Each Friday at 3pm, the weekly coaching analysis posts here. Max calls it out in Slack.

How it works

Monday — Choose one coaching focus based on pipeline data. Pre-written Slack message goes to Monday Brief. Max sends it.

Friday — Check HubSpot compliance. Did the team act on the focus? Post analysis here. Max calls it out in Slack.

Week of April 13, 2026

Focus: Touch every overdue Proposal/Pricing deal this week — log a contact, update the close date to a real projected close, or move to Closed Lost by Thursday EOD.

Friday check: Every deal currently in Proposal/Pricing with a close date before April 13 should have one of the following logged after today: (1) a new contact/note, (2) an updated close date, or (3) a stage change to Closed Lost. Deals with zero action will be called out.

Kalie:

• Vanage Vacation Homes — Stage: Proposal/Pricing, Close: 4/9 (overdue), Last activity: 4/9
• Outpost Group — Stage: Proposal/Pricing, Close: 4/8 (overdue), Last activity: 4/8
• Beyond Blue Vacations - VRMA — Stage: Proposal/Pricing, Close: 4/2 (overdue), Last activity: 4/2

Kelsey:

• Q Clean — Stage: Proposal/Pricing, Close: 4/2 (overdue), Last activity: 4/8
• Sosuite — Stage: Proposal/Pricing, Close: 4/1 (overdue), Last activity: 4/8
• Luxanto — Stage: Proposal/Pricing, Close: 3/31 (overdue), Last activity: 4/12

Diana:

• Pinnacle Resort Management — Stage: Proposal/Pricing, Close: 4/10 (overdue), Last activity: 4/10
• Cleantaztic Services — Stage: Proposal/Pricing, Close: 4/9 (overdue), Last activity: 4/10