IHC — Progress Report

Weekly funnel

Metric	Oct 16	Δ	Oct 9	Oct 2	Sep 25	Sep 18	Sep 11
Effort
Dials	1	▲1	0	5	0	7	4
reached decision-maker	1	▲1	0	3	0	3	3
reached gatekeeper	0	—	0	0	0	0	0
voicemail — left message	0	—	0	0	0	1	1
voicemail none / no answer	0	—	0	2	0	3	0
Emails	0	▼1	1	2	0	8	5
Texts	0	▼1	1	0	0	3	5
Inbound responses	0	▼2	2	0	0	3	5
Stage
New records	0	▼1	1	0	0	3	4
DM connects	0	—	0	0	0	1	4
Meetings booked	1	▲1	0	0	0	0	0
Meetings held	0	▼1	1	0	0	0	0
Opportunities	0	—	0	0	0	0	1
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 Oct 16

Quiet on partners, but the live deals moved. The Sharma opportunity was qualified in a direct call with the homeowner, Nikhil Sharma (+ Matt, Tue Oct 13) — whole-house scope defined, Zoom walk-through targeted ~Oct 27. Viking / Justin Wagner booked a meeting for Thu Oct 22. And you put 6 hours into the SF Somfy deploy. Partner outreach itself was a single call; snapshot holds at 48.

Sharma qualified (Oct 13 call). Nikhil wants the whole house controllable — lighting, Cat6 to every room, perimeter cameras + doorbell (no interior), shade pre-wire for future-proofing, speakers wired now. Open issue: existing boxes without neutrals (identify which; may need a site visit). Next: plans from Penny → budgetary numbers with Matt (~2 wks) → Zoom with Nikhil. In the Opportunities section below.
Viking → Meeting Booked. Justin Wagner confirmed Thu Oct 22; you updated the record. The week's one partner dial, and it landed a meeting.
Off-CRM — SF Somfy, 6 hrs (Tue Oct 14). Moved the system out of the closet onto an extension cord (mostly working mid-afternoon); back in the closet Matt tuned the antennae and more shades responded. Next: evaluate the Bond Bridge Pro to replace the URTSI.

Live deals from your Opportunities tableOpportunities & live jobs

Closed: Won

SF Somfy (via Matt Evilsizer) — your first closed deal; deploy ongoing. Oct 14 (6 hrs): relocated the system out of the closet to test RF, Matt tuned the antennae and more shades responded. Next: evaluate the Bond Bridge Pro as a URTSI replacement; keep logging hours.

Qualified

Nikhil Sharma — Sharma Residence, Redwood City (via Penny Chin). Qualified on the Oct 13 call: whole-house lighting, Cat6 to every room, perimeter cameras + doorbell, shade pre-wire, speakers. Next: plans from Penny → budgetary numbers with Matt (~2 wks) → Zoom ~Oct 27. Resolve the no-neutral boxes.

Proposal

Elly (via Matt) — revised proposal to send.

Identified

Jeri Dansky (Nextdoor) · Lydia Trumbower (Sonoma — RadioRA2 help; she'll re-engage in ~2 months).

Live opportunities and jobs from your Opportunities table — separate from the partner funnel above, which stays focused on building the trade network.

Act on these — exported to calendarFocus — week of Oct 20

01 ⚠ Drive Sharma toward numbers. Get the full plan set from Penny, run the budgetary-numbers + schematics session with Matt (~2 wks), and hold the Zoom with Nikhil (~Oct 27). Resolve the no-neutral boxes (which ones; site visit?).
02 SF Somfy — evaluate the Bond Bridge Pro as a URTSI replacement, continue the RF fixes, and keep logging hours.
03 Viking meeting — Thu Oct 22 (confirmed with Justin Wagner); hold it.
04 Custom Homes — lock the beer with Steve Peterson at Alice's; keep the De Meo referrals (Dave Greene, Michael Hall) and Janakes moving.
05 Rick Nguy — recorder notes + another lunch; and confirm the Deyvis / Rock Oct 8 outcome (still no note logged).

Open any week for its rosterThe weeks, in detail

Week ending Oct 16Quiet partner week (1 dial → a booked meeting); Sharma qualified; 6 hrs on the Somfy deploy

Viking — Justin Wagner

Meeting booked

BookedTalked Oct 12 and confirmed a meeting for Thu Oct 22. Record moved to Meeting Booked. The week's one partner dial, and it booked a meeting.

Elements — Nikhil Sharma

Opportunity · qualified

QualifiedDirect call with the homeowner Nikhil Sharma (+ Matt, Tue Oct 13) — whole-house scope defined. Tracked in the Opportunities section; next is budgetary numbers with Matt → Zoom ~Oct 27.

The Ledgerevery action, counted — reconciles to the funnel

Every counted action is listed by name under its funnel category; the totals match the table above. Live-deal activity (Sharma, Somfy) is in the Opportunities section; off-CRM work is listed at the bottom, outside the counts.

Effort

Dials1

reached decision-maker1Justin Wagner (Viking)

reached gatekeeper0—

voicemail — left message0—

voicemail none / no answer0—

Emails0—

Texts0—

Inbound responses0—

Stage

New records0—

DM connects0—

Meetings booked1Justin Wagner (Viking) — Thu Oct 22

Meetings held0—

Opportunities / Proposals0Sharma qualifying call is live-deal activity — see the Opportunities section

Closed Won / Lost0—

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

SF Somfy on-site deploy (Tue Oct 14, 6 hrs at 37 SF) — relocated the system out of the closet onto an extension cord to test RF (mostly working mid-afternoon); back in the closet, Matt tuned the antennae and more shades responded. Next: evaluate the Bond Bridge Pro to replace the URTSI.

Week ending Oct 9Quiet partner week — Rick Nguy (RA3-training lunch) to Meeting Held; first Opportunity closed Won (SF Somfy)

New record Rick Nguy (network/low-voltage pro from the RA3 training) → Meeting Held via an Oct 7 lunch. Inbound from Andy/Shade Service + Tyler/TEC (Bond Bridge Pro tip). SF Somfy closed Won — the first deal; added the Opportunities section. Charmaine Liu (2nd Penny referral) backfilled from a Sep 23 call. (Full Ledger archived in the weekly log.)

Week ending Oct 2Back from the trip — a round of follow-up calls (5 dials, 2 emails); off-CRM RA3 training + Somfy prep

One active day of follow-up calls re-engaging warm threads — 3 DMs reached (Justin Wagner/Viking, Garrett Barnes/LUXE, Steve Peterson/Custom Homes) + De Meo referral emails. No stage changes. Off-CRM: RA3 Advanced training (9/30) + SF Somfy deploy prep (10/2). (Full Ledger archived in the weekly log.)

Week ending Sep 25Zero week — short week, annual surf trip; off-CRM Home Assistant build

A deliberate zero — short week away for the annual surf trip, with the earlier days heads-down on the Home Assistant build. No partner outreach logged; pipeline unchanged at 47. (Full Ledger archived in the weekly log.)

Week ending Sep 18Sharma priced ($8–10k, 3 options); De Meo referral engine lands Jessie Brady; heavy follow-up sweep

Sharma worked into three budgetary options ($8–10k) over two calls with Penny + Matt — Styles packages next, then a proposal. De Meo's referral engine produced 3 new records: Jessie Brady/Amplified Lifestyles (DM Connected — standout ~25-yr Lutron pro), plus Dave Greene + Michael Hall (Attempted). Garrett/LUXE validated the cookie-cutter Home Assistant box idea. Rock/Deyvis set Oct 8. Heavy follow-up sweep. (Full Ledger archived in the weekly log.)

Week ending Sep 11First Opportunity (Penny / Sharma); 4 new records from CEDIA; referral network active

The pipeline's first Opportunity — Elements / Penny Chin → the Sharma Residence (marked-up plan + narrative delivered, RA3 budget model started). 4 new CEDIA/cold-call records (FORMA, LUXE AV, Viking, TEC) → DM Connected. Referrals: Kevin/Morgan Glass → HMB skylight, Mike/De Meo → 3 contacts. Dashboard note auto-date fix shipped.

How this report is built. Week = Saturday–Friday; this issue covers the week ending Fri Oct 16 (export ran Mon Oct 19). 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 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, 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 now uses Not started → Attempted → DM Connected → Meeting Booked → Meeting Held → Opportunity, plus Proposal Sent; the Closed states are 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 broke the booking cliff and surfaced the Penny job; September opened at CEDIA and closed the loop — that job became the pipeline's first Opportunity (Sharma Residence).

Mirrors your Airtable Status fieldPipeline snapshot — end of Oct 16

Opportunity

Elements / Penny Chin — Sharma Residence, Redwood City. Three budgetary options ($8–10k) built with Matt; "Styles" packages next, then a proposal.

Proposal sent

Janakes Electric — out since Jul 9; review still unscheduled (voicemail box down, retried by email).

Meeting held

Visual Comfort/Linda Wampler · Morgan Glass · Bryan & Patricia Bodas · 54 Electric/John Pfeiffer · Shade Service/Andy · ALR/Ray McDonald · Matt Evilsizer · Rick Nguy.

Meeting booked

Rock/Deyvis (Oct 8 site visit) · Viking/Justin Wagner (meeting Thu Oct 22).

DM connected

Primework, Hector, De Meo, Rudolph's, Custom Homes, Christina Pahl, Eminent, David Blackman, Lumen, Cranston, Mark Brand, Peninsula Construction, Blome, Front Street, FORMA, LUXE AV, TEC Communications, Jessie Brady/Amplified Lifestyles.

Attempted

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

Not started

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

48 records in the funnel (Matt Evilsizer and ALR counted like every other partner; only the blank IHC self-record excluded). Viking/Justin Wagner moved DM Connected → Meeting Booked this week (meeting Thu Oct 22). Live deals appear in the Opportunities section on the weekly tab.