Friday hygiene
The team board a manager sees, and the private fix list each seller gets every Friday.
Team hygiene
Open deals as of 2026-07-23, compared with 2026-07-19Healthy
10.9%
29 of 267 open deals pass all seven rules
Deals to fix
238
655 changes in all
On the 07/19 list
206
6 fixed · 5 closed out since
Healthy on 07/19
16.9%
the previous weekly report
Of the 206 deals on the 2026-07-19 list, 6 were fixed and 5 were closed out by 2026-07-23. The list grew from 206 to 238 deals, and health went from 16.9% to 10.9%.
Open deals failing each rule
No dated next step ahead
220
No activity in 30 days
147
Amount blank
132
No primary contact
69
More than 45 days in stage
52
Close date in the past
32
Lead source blank
3
Movement since 2026-07-19 by seller
| Seller | Healthy | Was | Fixed | New |
|---|---|---|---|---|
| Cove Abernathy | 5% | 2% | 5 | 2 |
| Onyx Gutierrez | 0% | 13% | 0 | 19 |
| Val Rasmussen | 21% | 20% | 4 | 3 |
| Emery Kettering | 5% | 6% | 0 | 3 |
| Oakley Delacroix | 20% | 37% | 0 | 4 |
| Marlo Eberhardt | 11% | 12% | 0 | 2 |
| Cyd Northcote | 29% | 53% | 1 | 5 |
| Greer Quintero | 6% | 6% | 0 | 1 |
| Tatum Ingram | 38% | 50% | 1 | 3 |
| Casey Montague | 0% | 0% | 0 | 1 |
| Kai Nakamura | 0% | 0% | 0 | 0 |
Fixed = deals on the last list that now pass every rule or were closed. New = deals failing now that weren't on the last list.
Where each seller's fixes are
| Seller | Open | Next step | Close date | Stage age | Activity | Amount | Source | Contact |
|---|---|---|---|---|---|---|---|---|
| Cove Abernathy | 58 | 50 | 16 | 20 | 42 | 36 | 0 | 16 |
| Onyx Gutierrez | 58 | 56 | 4 | 6 | 28 | 43 | 1 | 22 |
| Val Rasmussen | 34 | 23 | 7 | 8 | 18 | 8 | 0 | 8 |
| Emery Kettering | 21 | 19 | 1 | 1 | 15 | 11 | 0 | 5 |
| Oakley Delacroix | 20 | 15 | 0 | 1 | 7 | 5 | 0 | 3 |
| Marlo Eberhardt | 19 | 16 | 0 | 1 | 6 | 9 | 1 | 7 |
| Cyd Northcote | 17 | 11 | 0 | 4 | 9 | 3 | 0 | 0 |
| Greer Quintero | 17 | 14 | 3 | 6 | 13 | 10 | 0 | 3 |
| Tatum Ingram | 16 | 9 | 0 | 4 | 5 | 1 | 0 | 4 |
| Casey Montague | 5 | 5 | 0 | 0 | 3 | 5 | 1 | 0 |
| Kai Nakamura | 2 | 2 | 1 | 1 | 1 | 1 | 0 | 1 |
Count of open deals failing each rule. Red: half or more of the seller's open deals. Green: none.
Each seller's Friday fix list
To: Cove Abernathy
Subject: Your Friday fix list: 55 deals to update
Sent Friday · open deals as of 2026-07-23
Hi Cove,
3 of your 58 open deals pass all seven rules (5%). Here are the 55 that need an update before Monday, the ones with the most to fix first. Since the 2026-07-19 list: 2 fixed, 3 closed out, 53 still waiting, and 2 new.
Boulder FitnessRedOn last week's list
1 · Connect · no amount · close 2026-07-01
- No next step scheduled. Book one and put a date on it.
- Close date 2026-07-01 is 22 days past. Move it to a real date, or close the deal.
- 178 days in 1 · Connect (limit 45). Advance it or close it.
- Last activity 2026-01-26, 178 days ago. Reach out and log it.
- Amount is blank. Add it.
Canyon Title & EscrowRedOn last week's list
1 · Connect · no amount · close 2026-10-01
- No next step scheduled. Book one and put a date on it.
- 57 days in 1 · Connect (limit 45). Advance it or close it.
- Last activity 2026-05-27, 57 days ago. Reach out and log it.
- Amount is blank. Add it.
- No primary contact. Name one.
Blue Spruce AccountingRedOn last week's list
1 · Connect · no amount · close 2026-07-05
- No next step scheduled. Book one and put a date on it.
- Close date 2026-07-05 is 18 days past. Move it to a real date, or close the deal.
- 63 days in 1 · Connect (limit 45). Advance it or close it.
- Amount is blank. Add it.
- No primary contact. Name one.
Sagebrush RoofingRedOn last week's list
1 · Connect · no amount · close 2026-10-01
- No next step scheduled. Book one and put a date on it.
- 57 days in 1 · Connect (limit 45). Advance it or close it.
- Last activity 2026-05-27, 57 days ago. Reach out and log it.
- Amount is blank. Add it.
- No primary contact. Name one.
Maple Leaf PlumbingRedOn last week's list
1 · Connect · no amount · close 2026-07-06
- No next step scheduled. Book one and put a date on it.
- Close date 2026-07-06 is 17 days past. Move it to a real date, or close the deal.
- 296 days in 1 · Connect (limit 45). Advance it or close it.
- No activity ever logged. Log the last real touch.
- Amount is blank. Add it.
Boulder RoofingRedOn last week's list
1 · Connect · no amount · close 2026-07-06
- No next step scheduled. Book one and put a date on it.
- Close date 2026-07-06 is 17 days past. Move it to a real date, or close the deal.
- 310 days in 1 · Connect (limit 45). Advance it or close it.
- Last activity 2025-11-20, 245 days ago. Reach out and log it.
- Amount is blank. Add it.
Highland Coffee Co.RedOn last week's list
1 · Connect · no amount · close 2026-07-06
- No next step scheduled. Book one and put a date on it.
- Close date 2026-07-06 is 17 days past. Move it to a real date, or close the deal.
- 303 days in 1 · Connect (limit 45). Advance it or close it.
- Last activity 2026-05-22, 62 days ago. Reach out and log it.
- Amount is blank. Add it.
Clearwater PediatricsRedOn last week's list
1 · Connect · no amount · close 2026-07-06
- No next step scheduled. Book one and put a date on it.
- Close date 2026-07-06 is 17 days past. Move it to a real date, or close the deal.
- 303 days in 1 · Connect (limit 45). Advance it or close it.
- Last activity 2026-05-22, 62 days ago. Reach out and log it.
- Amount is blank. Add it.
Highland Design StudioRedOn last week's list
1 · Connect · no amount · close 2026-07-01
- No next step scheduled. Book one and put a date on it.
- Close date 2026-07-01 is 22 days past. Move it to a real date, or close the deal.
- 184 days in 1 · Connect (limit 45). Advance it or close it.
- Last activity 2026-01-20, 184 days ago. Reach out and log it.
- Amount is blank. Add it.
Hearthstone FitnessRedOn last week's list
1 · Connect · no amount · close 2026-07-01
- No next step scheduled. Book one and put a date on it.
- Close date 2026-07-01 is 22 days past. Move it to a real date, or close the deal.
- 104 days in 1 · Connect (limit 45). Advance it or close it.
- Last activity 2026-05-14, 70 days ago. Reach out and log it.
- Amount is blank. Add it.
Riverbend Physical TherapyRedOn last week's list
1 · Connect · no amount · close 2026-07-01
- No next step scheduled. Book one and put a date on it.
- Close date 2026-07-01 is 22 days past. Move it to a real date, or close the deal.
- 125 days in 1 · Connect (limit 45). Advance it or close it.
- No activity ever logged. Log the last real touch.
- Amount is blank. Add it.
Keystone RoofingRedOn last week's list
1 · Connect · no amount · close 2026-07-06
- No next step scheduled. Book one and put a date on it.
- Close date 2026-07-06 is 17 days past. Move it to a real date, or close the deal.
- 164 days in 1 · Connect (limit 45). Advance it or close it.
- Last activity 2026-03-11, 134 days ago. Reach out and log it.
- Amount is blank. Add it.
The seven rules: a dated next step ahead; close date today or later; 45 days or less in the current stage (the 75th percentile of ABC's won-deal cycle); activity in the last 30 days; amount; lead source; primary contact. Red, yellow and green are the forecast-board colors from thing 8.
Private by design. Every name here is fictional, so every seller is shown. In a live deployment each seller sees only their own list and scorecard; managers see their team.