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 (115d in stage, 96d since touch, FDD wait complete, unsigned 94d past window, 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 VasquezMUMBO115d in stage · 96d since touch · FDD wait complete, unsigned 94d past window · High-value MUMBO, > 5d since touch · next: Confirm signature window + legal review
- Open →Marcus HendersonMUMBO114d in stage · 103d since touch · High-value MUMBO, > 5d since touch · next: Personal outreach from Joe — re-engage after silence
- Open →Aspen Highway PartnersMUMBO113d in stage · 98d since touch · High-value MUMBO, > 5d since touch · next: Send personalized follow-up summary
- Open →David ParkMUMBO111d in stage · 101d since touch · High-value MUMBO, > 5d since touch · next: Re-engagement call
- Open →Sarah GoldmanMUMBO106d in stage · 95d 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.
- 95dAI called Marcus Henderson — Score 8, MUMBO confirmedOpen →
- 95dFA signed: David Park — $49K, single-unitOpen →
- 96dMeta CPL crossed $400 — 9th consecutive dayOpen →
- 96dDiscovery Day completed — Riverside Plaza HoldingsOpen →
- 97dPromoted Sarah Chen to Active Candidates — Education stageOpen →
- 97dFDD sent to Linda Park-Vega — signature window opensOpen →
- 98dLost: Brent Vasquez — funding fell throughOpen →
- 98dAI called Kimberly Rao — Score 7, scheduled discoveryOpen →
- 99dPromoted Trevor Goldman to Nurture — Score 5Open →
- 99dAI called Pinnacle Hospitality Group — Score 9, MUMBOOpen →