MTD ARR
$30,304
of $95,000
Attainment
31.9%
to quota
Wins
15
closed deals
Demos
24
held
Opps
31
created
Avg ARR
$2,020
per opp
Demo:Win
62.5%
conversion
EC ARR
$7,150
2 units
1:1 Coaching — Sandler Coach to Success
Behavior (Activity)
- Calls at 14/120 expected by day 6 (12% to pace) — significantly behind. Goal: 20/day, 100/week. Are there time management barriers?
- Demos at 24/15 expected (160% to pace) — on track. Goal: ~13/week.
- Only 0 emails sent this week — low outbound volume.
Technique (Conversion)
- Demo:Win at 62% — room to improve close rate. Focus on commitment at end of demo.
Results (Outcomes)
- At 32% to quota (on pace for working day 6/22) — tracking well. What deals can we push to close this month?
- 9 deals stale >14 days — pipeline needs cleaning. Which should be closed-lost vs. re-engaged?
Suggested Coaching Questions
- "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?"
- "What's one thing you want to improve this week, and how can I help?"
Calls
| Total Calls | 14 |
| Avg/Day | 4.7 |
| Conversations | 14 |
| Conv Rate | 100.0% |
| Avg Duration | 1m 35s |
| Voicemails | 0 |
Emails
| Sent | 0 |
| Opened | 0 (%) |
| Replied | 0 (%) |
| Positive Replies | 0 |
| Personalization | % |
| Clicked | 0 (%) |
Stale Deals (9 deals > 14 days)
| Account | Opportunity | Stage | Days | ARR | Next Step |
|---|---|---|---|---|---|
| Loma's at The Opera House | Loma's at The Opera House - TT Demo | 4. Demo Complete | 124d | $0.00 | JL 12/16: Texted Angelique this morning asking for time -- t |
| Radish - Nashville | Radish - Nashville - MLM tool | 3. Demo Scheduled | 89d | $0.00 | |
| Radish - Franklin | Radish Franklin - MLM | 4. Demo Complete | 89d | $1,800 | AE NS: Send docs to customer CX: Review and sign Docs Temp:8 |
| Elegy Coffee - East | Elegy Coffee - East - retail | 3. Demo Scheduled | 69d | $0.00 | |
| Donut Country 1691 Middle Tennessee Blvd | Donut Country 1691 Middle Tennessee Blvd | Connected | 61d | $0.00 | nbr putting in contact - want a free kds but convo on 2/11 t |
| The Yellow Table | Amendment for contract #00533135 | Open | 61d | $0.00 | |
| Strong Kitchen | Amendment for contract #00692195 | Open | 59d | $0.00 | |
| Andolini's Group | Andolini's Group - Payroll -[EOYPAYROLL2 | Lead | 50d | $0.00 | Placeholder - Customer plans on moving forward in March |
| Sweet Milk Breakfast | Add Restaurant Management Pro | 9. Agreement Sent | 41d | $1,020 |
Recent Wins (15 this month)
| Account | Type | ARR | Close Date |
|---|---|---|---|
| Once Upon A Time In France | Existing Business (Upsell) | $3,048 | 4/8/2026 |
| Curry Boys | Existing Business (Upsell) | $1,065 | 4/8/2026 |
| Tantisimo Sylvan Park | Existing Business (Upsell) | $2,100 | 4/8/2026 |
| Tutti da Gio - Hendersonville | Existing Business (Upsell) | $600.00 | 4/7/2026 |
| Epice - Birmingham | Existing Business (Upsell) | $600.00 | 4/7/2026 |
| Kalamata's | Existing Business (Upsell) | $1,770 | 4/7/2026 |
| EC SMOKED BBQ PICK UP & GO | Existing Business (Upsell) | $2,160 | 4/7/2026 |
| BNAND - The Library Bar at Sheraton Grand Nashville | Existing Business (Upsell) | $600.00 | 4/3/2026 |
| Dova's Kitchen | Existing Business (Upsell) | $2,400 | 4/3/2026 |
| RBQ | Existing Business (Upsell) | $0.00 | 4/3/2026 |