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Pipelapse · Monday review · Week 30
Monday pipeline review
Week 30 · ready at 7:00 AM
Open pipeline
$5.24M
▲ 12% vs last week
New this week
+$984K
9 deals
Closed won
$312K
3 deals
Closing this month
$1.86M
18 deals, $940K in commit
The week in one readAI summary
A strong week. Open pipeline grew 12% to $5.24M, led by nine new deals worth $984K, and three deals closed for $312K. Four deals need attention, and two need a decision today: Redline Freight is in commit but hasn't replied in 11 days, and Calder Health pushed its close date with no CFO involved yet. At your usual 68% hit rate, expect about $1.4M of the $2.1M in commit.
Needs attention4 deals · $359K
Redline FreightM. SilvaCommit at riskNo reply in 11 days$95K
Calder HealthA. ChenClose date pushedNo CFO involved$120K
Kestrel LogisticsM. SilvaGone cold, 31 days idle$96K
$120KProposalCloses Nov 28 pushed onceOwner: A. Chen
62Deal healthAt risk
AI deal summary
Strong start: the VP Ops ran the evaluation and confirmed budget in September. Momentum dropped after the revised pricing went out. Two follow-ups have gone unanswered, and procurement hasn't been looped in yet. The champion is still engaged on other threads, so this is stalled, not lost.
Next steps to win Updated 2 days ago
Confirm budget with VP Ops
Get finance on a call about the pricing change
Send the security review pack before procurement asks
Agree a signature date before Nov 28
Last touch
Email sent 9 days agoRe: revised pricing · no reply
Call 14 days ago32 min · pricing review with VP Ops
Next meetingNone booked
Health signals
No reply in 9 days
Close date pushed once
Champion engaged this week
Budget confirmed
MEDDPICC check 2 gaps · 1 unknown
MMetricsCost per ticket, agreed
EEconomic buyerCFO not engaged
DDecision criteriaSecurity, SSO, price
DDecision processVP Ops, then finance
PPaper processProcurement not started
IIdentify painManual triage, 3 FTEs
CChampionVP Ops
CCompetitionUnknown
Suggested: ask the VP Ops to bring the CFO into the pricing follow-up, and start procurement in parallel.
Forecast
This quarter
Commit now
$2.1M
−$200K vs last week
Probable now
$1.4M
flat
Slipped this week
4
$383K pushed
Commit hit rate
68%
last 8 weeks
Forecast by weekCommitProbablePossible
W25
$4.8M
W26
$4.8M
W27
$4.8M
W28
$5.1M
W29
$5.0M
W30
$4.7M
Slipping deals
DealForecastAmountWas closingNow closingPushes
Lumen Retail GroupProbable$72KNov 15Jan 20 ⚠ next qtr3×
Redline FreightCommit$95KSep 30Oct 242×
Kestrel LogisticsPossible$96KOct 10Dec 122×
Calder HealthProbable$120KOct 31Nov 281×
Agents
4 running · every action logged
Meeting prepRunning
Building a brief for the Calder Health call at 2:00 PM
11 briefs todayNext: 3:30 PM
Follow-up and CRM updatesNeeds approval
Follow-up drafted for Marlow Supply, notes and next step ready to log
8 drafts today, 6 approvedAvg 4 min after call
Deal health and MEDDPICCRunning
Checking open deals against MEDDPICC
41 / 64 deals checked
3 gaps flagged todayRuns every morning
Lead routerRunning
Scoring a new demo request from Tamarack Health
14 routed today2m 40s to rep
Live activitySample
Meeting prepPulled 3 past calls and 2 news items for Lumen Retail Groupjust now
Deal healthRedline Freight flagged: no economic buyer identified1m
NurtureRe-engagement email drafted for Kestrel Logistics, lost on timing 5 months ago2m
Lead routerBrightwater Analytics to J. Park, West territory, score 824m
Follow-upNotes and next step logged on Westfield Biotech6m
Marketing analytics: web traffic
Last 30 days
Pulled fromSearch ConsoleWeb analyticsCRM
Sessions
18.4K
▲ 12% vs prior 30d
Search clicks
6.2K
▲ 9%
Search impressions
214K
▲ 18%
AI assistant visits
312
▲ 64%
Traffic by channelshare of sessions
Organic search34%
Direct22%
Paid18%
Referral11%
Social9%
AI assistants6%
Top search queries
QueryClicksImpressionsCTRPosition
Your brand name1,8406.1K30%1.2
operations analytics software4129.8K4.2%6.1
vendor management platform29814.2K2.1%8.4
ops reporting tool1873.1K6.0%3.2
compliance tracking software1424.6K3.1%7.9
What changedAI read
Search clicks are up 9%, led by “ops reporting tool”, which now ranks third. Visits from AI assistants grew 64% and book demos at twice the site average, so the comparison pages they cite are worth expanding.
MQL analytics: inbound
Last 30 days
New leads
412
+18% vs prior 30d
MQLs
138
33% of leads
SQLs
88
64% of MQLs
Pipeline created
$860K
from inbound
Funnellast 30 days
Leads
412
MQLs
138
SQLs
88
Won
22
Source or formLeadsSQLsConv.Pipeline
Demo request form643859%$390K
Pricing page form522242%$170K
Webinar sign-ups1181210%$120K
Trade show list961010%$110K
Content downloads8267%$70K
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Monday review. The week's numbers, what changed and the deals that need a decision, ready before the meeting.Sample data
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What's missing, what's manual, what nobody trusts.
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Shipped, documented and improved for as long as you want.