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Thread
Sarah Chen
Sarah Chen9:15 AM
@Bruin What does our pipeline look like for Q2?
Bruin
Bruin9:16 AM
Q2 Pipeline Summary
From HubSpot + Salesforce + Stripe:
StageDealsValueAvg Days
Discovery34$420k8
Demo18$310k14
Proposal12$280k21
Negotiation6$185k5
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5 replies
Ryan O'Brien
Ryan O'Brien9:17 AM
@Bruin Which deals have been stuck the longest?
Bruin
Bruin9:18 AM
Globex Corp ($85k) has been in Proposal for 34 days with no activity. Initech ($62k) has had 3 calls but no movement in 28 days. Recommend scheduling exec-to-exec calls for both.
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Sarah Chen
Sarah Chen9:19 AM
I'll set up the exec call with Globex this week. @Ryan fyi.
Ryan O'Brien
Ryan O'Brien9:21 AM
@Bruin What are the best angles to pitch Globex based on the call transcript analysis? Also generate a PDF report of the Q2 pipeline for my sales meeting at noon.
Bruin
Bruin9:23 AM
Based on the transcripts, Globex's CFO flagged cost-per-lead twice and asked about attribution, lead with ROI benchmarks and multi-touch attribution. Their VP Product mentioned wanting a single dashboard, so demo the unified view. Here's your report: Q2_Pipeline_Report.pdf, pipeline by stage, stuck deals, win probability, and 30-day forecast. 4 pages, ready to present.
View the SQL queries used for this analysis

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1
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2
@Bruinwhat's our churn rate?

Churn: 1.8% ↓ from 2.1%

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3

Revenue

$2.4M

Growth

+28%

Pipeline

$8.1M

Win Rate

34%

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