Priority Actions — Ranked by Impact
🔥 Urgent
1
Complete Dashboard V3 Fixes & Deploy
6 fixes: show rate cap, setter removal from All, OB Setter dials, Ayden placement, hide zero reps, verify totals
2
Build 1-on-1 Prep Briefings (Per Rep)
Auto-generate KPI packets before each scheduled 1-on-1. Reps must bring admin missing cleared + KPIs + WIP report.
3
Admin Missing Daily Enforcement
EOS Issue #1. Daily reports + draft DMs for each rep with breaches. Goal: 0 admin missing by end of day.
⚡ High Priority
4
Draft Closer Bonus Structure Proposal
1st/2nd/3rd place incentives based on cash collected + close rate. For Dylan meeting Tue 1pm.
5
Inbox Labs $17 Community Course Proposal
Draft talking points for Tuesday IL meeting (Feb 18).
6
IL Setter Qualification Criteria
Build "set vs. don't set" decision framework. ~50% of IL booked calls cancel — analyze why. Setters spending too long on low-intent leads.
7
Erik Beeman Performance Decision
EPL $169 — below $200 PIP trigger from forecast. 1,464 dials but 24% close rate. Forecast: only dial 2-week+ old leads.
📋 Medium Priority
8
Project Blue SLA Alert System
Automated alerts when leads unreplied >2hrs during 1pm-2am ET. Needs PB login access.
9
Daily Report Automation
Automated daily snapshot via Telegram: cash, deals, admin missing, PB exceptions.
10
New Rep Onboarding SOP
EOS Issue #3. Structured ramp-up: offer details, CRM training, KPI expectations, 30-day milestones.
EOS Issues Tracker
#1
CRM Compliance — Admin Missing
ACTIVE
#2
Booked Calls Not Maximized (No-Show/Cancel Follow-up)
IN PROGRESS
#3
Lack of Onboarding Structure for New Reps
TO DO
#4
No Measurement of Progress / Inconsistent Coaching
ACTIVE
#5
Close Rate / Cash from Setter Calls Low
ACTIVE
$12M Forecast vs Actual
Eric Hui
Target: $344
Actual: $403
✅ ABOVE
Nathan Morris
Target: $196
Actual: $338
✅ ABOVE
Blake Walsh
Target: $207
Actual: $245
✅ ABOVE
James Weeks
Target: $116
Actual: $251
✅ IMPROVED
Erik Beeman
Target: $173
Actual: $169
⚠️ BELOW $200
Mason Chrisp
Target: —
Actual: $167
⚠️ BELOW $200
Ananya Jain
Target: —
Actual: $148
🔴 LOW EPL
Matthew Cuesta
Target: —
Actual: $110
🔴 LOW EPL
PIP Trigger: EPL below $200 · Feb target: $400K DC cash · Team 30d: $275K
Rome's Weekly Meeting Schedule
Monday
1:00 PM
Dylan — Weekly Check-in
Tuesday
10:00 AM
Inbox Labs — Strategy Meeting
Wednesday
2:00 PM
Team 1-on-1s — Closer Reviews
Thursday
11:00 AM
EOS L10 Meeting
Friday
3:00 PM
Week Review & Planning
Data Pipeline Status
Finance XLSX
703 deals · $761,500 · 75% matched
LIVE
Calendly CSV
2,630 active events · IB/OBS/SS classified
LIVE
Close CRM
2,200 ISC · 376 NS · 27K calls cached
LIVE
Airtable
Token missing base permissions
NO ACCESS
Project Blue
Needs login credentials for automation
STANDBY
Upcoming Deadlines
Feb 15
Send invoices — IL + DC (Feb 1-15)
Feb 18
IL Tuesday meeting — pitch $17 community course
Mar 1
James Weeks decision — SR currently 48% (target >50%)
Mar 1
Erik Beeman EPL review — currently $169 (PIP trigger: <$200)
Mar 6
Business tax return filing deadline
Sales Questions to Remember
"What has that experience showed you?"
"What do you feel you need to stop doing?"
"Why do you feel like at [age] you're still at [situation]?" — emphasis on age
"Do you even want to make a change?" — when prospect isn't ready
"Or what if it does work?" — when they say "what if it doesn't work"
Active Projects
🔄
DC Sales Dashboard V3 — 6 fixes in progress
90%
⏳
Daily Report Automation via Telegram
NEXT
⏸️
vWorkforce JV — Play 2 v2 voice recording pending
PAUSED
📋
1-on-1 Prep Briefing System
STARTING
📋
Bonus Structure Proposal
TO DRAFT
Personal & Admin
Book massage + plan travel for mental health break
Business tax return — deadline Mar 6
IL payment plan follow-ups + collections
Send IL + DC invoices (Feb 1-15)
Mac Mini M4 — run Donna 24/7 headless server
IL course comments review — need platform access