Command Center

LADDER funnel · pipeline health · today's priorities

Pipeline Value
$0YEAR 1 QUOTA
target: $500K
Close Rate
—
baseline pending
Avg Deal Size
$5,988~$499/mo
annual contract value
Cycle Time
45dESTIMATE
target

LADDER Funnel

Live pipeline snapshot · carryover is count-to-count from the stage above

Discovery Close Customer
L
Locatestage 1
45
top of funnel
A
Approachstage 2
18
40%carry
40.0% of top
D
Diagnosestage 3
9
50%carry
20.0% of top
D
Designstage 4
5
56%carry
11.1% of top
E
Estimatestage 5
3
60%carry
6.7% of top
R
Relationshipstage 6
1
33%carry
2.2% of top

Stage Velocity

Avg days in stage vs. per-stage target · Relationship is retention, no clock

LLocatetarget 5d
4.8d
AApproachtarget 7d
6.2d
DDiagnosetarget 10d
9.1d
DDesigntarget 12d
11.4d
EEstimatetarget 10d
10.6d
RRelationshipretention
32.0d

Outbound Math Toolkit

Campaign diagnostics, reverse-goal math, and tier routing — all before you hit send.

Health score
48/ 100Critical
Biggest lever to pull

List quality

Tighten ICP filters — you're emailing the wrong seat.

Open rate
35.0%below target
Reply rate
1.5%below target
Reply → meeting
37.5%below target
Wrong person
17.4%list issue

Call Prep Hypothesis

The single sentence that keeps discovery focused. Fill in the fields, grab the line, paste it at the top of your call prep doc.

One specific pain — not three value props.

Why you think that — the research, trigger, or data point.

Your discovery hypothesis
I believe [Company]'s primary challenge is [primary challenge] because [evidence from research]. My goal for this call is to confirm this is their real priority — or discover the actual one driving their decision.

Fill in Company, Challenge, and Evidence to enable copy.

How to use it: Open the call with a diagnostic question aimed at this hypothesis. If they confirm, dig deeper. If they don't, stop pitching and discover the actual priority.

Signed vs. Forecast

Trailing 12 weeks · all reps

weekly

Next Actions

Sorted by heat · 5 open

  • Crestline RoofingEstimate

    Send SmartHire + SmartTerritory combined proposal — Derek + GM reviewing Fri

    Today, 2:00 PM•$28,800
  • Summit ExteriorsDesign

    Walk through SmartTerritory overlay on their 4 primary closing zips

    Today, 4:30 PM•$19,200
  • D
    BlueSky RoofingDiagnose

    Discovery with Owner + Sales Manager — quantify 90-day rep washout cost

    Tomorrow, 9:00 AM•$22,400
  • A
    Ironclad RoofingApproach

    Callback after voicemail — reference 7 rep departures on LinkedIn

    Tomorrow, 11:00 AM•$16,500
  • E
    Apex Storm RestorationEstimate

    Post-signature expansion — add second metro to SmartTerritory

    Fri, 10:00 AM

Activity

Everything that moved across the team

  • Apex Storm RestorationD-1028

    SmartHire + SmartTerritory contract signed. Month-1 onboarding kicking off Monday.

    J. Derochey•5d ago
  • Crestline RoofingD-1042Design → Estimate

    Moved to Estimate — combined-product proposal requested.

    J. Derochey•5d ago
  • Summit ExteriorsD-1039

    Sent SmartTerritory proposal with closed-deal density overlay on their 4 primary zips.

    J. Derochey•5d ago
  • BlueSky Roofing Co.D-1037

    SmartHire demo booked with Owner + Sales Manager.

    J. Derochey•6d ago
  • Voss Roofing GroupD-1025

    Procurement flagged 3 MSA items — 30-day termination clause is the blocker.

    J. Derochey•6d ago
  • Chapel Ridge RoofingD-1011

    Discovery confirmed. Thu 10 AM with Eloise (Owner) + VP Sales.

    J. Derochey•6d ago
  • Ironclad RoofingD-1031

    Voicemail #2 left — referenced 7 LinkedIn rep departures in the last 90 days.

    J. Derochey•7d ago