Move sales opportunities forward
Review our sales funnel and open opportunities. Identify the biggest drop-off and prepare the next follow-ups for my review.
The biggest drop-off is between demo and proposal. I grouped open opportunities by their next step; no messages have been sent.
Sales pipeline · Follow-up plan
- Funnel · 100 qualified leads → 40 demos → 12 proposals → 6 customers.
- Priority · Four completed demos are waiting for a proposal; two proposals need follow-up.
- Experiment · Test a shorter proposal turnaround and measure demo-to-proposal conversion.


My Growth Manager







