Managed RevOps retainer with Quarry Lane
Five changes wait for your decision. Two are overdue.
You approved the pipeline on Sep 29 and the forecast note traces back to it. The routing owner decision has waited 12 days, and the next pipeline review is on Tuesday, Oct 13.
3 of 5 steps in this cycle done. Now: the routing decision
Waiting on your decision
- Inbound lead routing ownerMake sales operations the single owner of the routing rules. 22 leads were reassigned by hand in September.Decide
- Converted lead status updateSet lead status to Converted on conversion. 340 converted leads still count as open. Review with the sales director on Oct 6.Open
- Next step date requiredRequire a next step date past Discovery. Six moves in the last review had none.Read the case
- Evaluation date required9 of 23 opportunities moved into Evaluation since Sep 28 have no evaluation date.Read the case
- Commit category guardBlock Commit on Discovery and Evaluation. Nine Evaluation deals were set to Commit by hand.Read the case
Pipeline this fortnight
PipelineRead on the agreed stage definitions. Block dates move forward each week with the demo data.
Recent activity
- MDMarco issued the September retainer reviewTwo of three recommendations applied; routing listed as open with its age.
- MDForecast note issuedQ4 commit down 8% against August. Three deals carry all of it.
- LVLena reran the forecast exportOn the current stage definitions. It matched the approved pipeline.
- HOYou approved the pipelineFortnightly review call, five deals discussed.
- LVQualification split in productionDiscovery and Evaluation for new opportunities only.
On the record
All filesYour lead consultant: Marco Diaz
Review judgment, recommendations and the forecast note. Replies within one business day.
- LVLena VargaRevOps specialist, Quarry Lane
- HOHannah OkaforVP of Sales, named approver