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Overview
How the desk looks this morning, leads, talk, and what closed.
Open leads
48 +3 this weekIn talk
ā¬18,420 +9%Follow-ups today
6 2 overdueWon this month
11 +5%Calls this week
Pipeline mix
Deals by stage
-
Orin Hale
New lead, fleet bookings.
12 min ago -
Nera Vale
Moved to In talk after the call.
1 hour ago -
Mira Solen
Offer sent, waiting on deposit.
Yesterday -
Tess Orvik
Marked won, clinic site.
2 days ago
Activity
What the team touched, calls, notes, and status moves.
-
Call logged
Eden Maris called Orin Hale about the mock.
Today, 09:40 -
Status change
Jonas Kett ā Follow-up.
Today, 08:15 -
Note added
Nera Vale, wait on the deposit.
Yesterday -
Deal won
Tess Orvik Ā· ā¬3,100 clinic site.
Mon -
Message in
Luma Fen asked about portfolio timelines.
Sun
Digests
Short morning reads so nobody opens five tabs first.
-
Morning brief
6 follow-ups, 2 overdue, 3 new inquiries overnight.
Today -
Week 33 sales
Won 11 Ā· lost 2 Ā· pipeline still ā¬18k in talk.
Mon -
Campaign pulse
Spring hours mail, 28% open, 4 replies.
Fri -
Team load
Eden owns 14 open deals; Mira owns 9.
Thu
Clients
Everyone who asked, and where they stand.
Open leads
48 +3 this weekIn talk
ā¬18,420 +9%Follow-ups today
6 2 overdueWon this month
11 +5%| Client | Need | Last contact | Value | Status | |
|---|---|---|---|---|---|
|
Nera Vale
Vale & Pine
|
Wholesale catalog | 2 days ago | ā¬4,200 | In talk | |
|
Orin Hale
Hale Maritime
|
Fleet bookings | Today | ā¬890 | New | |
|
Mira Solen
Solen Bakery
|
Orders + loyalty | 5 days ago | ā¬12,400 | Offer sent | |
|
Tess Orvik
Orvik Dental
|
Clinic site | 1 week ago | ā¬3,100 | Won | |
|
Jonas Kett
Kett & Birch
|
Project catalog | Yesterday | ā¬2,050 | Follow-up | |
|
Luma Fen
Fen Studio
|
Portfolio site | Today | ā¬1,540 | New | |
|
Rafi Noll
Noll Transit
|
Service bookings | 2 weeks ago | ā¬6,800 | Lost | |
|
Eden Maris
Maris Events
|
Landing page | 3 days ago | ā¬2,780 | In talk |
Companies
Firms on the books, not only the contact person.
| Company | Sector | Contacts | Open value | Status | |
|---|---|---|---|---|---|
|
Vale & Pine
Wholesale
|
Trade | 3 | ā¬4,200 | In talk | |
|
Hale Maritime
Fleet
|
Logistics | 2 | ā¬890 | New | |
|
Solen Bakery
Food
|
Retail | 4 | ā¬12,400 | Offer sent | |
|
Orvik Dental
Clinic
|
Health | 2 | ā¬0 | Won | |
|
Kett & Birch
Joinery
|
Workshop | 1 | ā¬2,050 | Follow-up | |
|
Fen Studio
Design
|
Studio | 2 | ā¬1,540 | New |
Segments
Saved lists you reuse for campaigns and call blocks.
-
Warm, in talk
12 clients with a call in the last 7 days.
12 -
Offer sent
Waiting on a yes or a no, not silence.
5 -
Clinics
Dental and small practices only.
8 -
Lost this quarter
Useful for a quiet win-back mail.
4
Pipeline
The same people, as a board, new on the left, won on the right.
New 2
Fleet bookings
ā¬890Portfolio site
ā¬1,540In talk 2
Wholesale catalog
ā¬4,200Landing page
ā¬2,780Offer sent 1
Orders + loyalty
ā¬12,400Won 1
Clinic site
ā¬3,100Open deals
Money still moving, not closed, not lost.
| Deal | Owner | Stage | Value | Status | |
|---|---|---|---|---|---|
|
Wholesale catalog
Vale & Pine
|
Eden Maris | In talk | ā¬4,200 | In talk | |
|
Fleet bookings
Hale Maritime
|
Mira Solen | New | ā¬890 | New | |
|
Orders + loyalty
Solen Bakery
|
Eden Maris | Offer | ā¬12,400 | Offer sent | |
|
Project catalog
Kett & Birch
|
Jonas Kett | Follow-up | ā¬2,050 | Follow-up | |
|
Portfolio site
Fen Studio
|
Luma Fen | New | ā¬1,540 | New | |
|
Landing page
Maris Events
|
Eden Maris | In talk | ā¬2,780 | In talk |
Forecast
What should close if the team does the work on the list.
Likely this month
ā¬22.1k 4 dealsStretch
ā¬34.6k 7 dealsAlready won
ā¬28.0k 11 dealsSlip risk
ā¬6.8k 2 dealsExpected close
Confidence
-
Solen Bakery
Offer out, likely if deposit lands.
This week -
Vale & Pine
In talk, needs a catalog mock.
Next week -
Maris Events
Stretch, date not locked.
Month end
Follow-ups today
Who you said you would call today. If it is not here, it did not happen.
-
Orin Hale
Send the booking mock.
Today, 11:00 -
Jonas Kett
Confirm the catalog flow.
Today, 15:30 -
Nera Vale
Wait on the deposit, nudge if silent.
Today, 16:00 -
Luma Fen
Quote the portfolio package.
Today, 17:00
Overdue
Promises that slipped. Clear them before you add more.
-
Nera Vale
Deposit check, due yesterday.
Overdue -
Rafi Noll
Lost path, still owed a polite close.
2 days late -
Jonas Kett
Catalog flow note never sent.
1 day late
Scheduled
Future nudges already on the calendar.
-
Mira Solen
Check if the offer was opened.
Fri, 10:00 -
Eden Maris
Send event landing draft.
Mon, 09:30 -
Tess Orvik
Kickoff call after win.
Tue, 14:00 -
Orin Hale
Second pass on bookings UX.
Wed, 11:00
Inbox
Inquiries land here instead of disappearing in WhatsApp.
-
Luma Fen
Can we start the portfolio in September?
12 min -
Orin Hale
Got the brief, free Thursday morning.
1 hour -
Site form
New lead: wholesale catalog for Vale & Pine.
Yesterday -
Mira Solen
Loyalty mock looks good, two edits.
Yesterday
Templates
Replies you reuse so the tone stays steady.
-
First reply
Thanks for writing, here is when we can talk.
Email -
Offer follow-up
Checking in on the quote from last week.
Email -
Meeting confirm
See you at the desk, bring the brief.
SMS -
Lost, polite
Understood. Door stays open if plans change.
Email
Sequences
Short ladders of touches, not spam, not silence.
| Sequence | Audience | Steps | Open rate | Status | |
|---|---|---|---|---|---|
|
New lead nurture
Inbound
|
Warm leads | 4 | 41% | Live | |
|
Offer nudge
Sales
|
Offer sent | 3 | 36% | Live | |
|
Win-back Q3
Lifecycle
|
Lost | 3 | 22% | Draft | |
|
Event invite
Campaign
|
Studios | 2 | 48% | Sent | |
|
Clinic intro
Vertical
|
Clinics | 5 | 33% | Draft | |
|
Catalog drop
Wholesale
|
Trade | 3 | 29% | Live |
Meetings
Face-to-face or video, on the shared calendar.
-
Orin Hale, bookings review
Tablet mock and fleet flow.
Today, 11:00 -
Solen Bakery, loyalty walkthrough
Mira + Eden on site.
Thu, 15:00 -
Kickoff, Orvik Dental
Won deal; scope the clinic pages.
Tue, 14:00 -
Internal pipeline
Weekly stage scrub.
Fri, 09:00
Calls
Logged dials, so the next person can read what was said.
-
Orin Hale
12 min, wants the booking mock by noon.
Today -
Jonas Kett
6 min, catalog sections still unclear.
Yesterday -
Nera Vale
Voicemail, deposit still pending.
Yesterday -
Eden Maris
8 min, event date almost locked.
Mon
Reminders
Small pings that keep a deal from going quiet.
-
Send Orin the mock
Attached to Hale Maritime deal.
11:00 -
Check Mira deposit
Offer sent five days ago.
16:00 -
Update forecast notes
Before Friday scrub.
Thu -
File Tess contract
Won, paperwork still open.
Tue
Active campaigns
Mails and pushes already in flight.
| Campaign | Channel | Audience | Opens | Status | |
|---|---|---|---|---|---|
|
Spring hours
Studios
|
420 | 28% | Live | ||
|
Catalog drop
Trade
|
180 | 31% | Live | ||
|
Clinic intro
Health
|
96 | 24% | Sent | ||
|
Event invite
Events
|
SMS | 64 | 41% | Live | |
|
Win-back soft
Lost
|
52 | 18% | Live | ||
|
Loyalty tease
Food
|
110 | 33% | Sent |
Draft campaigns
Half-written, not live until someone hits send.
-
Autumn open day
Subject line still weak.
Draft -
New booking feature
Needs one screenshot from Orin.
Draft -
Referral ask
Copy ready; audience not picked.
Draft
Campaign results
What actually moved, opens, replies, and booked calls.
Avg. open
29% +2 ptsReplies
47 This monthMeetings booked
9 From mailUnsubscribes
3 LowOpens by campaign
Reply rate
-
Spring hours
Best reply rate this month.
Live -
Win-back soft
Weak, rewrite subject next round.
Watch -
Event invite
SMS outperformed email.
Done
Sales
Won, lost, and still open, without a 40-tab workbook.
Won
ā¬28.0k 11 dealsLost
ā¬6.8k 2 dealsOpen
ā¬23.9k 6 dealsWin rate
62% +4 ptsWon by weekday
Win rate
-
Orvik Dental
ā¬3,100, clinic site closed.
Won -
Noll Transit
ā¬6,800, went quiet after demo.
Lost -
Solen Bakery
ā¬12,400, offer still open.
Open
Conversion
How leads move from new to won, and where they stall.
New ā talk
54% +3 ptsTalk ā offer
41% FlatOffer ā won
48% +6 ptsAvg. cycle
19d ā2 daysStage conversion
Offer close
Team
Who owns what, and who is overloaded.
| Person | Open deals | Won | Follow-ups | Status | |
|---|---|---|---|---|---|
|
Eden Maris
Founder
|
14 | 6 | 4 | In talk | |
|
Mira Solen
Sales
|
9 | 3 | 2 | In talk | |
|
Jonas Kett
Sales
|
5 | 1 | 3 | Follow-up | |
|
Luma Fen
Sales
|
4 | 1 | 1 | New | |
|
Nera Vale
CS
|
3 | 0 | 2 | In talk | |
|
Orin Hale
CS
|
2 | 0 | 1 | New |
Contracts
Signed paper that should not live in someoneās downloads folder.
-
Orvik Dental, MSA
Signed. Kickoff next week.
Done -
Solen Bakery, SOW
Waiting on countersign.
Due -
Vale & Pine, NDA
Filed with wholesale deal.
Done -
Maris Events, draft
Not sent yet.
Draft
Proposals
Quotes the client can open without hunting Slack.
| Proposal | Client | Sent | Value | Status | |
|---|---|---|---|---|---|
|
Loyalty package
Solen Bakery
|
Mira Solen | 5 days ago | ā¬12,400 | Offer sent | |
|
Catalog build
Vale & Pine
|
Nera Vale | 2 days ago | ā¬4,200 | In talk | |
|
Portfolio site
Fen Studio
|
Luma Fen | Today | ā¬1,540 | Draft | |
|
Fleet bookings
Hale Maritime
|
Orin Hale | ā¬890 | Draft | ||
|
Landing page
Maris Events
|
Eden Maris | 3 days ago | ā¬2,780 | Sent | |
|
Project catalog
Kett & Birch
|
Jonas Kett | Yesterday | ā¬2,050 | Follow-up |
Attachments
Files tied to a person or a deal, not a shared drive mess.
-
booking-mock-v2.pdf
Hale Maritime Ā· Orin Hale.
820 KB -
loyalty-wire.fig
Solen Bakery Ā· Mira Solen.
1.2 MB -
clinic-sitemap.pdf
Orvik Dental Ā· Tess Orvik.
240 KB -
catalog-brief.docx
Vale & Pine Ā· Nera Vale.
110 KB
Team
Who can open the desk, and what they can change.
-
Eden Maris
Owner. Full access.
Admin -
Mira Solen
Deals and campaigns.
Sales -
Jonas Kett
Deals only, no billing.
Sales -
Luma Fen
Inbox and follow-ups.
CS
Roles
Named permissions so āadminā is not the default.
-
Admin
Everything, billing, roles, delete.
1 person -
Sales
Clients, pipeline, campaigns.
3 people -
CS
Inbox and follow-ups; read-only deals.
2 people -
Viewer
Reports only.
1 person
Preferences
Desk defaults, currency, hours, and what lands in digests.
-
Currency
EUR Ā· invoices and deal values.
Set -
Work week
MonāFri Ā· follow-ups skip weekends.
Set -
Morning digest
07:30 Ā· overdue and new leads.
On -
Deal board columns
New Ā· Talk Ā· Offer Ā· Won.
Default
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