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1 | ✨Potential | Company | Rep | Intent to Purchase a Solution | Need | Product Problem Fit | Other Blockers | Pipeline | Deal Size | What problem are they coming to solve? | What do they need in a product? | Friction in Winning the Deal | Loss Type | How did the Rep attempt to re-engage the Prospect? (for relevant deals) | |||||||||||
2 | High | Titan Supply | Taylor M. | 10 | 10 | 10 | 10 | Inbound | $18,652.00 | - Supply bottlenecks - Production delays | - AI demand forecasting for stock optimization - ❌ Supply chain visibility dashboard | - Complex system integration concerns - High implementation costs causing hesitation | Decided not to buy | - Last two-way communication: March 2 - Follow-up frequency: Emails sent on March 8 and March 22 | |||||||||||
3 | High | Horizon Partners | Taylor M. | 8 | 9 | 9 | 10 | Outbound | $5,743.00 | - Inefficient procurement due to outdated systems | - Predictive maintenance to reduce downtime - ERP integration for seamless operations | - Needs ROI proof before investing - Running a pilot with a competitor | Ghosted | - Follow-up gap: No outreach from February 15 - February 22 | |||||||||||
4 | High | Orion Materials | Marsha F. | 5 | 9 | 9 | 7 | Outbound | $13,712.00 | - Production downtime from unplanned maintenance | - Cloud analytics for manufacturing KPIs | - Complex integration concerns - High costs causing hesitation - Internal resistance to automation | Decided not to buy | - First follow-up attempt: Immediate response - Weekly emails contained value-driven content showcasing differentiators. | |||||||||||
5 | High | Brightworks Tech ⏳ | Casey A. | 9 | 9 | 9 | 3 | Outbound | Unknown | - Costly manual inventory tracking - Limited automation | - Smart warehouse management with automated slotting - Robotics-driven inventory sorting for accuracy | - Compliance concerns with third-party logistics - Uncertainty about long-term support and scalability | Competitor | ||||||||||||
6 | Medium | Glide Networks | Casey A. | 10 | 9 | 9 | 2 | Inbound | $14,120.00 | - Supplier relationship challenges - Maintaining consistent quality | - Automated supplier scorecards for procurement - ❌ Supply chain visibility dashboard | - Needs ROI proof before investing - Running a competitor pilot - Requires process restructuring before adoption | Decided not to buy | - Follow-up frequency: 4 email attempts over 10 days - First email was a simple "checking in" message. | |||||||||||
7 | Medium | Jupiter Dynamics | Jordan S. | 8 | 10 | 9 | 2 | Outbound | $17,835.00 | - Warehouse inefficiency increasing storage costs | - IoT production monitoring for real-time tracking | - Uncertainty about support and scalability | Competitor | ||||||||||||
8 | Medium | Nova Manufacturing | Jordan S. | 10 | 8 | 9 | 4 | Outbound | Unknown | - Real-time shipment tracking for transparency | - Smart warehouse management with automated slotting - Real-time inbound and outbound tracking | - Complex system integration concerns - High costs causing hesitation | Competitor | ||||||||||||
9 | Low | Insight Corp ⏳ | Marsha F. | 2 | 7 | 10 | 2 | Inbound | $17,735.00 | - Inaccurate demand forecasting affecting stock levels - Lead time challenges | - Data-driven vendor evaluation for better supplier selection - AI defect detection for quality assurance | - Needs ROI proof before investing - Requires process restructuring before adoption | Ghosted | - Last two-way communication: April 3 - First follow-up attempt: April 9 | |||||||||||
10 | Low | Crest Innovations | Marsha F. | 2 | 3 | 3 | 2 | Inbound | Unknown | - Equipment failures leading to production losses | - AI demand forecasting for stock optimization - ❌ Supply chain visibility dashboard | - Budget constraints slowing down purchasing decisions. - Compliance concerns regarding third-party logistics partnerships. - Uncertainty about long-term support and scalability of the solution. | Decided not to buy | ||||||||||||
11 | Low | Echo Enterprises ⏳ | Jordan S. | 4 | 2 | 3 | 2 | Inbound | $13,093.00 | - Inefficient logistics routes leading to increased transportation costs. | - IoT production monitoring for real-time tracking - Smart warehouse management with automated slotting | - Complex integration challenges - Internal resistance to automation | Ghosted | - Follow-up gap: No outreach from February 15–February 22 | |||||||||||
12 | Low | Fusion Technologies | Taylor M. | 4 | 2 | 2 | 0 | Outbound | Unknown | - Compliance challenges impacting supply sourcing | - ❌ Robotics-driven inventory sorting for accuracy - Real-time inbound and outbound tracking | - Compliance concerns with third-party logistics - High implementation costs causing hesitation | Definitive No | ||||||||||||
13 | Low | Foxtrot Systems | Marsha F. | 4 | 6 | 2 | 0 | Inbound | Unknown | - Procurement delays from unreliable suppliers | - Predictive maintenance to reduce downtime - ERP integration for seamless operations | - Compliance concerns with third-party logistics - Uncertainty about support and scalability | Definitive No | ||||||||||||
14 | Very Low | Delta Analytics | Casey A. | 1 | 3 | 9 | 8 | Inbound | Unknown | - High defect rates needing improved quality control | - Smart warehouse management with automated slotting - ❌ Robotics-driven inventory sorting for accuracy | - Complex integration challenges - Internal resistance to automation | Definitive No | ||||||||||||
15 | Very Low | Vector Logistics | Casey A. | 0 | 0 | 9 | 9 | Outbound | $15,193.00 | - Predictive analytics for manufacturing optimization | - Predictive maintenance to reduce downtime - ERP integration for seamless operations | - Needs ROI proof before investing | Not a fit | ||||||||||||
16 | Very Low | Alpha Solutions | Casey A. | 2 | 2 | 3 | 2 | Outbound | Unknown | - Workforce scheduling challenges | - Budget constraints delaying purchases | Not a fit | |||||||||||||
17 | Very Low | Summit Industries | Marsha F. | 0 | 0 | 0 | 0 | Outbound | Unknown | - Challenges in implementing lean manufacturing | - Doesn't have the pain | Not a fit | |||||||||||||
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