MTD ARR
$20,160
of $42,000
Attainment
48.0%
to quota
Wins
1
closed deals
Demos
6
held
Opps
5
created
Avg ARR
$0.00
per opp
Demo:Win
17.0%
conversion
EC ARR
$2,200
1 units
1:1 Coaching — Sandler Coach to Success
Behavior (Activity)
- Calls at 94/136 expected by day 10 (69% to pace) — significantly behind. Goal: 14/day, 70/week. Are there time management barriers?
- Demos at 6/14 expected by day 10 (43% to pace) — not getting enough at-bats. Goal: ~7/week. Focus on booking more demos.
Technique (Conversion)
- Demo:Win at 17% — low close rate from demos. Work on post-demo follow-up, urgency, and handling stalls.
Results (Outcomes)
- Ramping rep (1-3 Months). $20,160 booked with 1 wins so far. No ARR quota yet — focus on hitting activity and EC goals.
- Demos: 6/14 expected by day 10 (goal: 30/mo, ~7/wk) — behind pace.
- EC Units: 1/3 goal — needs 2 more this month.
- 2 deals stale >14 days — review next steps on each.
Suggested Coaching Questions
- "Walk me through your top 3 deals this month — what needs to happen to close each one?"
- "After your last demo, what was the prospect's commitment? Did you get a clear next step?"
- "What does your daily call block look like? Are you protecting that time?"
- "What's one thing you want to improve this week, and how can I help?"
Calls
| Total Calls | 94 |
| Avg/Day | 9.4 |
| Conversations | 11 |
| Conv Rate | 12%% |
| Avg Duration | 5:48 |
| Voicemails | 0 |
Emails
| Sent | 408 |
| Opened | 143 (35%%) |
| Replied | 12 (3%%) |
| Positive Replies | 0 |
| Personalization | 0% |
| Clicked | 0 (0%) |
Stale Deals (2 deals > 14 days)
| Account | Opportunity | Stage | Days | ARR | Next Step |
|---|---|---|---|---|---|
| 44d | $12,400 | ||||
| 31d | $14,000 |
Recent Wins (1 this month)
| Account | Type | ARR | Close Date |
|---|---|---|---|
| Little Fox Sandwich Co | New Business | $20,160 | 4/10/2026 |