MTD ARR
$21,792
of $55,440
Attainment
39.3%
to quota
Wins
8
closed deals
Demos
10
held
Opps
12
created
Avg ARR
$2,724
per opp
Demo:Win
80.0%
conversion
EC ARR
$2,160
1 units
1:1 Coaching — Sandler Coach to Success
Behavior (Activity)
- Calls at 49/120 expected by day 6 (41% to pace) — significantly behind. Goal: 20/day, 100/week. Are there time management barriers?
- Demos at 10/12 expected by day 6 (83% to pace) — close. Goal: ~10/week.
Technique (Conversion)
- Conversion rates and deal size are solid. Focus on maintaining consistency.
Results (Outcomes)
- At 39% to quota (1.4x pace on working day 6/22) — well ahead of pace. Keep momentum.
- 7 deals stale >14 days — pipeline needs cleaning. Which should be closed-lost vs. re-engaged?
Suggested Coaching Questions
- "You have 7 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?"
- "What's one thing you want to improve this week, and how can I help?"
Calls
| Total Calls | 49 |
| Avg/Day | 16.3 |
| Conversations | 12 |
| Conv Rate | 24.5% |
| Avg Duration | 1m 8s |
| Voicemails | 23 |
Emails
| Sent | 41 |
| Opened | 22 (53.7%) |
| Replied | 7 (17.1%) |
| Positive Replies | 5 |
| Personalization | 43.9% |
| Clicked | 1 (2.4%) |
Stale Deals (7 deals > 14 days)
| Account | Opportunity | Stage | Days | ARR | Next Step |
|---|---|---|---|---|---|
| Hanging Five Restaurant | Hanging 5 Restaurant - TMS | 9. Agreement Sent | 64d | $1,341 | MNS: Lead from Jack. Re-engage and inform that 3 months free |
| Taqueria Reynosa | Taqueria Reynosa - Marketing/Advertising | Open | 54d | $0.00 | MNS: Hold demo for Mktg/Ads, CNS: Come prepared with questio |
| Hanging Five Restaurant Parent | Hanging Five Restaurant Parent - Payroll | 10. Agreement Viewed | 47d | $7,920 | MNS: Lead from Jack. Re-engage and inform that 3 months free |
| Fork Fusion Food Truck | Fork Fusion - Mktg/Ads | Open | 40d | $1,110 | MNS: attempting to lock down a time for demo, CNS: Respond, |
| La Esperanza Parent | La Esperanza Parent - Payroll - Parent | 9. Agreement Sent | 29d | $4,320 | MNS: Send contract for 2 locations and 40 employees, CNS: Re |
| Scribner's Lodge Parent | Scribner's Lodge Parent - Payroll - Pare | 6. Quote Sent | 19d | $10,560 | MNS: Send quote, 1 sheeter, vid. Set SE Demo. Tanya bringing |
| Prospect at Scribner's Lodge | Prospect at Scribner's Lodge - Team Mana | 4. Demo Complete | 19d | $1,341 | MNS: Send quote for Payroll and TMS, schedule SE demo for Pa |
Recent Wins (8 this month)
| Account | Type | ARR | Close Date |
|---|---|---|---|
| La Nortena Tamales Factory - Pecos 1 | Existing Business (Upsell) | $1,788 | 4/8/2026 |
| La Nortena Tamale Factory - Odessa | Existing Business (Upsell) | $1,788 | 4/8/2026 |
| La Nortena Tamales Factory - Pecos 2 | Existing Business (Upsell) | $1,788 | 4/8/2026 |
| Prospect at Scribner's Lodge | Existing Business (Upsell) | $600.00 | 4/8/2026 |
| Avatar Coffee | Existing Business (Upsell) | $3,348 | 4/7/2026 |
| Thorn and Roots | Existing Business (Upsell) | $600.00 | 4/6/2026 |
| Pho Hanoi - Parent Account | Payroll | $2,160 | 4/2/2026 |
| Waterfront Hospitality | Existing Business (Upsell) | $9,720 | 4/2/2026 |