Inbound opportunities
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goal: — · update in metrics
Pacing
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Outbound opportunities
—
goal: — · update in metrics
Pacing
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Today's priorities
Coming up
Quick ask
Daily signals
Inbound run rate
Outbound run rate
Week
Growth Strategy
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
BDR Specialists
Specialist
PITCH — Sequence Expert
Cold email copy · subject lines · sequence architecture
Specialist
DIAL — Cold Calling Coach
Call reluctance · openers · objection handling · voicemail
Specialist
BLUEPRINT — SDR Strategist
Team design · quota · comp · coaching · career pathing
Demand Gen Specialists
Specialist
APEX — Paid Search
Google Ads · Quality Score · CPL → cost per meeting
Specialist
ORBIT — SEO Strategy
Topical authority · content-led growth · pipeline attribution
Specialist
LENS — CRO Specialist
Conversion rate obsessive · test frameworks · funnel forensics
Specialist
SIGNAL — Paid Social
LinkedIn · Meta · Metadata.io · B2B pipeline from paid social
CMO Sounding Board
CMO Board
BOARD — CMO Sounding Board
Brand · category creation · exec strategy · board narrative
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
Head of Growth & BDR Director 1:1
Pipeline, rep performance, sequence health, coaching priorities, blockers
meeting
Mon
weekly
Head of Growth & Demand Gen 1:1
Channel performance, CPL trends, inbound Opp attribution, optimization priorities
meeting
Mon
weekly
Head of Growth & VP of Marketing 1:1
Strategic alignment, exec priorities, pipeline coverage, cost per meeting trend
meeting
Tue
weekly
Growth Weekly
Full team growth review — inbound + outbound Opps, pacing, channel performance, priorities
meeting
Tue
weekly
BDR & VP of Marketing check-in
BDR sequence performance, inbound lead quality, outbound-inbound alignment
meeting
Wed
weekly
BDR & VP of Sales check-in
Pipeline coverage, outbound Opp contribution, BDR activity vs quota, handoff quality
meeting
Thu
weekly
Demand Gen & VP of Marketing check-in
Inbound pipeline, channel efficiency, CPL trends, Metadata.io + paid social review
meeting
Fri
weekly
Review Weekly Growth Update
Full funnel review — inbound + outbound Opps, cost per meeting, pacing, next week plan
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
Outbound Opps this week
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goal: — · enter below
Pacing
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Team metrics
Reply rate
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Meeting set rate
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Rep performance
| Rep | Opps | Reply % | Mtg rate | Status |
|---|---|---|---|---|
| Add reps below to populate | ||||
Add / update rep
Rep name
Opps
Reply %
Mtg rate %
Sequence performance
| Sequence | Open % | Reply % | Drop-off |
|---|---|---|---|
| Add sequences below to populate | |||
Add / update sequence
Sequence name
Open %
Reply %
Drop-off step
Update team metrics
Outbound Opps
Opp goal
Reply rate %
Meeting set rate %
Coaching log
No notes yet · add below after each meeting
Rep name
Date
BDR quick asks
BDR analysis will appear here...
MQLs this week
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goal: — · enter below
Pacing
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Funnel conversion
MQL → SQL
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Inbound Opps
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from inbound this week
Paid channel performance
| Channel | Spend | CPL | ROAS | Trend |
|---|---|---|---|---|
| Add channels below to populate | ||||
Add / update channel
Channel
Spend ($)
Leads
Rev attr. ($)
SEO & organic
Organic sessions
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Organic leads
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Top landing page CVR
—
Content conv. rate
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Organic sessions
vs last week (%)
Organic leads
Landing page CVR (%)
Content CVR (%)
Update funnel metrics
MQLs this week
MQL goal
MQL → SQL %
Inbound Opps
Demand Gen quick asks
Demand Gen analysis will appear here...