Alaskan Labs

Weekly pipeline digest

Every Friday afternoon: deals moved, won and lost, meetings held, and the three deals most at risk with a next step each. Posted where you choose after one look.

For
Agencies and sales teams
Runs
Fridays · 3:00 PM
Run by
Denali, reporting
Apps
HubSpot, Google Calendar, Slack, Gmail
Licence
MIT, by Alaskan Labs

The graph

A run walks it from the top, one step at a time. A Decide step comes to you as a card and the run waits; it carries on along the option you choose. Steps marked write change something, so they run only after an approved Decide.

  1. 01

    Read this week's dealsApp · HubSpot

  2. 02

    Count this week's sales meetingsApp · Google Calendar

  3. 03

    Write the digestThink

  4. 04

    Post this week's pipeline digest?Decide

    1. 1Post it in #sales
    2. 2Email it to me only
    3. 3Skip this week

    Post it in #sales → Post the digest in #sales · Email it to me only → Email the digest to you · Skip this week → Save the digest

  5. 05

    Post the digest in #salesApp · Slack · write

  6. 06

    Email the digest to youApp · Gmail · write

  7. 07

    Save the digestWrite

Fridays · 3:00 PM

1 · Post it in #sales2 · Email it to me only3 · Skip this weekAPPRead this week's dealsAPPCount this week's salesmeetingsTHINKWrite the digestDECIDEPost this week's pipelinedigest?APPWRITEPost the digest in #salesAPPWRITEEmail the digest to youWRITESave the digest

Installed with