Inbound opportunities
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goal: — · enter below
Pacing
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Outbound opportunities
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goal: — · enter below
Pacing
—
Update metrics
Inbound Opps
Inbound goal
Outbound Opps
Outbound goal
This week's priorities
Prep outbound update (due Tue)
Review Metadata.io CPL by campaign
Weekly growth report (due Fri)
BDR meeting prep w/ VP Marketing
Quick ask
Select module
Inbound
Inbound optimizer
Paid, SEO, events — compound what's working
Outbound
Outbound diagnostics
Reply rates, sequences, targeting variables
Integration
Inbound → outbound
Intent signals to BDR sequence triggers
Exec
Executive ghostwriter
CEO updates, QBRs, pipeline comms
Evaluation
Vendor evaluator
Pre-mortem + distraction test on new tools
Team
Team advisor
Coach BDR Director + Demand Gen Manager
No module selected — pick a module above or ask anything directly
Response will appear here...
Inbound opportunities by source
Organic / SEO
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Paid search
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Paid social
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Events / webinars
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Channel efficiency
| Channel | Spend | CPL | Cost / meeting | ROAS |
|---|---|---|---|---|
| Enter channel data below to populate | ||||
Update secondary metrics
Inbound Opps by source
Organic / SEO
Paid search
Paid social
Events / webinars
Google Ads
Spend ($)
Leads
Meetings
Revenue attr. ($)
Metadata.io / LinkedIn
Spend ($)
Leads
Meetings
Revenue attr. ($)
Events / Webinars
Spend ($)
Leads
Meetings
Revenue attr. ($)
Report analyzer
Paste funnel data or a reporting snapshot. Returns structured analysis + 3-sentence exec-ready summary.
Analysis will appear here...
Weekly — meetings
Mon
weekly
BDR meeting — VP of Marketing
BDR Director performance, sequence results, inbound lead quality, outbound alignment
meeting
Tue
weekly
Demand Gen meeting — VP of Marketing
Inbound pipeline, channel performance, CPL trends, Metadata.io + paid social review
meeting
Wed
weekly
BDR meeting — VP of Sales
Pipeline coverage, outbound Opp contribution, BDR activity vs quota, handoff quality
meeting
Weekly — reports
Tue
report due
Outbound dedicated update
BDR sequence performance, reply/connect rates, Opp contribution — due before Wed meeting with VP Sales
report
Fri
report due
Weekly growth report
Full funnel — inbound + outbound Opps, cost per meeting trend, pacing to monthly goal, next week priorities
report
Monthly
EOM
monthly
ToFu → BoFu meeting + report
Full funnel source analysis — Leads → MQL → SQL → Opp → Deal by channel
monthly
Quarterly
EOQ
quarterly
QBR — End of quarter review
Pipeline coverage vs quota, cost per meeting trend, BDR headcount ROI, inbound CAC, next quarter plan
QBR
