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Sarah Chen9:15 AM

@Bruin What does our pipeline look like for Q2?

BruinAPP9:16 AM

Q2 Pipeline Summary

From HubSpot + Salesforce + Stripe:

Stage	Deals	Value	Avg Days
Discovery	34	$420k	8
Demo	18	$310k	14
Proposal	12	$280k	21
Negotiation	6	$185k	5

View the SQL queries used for this analysis

5 replies

Thread

Sarah Chen9:15 AM

@Bruin What does our pipeline look like for Q2?

Bruin9:16 AM

Q2 Pipeline Summary

From HubSpot + Salesforce + Stripe:

Stage	Deals	Value	Avg Days
Discovery	34	$420k	8
Demo	18	$310k	14
Proposal	12	$280k	21
Negotiation	6	$185k	5

View the SQL queries used for this analysis

5 replies

Ryan O'Brien9:17 AM

@Bruin Which deals have been stuck the longest?

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 Chen9:19 AM

I'll set up the exec call with Globex this week. @Ryan fyi.

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.

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.

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