Generated for Sofia Marin, Driveline.
For the first time, 6 months of your revenue conversations sit in one place, and the picture is clear. Your pipeline is healthy at the top and leaking in the middle.
Across 41 calls with 18 people at 6 dealer groups, the deals that close all share one thing: the general manager is on the second call. Where only the sales manager shows up, deals stall at pricing. One deal stands out, Priya Sandhu at Harbourline Auto Group, who asked for pricing for all six rooftops and is still waiting for it.1
Two deals closed this quarter and one was lost, to an incumbent DMS add-on, on price. What the calls carry beyond the numbers is a repeated signal: dealers are tired of re-keying leads between three tools, and they describe it as wasted floor time rather than bad data.2
Your best deals are multi-rooftop groups, and they buy when the GM is in the room. Priya at Harbourline and Allan at Bayshore both joined a second call, and both are now in late stages. Single-store dealers move faster but stay small.
Four of six accounts score in tier 1 or 2, between 74 and 92. The two below are single-store dealers, which your ICP marks as smaller wins, so the model is working as written.
The one deal at risk is the biggest. Harbourline asked for pricing for all six rooftops on 29 September, and the proposal is due Friday.1 Nothing in the CRM shows that promise, so it lives only in the call.
| Company | Person | ICP | Last touch |
|---|---|---|---|
| Harbourline Auto Groupharbourline.example | Priya SandhuGeneral Manager | 92 | 29 Sep |
| Bayshore Motorsbayshore.example | Allan MooreGeneral Manager | 88 | 6 Oct |
| Westgate Auto Centrewestgate.example | Dana WrightFinance Manager | 81 | 24 Sep |
| Summit Hill Fordsummithill.example | Marco ReyesSales Manager | 74 | 2 Oct |
| Pinecrest Motorspinecrest.example | Hannah ColeOwner | 58 | 19 Sep |
| Cedar Point Kiacedarpoint.example | Omar HaddadSales Manager | 51 | 11 Sep |
A few of these accounts carry more than a score can show. Allan at Bayshore ran the training himself and asked for two more seats, which is expansion before the contract is even signed.2 Dana at Westgate missed the training and has not replied in 12 days, so the deal is quiet rather than lost.
This is your seat only. Your teammates' calls, emails and deals are not here yet, so any account they own stays invisible in this view. As each teammate connects, their history lands on the same accounts, and the team pipeline assembles seat by seat.
generated by OpenNous · 7 October 2026