SalesPro
12
Hunter
18 days
3 leads >24 hours old • Average response: 4.2 hrs (target: 2-3 hrs)
Smart Recommendation
Focus next 20 calls on BNI warm leads (28% close vs 9% cold) for 3x higher ROI
Level 13
6,750 / 10,000
42
-18
Cold Calls
12 convos • 3 meetings
8
-2
Door Pulls
2 convos • 1 appt
12
-8
LinkedIn
5 responses • 1 meeting
15
✓
Emails
6 opens • 2 replies
3
✓
Referrals
1 FTA booked
Response Time SLA
ABC Restaurant (BNI) 38 hrs overdue
Downtown Coffee (F2F) 26 hrs overdue
Tech Startup (LinkedIn) 1.2 hrs
4.2 hrs
Avg Response Time (Target: 2-3 hrs)
Conversion Rates by Source
BNI Referrals
28%
F2F Cold
9%
Chamber
15%
Association
18%
Partner Relationship Health
BNI Chapter 94% 5 visits, 3 refs given
SCRLA Nichole 89% 4 visits, 2 refs given
Chamber 64% 14 days no visit
F2F Territory 78% Daily activity
Smart Insights & Recommendations
Tuesday door pulls convert 2.1x better than Mondays - schedule high-value prospects on Tuesdays
Based on 4-week pattern analysis
8 prospects in Meeting stage for 2+ weeks - risk 40% drop-off. Schedule follow-ups today.
Pipeline velocity alert
When you make 50+ calls before 11am, you book 2.1x more afternoon meetings
Behavioral pattern recognition
Down 15 calls from Tuesday target - hit 25 by 2pm to stay on weekly Diamond tier pace
Real-time performance alert
Pipeline Flow (28 Total)
12
New
5
Contacted
8
Meeting
3
Boarding
2
Submitted
5
Installed
Commission Tracker
$8,420
5 FTAs • +14% vs last month • On pace for $145k annual
Recent Activity Log
Strategic 1:1 call with ABC Restaurant (BNI referral)
12m ago
Customer meeting at Downtown Coffee - Demo scheduled
1h ago
Referral GIVEN to Nichole (SCRLA) - Auto shop prospect
2h ago
LinkedIn message - Tech startup responded (meeting request)
3h ago
Branch huddle at BNI partner office - Joint prospecting planned
4h ago
Referrals Given (Reciprocity)
BNI Partners 7 This month
SCRLA Nichole 4 This month
Chamber Members 0 Build reciprocity