IHC — Progress Report

Weekly funnel

Metric	Sep 4	Δ	Aug 28	Aug 21	Aug 14	Aug 7	Jul 31
Effort
Dials	0	▼12	12	4	11	5	6
reached decision-maker	0	▼4	4	0	6	3	3
reached gatekeeper	0	▼2	2	1	2	0	1
voicemail — left message	0	▼2	2	1	2	0	1
voicemail none / no answer	0	▼4	4	2	1	2	1
Emails	0	▼3	3	2	10	1	3
Texts	0	▼3	3	2	3	2	0
Inbound responses	0	▼3	3	2	1	1	0
Stage
New records	0	—	0	3	7	1	3
DM connects	0	—	0	1	3	2	2
Meetings booked	0	—	0	1	2	0	0
Meetings held	0	▼2	2	1	1	0	0
Opportunities	0	—	0	0	0	0	0
Proposals sent	0	—	0	0	0	0	0
Closed Won	0	—	0	0	0	0	0
Closed Lost	0	—	0	0	0	0	0

Read firstWhat to know — week ending Sep 4

A CEDIA week — the funnel is honestly at zero. You were at CEDIA Expo (Sept 1–4, Denver), the residential-integration industry's big show, all week — so there's no CRM outreach to report and every funnel number is 0. The week's value was off-CRM: the show itself, new contacts, and Penny's plan landing. Don't read the zeros as a stall — read them as a week invested in the room instead of the phone.

Penny's electrical plan arrived. Your first real opportunity now exists on paper — the client's Redwood City remodel. It isn't in the CRM yet, so on the data she stays Meeting Held and flips toward Opportunity next week once you log it. Next moves: share the plan with Matt, get the client's info, set the client call.
New contacts from the show. You met Justin, Garrett, and others worth adding to the Partners DB — net-new relationships out of CEDIA. They'll enter the funnel as records once you add them.
Pipeline reconciled at the source. You updated Airtable Status to match the Issue 07 snapshot — Bryan → Meeting Held, Janakes → Proposal Sent, 54 Electric → Meeting Held, ALR → Meeting Held, Mark Brand / Peninsula Construction / Blome / Front Street → DM Connected, Blinds & Designs / Peninsula Modern / Geoship → Attempted. The snapshot below now matches your database exactly, and Matt is counted alongside everyone else.
New this issue: The Ledger. Each week's detail block now carries a complete, itemized list of every action under its funnel category, so the names always add up to the numbers above. This week it's honestly empty; from next week it lists every dial, email, text, and stage change by name. The old catch-all roll-up line is retired.

Act on these — exported to calendarFocus — week of Sep 8

01 ⚠ Log Penny's plan and move her forward. Enter the electrical plan in Airtable (flips her toward Opportunity), share it with Matt for feedback, get the client's info, and set the client call. This is your first real opportunity — drive it.
02 Add the CEDIA contacts — Justin, Garrett, and the others — to the Partners DB while the introductions are fresh, with a first follow-up.
03 Restart the dial cadence. First full week back after the show — rebuild call volume; last non-CEDIA week was 12 dials.
04 Janakes proposal review — still your only Proposal Sent (out since Jul 9). Push for two concrete times.
05 Deyvis callback — still owed from before CEDIA; lock the reschedule.

Open any week for its rosterThe weeks, in detail

Week ending Sep 4CEDIA week — no CRM outreach logged; Penny's plan arrived; pipeline reconciled in Airtable

A week at CEDIA Expo (Sept 1–4, Denver) — no CRM outreach logged, so the funnel is zero. The real activity was off-CRM: the show, new contacts, and Penny's electrical plan landing. It's all accounted for in the Ledger below.

The Ledgerevery action, counted — reconciles to the funnel

CEDIA week (Sept 1–4, Denver). No CRM outreach was logged, so every counted line is zero. The week's real activity was off-CRM — listed at the bottom.

Effort

Dials0—

reached decision-maker0—

reached gatekeeper0—

voicemail — left message0—

voicemail none / no answer0—

Emails0—

Texts0—

Inbound responses0—

Stage

New records0—

DM connects0—

Meetings booked0—

Meetings held0—

Opportunities0—

Proposals sent0—

Closed Won / Lost0—

Off-CRM this week (not counted in the funnel)

CEDIA Expo — Sept 1–4, Denver. Full week at the residential systems-integration show.
New contacts to add — Justin, Garrett, and others met at the show; not yet in the Partners DB.
Penny / Elements electrical plan received — the Redwood City remodel plan arrived; to be logged in Airtable, then it enters the funnel and moves toward Opportunity.
Airtable Status reconciled — 12 records updated to match the Issue 07 snapshot; no stage events, a data catch-up.

Week ending Aug 28Heavy follow-up rebound — Penny's live job surfaces; 2 meetings held; pipeline reconciled

Elements — Penny Chin

Meeting held → live job

Opportunity aheadClient's Redwood City remodel wants lighting control; sending the electrical plan. Asked if you do audio/routers (Josh AI angle). Share plan with Matt; set a call with the client.

Visual Comfort — Linda Wampler

Meeting held

HeldThe Mon 8/24 call happened. Follow-up email sent for Linda to share with Gerry; text sent Tue.

Morgan Glass

Meeting held · Kevin

HeldMet Kevin in person, dropped off the Triathlon Select folder. Referral-partner play.

Rock Landscaping — Deyvis

Meeting booked · reschedule

BookedExplained the no-show (daughter in the ER); wants to reschedule. Callback owed.

12 dials (4 reached-DM: Deyvis, Hector, Gary/Rudolph's, Chris/Lumen · 2 gatekeeper: Maxwell, TOPOS · 2 VM-left: De Meo, Christina Pahl · 4 no-answer: Lumen, Niche, Supple, Cranston). 3 emails, 3 texts, 3 inbound. (This week predates the Ledger; from Sep 4 on, the full itemization lives in each week's Ledger.)

Week ending Aug 21Light week — Bryan held; Deyvis & Andy no-showed; last week's adds in motion

Bryan & Patricia walkthrough held. Deyvis + Andy's lunch both fell through. NicoleHollis attempted; David Blackman DM connect; Linda Wampler booked. Full day at ALR shades training.

Week ending Aug 14The cliff broke — 2 booked, 1 held, 3 DM connects, heavy follow-up

Booked Bryan + Rock/Deyvis. Shade Service / Andy phone meeting held. DM connects: Christina Pahl, Primework, De Meo. 7 Blitz cards graduated to CRM; heavy email follow-up (~10).

Week ending Aug 72 DM connects (Mark Brand, Eminent); nothing booked

DM connects: Mark Brand (wants to be a Lutron dealer), Eminent/Alex Tong. Penny paused for surgery. ALR/Ray inbound. Attempts: Front Street, Janakes.

Week ending Jul 312 DM connects — Custom Homes of Woodside, Blome

Custom Homes / Steve Peterson (live Woodside Rd job). Blome/Fred (referral play). Regent5 gatekeeper. Rock reached DM. Weeks before Jul 31 now live in the July monthly roll-up.

How this report is built. Week = Saturday–Friday; this issue covers the week ending Fri Sep 4 (export ran Mon Sep 7, a late export mapping to that Friday's week). Actions are read from dated Notes lines and dated by when they happened. Effort counts every action (flow). Stage is the furthest a record has reached (state) — the pipeline snapshot mirrors your Airtable Status field. The Ledger (new, from Issue 08) itemizes every counted action by name under each week's detail, so the funnel numbers can be verified against exactly who's behind them; off-CRM activity is listed there too, clearly outside the counts. Trailing window shows the 6 most recent weeks; earlier weeks live in the monthly roll-up. Matt Evilsizer and ALR are counted alongside every other partner; only the blank IHC self-record is excluded.

The model — v1 (effective Aug 2026, frozen for comparability). EFFORT — every action counts (flow): Dial — one phone attempt; result = no answer · voicemail-no-message · voicemail-left · reached gatekeeper · reached DM. Email / Text — one written outreach. Inbound response — the contact replied to you. STAGE — one per record, the furthest it has reached (state): Not started → Attempted (DM not yet reached) → DM Connected → Meeting Booked → Meeting Held → Opportunity (a specific live job/referral) → Proposal Sent → Closed Won / Lost. Your Airtable currently uses Not started → Attempted → DM Connected → Meeting Booked → Meeting Held, plus Proposal Sent; Opportunity and the Closed states are model stages adopted as records reach them.

July 2026 — month totals (Issues 01–03)

Metric	July
Effort
Dials	22
reached decision-maker	10
reached gatekeeper	2
voicemail — left message	4
voicemail none / no answer	6
Emails	6
Texts	6
Inbound responses	2
Stage
New records	9
DM connects	8
Meetings booked	0
Meetings held	1

Month in reviewJuly — the first full month

The month in one line: the top of the funnel worked and the middle didn't — 8 decision-maker conversations, 0 meetings booked, 1 held. August then broke the booking cliff and surfaced the first live job (Penny); early September opened with a full week at CEDIA.

Mirrors your Airtable Status fieldPipeline snapshot — end of Sep 4

Proposal sent

Janakes Electric — out since Jul 9; review still unscheduled.

Meeting held

Elements/Penny Chin (plan received — Opportunity forming) · Visual Comfort/Linda Wampler · Morgan Glass · Bryan & Patricia Bodas · 54 Electric/John Pfeiffer · Shade Service/Andy · ALR/Ray McDonald · Matt Evilsizer.

Meeting booked

Rock/Deyvis — reschedule pending (callback owed).

DM connected

Primework, Hector, De Meo, Rudolph's, Custom Homes, Christina Pahl, Eminent, David Blackman, Lumen, Cranston, Mark Brand, Peninsula Construction, Blome, Front Street.

Attempted

No DM yet: Regent5, Maxwell, Niche, Kanika, NicoleHollis, TOPOS, Clarum, Kelly Hohla, Rebarts, Supple, Zaharias, Quinn, Geoship, Blinds & Designs, Peninsula Modern.

Not started

Alicia Vargas (referral from Nadine; f/u mid-Oct).

40 records in the funnel (Matt Evilsizer and ALR counted like every other partner; only the blank IHC self-record excluded). Status fully reconciled to Airtable this week — no records where the notes run ahead of the field.