True Fulcrum · Presso Engagement

Review & Delivery Dashboard

Completed work mapped against the contract deliverables

Tasks Completed

Assigned Deliverables

18/21

Deliverables Completed

Delivered Beyond Scope

Deliverable Status

August Delivered

6/6 completed · +3 beyond scope

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 Delivered

New-Lead Auto Email & Follow-up Completed
Long-Term Paused Deal Sequence Completed in AUG
Lost-Deal Nurture + Metrics Completed
HubSpot Record Customization (Dashboard) Completed
Stripe Deposits Integrated with HubSpot Completed
New-Hire Training & Coaching Completed
Weekly Per-Rep Pipeline Metrics Review with Sales Completed

Delivered Beyond Scope

Created Deposit Sequence Completed
CLA list import & email Completed
Update Deal Stages to include Paused Deals for Tracking Completed
Implement New Lead SMS Automation Completed
Created Intake Lead form for Shows & Events Completed
CRM Automation Upgrades Completed
Sequences & Drip Campaigns Completed

October Doing

JustCall AI Voice Agent Final Testing
Finalize JustCall AI Agent to HubSpot integration Doing
SMS Audit with Claude: Compare Jon's and Macias's Texts Completed
Fix New-Lead Auto SMS Logged as John Lombardi (JustCall/HubSpot) Completed
Run Manual Rep Activity Audit and Comparison Completed
Weekly Per-Rep Pipeline Metrics Review with Sales Upcoming
Create Quarterly Review Dashboard Completed
Create Sales Activity Analytics Dashboard Completed

Delivered Beyond Scope

Increase Zapier Integration to create Contacts & Deals when the contact is NOT FOUND in HubSpot Completed
Onboard training for new sales rep Completed

Postponed

Post-Deposit Nurture + Status-Based Enroll/Un-enroll Postponed
Pre/Post-Sales CX Support Drip Campaigns Postponed

Next 3 MonthsProposed · Nov 2026 – Jan 2027

November

Cold Outreach AI Agent & Key Deal Alerts

Finalize any remaining adjustments to the JustCall AI Agent → HubSpot integration
Launch Cold Re-Engagement AI Call Agent
Research how to automate the process & notification protocol for "deals needing Jon": identify signals and scope the weekly automation/tool
Reconfigure the nurture pipeline and set a 10-touch exit
Up to 3 beyond-scope projects (available with Add-on Package)

December

Automate Manual Monthly Rep Activity Audits

Build & launch weekly "deals needing Jon" automation (scoped in Nov)
Research & scope an automated monthly per-rep contacting summary for Jon
Research & scope an automated monthly rep comparison audit to show how rep outreach compares and determine winning strategies
Up to 3 beyond-scope projects (available with Add-on Package)

January

Review Q4, all of 2026, & Scale into 2027

Build & launch automated monthly per-rep contacting summary for Jon
Build & launch automated monthly rep comparison audit to show how rep outreach compares and determine winning strategies
Research & scope install-readiness lead scoring & routing
Q4 Quarterly Review dashboard & analysis
Up to 3 beyond-scope projects (available with Add-on Package)

Sequence Performance

Recent Lead Engagement — Last 120-Day Live

199

Enrolled

112

Opened

Clicked

Engaged 11.06% (22 contacts) · No response 22.61% (45) · Bounce 2.51% (5) · Unsubscribe 0% · Leads reached 97.49% (194)

Goals vs Actual (Dormant / Cold Leads target)

Metric	Target	Actual	Status
Open rate	14%	56.3% (112/199)	Beating
Click rate	1.5%	12.6% (25/199)	Beating
Reply rate	0.15%	4.5% (9/199)	Beating

Step Performance

Step	Sent	Opens	Replies
Step 1 — Automated email	199	45.23%	4.52%
Step 2 — Automated email	111	39.64%	0.9%
Step 3 — Automated email	108	33.33%	0.93%
Step 4 — Automated email	101	44.55%	0.99%
Step 5 — Automated email	98	31.63%	1.02%
Step 6 — Automated email	60	25%	1.67%
Rep step — Follow-up task	18 created	—	—

Ghosted Deal — Contact Re-Engagement Live

Enrolled

Opened

Clicked

Engaged 55.56% (15 contacts) · No response 88.89% (24) · Bounce 0% · Unsubscribe 0% · Leads reached 100% (27)

Goals vs Actual (Ghosted Deals target)

Metric	Target	Actual	Status
Open rate	16%	70.4% (19/27)	Beating
Click rate	1.8%	0% (0/27)	Below
Reply rate	0.40%	14.8% (4/27)	Beating

Step Performance

Step	Sent	Opens	Replies
Step 1 — Ghosted Contact (1 of 4)	27	59.26%	3.7%
Step 2 — Re-Engagement	23	52.17%	0%
Step 3 — Re-Engagement	16	31.25%	12.5%
Step 4 — Re-Engagement	12	25%	8.33%
Rep step — Call contact to follow up	12 created	—	—

All Completed Tasks (83)

Task	Area	Status	Closed
October 2026 9 tasks
Run Manual Rep Activity Audit and Comparison	Reporting & Dashboards	Completed	Oct 22
Fix New-Lead Auto SMS Logged as John Lombardi (JustCall/HubSpot)	Platform & Enablement	Completed	Oct 21
SMS Audit with Claude: Compare Jon's and Macias's Texts	Reporting & Dashboards	Completed	Oct 21
Onboard training for new sales rep	Training & Enablement	Completed	Oct 19
Increase Zapier Integration to create Contacts & Deals when the contact is NOT FOUND in HubSpot	Platform & Enablement	Completed	Oct 16
Create Sales Activity Analytics Dashboard	Reporting & Dashboards	Completed	Oct 14
Built quarterly review dashboard (7 charts)	Reporting & Dashboards	Completed	Oct 7
Sent Jon the quarterly review data summary	Reporting & Dashboards	Completed	Oct 7
CLA list import & email	Events & Shows	Completed	Oct 5
September 2026 26 tasks
Stripe deposit payment data pushed into HubSpot	Stripe → HubSpot Deposits	Completed	Sep 28
Reconciled missing deposits & AirTouch mismatch with Shiv	Deal Stages & Pipeline	Completed	Sep 25
Implement New Lead SMS Automation	New-Lead Engagement	Completed	Sep 23
Created Intake Lead form for Shows & Events	Events & Shows	Completed	Sep 23
Scoped Stripe ↔ HubSpot auto deposit & paid-in-full updates with Nishant	Stripe → HubSpot Deposits	Completed	Sep 22
Alerted reps that the 'Collect Deposit' sequence is live for the show	Deposit Sequence	Completed	Sep 22
Created Deposit Sequence	Deposit Sequence	Completed	Sep 21
Reviewed round 3 of AI agent test calls	JustCall AI Agent	Completed	Sep 18
Enrolled NEGOTIATING deals into the nurture sequence	Long-Term Paused	Completed	Sep 17
Reviewed rounds 1 & 2 of AI agent test calls	JustCall AI Agent	Completed	Sep 17
Gathered deposit instructions from Jon for the deposit sequence	Deposit Sequence	Completed	Sep 16
Updated Presso on AI agent status & API integration needs	JustCall AI Agent	Completed	Sep 16
Update Deal Stages to include Paused Deals for Tracking	Deal Stages & Pipeline	Completed	Sep 16
Scoped automated SMS sequences with JustCall	JustCall AI Agent	Completed	Sep 16
Subscribe form built and shared with Sales	Platform & Enablement	Completed	Sep 16
Calls-per-day report for Gersh	Reporting & Dashboards	Completed	Sep 16
Added Andres to new-lead notifications	New-Lead Engagement	Completed	Sep 15
Workflow pushing Business Install Readiness to contacts	New-Lead Engagement	Completed	Sep 14
Delivered JustCall the Presso knowledge base & insights	JustCall AI Agent	Completed	Sep 9
Enrolled remaining contacts into the lead engagement workflow	New-Lead Engagement	Completed	Sep 9
Added "existing business to launch Presso with?" lead question	New-Lead Engagement	Completed	Sep 9
Wrote the deposit sequence prompt	Deposit Sequence	Completed	Sep 8
Completed JustCall's 25-question AI agent questionnaire	JustCall AI Agent	Completed	Sep 4
Confirmed JustCall ↔ HubSpot integration behavior	JustCall AI Agent	Completed	Sep 4
HubSpot deal pipeline & stage reconfiguration (deliverable)	Deal Stages & Pipeline	Completed	Sep 2
Campaign-level reporting (deliverable)	Reporting & Dashboards	Completed	Sep 2
August 2026 48 tasks
Built New England outreach segment	Cold Re-Engagement	Completed	Aug 11
Flagging for non-US/CAN leads	Cold Re-Engagement	Completed	Aug 11
Auto-set lead status & US/CAN geo from lead form	Cold Re-Engagement	Completed	Aug 24
US/CAN property + status-driven update workflow	Cold Re-Engagement	Completed	Aug 24
4-email show drip campaign	Cold Re-Engagement	Completed	Aug 24
Drafted show outreach emails	Cold Re-Engagement	Completed	Aug 24
Reviewed auto-email performance against Jon's needs	Cold Re-Engagement	Completed	Aug 24
Built reactivation workflows	Cold Re-Engagement	Completed	Aug 26
Reactivation tracking fields for contacts	Cold Re-Engagement	Completed	Aug 26
Reconfigured deal stages to close at Deposit Received	Deal Stages & Pipeline	Completed	Aug 11
Company lead status driven by deal status	Deal Stages & Pipeline	Completed	Aug 11
Rebuilt deal pipelines	Deal Stages & Pipeline	Completed	Aug 11
Purged legacy auto-created deals	Deal Stages & Pipeline	Completed	Aug 24
Built Depositor lifecycle stage + cleanup workflow	Deal Stages & Pipeline	Completed	Aug 24
Deal lifecycle-stage cleanup workflow	Deal Stages & Pipeline	Completed	Aug 24
SQL lifecycle-stage cleanup workflow	Deal Stages & Pipeline	Completed	Aug 24
MQL lifecycle-stage cleanup workflow	Deal Stages & Pipeline	Completed	Aug 24
Auto-set SQL when a rep marks a contact Active / No Brainer	Deal Stages & Pipeline	Completed	Aug 24
Cleaned up August deals & deposits with Sales	Deal Stages & Pipeline	Completed	Aug 26
Built ghosted-deal sequence enrollment + attribution workflow	Ghosted-Deal Campaign	Completed	Aug 11
Deal-level campaign attribution properties	Ghosted-Deal Campaign	Completed	Aug 11
Contact-level campaign attribution properties	Ghosted-Deal Campaign	Completed	Aug 11
Created ghosted-deal sales sequence and trained reps	Ghosted-Deal Campaign	Completed	Aug 11
Deal campaign-enrollment tracking workflow	Ghosted-Deal Campaign	Completed	Aug 26
Contact campaign-enrollment tracking workflow	Ghosted-Deal Campaign	Completed	Aug 26
Scoped JustCall Call & SMS agent implementation	JustCall AI Agent	Completed	Aug 24
Approved JustCall budget and kicked off implementation	JustCall AI Agent	Completed	Aug 24
Rep sales view to enroll long-term paused deals	Long-Term Paused	Completed	Aug 26
Segmented list of long-term paused deals	Long-Term Paused	Completed	Aug 26
Built long-term paused deal sequence + attribution workflow	Long-Term Paused	Completed	Aug 26
Reconfigured ICP to location-based targeting	Platform & Enablement	Completed	Aug 7
Repointed website popup to the new form	Platform & Enablement	Completed	Aug 11
Negotiated HubSpot Marketing Pro / Sales Ent quote	Platform & Enablement	Completed	Aug 24
Researched Calendly to HubSpot group-demo flow	Platform & Enablement	Completed	Aug 24
Enabled Nishant on private-app creation	Platform & Enablement	Completed	Aug 24
Updated deal reports on the Presso dashboard	Reporting & Dashboards	Completed	Aug 11
Team deposit-goal & funnel-conversion reports	Reporting & Dashboards	Completed	Aug 24
Lifecycle data cleaned for accurate dashboard reporting	Reporting & Dashboards	Completed	Aug 24
Lead-origin copy: contact to deal	Reporting & Dashboards	Completed	Aug 24
Imported show leads into HubSpot	Reporting & Dashboards	Completed	Aug 24
Cleaned & prepped show-lead import sheet	Reporting & Dashboards	Completed	Aug 24
Lead-origin copy: contact to account	Reporting & Dashboards	Completed	Aug 24
Original Lead Source to Lead Origin mapping	Reporting & Dashboards	Completed	Aug 24
Lead Origin attribution fields on deals	Reporting & Dashboards	Completed	Aug 24
Lead Origin attribution fields on contacts	Reporting & Dashboards	Completed	Aug 24
Auto-flag new deals as not paused	Sales List Segments	Completed	Aug 26
Produced Presso training videos	Training & Enablement	Completed	Aug 7
Deep-dive Investigation into Facebook Ad Issue	Facebook Ads	Completed	Aug 27