Welcome back Kane! ๐Ÿ‘‹

Here's what's happening with your business today.

Total Leads
0
12.4% vs last month
Total Contacts
0
312 replied
Open Deals
0
4.6% vs last month
Won Deals
0
24% win rate

Deals pipeline

New Lead: 1,284New Lead (0)Contacted: 846Contacted (0)Qualified: 312Qualified (0)Proposal: 158Proposal (0)Won: 64Won (0)

Leads, last 6 months

1,112 total
0leads this monthโ†‘ 13% vs Sep
MayJunJulAugSepOct
clients ยท 10deals ยท 9meetings ยท 8people ยท 8research ยท 7playbooks ยท 6home ยท 1CRM homeCRM home (6 links)Acme CorpAcme Corp ยท clients (5 links)GlobexGlobex ยท clients (9 links)InitechInitech ยท clients (4 links)UmbrellaUmbrella ยท clients (1 links)HooliHooli ยท clients (2 links)Stark Ind.Stark Ind. ยท clients (3 links)Wayne Ent.Wayne Ent. ยท clients (2 links)SoylentSoylent ยท clients (2 links)VandelayVandelay ยท clients (2 links)Pied PiperPied Piper ยท clients (4 links)Acme renewalAcme renewal ยท deals (5 links)Globex pilotGlobex pilot ยท deals (5 links)Hooli upsellHooli upsell ยท deals (7 links)Q4 pipelineQ4 pipeline ยท deals (4 links)Initech SSOInitech SSO ยท deals (3 links)Stark expansionStark expansion ยท deals (3 links)Wayne auditWayne audit ยท deals (1 links)Pricing v3Pricing v3 ยท deals (3 links)Lost: SoylentLost: Soylent ยท deals (1 links)Weekly syncWeekly sync ยท meetings (6 links)QBR AcmeQBR Acme ยท meetings (4 links)Demo GlobexDemo Globex ยท meetings (4 links)Kickoff HooliKickoff Hooli ยท meetings (3 links)Board prepBoard prep ยท meetings (3 links)Retro OctRetro Oct ยท meetings (3 links)1:1 Linh1:1 Linh ยท meetings (2 links)Call VandelayCall Vandelay ยท meetings (2 links)Cold outreachCold outreach ยท playbooks (7 links)Discovery callDiscovery call ยท playbooks (1 links)ObjectionsObjections ยท playbooks (4 links)OnboardingOnboarding ยท playbooks (1 links)Churn rescueChurn rescue ยท playbooks (7 links)Referral askReferral ask ยท playbooks (1 links)ICP 2026ICP 2026 ยท research (4 links)CompetitorsCompetitors ยท research (4 links)Market mapMarket map ยท research (5 links)Win-loss notesWin-loss notes ยท research (2 links)Pricing surveyPricing survey ยท research (3 links)AI agents trendAI agents trend ยท research (3 links)SEO keywordsSEO keywords ยท research (3 links)Linh TranLinh Tran ยท people (6 links)Minh PhamMinh Pham ยท people (5 links)Sarah ChenSarah Chen ยท people (4 links)Tom BakerTom Baker ยท people (2 links)An NguyenAn Nguyen ยท people (3 links)Mai LeMai Le ยท people (2 links)David KimDavid Kim ยท people (3 links)Huy VoHuy Vo ยท people (1 links)
  • 5d lateSend revised quote to GlobexlinearMinh Pham ยท Pricing v3
  • 3d lateRe: SSO rollout timelineemailSarah Chen ยท Initech
  • 2d latePrepare QBR deck for AcmelinearLinh Tran ยท Accounts
  • 2d lateRe: Contract redlinesemailTom Baker ยท Hooli
  • 1d lateFollow up after demolinearAn Nguyen ยท Vandelay

Next 14 days

7
  • TodayDemo with Globexcalendar
  • TodayOnboarding email #2 to Hooliworkflow
  • TomorrowQBR with Acme Corpcalendar
  • TomorrowProposal follow-up: Wayne Ent.to send
  • In 3 daysRenewal reminder: Initechworkflow
  • In 5 daysBoard prepcalendar
  • In 9 daysReferral ask to Stark Ind.to send