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Voodo BeReal Case study:
Work Flow- Agency Pitches
Revenue and Expectation
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Revenue and Expectation

Focus on Pipeline and process stages. Ensure we focus on Prospecting creating weekly metrics to ensure we are building 3 times my pipeline to Revenue goal. Current Revenue each quarter is 1.5 Million. Start with 500k Quarterly bringing in 2 million in the year

Goal 2 Million in 1 year:

Weekly Metric Expectations:
500 Prospecting emails.
30 cold calls
10 Pitches a week
2 Closed deals weekly
10-20 calls a week
Tools of tracking progress:
Salesforce
Coda
Linked in
Moments resources


Timeline
Focus on Agency outreach
Create 2 proactive pitches for all agencies.
Verbal acceptance
2020
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2021
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2022
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2023
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2024
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2025
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
Jan
Feb
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Apr
May
Jun
Jul
Aug
Sep
Oct
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Dec
2027
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2028
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Focus on Agency outreach
SL
Create 2 proactive pitches for all agencies.
Verbal acceptance
Year
TodayFit
⁠

Pipeline stages and timeline
Search
Feature
PM
Start
End
Stage
PRD
Plan Details
1
Focus on Agency outreach
SL
Shaylyn Lindley
Oct 1
Oct 24
Prospect
Open
2
Create 2 proactive pitches for all agencies.
​
Oct 1
Oct 31
Pitch
Open
3
Verbal acceptance
​
Oct 7
Oct 31
verbal acceptance
Open
There are no rows in this table
⁠

⁠
Pipeline Tracker Doc
⁠
- This shows how I would track my pipeline!
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