Every Monday: coaching focus is set. Every Friday 3pm: compliance is graded.

How it works

Monday — Review the live franchise pipeline. Pick one specific, measurable coaching action for Kelsey or Diana (or both) tied to a named deal or account. Post the focus here. Max sends the draft Slack.

Friday — Check HubSpot for activity logged on the relevant deals. Did the rep act? Grade it and post the result. Max calls it out.

Week of March 23, 2026

Focus: Both — Two franchise deals are set to close this Friday (March 31) with no call activity logged this week. Diana's PMI - Palmetto is still sitting in Presentation Scheduled (demo stage) with a Friday close date — a clear mismatch. Kelsey's Grand Welcome - North Georgia Mountains also closes Friday and has had zero logged activity since March 22. Each rep must call their contact, log it in HubSpot by Thursday EOD, and either advance the deal stage or update the close date to reflect reality.

Friday check: In HubSpot, look for: (1) a logged call or meeting on PMI - Palmetto created after March 23, plus a stage move past Presentation Scheduled or a close date update; and (2) a logged call or meeting on Grand Welcome - North Georgia Mountains created after March 23, plus any stage or close date change. No logged activity = non-compliance.

Result: Diana ⚠️ Partial — called contact on Monday (March 23) and updated close date to April 30, but stage remains in Presentation Scheduled. Kelsey ❌ Non-compliant — no logged call, meeting, or note this week; close date unchanged at March 31.

Rep breakdown:

• Kelsey: Grand Welcome - North Georgia Mountains closes Friday (March 31). No logged activity this week. Must call and log before Thursday EOD — and confirm or correct the close date.
• Diana: PMI - Palmetto closes Friday (March 31) but is stuck in Presentation Scheduled. Stage and close date are misaligned. Must call the contact, advance the stage or push the date, and log the activity.

📤 Draft Slacks

Draft for Kelsey:

Hey @Kelsey — Grand Welcome - North Georgia Mountains has a close date of this Friday (March 31) in HubSpot but I don't see any call activity logged this week. Can you give them a call and log a note before EOD Thursday? Even a quick status update is fine — just need to see it in HubSpot. Thanks!

Draft for Diana:

Hey @Diana — PMI - Palmetto is still sitting in Presentation Scheduled with a close date of this Friday. That stage doesn't match a deal closing in 6 days. Can you call them this week and either push it to the next stage or update the close date in HubSpot? Need a logged call by Thursday EOD. Thanks!

Draft for Max (send yourself):