MTD ARR
$5,297
of $55,440
Attainment
9.6%
to quota
Wins
3
closed deals
Demos
15
held
Opps
15
created
Avg ARR
$1,766
per opp
Demo:Win
20.0%
conversion
EC ARR
$0.00
0 units
1:1 Coaching — Sandler Coach to Success
Behavior (Activity)
- Calls at 26/120 expected by day 6 (22% to pace) — significantly behind. Goal: 20/day, 100/week. Are there time management barriers?
- Demos at 15/12 expected (125% to pace) — on track. Goal: ~10/week.
- Only 16 emails sent this week — low outbound volume.
Technique (Conversion)
- Demo:Win at 20% — low close rate from demos. Work on post-demo follow-up, urgency, and handling stalls.
- Avg ARR per opp $1,766 — close to $1,800 target. Look for upsell opportunities.
Results (Outcomes)
- At 10% to quota (0.4x pace on working day 6/22) — behind pace. Need to diagnose: is it activity, pipeline, or conversion?
- 9 deals stale >14 days — pipeline needs cleaning. Which should be closed-lost vs. re-engaged?
Suggested Coaching Questions
- "Walk me through your top 3 deals this month — what needs to happen to close each one?"
- "After your last demo, what was the prospect's commitment? Did you get a clear next step?"
- "You have 9 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 | 26 |
| Avg/Day | 8.7 |
| Conversations | 8 |
| Conv Rate | 30.8% |
| Avg Duration | 1m 1s |
| Voicemails | 2 |
Emails
| Sent | 16 |
| Opened | 9 (60.0%) |
| Replied | 5 (33.3%) |
| Positive Replies | 5 |
| Personalization | 86.7% |
| Clicked | 0 (0.0%) |
Stale Deals (9 deals > 14 days)
| Account | Opportunity | Stage | Days | ARR | Next Step |
|---|---|---|---|---|---|
| Everk Hospitality Parent Account | Everk Hospitality Parent Account - Payro | 4. Demo Complete | 44d | $14,400 | My NS: demo 4/8 CX NS: review with team T: 8/10 |
| Sunset Nightclub | Sunset Nightclub - TM | 4. Demo Complete | 44d | $894.00 | My NS: follow up with customer by eom CX NS: review with tea |
| MIA Nightclub | MIA Nightclub- TM | 4. Demo Complete | 44d | $894.00 | My NS: follow up with customer by EOM CX NS: review with tea |
| Vyxn Fresno | Vyxn Fresno - TM | 4. Demo Complete | 44d | $894.00 | My NS: follow up with customer by eom CX NS: review with tea |
| Jerry Dicker Group | Jerry Dicker Group - Payroll - Parent | 4. Demo Complete | 41d | $67,200 | My NS: follow up with cx by EOM CX NS: review with team T: 8 |
| The Gilded Unicorn | Gilded TM | 9. Agreement Sent | 22d | $1,788 | My NS: follow up with customer by 3/11 CX NS: review with le |
| The Steamplant Kitchen & Brewpub | Steamplant Kitchen TM | 9. Agreement Sent | 22d | $1,788 | My NS: follow up with customer by 3/11 CX NS: review with te |
| Rosie's | Rosie's TM | 9. Agreement Sent | 22d | $1,788 | My NS: follow up with customer by 3/11 CX NS: review with le |
| The Griffin Tavern | Griffin Tavern TM | 9. Agreement Sent | 22d | $1,788 | My NS: follow up with customer by 3/11 CX NS: review with te |
Recent Wins (3 this month)
| Account | Type | ARR | Close Date |
|---|---|---|---|
| The Standard Restaurant and Lounge | Existing Business (Upsell) | $2,669 | 4/8/2026 |
| The Olympia | Existing Business (Upsell) | $2,148 | 4/7/2026 |
| Twigs Bistro and Martini Bar - Wandermere | Existing Business (Upsell) | $480.00 | 4/4/2026 |