MTD ARR
$21,339
of $62,000
Attainment
34.4%
to quota
Wins
16
closed deals
Demos
25
held
Opps
22
created
Avg ARR
$1,334
per opp
Demo:Win
64.0%
conversion
EC ARR
$0.00
0 units
1:1 Coaching — Sandler Coach to Success
Behavior (Activity)
- Calls at 72/120 expected by day 6 (60% to pace) — significantly behind. Goal: 20/day, 100/week. Are there time management barriers?
- Demos at 25/12 expected (208% to pace) — on track. Goal: ~10/week.
Technique (Conversion)
- Demo:Win at 64% — room to improve close rate. Focus on commitment at end of demo.
- Avg ARR per opp $1,334 (goal: $1,800) — selling smaller deals. Coach on attaching more products/bundling.
Results (Outcomes)
- At 34% to quota (1.3x pace on working day 6/22) — well ahead of pace. Keep momentum.
- 10 deals stale >14 days — pipeline needs cleaning. Which should be closed-lost vs. re-engaged?
Suggested Coaching Questions
- "You have 10 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 | 72 |
| Avg/Day | 24.0 |
| Conversations | 12 |
| Conv Rate | 16.7% |
| Avg Duration | 0m 53s |
| Voicemails | 13 |
Emails
| Sent | 30 |
| Opened | 22 (73.3%) |
| Replied | 11 (36.7%) |
| Positive Replies | 4 |
| Personalization | 86.7% |
| Clicked | 2 (6.7%) |
Stale Deals (10 deals > 14 days)
| Account | Opportunity | Stage | Days | ARR | Next Step |
|---|---|---|---|---|---|
| Back 9 Burgers LLC | Back 9 Burgers - Mobile Order & Pay + KD | 4. Demo Complete | 77d | $1,124 | My NS: Follow up with Shellie on 4/13. Cx NS: Review pricing |
| Los Cebollines Grill - Parent Account | Los Cebollines Grill - Parent Account - | 9. Agreement Sent | 58d | $1,680 | My NS: Sent break up email on 4/7. Continue follow ups. Cx N |
| Los Cebollines Grill | Los Cebollines Grill - Team Management A | 4. Demo Complete | 56d | $1,788 | My NS: Sent break up email on 4/7. Continue follow ups. Cx N |
| Taverna Tony | Taverna Tony - Tips Manager (HOLDS LIST) | Open | 50d | $0.00 | Cx had to reschedule twice, but asked me to stay in touch be |
| Cielo Karaoke Y Mas! Parent | Cielo Karaoke Y Mas! Parent - Payroll - | 4. Demo Complete | 40d | $1,836 | My NS: Connected w/ Evan on 4/3 and asked him to confirm fol |
| Truxton's - PARENT | Truxton's - PARENT - Payroll - Parent | 4. Demo Complete | 35d | $22,680 | My NS: Connected with Yelitza via email on 4/6. Addressed qu |
| Smog City Long Beach | Smog City Long Beach - Mobile Order & Pa | 9. Agreement Sent | 35d | $828.00 | My NS: Follow up w/ Laurie and Greg on 4/8. Separate check i |
| Papas and dogs restaurant | Papas and Dogs Restaurant - Account Revi | Open | 33d | $0.00 | Cx ghosting. Working on reschedule. |
| Wild Roots - Torrance | Wild Roots - Torrance - Account Review | Open | 15d | $0.00 | My NS: Follow up on 4/8. Cx NS: Confirm availability for her |
| Gin Rummy | Gin Rummy - C&E + Sling Amendment | 4. Demo Complete | 15d | $1,566 | My NS: Follow up w/ Monica and Dave on 4/9. Confirm they vie |
Recent Wins (16 this month)
| Account | Type | ARR | Close Date |
|---|---|---|---|
| Truxton's - Westchester | Existing Business (Upsell) | $2,400 | 4/8/2026 |
| The Craftsman - Redondo 2025 | Existing Business (Upsell) | $714.00 | 4/7/2026 |
| Great White - Venice | Existing Business (Upsell) | $0.00 | 4/7/2026 |
| Paradise Bowls Manhattan Beach | Existing Business (Upsell) | $1,365 | 4/3/2026 |
| Paradise Bowls - Marina Del Rey | Existing Business (Upsell) | $1,365 | 4/3/2026 |
| Paradise Bowls - Hermosa Beach | Existing Business (Upsell) | $1,365 | 4/3/2026 |
| Rutts Hawaiian Cafe | Existing Business (Upsell) | $1,260 | 4/3/2026 |
| Rutts Hawaiian Cafe and Catering - Gardena | Existing Business (Upsell) | $1,260 | 4/3/2026 |
| Tuts Egyptian Cuisine | Existing Business (Upsell) | $1,260 | 4/3/2026 |
| Proudly Serving - Redondo Beach | Existing Business (Upsell) | $390.00 | 4/3/2026 |