New enquiries, pipeline value, and the leads worth chasing this week.
New enquiries MTD
14
88% of 16 target
↑ +4 vs last month
Pipeline value
$186k
Open opportunities
Hot leads
3
Ready to close
Win rate
34%
Last 90 days
↑ +5pp
Hot leads
Follow up this week
- Apex Building Co — advisory + tax $28k · Proposal sent (opened 3×)
- Harbourview Café Group — bookkeeping + BAS $14k · Demo booked Thu
- Coastal Dental Group — practice advisory $9k · Verbal yes
- Fitzroy & Lane Plumbing — switch accountants $8k · Awaiting proposal
- Northshore Vet — SMSF setup $6k · Negotiating scope
- Eastside Orthodontics — annual accounts $5k · Re-engaged after pause
Pipeline by stage
Where deals sit
- Proposal sent $82k · 5 deals
- Demo / discovery $64k · 6 deals
- Negotiation $40k · 3 deals
AI recommendations
What to do about it
Plain-English actions based on the numbers above.
- Coastal Dental Group gave a verbal yes worth $9k. Send the engagement letter today while intent is high.
- Harbourview's demo is Thursday — the AIOS has prepped a hospitality-specific walkthrough. Review it Wednesday.
- $82k sits in 'proposal sent'. Two have been quiet a week — a short AI-drafted nudge usually restarts the conversation.
- Apex Building Co is your biggest open deal and opened the proposal three times. Call them today.
Generated 2 June 2026, 5:05 am · model gpt-4.1 · cached
Source: HubSpot · sample data