MTD ARR
$17,625
of $62,000
Attainment
28.4%
to quota
Wins
13
closed deals
Demos
13
held
Opps
17
created
Avg ARR
$1,356
per opp
Demo:Win
100.0%
conversion
EC ARR
$588.00
1 units
1:1 Coaching — Sandler Coach to Success
Behavior (Activity)
- Calls at 60/120 expected by day 6 (50% to pace) — significantly behind. Goal: 20/day, 100/week. Are there time management barriers?
- Demos at 13/12 expected (108% to pace) — on track. Goal: ~10/week.
Technique (Conversion)
- Avg ARR per opp $1,356 (goal: $1,800) — selling smaller deals. Coach on attaching more products/bundling.
Results (Outcomes)
- At 28% to quota (on pace for working day 6/22) — tracking well. What deals can we push to close this month?
- 6 deals stale >14 days — pipeline needs cleaning. Which should be closed-lost vs. re-engaged?
Suggested Coaching Questions
- "You have 6 deals sitting >14 days. Which ones are real and which should we close out?"
- "What does your daily call block look like? Are you protecting that time?"
- "On your last few deals, did you explore EC/Payroll and all available product bundles?"
- "What's one thing you want to improve this week, and how can I help?"
Calls
| Total Calls | 60 |
| Avg/Day | 20.0 |
| Conversations | 11 |
| Conv Rate | 18.3% |
| Avg Duration | 1m 31s |
| Voicemails | 23 |
Emails
| Sent | 57 |
| Opened | 25 (44.6%) |
| Replied | 5 (8.9%) |
| Positive Replies | 6 |
| Personalization | 16.1% |
| Clicked | 3 (5.4%) |
Stale Deals (6 deals > 14 days)
| Account | Opportunity | Stage | Days | ARR | Next Step |
|---|---|---|---|---|---|
| Rotis Indian Restaurant & bar | UE Amendment for contract #00590104 | Open | 106d | $3,088 | Went ghost but great candidate for uber promo. Followed up 2 |
| Agrigento | Amendment for contract #00722052 | 9. Agreement Sent | 62d | $300.00 | CX: needs to sign. AE: customer does not want to pay for har |
| gRub Tropical BBQ | TipsAmendment for contract #00740704 | Open | 57d | $1,198 | Cx: going over quote with wife. AE: follow up before EOW (2/ |
| gRub Tropical BBQ - Parent Account | gRub Tropical BBQ - Parent Account - Pay | 9. Agreement Sent | 57d | $1,080 | Cx: review with wife. AE: follow up by EOW (2/12) |
| 22 Moons Tea Room | UE Promo Amendment for contract #0076714 | 4. Demo Complete | 54d | $720.00 | NBR referral, not much interest but following up 3/3 to see |
| Michaels On East | Amendment for contract #00693628 | Open | 30d | $0.00 |
Recent Wins (13 this month)
| Account | Type | ARR | Close Date |
|---|---|---|---|
| K Bistro - Sarasota | Existing Business (Upsell) | $3,948 | 4/8/2026 |
| Flanagan's Irish Pub | Existing Business (Upsell) | $240.00 | 4/7/2026 |
| T'asia Sushi and Thai - Parent Account | Payroll | $588.00 | 4/7/2026 |
| Rosie's Tavern - NPR | Existing Business (Upsell) | $240.00 | 4/6/2026 |
| Arts and Central | Existing Business (Upsell) | $1,296 | 4/3/2026 |
| Cafe Gala | Existing Business (Upsell) | $840.00 | 4/3/2026 |
| Grillsmith-Carrollwood | Existing Business (Upsell) | $1,785 | 4/2/2026 |
| GrillSmith Lakeland | Existing Business (Upsell) | $1,785 | 4/2/2026 |
| GrillSmith Sarasota | Existing Business (Upsell) | $1,785 | 4/2/2026 |
| GrillSmith Wesley Chapel | Existing Business (Upsell) | $1,785 | 4/2/2026 |