BriefingSince yesterdaysample workspace
Tue Sep 29 · 2:41 PM · Briefing

Good afternoon,
Nadia.

Since yesterday your team verified 25 leads, sent 38 follow-ups and booked 2 meetings, all on its own. Four things are waiting for a yes. 3 people are held for your OK by Lead Scout’s checks.

01In numbers

~20 sec
Leads verified25+5 vs Mon
Replies6+2 vs Mon
Meetings booked2same as Mon
Open pipeline$184.5k14 proposals

02Needs you4

0 of 4 done · ~2 min

Hi Marcus, checking in on the fractional CFO proposal we sent on the 18th. You mentioned wanting the board pack ready before the November meeting; if that's still the plan, we'd want to start onboarding by October 12. Happy to walk through the scope on a quick call this week, or I can send a shorter option if the full scope isn't right for this quarter.

Gmail · "Re: Fractional CFO proposal" · Sep 20Proposals sheet · row 14 · $36,000
or ·
Only what’s outside your rules waits here: deals over $30k, times outside your hours, renewals. Everything else goes out on its own. Anything you skip comes back in three days.

03What moved

~1 min
Tue 2:31 PM
Lead Scout hit its daily cap of 25 and stopped. 3 more were rejected for having no mail server. Resumes tomorrow at 6:00 AM.
LS
Tue 1:57 PM
Taylor Brooks replied “yes, let’s talk this week.” Appointment Coordinator booked an intro call for Thu 10:00.
OE → AC
Tue 1:20 PM
Lena Marsh asked for late Friday, “the only quiet hour I have.” That’s the hold waiting for a yes above.
AC
Tue 10:50 AM
Maya Chen replied to the Northstar proposal last night. Scheduled nudges were cancelled and Appointment Coordinator booked a walkthrough for Fri 2:00.
DF → AC
Mon 5:20 PM
You sent the $5,200 bookkeeping proposal to Wen Zhao at Maple & Stone. Deal Follow-up scheduled nudge 1 for Oct 5.
You · DF

04Looking back a month

~40 sec
Reply rate16%from 12%
Holding since the Sep 14 sequence rewrite.
Won, last 30 days$214k6 winsBest month this year. Only signed proposals count.
Quiet over 7 days$49.5k5 proposals
Pine & Field$36,000 · 9d
Bluefin Charters$4,500 · 9d
3 more$9,000
Pine & Field's nudge is waiting above. Bluefin's last nudge goes Oct 2.
That’s your briefing.Approve everything at once, or ask me about any of it in David.
3 emails · 1 hold