Weekly Sales Meeting Prep

Friday, August 14, 2026, 11:00 AM PT, moved from Monday at 2:00 PM for this week only

Immediate priority: B Line advanced to the next AVEVA round for logistics delivery. The proposal is due August 24, with the presentation the following week.

Forecast warning: The live CRM view has 25 missing close dates, 8 zero or blank values, 5 past close dates, and multiple stages that no longer match current evidence.

Thirty Minute Agenda

Team check in and scorecard gaps, 4 minutes
AVEVA proposal plan and CRM correction, 7 minutes
Pipeline truth check, Superhuman, Toast, NewSchools, Datadog, Palomar, and Kenes, 8 minutes
New lead ownership, Meta, Solana, Northstar Distribution, and hybrid producer, 4 minutes
Zoho and Asana follow up triage, 5 minutes
Decisions and action capture, 2 minutes

Weekly Review Links

Kanban View Sales Scorecard Review CRM Task Updates Pipeline, CRM Tiffanie Sales Goal Tracking

Key Numbers

77Open CRM records

$3.13MOpen pipeline value

$969KWeighted forecast

246Tiffanie and Birgess tasks

Scorecard Pulse

Metric	Goal	This Week	Last Entered	Status
Tiffanie discovery meetings	4	3	2	Behind by 1
Birgess discovery meetings	4	3	7	Behind by 1
Sales proposals issued	3	0	1	Behind
Inside Sales or scopes issued	2	Blank	1	Enter live
SOWs issued	1	1	1	On goal
Marketing or networking attendance	100%	100%	100%	On goal
Website inbound	2	1	1	Behind by 1
Referral or other inbound	2	0	0	Behind
Leads converted	5	7	6	Above goal
Tiffanie campaign touches	50	68	55	Above goal
Birgess campaign touches	50	Blank	Blank	Enter live
Rebookings	0.25	Blank	Blank	Enter live

Pipeline By Probability

Probability	Deals	Value	Weighted Forecast	Read
90%	2	$350,000	$315,000	Superhuman should advance, test record needs removal
80%	6	$123,800	$99,040	Confirm sales to delivery handoff
50%	16	$698,300	$349,150	Main movement and cleanup tier
15%	9	$215,005	$32,250.75	Researching and vetting
10%	44	$1,739,850	$173,985	Broad early stage tier
Total	77	$3,126,955	$969,425.75	Live CRM view

Priority Deal Decisions

Deal	CRM Read	Decision
AVEVA World 2027	10%, Opportunity Identified, $65,000, missing account and close date	Assign proposal and presentation owners, internal review, pricing review, and CRM correction
Superhuman Summit 2027	90%, SOW Issued, $350,000	Agreement is countersigned, move to delivery handoff
Toast On Tour 2026	50%, Proposal, $30,000	Capacity is closed for September and October, correct stage or create a qualified 2027 follow up
NewSchools	80%, Hotel Contract Signed, $30,000	Define three year agreement and CRM representation without duplicating value
Datadog InferCon	50%, Proposal, $65,000	Set the decision date and next client task
Palomar Holiday	50%, Proposal, $65,000	Set decision date and correct the 2027 close date if needed
Kenes Group	50%, Proposal, $65,000, missing close date	Assign shortlist check due August 17
UpCode Tests	90%, SOW Issued, no account, value, or close date	Remove from active forecast if confirmed as a test

New Lead Ownership

Lead	Signal	Decision
Lisa Liu, Meta	$70,000 launch party, discovery scheduled	Confirm meeting date, owner, and qualification path
Amy Matlock, Solana Foundation	Customer referral entered today	Confirm relationship context and next contact date
Northstar Distribution	Black Hat 2027 scope conversation requested	Assign CRM entry and discovery owner
Hybrid producer, Oakland	Minimum budget fits, discovery next week	Confirm CRM record, owner, and qualification criteria

Follow Up Triage

Zoho shows 66 open tasks for Tiffanie and 180 for Birgess. Review only the highest value next seven day actions.

Owner	Priority Items
Tiffanie	EDF Renewables discovery asks, Kenes shortlist check, Gilead and Thoughtful AI reconnects, Amy Matlock follow up
Birgess	United Therapeutics discovery and reconnects, Convene introduction, Jessica Stark follow up, Vittoria Pyle catch up

Action Capture

Action	Owner	Due
Assign AVEVA proposal, review, pricing, and presentation roles	Elizabeth, Tiffanie, Birgess	Today
Correct AVEVA CRM fields and next task	Tiffanie	Today
Move Superhuman to delivery handoff	Tiffanie or CRM owner	Today
Correct Toast 2026 stage	Tiffanie	Today
Confirm NewSchools three year structure	Elizabeth and Birgess	This week
Assign the four new lead next steps	Tiffanie and Birgess	Today
Enter blank scorecard values	Elizabeth, Tiffanie, Birgess	Today
Select seven day CRM follow ups and clear stale tasks	Tiffanie and Birgess	Today

Sources refreshed: Google Calendar, B Line Weekly Scorecard, live Zoho Deals, Leads, and Tasks, Asana, Gmail, and Slack. Current B Line Analytics dashboard screenshots were not supplied, so July dashboard values were not repeated.