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Ned #2 · Leadership

Monday leadership pack

Decision workspace: fee exposed, cash path, settlements hot, reviews, stock parks — each block links into deep tools.

Monday leadership pack Leadership clarity — one Monday truth for Ned/founders

Ned: Weekly PDF-style: deal movement, pipeline, key changes, metrics

Week story

$1,076,250 fee exposed across 15 mid-funnel deals that need a human this week

Win · Unlock deposits on 7 exchanged deal(s) → cash + fee certainty

Fee exposed

$1,076,250

15 deals

Cash path

7

$691,550

Settlements hot

9

1 no DESD

Stock parked

0

37 strong matches

Decisions (assign by Wed)

If unassigned, fee and risk stay stuck

  1. 1.Decide: who owns deposit chase for 7 exchanged deal(s) by Wednesday? (Mesh vs Oscar)
  2. 2.Decide: legal/admin capacity for 6 issued contract(s) stuck ≥10d
  3. 3.Decide: Claire review of 9 hot settlement(s) this week
  4. 4.Decide: Steph’s review calendar — book 3 six-month call(s)
  5. 5.Decide: Michael triage of top 5 DA matches (park or pass)
Open Focus queue →

Cash unlock pack

Exchanged deals with deposit pressure

Open Chase cash mode →

Velocity pack

Signatures and contract unblocks

Reviews & stock

Shaped from HubSpot portal 8189018 · Sales Operations + Settlements + Constructions