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Hi Mona, 68% of goal achieved and rest can be achieved by focusing on 20 top leads
Target
$45 million
68% of target achieved
1 month until Q4 ends
Won $18m
Committed $8m
Best case $7m
Qualified $3m
Leads $75m
Copilot has pinpointed 20 key leads that show strong purchase intent and are actively engaging. These leads need your focus.
Jane Reyes
COONorthwind Traders
Engage with Jane Reyes
Jane may be interested in upgrading espresso machines for her in-store coffee shops.
Expand businessHigh buying intent
Allan Munger
Head of Real Estate DevelopmentContoso Coffee
Prepare for meeting with Allan
Prepare for high-buying intent meeting Copilot scheduled for 2 PM regarding upgrading service contract.
Upcoming meetingDue today
Winford Asher
Procurement ManagerCommercial Solutions Ltd
Follow up on Cafe A100
Interested in Cafe A100 for commercial use. Potential high-volume purchase.
New LeadCommercial Equipment
Josia Love
Service DirectorLove's Coffee Enterprise
Discuss service upgrade
Current client seeking service plan upgrade. Priority follow-up required.
Existing CustomerService Upgrade
Harrison Curtis
Technical LeadEspressoMaster Inc
Address throughput issues
Technical issue with EspressoMaster equipment requires immediate attention.
Technical SupportUrgent
Jermaine Berrett
Operations DirectorDistribution Solutions
Discuss roaster implementation
Seeking new roaster installation for distribution facility. Large-scale opportunity.
Equipment PurchaseHigh Value
Gerald Stephens
Maintenance ManagerStephens Coffee Chain
Address machine concerns
Current equipment concerns need addressing. Opportunity for equipment upgrade.
Equipment IssuesRetention Risk
Halle Griffiths
Business OwnerGriffiths Coffee House
Discuss expansion plans
Looking to expand business operations. Multiple location opportunity.
ExpansionGrowth Opportunity
Rachel Michael
Customer Success ManagerMichael's Coffee Co
Review service concerns
Service concerns need addressing to maintain relationship.
Service IssuesCustomer Satisfaction
Alex Baker
Purchasing ManagerBaker's Premium Coffee
Discuss premium beans supply
Interest in premium coffee beans supply. Recurring contract opportunity.
Supply ContractPremium Products
Other key activities
Name  | Topic | Status reason | Created on ↓ |
|---|---|---|---|
Jane Reyes | Engage with Jane Reyes | New | 3/10/2024 9:30 AM |
Allan Munger | Prepare for meeting with Allan | New | 3/08/2024 11:00 AM |
Winford Asher | Follow up on Cafe A100 | New | 4/02/2024 12:00 PM |
Josia Love | Discuss service upgrade | New | 3/30/2024 7:45 AM |
Harrison Curtis | Address throughput issues | New | 3/28/2024 3:30 PM |
Jermaine Berrett | Discuss roaster implementation | New | 3/25/2024 11:05 AM |
Gerald Stephens | Address machine concerns | New | 3/23/2024 4:50 PM |
Halle Griffiths | Discuss expansion plans | New | 3/21/2024 10:20 AM |
Rachel Michael | Review service concerns | New | 3/19/2024 1:15 PM |
Alex Baker | Discuss premium beans supply | New | 3/17/2024 8:00 AM |