Active opportunities in the qualified pipeline.
What landed in 25 days.
This is not a vanity rollup. These are live-account indicators showing that UFG now has a repeatable CRM motion: prioritized leads, daily activities, connected call history, email tracking, decks, and staged opportunities.
770 education accounts remain in the active prospecting universe.
89/day during the current sprint.
78.6% linked to CRM context so far.
Queue is presentation-ready.
All open activities are no longer past due. The overdue pile was not erased; it was reorganized into a forward calendar.
Bullis moved to Scope Confirmed.
Deal #337 is in the correct stage with bullis.ufgworks.com attached for review.
Education is the center of gravity.
770 active education leads give Amy and Keith a focused school-first queue.
Customer journey visibility is forming.
861 recent notes, 10 deck notes, and linked email activity now give leadership a better story than raw spreadsheets.
Pipeline
9 open deals
The pipeline is no longer theoretical. UFG has active qualified opportunities moving across deck drop, discovery, and scope confirmation.
Bullis Charter School
Scope Confirmed, deck attached
The Bullis opportunity is now in the correct deal stage. The deck link is captured on the account/deal notes so the sales trail is not buried in chat or email.
Scope Confirmed
Current qualified lead motion
Activity engine.
Compared with the historical baseline since October 2025, the current sprint is operating at a much higher daily tempo while keeping the open queue clean.
2,224 completed activities in 25 days.
2,262 completed activities from Oct 2025 to Apr 2026.
Normalized daily completion pace vs baseline.
Daily completed activity trend
Apr 21 includes a cleanup/handoff-heavy spike, so the better executive read is normalized pace across the full 25-day sprint.
Activity mix and owner split
Aircall motion
1,212 Amy calls
1,565 talk minutes in the current sprint and 11.0x more Amy call records than the full historical baseline.
Call outcomes
Use outcomes, not vanity answer rate.
Aircall's answered flag can include voicemail systems and phone trees. For leadership, we should show the line-reached rate separately from meaningful dispositions.
Includes voicemail and IVR. Useful for dial health, not human answer rate.
519 connected or decisioned outcomes from Amy outbound calls.
Connected / next stepDecisioned no / DNCVoicemail / no answerOther
Connected / next step: 438Decisioned no / DNC: 81Voicemail / no answer: 615Other: 69
Email follow-through
686 sent
Amy's email motion is visible and mostly linked. The remaining unlinked rows are exactly why an EOD button-driven linker is safer than always-on automation.
78.6% linked rate
Total Amy sent-thread sample from mailbox extract
Recent outbound email sample
| Time | Subject | CRM state |
|---|---|---|
| May 6, 11:28 AM | As promised — a quick intro from United Facilities Group | Linked |
| May 6, 11:28 AM | Custodial + facility support help this summer? | Linked |
| May 6, 11:27 AM | Hello from UFG — janitorial + facilities support | Linked |
| May 6, 11:26 AM | A quick walk-through invitation for CCJDS | Linked |
| May 6, 9:39 AM | Just tried to reach you, April | United Facilities Group | Linked |
| May 6, 9:27 AM | Left a message in the front, Melissa Sidebotham | Linked |
| May 6, 9:41 AM | Picking up where we left off — Capitol Elementary | EOD link candidate |
| May 6, 9:40 AM | Quick hello from UFG — Brethren Heritage | EOD link candidate |
Linked rows are already tied into the CRM trail. EOD candidates should be reviewed by a button-click workflow, not a runaway background script.
The CRM is becoming the operating layer.
These are the day-to-day capabilities UFG can now demonstrate from the actual account.
Lead queue discipline
Education-first lead prioritization, owner assignment, activity due dates, and no visible past-due pile.
Click-to-call workflow
Pipedrive remains the launch point while Aircall captures call outcomes, recordings, tags, and notes.
Deck/account tracking
Deck URLs such as Bullis are attached to the account history so leadership can see what was sent and where the deal stands.
EOD-safe email linking
The recommended path is a human-triggered end-of-day linker, preserving journey visibility without risking runaway API duplication.