Stand up the Monday pipeline review brief in Excel
Email Carly Monday morning and she'll pull every open Opportunity from Salesforce, write a clean pivot in the Pipeline Review workbook in Excel, flag slipped close dates and stalled deals, and drop a personalized 'what to push this week' note in each AE's Outlook inbox.
What Carly does
- 01 Pull every open Opportunity from Salesforce — stage, amount, close date, owner, last Activity
- 02 Write a clean pivot in the Pipeline Review workbook: commit, best-case, pipeline by stage and owner
- 03 Flag close dates that slipped this week and any deal with no Activity in 10+ days
- 04 Build a per-AE list of the 3 deals to push this week with the reason for each
- 05 Draft an Outlook email to each AE with their personalized push list, ready to send
Pipeline review writes itself by 9am Monday
No more Sunday-night spreadsheet wrangling. The workbook is fresh, the slips are flagged, and every AE walks into Monday knowing exactly which three deals to push.
Email this to Carly to kick it off.
Hey Carly, Can you run the Monday pipeline review for me, every Monday at 7am ET? Pull every open Opportunity from Salesforce — stage, amount, close date, owner, last Activity. Write a clean pivot in the Pipeline Review workbook in Excel: commit, best-case, pipeline by stage and owner. Flag any close date that slipped this week and any deal with no Activity in 10+ days. Then build a per-AE list of the 3 deals each rep should push this week with one line on why, and draft an Outlook email to each AE with their personalized push list. Leave the emails in Drafts — don't send. CC me on a summary email with the workbook link and the slip count. Thanks!
More recipes for sales teams
Pull the LinkedIn profile, link the Lead to the right Account or Opportunity, and log a recent-signal hook in one shot.
Read →Read the last thread, pull the Opportunity stage and Activities from Salesforce, and draft a four-sentence follow-up that sounds like you.
Read →Stitch the Salesforce timeline, last 5 emails, and Gong summaries into a brief with open questions and the angle most likely to move the deal.
Read →Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."