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William Liu
Executive Ops · Admin
Pipeline Execution
Sales loading
Open Pipeline
4 high-priority dealsPipeline value still in play across every open stage.
Follow-Ups Due
0 overdueLeads that already need action based on their next follow-up date.
Late-Stage Deals
1 proposals outLate-stage opportunities waiting on scope, pricing, or legal feedback.
Activity Logged
1 closed wonPipeline movement recorded in today’s activity feed and reflected on the board.
Outreach Count
+2 vs prior weekOutbound touches logged across the current review week.
Replies
+1 vs prior weekProspects who answered and kept the thread moving.
Meetings Booked
+1 vs prior weekDiscovery or review calls confirmed from active outreach.
Proposals Sent
Flat vs prior weekNew scopes or pricing packages sent out this week.
Close Rate
+2 pts vs prior weekSimple demo close rate tracked alongside weekly activity.
Sales performance summary
Reply rate
41%
Replies against this week's outreach volume
Meeting conversion
50%
Replies that converted into booked conversations
Proposal pace
04
Holding steady week over week
Sales ops workflow
Open prep queue
06
Open leads still needing sales-ops prep before the next touch.
Enriched
00
Leads already enriched from the current prep list.
Sequence ready
00
Leads marked ready for the next outbound sequence.
Proposal interest is strong, but the prospect has gone quiet after pricing questions.
Next follow-up
Apr 12, 5:00 PM
Due Apr 12, 5:00 PM
Recommended prep
Re-engage with a proof point or objection answer so the lead does not stall in sequence.
Pipeline board
Open pipeline
$130,500
Active opportunities across the board
Closed value
$18,500
Won deals already ready for handoff
Follow-up pressure
00
Opportunities that need outreach now
Close rate
12%
Demo rate from the current seeded pipeline
New Lead
Fresh referrals and inbound demand waiting for first contact.
Meridian Petcare
Alex Nguyen · Rafael Torres
Warm referral from an existing retention client looking for lifecycle and paid social support.
Next follow-up
Apr 14, 4:00 PM
Last touch Apr 13, 1:15 PM
Contacted
Qualified outreach is live and the first reply is in motion.
Luma Supplements
Priya Mehta · Rafael Torres
Qualified inbound lead asking for a 90-day roadmap and forecasting support.
Next follow-up
Apr 13, 8:00 PM
Last touch Apr 13, 3:20 PM
Follow-Up
Prospects need another touch to keep momentum moving.
Cedar Works
Morgan Lee · Rafael Torres
Proposal interest is strong, but the prospect has gone quiet after pricing questions.
Next follow-up
Apr 12, 5:00 PM
Last touch Apr 11, 6:45 PM
Harborline Travel
Sofia Ramos · Rafael Torres
Discovery call completed, waiting on channel access list and budget confirmation.
Next follow-up
Apr 14, 6:00 PM
Last touch Apr 13, 11:40 AM
Proposal Sent
Pricing and scope are out, and decision timing is visible.
Adrift Coffee
Ben Harris · Rafael Torres
Proposal is out with a retention plus paid social bundle tied to a Q2 expansion.
Next follow-up
Apr 15, 4:30 PM
Last touch Apr 11, 4:10 PM
Negotiation
Scope, legal, and commercials are the remaining blockers.
Bloom Stack
Olivia Park · William Liu
Scope is aligned and legal review is the last blocker before signature.
Next follow-up
Apr 13, 6:30 PM
Last touch Apr 13, 9:10 AM
Closed
Signed opportunities are ready for onboarding handoff.
Fieldnote Goods
Grace Kim · Rafael Torres
Won this week and queued for onboarding handoff after kickoff paperwork is signed.
Next follow-up
Apr 17, 5:30 PM
Last touch Apr 10, 8:00 PM
Outreach log
Each dummy entry captures who made the touch, how they reached out, what happened, and the next action that keeps pipeline momentum moving.
Touches logged
06
Logged across today's seeded outreach activity
Active reps
02
Reps contributing touches in the daily log
Adrift Coffee
William Liu · Apr 13, 4:25 PM
Outcome
Adrift Coffee asked for a proposal review slot once their finance lead is back online this afternoon.
Next action
Follow up with Adrift Coffee on Apr 15 if the proposal review slot is not confirmed today.
Cedar Works
Rafael Torres · Apr 13, 3:05 PM
Outcome
Cedar Works acknowledged the pricing recap but still has not answered the procurement timing questions.
Next action
Escalate Cedar Works with a short procurement FAQ call first thing tomorrow morning.
Luma Supplements
Rafael Torres · Apr 13, 1:40 PM
Outcome
Luma Supplements booked a forecasting review after the intro call clarified budget and reporting needs.
Next action
Prepare the Luma Supplements 90-day roadmap draft ahead of the Apr 15 forecasting review.
Harborline Travel
Rafael Torres · Apr 13, 10:35 AM
Outcome
Harborline Travel responded with channel access requirements and asked for a follow-up call tomorrow.
Next action
Book a follow-up call with Harborline Travel after the access checklist is returned.
Bloom Stack
William Liu · Apr 13, 9:10 AM
Outcome
Bloom Stack confirmed legal only needs one pricing clause update before signature review.
Next action
Lawrence sends the revised MSA and checks legal comments again on Apr 14.
Meridian Petcare
Rafael Torres · Apr 13, 8:20 AM
Outcome
Meridian Petcare replied asking for two ecommerce case studies before committing to a discovery call.
Next action
Send Meridian Petcare a short retention case-study bundle before 11:00 AM.
| Date | Rep | Contact channel | Outcome | Next action |
|---|---|---|---|---|
| Apr 13, 4:25 PM | William Liu | Adrift Coffee asked for a proposal review slot once their finance lead is back online this afternoon. | Follow up with Adrift Coffee on Apr 15 if the proposal review slot is not confirmed today. | |
| Apr 13, 3:05 PM | Rafael Torres | Cedar Works acknowledged the pricing recap but still has not answered the procurement timing questions. | Escalate Cedar Works with a short procurement FAQ call first thing tomorrow morning. | |
| Apr 13, 1:40 PM | Rafael Torres | Call | Luma Supplements booked a forecasting review after the intro call clarified budget and reporting needs. | Prepare the Luma Supplements 90-day roadmap draft ahead of the Apr 15 forecasting review. |
| Apr 13, 10:35 AM | Rafael Torres | Harborline Travel responded with channel access requirements and asked for a follow-up call tomorrow. | Book a follow-up call with Harborline Travel after the access checklist is returned. | |
| Apr 13, 9:10 AM | William Liu | Call | Bloom Stack confirmed legal only needs one pricing clause update before signature review. | Lawrence sends the revised MSA and checks legal comments again on Apr 14. |
| Apr 13, 8:20 AM | Rafael Torres | Meridian Petcare replied asking for two ecommerce case studies before committing to a discovery call. | Send Meridian Petcare a short retention case-study bundle before 11:00 AM. |
Outreach detail
Follow-up queue
High-priority deals
04
Accounts that deserve the fastest follow-through
Urgent follow-ups
00
Cards with overdue dates rise to the top of the queue
Queue 01
Priya Mehta
Estimated value
$22,000
Sales owner Rafael Torres
Current stage
Next follow-up
Apr 13, 8:00 PM
Scheduled Apr 13, 8:00 PM
Qualified inbound lead asking for a 90-day roadmap and forecasting support.
Action next
Lock the reply status, then schedule the next touch before this conversation cools off.
Queue 02
Alex Nguyen
Estimated value
$16,000
Sales owner Rafael Torres
Current stage
Next follow-up
Apr 14, 4:00 PM
Scheduled Apr 14, 4:00 PM
Warm referral from an existing retention client looking for lifecycle and paid social support.
Action next
Send the first intro touch and confirm if the account fits the current offer.
Queue 03
Olivia Park
Estimated value
$36,000
Sales owner William Liu
Current stage
Next follow-up
Apr 13, 6:30 PM
Scheduled Apr 13, 6:30 PM
Scope is aligned and legal review is the last blocker before signature.
Action next
Confirm legal or scope blockers and leave the call with a close plan.
Queue 04
Morgan Lee
Estimated value
$12,000
Sales owner Rafael Torres
Current stage
Next follow-up
Apr 12, 5:00 PM
Due Apr 12, 5:00 PM
Proposal interest is strong, but the prospect has gone quiet after pricing questions.
Action next
Re-engage with a proof point or objection answer so the lead does not stall in sequence.
Queue 05
Sofia Ramos
Estimated value
$14,500
Sales owner Rafael Torres
Current stage
Next follow-up
Apr 14, 6:00 PM
Scheduled Apr 14, 6:00 PM
Discovery call completed, waiting on channel access list and budget confirmation.
Action next
Re-engage with a proof point or objection answer so the lead does not stall in sequence.
Queue 06
Ben Harris
Estimated value
$30,000
Sales owner Rafael Torres
Current stage
Next follow-up
Apr 15, 4:30 PM
Scheduled Apr 15, 4:30 PM
Proposal is out with a retention plus paid social bundle tied to a Q2 expansion.
Action next
Pressure-test decision timing and ask what is still blocking signature.