Today
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Good morning, Dee

6 things today, most important first. Ranked by what matters most to Halden.

2 new from last night's session notesSample data
  1. Coach Jess before the numbers go to MarcusFrom session notes
    Listen at 11:30 in her call with Dana, then a 10-minute chatPriority 1: deals closing this month · Northway pilot starts Oct 14 · $12,320 over 8 weeks
    By 11:00
  2. Send Sam his price practice
    Paige already wrote the messagePriority 2: reps below 65 on a key step · Sam scored 58 on price questions, 4 of his last 5 calls
    Today
  3. Listen to Tom asking for next steps
    Two calls from Tuesday, 12 minutes in allPriority 2: reps below 65 on a key step · Tom is at 64 on asking for next steps
    Today
  4. Watch Leo's first practice call
    Leo practiced with Rachel Kim, the grocery buyerPriority 3: new reps in their first two weeks · Leo started on Monday
    Today
  5. Approve “a weekend of sales” for the playbookFrom session notes
    Dana's words, from Jess's callPriority 4: keeping the playbook current · Every rep gets it on their next call
    This week
  6. Check in with Priya on deeper questions
    Priya asked for help last weekPriority 5: everything else · No deadline
    Friday

How Halden ranks your day

Sample data

Set by Halden's sales lead. Paige puts the most important first, then the soonest.

  1. Deals closing this month1 today
  2. Reps below 65 on a key step2 today
  3. New reps in their first two weeks1 today
  4. Keeping the playbook current1 today
  5. Everything else1 today
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6left today
48minutes of coaching
Sample data