What does this team do today?
Daily, and every Friday at 4 PM. The single page that answers — pipeline state, leading indicators, what needs attention.
Solid week on volume — 7 new leads, down 30% week-over-week, with SQL conversion at 50% (target 25–35%). Speed-to-lead slipped to 1.6m — over the 60-second target. Investigate the call queue. Google CPL crossed $500 for the 4th consecutive week. Meta CPL crossed $400 for the 13th consecutive week. Watch list: 3 candidates flagged — Jordan Vasquez (31d in stage, 12d since touch, FDD sent > 14d, unsigned, High-value MUMBO, > 5d since touch), Marcus Henderson, +1 more. 4 signed deals in the trailing four weeks.
- Investigate →Google CPL crossed $500 for the 4th consecutive weekGoogle CPL this week: $651 (4 leads at $2,603 spend). Recommendation: pause current creative, test a new angle.
- Investigate →Meta CPL crossed $400 for the 13th consecutive weekMeta CPL this week: $958 (4 leads at $3,832 spend). Recommendation: pause current creative, test a new angle.
- Open →Jordan VasquezMUMBO31d in stage · 12d since touch · FDD sent > 14d, unsigned · High-value MUMBO, > 5d since touch · next: Confirm signature window + legal review
- Open →Marcus HendersonMUMBO30d in stage · 19d since touch · High-value MUMBO, > 5d since touch · next: Personal outreach from Joe — re-engage after silence
- Open →Aspen Highway PartnersMUMBO29d in stage · 14d since touch · High-value MUMBO, > 5d since touch · next: Send personalized follow-up summary
- Open →David ParkMUMBO27d in stage · 17d since touch · High-value MUMBO, > 5d since touch · next: Re-engagement call
- Open →Sarah GoldmanMUMBO22d in stage · 11d since touch · next: Prep brief + send agenda
At current pace, projecting 9 signed by end of quarter (vs. 10 goal). Gap of 1 — surface from Discovery Day Booked or later.
- 11dAI called Marcus Henderson — Score 8, MUMBO confirmedOpen →
- 11dFA signed: David Park — $49K, single-unitOpen →
- 12dMeta CPL crossed $400 — 9th consecutive dayOpen →
- 12dDiscovery Day completed — Riverside Plaza HoldingsOpen →
- 13dPromoted Sarah Chen to Active Candidates — Education stageOpen →
- 13dFDD sent to Linda Park-Vega — signature window opensOpen →
- 14dLost: Brent Vasquez — funding fell throughOpen →
- 14dAI called Kimberly Rao — Score 7, scheduled discoveryOpen →
- 15dPromoted Trevor Goldman to Nurture — Score 5Open →
- 15dAI called Pinnacle Hospitality Group — Score 9, MUMBOOpen →