Projects & Continuous Improvement
Track Sales improvement initiatives and CI projects.
Open
1
In Progress
2
On Hold
0
Completed
1
Standardize Quote Follow-Up Process
In ProgressHighInconsistent follow-up is causing lost opportunities. Need a standardized cadence and Pipedrive automation.
Mike Reynolds Due Jun 30, 2025IT, Sales Ops
Latest Update
Drafted follow-up cadence template. Working with IT on Pipedrive automation triggers.
Stale Opportunity Cleanup
In ProgressHighPipeline hygiene — over 40 opportunities with no activity in 30+ days are inflating pipeline value.
Tom Williams Due May 31, 2025
Latest Update
Identified 43 stale opportunities. Reps assigned to review and update or close by May 30.
Sales Playbook v2.0
OpenMediumCurrent playbook is outdated and doesn't reflect new product lines or updated pricing structure.
Lisa Chen Due Aug 31, 2025
Customer Onboarding Checklist
CompletedLowNew customers need a consistent onboarding experience to reduce early churn.
David Park Due Jul 15, 2025Customer Service
Latest Update
On hold pending Customer Service team bandwidth in Q3.