36k — 3mo

Contracted

1 · $22k

Translational biomarker advisor

NeuroPath Bio · Dr. Olu Adeyemi

95%

Hand off to Ops for kickoff

1d in stage$22k — 4mo retainer

Active

1 · $14k

Phase 2 trial design review

Helix Bio · Dr. Wei Chen

100%

Quarterly check-in (next week)

14d in stage$14k MRR

Today's tasks

Negotiator drafts + manual follow-ups

outreachby EOD

Send Negotiator-drafted outreach to Dr. Jane Smith (Helix Bio)

ndaby 5pm

Sign NDA — Dr. Sarah Patel SAB (DocuSign awaiting)

negotiationtomorrow

Counter rate for Dr. Anika Patel (GeneTrace asked -10%)

checkinthis week

Quarterly check-in: Dr. Wei Chen × Helix Bio

followupthis week

Re-engage Dr. Marcus Lin — declined first slot

Goal: offer-acceptance > 40%, time-to-close < 14 days. You're at 41% / 17d.