AI Sales Assistant
Year-end closing plan, built from your pipeline by fixed rules.
No AI service connectedFictional demo data
Where you stand
- $559,500 verified. $440,500 left to reach $1,000,000.
- Hot ($290,000) plus warm ($110,000) deals leave $40,500 uncovered, but only if most of them close.
- $139,748 is Closed Won but pending verification, so it does not count yet. Getting it verified would cut the gap to $300,752.
This week: close the hot deals
- Riverside Casino, $125,000 (Proposal Sent, 85%): Follow up with Riverside Casino
- Metro Events Center, $75,000 (Final Details, 80%): Call Metro Events Center
- Cedar Ridge Expo, $34,000 (Negotiation, 70%)
- Westfield Water Park, $31,000 (Negotiation, 70%)
- Union Square District, $25,000 (Proposal Sent, 65%)
Next week: move the warm deals
- Lakeside University, $50,000 (Demo)
- Pioneer Sportsplex, $40,000 (Demo)
- Brookside Library, $20,000 (Qualified)
- Send a year-end delivery or pricing incentive to warm leads, with a clear deadline.
Re-engage stalled deals
- Grand Lake Resort, $68,000: no activity since 2026-09-30
- Pinecrest College, $52,000: no activity since 2026-10-01
- Silver Creek Casino, $45,000: no activity since 2026-09-12
Trailer goal
- 4 of 10 mobile LED trailers verified; 2 pending verification; 1 in the year-end pipeline.
- Even if every pending trailer is verified and every year-end trailer closes, you are 3 short. Look at pulling forward Grand Lake Resort.
AI Sales Assistant
Your year-end closing advisor
I've analyzed your pipeline and identified a clear path to $1,000,000. Here's your action plan:
- 5hot deals worth $290,000
- 3warm deals worth $110,000
- 5stalled deals to re-engage ($210K)
- $139,748 pending verification (not counted yet)
Rule-based demo. No AI service is connected yet.