True Fulcrum · Presso Engagement

August Review & Delivery Dashboard

Completed work mapped against the August & September deliverables · August 2026

48
Tasks Completed
12/16
Deliverables Started
9/16
Deliverables Completed

Deliverable Status

Effort Allocation Share of total project effort
August · 60%
September · 20%
October · 20%
  • August · 60%
  • September · 20%
  • October · 20%
Month 1 is intentionally front-loaded — 60% of total project effort lands in August, with September and October running much lighter at 20% each.

August Front-loaded · 60%

  • JustCall AI Voice Agent Configuring
  • Cold Re-Engagement AI Call Agent Pending Agent Setup
  • Deal Stages / Closed Won = Deposit Completed
  • Ghosted-Deal Sequence Completed
  • Campaign Reporting vs Goals Completed
  • Great Sales List Segments for Ghosted & Paused Deals Completed
  • Weekly Per-Rep Pipeline Metrics Review with Sales Completed
  • Weekly Sales Training Calls Completed
Delivered Beyond Scope
  • Laundry Summit workflow build Completed
  • Email campaign for LA & Boston Completed
  • Deep-dive Investigation into Facebook Ad Issue Completed

September Upcoming

  • Long-Term Paused Deal Sequence Completed in AUG
  • Lost-Deal Nurture + Metrics Upcoming
  • HubSpot Record Customization (Dashboard) Upcoming
  • Stripe → Zapier → HubSpot Auto-Close Upcoming
  • New-Hire Training & Coaching In Process
  • Weekly Per-Rep Pipeline Metrics Review with Sales Upcoming

Sequence Performance

Ghosted Deal — Contact Re-Engagement Live
27
Enrolled
15
Opened
0
Clicked
Engaged 44.44% (12 contacts)  ·  No response 44.44% (12)  ·  Bounce 0%  ·  Unsubscribe 0%  ·  Leads reached 100% (27)
Goals vs Actual (Ghosted Deals target)
MetricTargetActualStatus
Open rate16%55.6% (15/27)Beating
Click rate1.8%0% (0/27)Below
Reply rate0.40%7.4% (2/27)Beating
Step Performance
StepSentOpensReplies
Step 1 — Ghosted Contact (1 of 4)2744.44%3.7%
Step 2 — Re-Engagement2339.13%0%
Step 3 — Re-Engagement520%20%
Step 4 — Re-Engagement0——
Rep step — Call contact to follow up12 created——

All Completed Tasks (48)

TaskAreaStatusClosed
Built New England outreach segmentCold Re-EngagementCompletedAug 11
Flagging for non-US/CAN leadsCold Re-EngagementCompletedAug 11
Auto-set lead status & US/CAN geo from lead formCold Re-EngagementCompletedAug 24
US/CAN property + status-driven update workflowCold Re-EngagementCompletedAug 24
4-email show drip campaignCold Re-EngagementCompletedAug 24
Drafted show outreach emailsCold Re-EngagementCompletedAug 24
Reviewed auto-email performance against Jon's needsCold Re-EngagementCompletedAug 24
Built reactivation workflowsCold Re-EngagementCompletedAug 26
Reactivation tracking fields for contactsCold Re-EngagementCompletedAug 26
Reconfigured deal stages to close at Deposit ReceivedDeal Stages & PipelineCompletedAug 11
Company lead status driven by deal statusDeal Stages & PipelineCompletedAug 11
Rebuilt deal pipelinesDeal Stages & PipelineCompletedAug 11
Purged legacy auto-created dealsDeal Stages & PipelineCompletedAug 24
Built Depositor lifecycle stage + cleanup workflowDeal Stages & PipelineCompletedAug 24
Deal lifecycle-stage cleanup workflowDeal Stages & PipelineCompletedAug 24
SQL lifecycle-stage cleanup workflowDeal Stages & PipelineCompletedAug 24
MQL lifecycle-stage cleanup workflowDeal Stages & PipelineCompletedAug 24
Auto-set SQL when a rep marks a contact Active / No BrainerDeal Stages & PipelineCompletedAug 24
Cleaned up August deals & deposits with SalesDeal Stages & PipelineCompletedAug 26
Built ghosted-deal sequence enrollment + attribution workflowGhosted-Deal CampaignCompletedAug 11
Deal-level campaign attribution propertiesGhosted-Deal CampaignCompletedAug 11
Contact-level campaign attribution propertiesGhosted-Deal CampaignCompletedAug 11
Created ghosted-deal sales sequence and trained repsGhosted-Deal CampaignCompletedAug 11
Deal campaign-enrollment tracking workflowGhosted-Deal CampaignCompletedAug 26
Contact campaign-enrollment tracking workflowGhosted-Deal CampaignCompletedAug 26
Scoped JustCall Call & SMS agent implementationJustCall AI AgentCompletedAug 24
Approved JustCall budget and kicked off implementationJustCall AI AgentCompletedAug 24
Rep sales view to enroll long-term paused dealsLong-Term PausedCompletedAug 26
Segmented list of long-term paused dealsLong-Term PausedCompletedAug 26
Built long-term paused deal sequence + attribution workflowLong-Term PausedCompletedAug 26
Reconfigured ICP to location-based targetingPlatform & EnablementCompletedAug 7
Repointed website popup to the new formPlatform & EnablementCompletedAug 11
Negotiated HubSpot Marketing Pro / Sales Ent quotePlatform & EnablementCompletedAug 24
Researched Calendly to HubSpot group-demo flowPlatform & EnablementCompletedAug 24
Enabled Nishant on private-app creationPlatform & EnablementCompletedAug 24
Updated deal reports on the Presso dashboardReporting & DashboardsCompletedAug 11
Team deposit-goal & funnel-conversion reportsReporting & DashboardsCompletedAug 24
Lifecycle data cleaned for accurate dashboard reportingReporting & DashboardsCompletedAug 24
Lead-origin copy: contact to dealReporting & DashboardsCompletedAug 24
Imported show leads into HubSpotReporting & DashboardsCompletedAug 24
Cleaned & prepped show-lead import sheetReporting & DashboardsCompletedAug 24
Lead-origin copy: contact to accountReporting & DashboardsCompletedAug 24
Original Lead Source to Lead Origin mappingReporting & DashboardsCompletedAug 24
Lead Origin attribution fields on dealsReporting & DashboardsCompletedAug 24
Lead Origin attribution fields on contactsReporting & DashboardsCompletedAug 24
Auto-flag new deals as not pausedSales List SegmentsCompletedAug 26
Produced Presso training videosTraining & EnablementCompletedAug 7
Deep-dive Investigation into Facebook Ad IssueFacebook AdsCompletedAug 27
Prepared by True Fulcrum · Source: ClickUp (Presso — completed tasks only) · Generated Aug 27, 2026