Learning mode · Week 1

THE PIPELINE

A new quarter. A clean slate.

Ninety days. New opportunities. Every commitment counts.

QUOTA ATTAINMENT0%

$0 / $800,000

The board believes in you. For now.

TIME REMAINING

90 days

Day 1 of 90

OPEN PIPELINE

$1.31M

4 opportunities · $0 commission

GUIDED PRACTICE · 1 / 5

Ask one useful question

Start Rhonda’s discovery call and ask about the business problem. The answer becomes evidence for later decisions.

Opening accounts 4

Pipeline overview

V / Q1 — 001ACCOUNT

NEW LEAD6 days ago

Rhonda Voss

CFO · Ledgerline

Financial services1,200 employees / New York, NY

$320,000ANNUAL CONTRACT

HANDOFF NOTES

“Asked for pricing on the first call. Did not smile.”

NEXT STEPUnderstand the business problem

Confirm the buyer’s goals, buying process, and business impact before pitching.

Pipeline

Time cost shown above

V / Q1 — 002ACCOUNT

NEW LEAD47 days ago

Dana Kim

Director of Operations · Fernwell

Consumer goods & distribution850 employees / Denver, CO

$270,000ANNUAL CONTRACT

HANDOFF NOTES

“Super engaged on call two! Sent follow-up. Sent follow-up. Sent follow-up.”

NEXT STEPAccount not yet available

Work Rhonda’s Ledgerline opportunity first.

Pipeline

V / Q1 — 003ACCOUNT

NEW LEAD2 days ago

Priya Nair

Operations Lead · Halvorsen Group

Industrial manufacturing3,400 employees / Chicago, IL

$480,000ANNUAL CONTRACT

HANDOFF NOTES

“Loved the demo. Wants to “loop in a few people.””

NEXT STEPAccount not yet available

Work Rhonda’s Ledgerline opportunity first.

Pipeline

V / Q1 — 004ACCOUNT

NEW LEAD1 days ago

Jess Moreno

Ops Team Lead · Brightpath

Business services620 employees / Austin, TX

$240,000ANNUAL CONTRACT

HANDOFF NOTES

“Messaged at 11pm asking for more screenshots. Huge fan!!”

NEXT STEPAccount not yet available

Work Rhonda’s Ledgerline opportunity first.

Pipeline

Keep buyer commitments current. Unscheduled inactivity beyond 10 days reduces health.