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You
Break down this month's created pipeline by source and show conversion.
Assistant

Pipeline created this month by source:

  • Outbound sequences: $412,000 (38%)
  • Inbound demo requests: $355,000 (33%)
  • Partner referrals: $214,000 (20%)
  • Events: $97,000 (9%)

Partner referrals convert best at 31% to closed won, against 14% for outbound.

You
Why is outbound conversion so low?
Assistant

Outbound by sequence this month:

SequenceCreatedConversion
Cold intro$236,0009%
Event follow-up$98,00021%
Re-engage lost$78,00017%

The cold intro sequence drags the average down.

You
What if we shifted 10% of outbound effort to partners?
Assistant

Moving 10% of outbound effort (about $41,000 of created pipeline) to partners would add roughly $12,700 of closed-won at the 31% rate, against $5,700 at 14%. Partner capacity is the limit, so test it with two partners first.

You
Which partners referred the most?
Assistant

Top partner sources this month:

  • Brightwave Consulting: $82,000
  • Lumen Systems: $63,000
  • Northgate Advisors: $41,000