MTD ARR
$3,240
of $0.00
Attainment
0.0%
to quota
Wins
2
closed deals
Demos
3
held
Opps
5
created
Avg ARR
$1,620
per opp
Demo:Win
66.7%
conversion
EC ARR
$1,620
1 units
1:1 Coaching — Sandler Coach to Success
Behavior (Activity)
- Calls at 0/120 expected by day 6 (0% to pace) — significantly behind. Goal: 20/day, 100/week. Are there time management barriers?
- Demos at 3/6 expected by day 6 (50% to pace) — not getting enough at-bats. Goal: ~5/week. Focus on booking more demos.
- Only 2 emails sent this week — low outbound volume.
Technique (Conversion)
- Opp:Demo conversion at 60% — opps not converting to demos. Qualify harder upfront or improve scheduling follow-up.
- Demo:Win at 67% — room to improve close rate. Focus on commitment at end of demo.
- Avg ARR per opp $1,620 — close to $1,800 target. Look for upsell opportunities.
Results (Outcomes)
- Ramping rep (1-3 Months). $3,240 booked with 2 wins so far. No ARR quota yet — focus on hitting activity and EC goals.
- Demos: 3/8 expected by day 6 (goal: 30/mo, ~7/wk) — behind pace.
- EC Units: 1/3 goal — on pace.
- 2 deals stale >14 days — review next steps on each.
Suggested Coaching Questions
- "Walk me through your top 3 deals this month — what needs to happen to close each one?"
- "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 | 0 |
| Avg/Day | 0.0 |
| Conversations | 0 |
| Conv Rate | % |
| Avg Duration | N/A |
| Voicemails | 0 |
Emails
| Sent | 2 |
| Opened | 2 (100.0%) |
| Replied | 0 (0.0%) |
| Positive Replies | 0 |
| Personalization | 0.0% |
| Clicked | 1 (50.0%) |
Stale Deals (2 deals > 14 days)
| Account | Opportunity | Stage | Days | ARR | Next Step |
|---|---|---|---|---|---|
| Fino Parent | Fino Parent - Payroll - Parent | 6. Quote Sent | 21d | $11,760 | MNS - Send quote, send videos, one sheeters, follow up call |
| The Dog House PDX - Parent Account | The Dog House PDX - Parent Account - Pay | 10. Agreement Viewed | 16d | $588.00 | MNS - Send quote, signing call noon Monday 3/30 CNS - Review |
Recent Wins (2 this month)
| Account | Type | ARR | Close Date |
|---|---|---|---|
| Lilia - Parent Account | Payroll | $1,620 | 4/1/2026 |
| Kafiex Roasters - Coffee Lab | Existing Business (Upsell) | $1,620 | 4/1/2026 |