The Daily Brief№ 094
Pulse · Live
A morning brief, for AlexGood morning,
Good morning,
Alex.
Three calls on the docket today, with $48,200 already booked this week and the closest meeting forty-seven minutes out. The week is yours to keep.
Today's QuotaLive
$3,600
of $5K booked today
on pace—$1,400 to close
Weekly closes
$48,200
12.4%vs prior week
Deal velocity
11.2days
1.4dvs 30-day avg
Conversion
27.8%
3.1pplast 30 days
The Docket
Today's appointments
9:0035m · ends 9:35
Hannigan Residence
nextRoof access, 8.4 kW solar quote — bring drone.
11:1535m · ends 11:50
Westfield Family
confirmedEnd-of-year budget close, 6.2 kW + battery.
2:0045m · ends 2:45
Yuen Family
confirmedDeposit check, 2.8 kW battery add-on.
Today's Stops · 3Open full map →
BrooklineNewtonAllston
Desk Notes
For your attention
40% complete
Review Hannigan proposal before meeting9:15a
Send updated quote to Westfield family10:40a
Follow up — Patel HVAC lost leadYest
Schedule installer walkthrough for Yuen2:30p
Log Q2 lead sources report
Wire
Timeline →Recent activity
- You sent a proposal to Hannigan Residence
- Maya Chen closed Westfield Solar 8.4 kW
- You scheduled a site visit at 482 Linden Ave
- Sam Rivera lost Patel — HVAC retrofit