EQ Team — Sales Operations

Today’s focus3 office visits · 5 follow-ups due · 2 handoffs waiting

Active pipeline

$18,460↑ 12% from last month

Qualified contractors

268 ready for a visit or demo

Conversion rate

31.8%↑ 4.2 pts this quarter

Won this month

7$3,280 recurring value

Pipeline health

Contractors by stage

Total active value$18,460Weighted forecast $9,240

Field schedule

Office visits

Priority queue

Next actions

5 due

Decision guardrail

Senior review

1 open

Major product, pricing, publishing, or backend changes require coordinated review before execution.

FPFrankOwnerApproved

CXCodexTechnical leadReviewing

CLClaudeProduct leadReviewing

All contractor companies25 active records

Company	Office location	Decision-maker	Stage	Assigned to	Next action	Value

Office visit schedulePlan routes, capture outcomes, create next actions

September 2026

Monday, Sep 28 · Ontario

First route

Campaign schedule15 visits5 weekdays · 3 stops per day

Ontario / Inland Empire

Planned contractor office visits

Public commercial locations only. Confirm the decision-maker and office access before traveling.

15 locations

Activity command queueEvery call, email, note, task and reminder

Lisa

Approval mode

All dashboard data connected8 EQ Team sections available

Lisa workspace activeInternal data is ready

Email and calling laterNo file required for dashboard work

Frank approves external actionsLisa never sends or calls automatically

Open pipeline0Active opportunities

Scheduled visits0Read from Office visits

Active onboarding0Contractor launches

Handoff issues0Need team attention

Workspace intelligence

Lisa is connected across EQ Team

Counts, gaps, and priorities update from every operational page.

8 sections connected

Connected internal data

Scheduled visit preparation

Lisa uses the Visit Scheduled records already in EQ Team. Prepare and save a brief for each office visit.

Connected

Available after Gmail connection

Email answers

Lisa can read replies and prepare answers after email is connected. Visit preparation works now without a file.

1Read visitCompany, owner, time, and location

→

2Find gapsDecision-maker and access details

→

3Build briefObjective, questions, and next action

→

4Save dataRecord the task in EQ Team

Contractor onboardingFrom signed agreement to live EQPage

Sales handoff controlNo contractor moves forward without a complete operating record

2 need attention

EQ TeamSales owns relationshipProspect → agreement

→Approved handoff

EQAdminOperations owns deliveryAccount → products → install

→Published connection

Contractor websiteCustomer experienceCatalog → contact lead

Team pipeline$18,46042 open opportunities

Visits completed1878% resulted in follow-up

Activity completion91%44 of 48 due activities

Median sales cycle19 days3 days faster this month

Performance

Sales team

Governance

Roles & permissions

FP

FrankOwner · Full control

Owner

CX

CodexSystem architecture · Technical review

Senior lead

CL

ClaudeProduct quality · Product review

Senior lead

MC

Maya ChenLos Angeles · Sales records

Sales

Protection layer

Audit history

Major changes

Decision review board