Sales Overview
Q1 2026 · Day 60 of 90 · Data: Attio + Slack + Google Sheets P&L
Financial Snapshot · from P&L sheet
€39.8k
March Revenue
€37.1k in Feb · €42.7k Jan
€33.7k
Monthly Cost Base
CoS €14.3k + OPEX €19.4k
+€6.1k
March EBITA
▲ Last positive month predicted
-€26.4k
May EBITA (if no new deals)
▼ Cliff starts April: -€9.2k
Q1 New Business Pacing · CRM won deals
€17.4k
Won (CRM)
€115k
Active Pipeline
€30k
Q1 Target
Day 60/90
Q1 Progress
58%
▼ -€2.6k vs pace (expected €20k by today)
Jan 1
▲ Today
Mar 31
Sales OKRs — Q1 & Q2 2026 · 4 objectives · 18 key results · → Full strategy
OBJ-1
Inbound Lead Funnel
20%
Inbound conversion rate 25% · avg customer value €5k
All inbound channels tracked in Attio
Lead qualification score defined + rolled out
Follow-up SLA in place
OBJ-2
Sales Outbound
15%
2 meetings/week AND/OR €10k new client revenue/mo
ICP + 2-3 offerings defined for outbound
Automations + sequences running
Weekly cadence established
OBJ-3
Upwork Channel
30%
1 qualified meeting/week · €10k/mo net new revenue
Upwork playbook defined
Self-sufficient operation with Ahmad
OKR pacing + reporting in place
OBJ-4
Amplitude Partnership
45%
€10k/mo net new revenue via Amplitude partnership
✓
Amplitude–Adasight Offers 2.0 launched✓
Trustarc won (€2.4k/mo SLA) Partnership playbook across US Sales
Deal Pipeline · 34 total · live from Attio
Lead
11
$49.5k
In Progress
4
$20.5k
Proposal
2
$45k
Won 🎉
3
$17.4k
Lost
11
$46.5k
Nurture
3
—
34
Total Deals
21.4%
Win Rate
$115k
Active Pipeline
$6.8k
Avg Deal Size
1,714
CRM Contacts
Amplitude Velocity · Live Intel · #adasight_us-velocity
George SouvallUS Sales — 5 active priorities: WillScot · Kalshi · Postscript · Esusu · Medlive · Feb 27: 2 new discos (Enzy, Inner Explorer) not ready to pay yet
Toby BarrocasPartner AE — Clio prospect in play + ongoing deal support
Sela WooldridgeVelocity AE — Brought Trustarc (closed ✅ €2.4k/mo) · board meeting April 1
Conrad SagerAE — FMG Suite intro ($4.9k won Jan 2026) · ongoing €2.4k/mo
Rhiannon SheehanRequested testimonials for US Sales · Spark VP "Best." · Magnet "Fast, low-friction"
🤖 Sales Agents
All agents →
Active agents
S
Steve
Sales systems, outbound & visibility
C
Claude
Content, briefings & strategic tasks
Automations running
●
Discussion-Led Visibility
Weekly · Steve → Thread Report in Slack
Weekly · Steve → Thread Report in Slack
●
Hiring-Signal Outbound Pack
Weekly · Steve → ICP notes & templates
Weekly · Steve → ICP notes & templates
◐
Weekly Sales Briefing
In design · Claude → this dashboard
In design · Claude → this dashboard
This week's focus
Steve
→ Run visibility sweep + deliver thread report
→ Refresh ICP notes & outbound templates
Claude
→ Turn case study notes into narrative
→ Build weekly sales briefing
Financial Health
2026 P&L · Source: Adasight Financials Final (Google Sheets)
Monthly EBITA — 2026
+8.9k
+1.3k
+6.1k
−9.2k
−26k
−26k
−26k
−26k
−26k
−26k
−26k
−26k
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
⚠ If no new contracts close: cumulative loss Apr–Dec = −€205k EBITA · Annual EBITA 2026 projected: −€205.1k
Monthly P&L Summary
Income Statement (March 2026)
SALES REVENUE
€39,849
SLA Contracts
€39,849
COST OF SALES
-€14,347
Salary G&E
€7,127
I&A
€6,420
Growth
€500
Fees (Upwork)
€300
PROFIT MARGIN
€25,502
OPERATING EXPENSES
-€19,388
Management Fees
€9,667
Subscriptions
€8,089
Travel & M&E
€2,080
EBITA
+€6,114
Revenue Cliff — Client Breakdown
Active clients · MRR · status
Plus Telecom
€7,500/mo
↓ Winding down
Magnet Forensics
€8,051/mo
Ends March
Opal
€3,250/mo
Ended Feb
Ultraspeaking
€2,800/mo
Ended Feb
Kensingtontours.com
€2,754/mo
Ended Feb
Contracts continuing beyond April →
JUPUS
€5,000/mo
Active
UAB MKS Trade
€2,700/mo
Active
Trustarc
€2,372/mo
NEW ✅
FMG Suite
€2,372/mo
NEW ✅
Recurring MRR from May (no new deals): ~€7,700
Need +€26k MRR to break even. Cliff = April 2026.
Need +€26k MRR to break even. Cliff = April 2026.
2026 Annual Totals · current forecast without new deals
€206k
Total Revenue (plan)
Most in Q1 from expiring SLAs
€178k
Cost of Sales
Annual salary + fees
€233k
Operating Expenses
Mgmt fees + subs + T&E
-€205k
Annual EBITA (plan)
Requires new deal flow to reverse
Active Deals
17 active · live from Attio · ★G = George Souvall priority
| Deal | Value | Stage | Source | Notes |
|---|---|---|---|---|
| WillScot ★G | $37k | Proposal | Amplitude | Largest deal in pipe · follow up urgently |
| Kalshi ★G | $20k | Lead | Amplitude | George priority · needs outreach |
| Volumio | $8k | Proposal | Upwork | Proposal sent · check status |
| Nshift | $7.5k | In Progress | Amplitude | |
| Esusu ★G | $6.5k | In Progress | Amplitude | Bobby + co follow-up needed |
| Cembra Bank | $6.5k | In Progress | Amplitude | |
| US Green Building Council | $5.5k | Lead | Amplitude | Meeting Feb 24 · hopeful next week |
| Justin Alexander | $5.5k | Lead | Amplitude | |
| Postscript ★G | TBD | Lead | Amplitude | |
| Medlive ★G | TBD | In Progress | Amplitude | 22 replies, active thread |
| Clio | TBD | Lead | Amplitude (Toby) |
Pipeline by Source
| Source | Deals | Active Pipeline | Won |
|---|---|---|---|
| Amplitude Referral | 18 | $98.5k | $12.5k |
| Upwork | 3 | $8k | — |
| Website Direct | 2 | — | — |
| Referral | 1 | — | $4.9k |
| Upsell (Existing) | 6 | TBD | — |
Active Campaigns
7 active lists · from Attio
Inbound Campaigns
Inbound
AI & AI Agents Webinar (Adasight)
Feb 26
Inbound
Amplitude Office Hours Leads
May 21
Inbound
Amplitude CRO Marketing Event
May 22
Outbound Campaigns
Outbound
Amplitude AI Readiness Campaign
Feb 19
Outbound
Prospects — Product & Growth
Jun 9 '25
Outbound
Startup Founders
May 16 '25
Outbound
Agencies & Solution Partners
May 16 '25
OKR Strategy
Q1 & Q2 2026 · 4 objectives · North Star: Net new MRR closing the revenue cliff
North Star Metric
€0
New MRR/mo acquired
Target: +€26k/mo by May
Monthly Recurring Revenue from New Contracts
The single number that determines survival. Adasight needs ~€26k in new MRR by May to cover the EBITA shortfall from expiring SLAs. Each of the 4 OKRs is designed to contribute €10k/mo via a separate channel — inbound, outbound, Upwork, and Amplitude referrals — for a combined target of €40k/mo new ARR.
€4.8k
Trustarc + FMG (new)
€21.2k
Still needed/mo (gap)
$115k
In active pipeline
Objectives
OBJ-1 · sales-obj-1
Inbound Lead Funnel
Target: €10k/mo via inbound · Conversion rate 25% · Avg customer €5k
20%
of target
Strategy
Build a repeatable inbound funnel where every channel — webinars, LinkedIn, website, Amplitude events — sends qualified leads directly into Attio with proper attribution and a qualification score.
The foundation is full-funnel visibility: know where each lead came from, how quickly it was followed up, and what converted it. The AI Webinar series and Amplitude co-marketing events are the primary inbound vehicles right now.
Key Metrics
Lead volume per channel per week
Time to first follow-up (target: <24h)
Lead→meeting conversion rate (target: 25%)
Qualification score distribution
Key Results Status
All inbound channels tracked in Attio
Lead qualification score defined + rolled out
Follow-up SLA in place (timeline enforcement)
Leads attributed by source automatically
Next Actions
Follow up on AI & AI Agents Webinar leads (Feb 26 event)
Define ICP qualification criteria (score 1–5) and set up in Attio
Audit all inbound channels — confirm UTM tracking to Attio
OBJ-2 · sales-obj-2
Sales Outbound
Target: €10k/mo from outbound · 2 meetings/week
15%
of target
Strategy
Identify 2–3 high-margin Adasight offerings that can be systematically pitched to a well-defined ICP. Build automated outreach sequences that run continuously without high manual overhead.
The AI Readiness Campaign (Feb 19) and existing lists (Startup Founders, Agencies, Product & Growth) are the first test beds. The goal is to establish a rhythm of 2 qualified meetings booked per week via outbound.
Key Metrics
Outreach volume per week (emails + LinkedIn)
Reply rate (benchmark: 3–8%)
Meeting booking rate per 100 touches
Outbound pipeline value added per week
Key Results Status
2–3 offerings defined for outbound readiness
Strategy & ICP defined per offering
Automations + routines defined
Sequences executing consistently each week
Next Actions
Define top 2 offerings for outbound (AI Readiness, Amplitude Onboarding?)
Write ICP profile: company size, tools used, role, pain point
Set up and activate a 5-step email sequence for one offering
OBJ-3 · sales-obj-3
Upwork Channel
Target: €10k/mo via Upwork · 1 qualified meeting/week · Owner: Ahmad Hassan
30%
of target
Strategy
Make Upwork a self-sustaining €10k/mo channel, operated primarily by Ahmad Hassan with strategic oversight from Gregor. The channel requires a playbook — which offerings to list, how to price, how to qualify, and how to close.
Volumio ($8k proposal sent) is the most advanced deal in this track. Success here means proving the Upwork playbook works end-to-end without Gregor in every conversation.
Key Metrics
Meetings booked via Upwork per week
Pipeline value from Upwork channel
Win rate on Upwork proposals
Ahmad's autonomous close rate (without Gregor)
Key Results Status
Upwork opportunity areas identified
Profile + listings optimized
Full playbook documented
Ahmad operating fully autonomously
Weekly OKR pacing reports from Ahmad
Next Actions
Check Volumio proposal status ($8k) — close or next step
Review Ahmad's weekly Upwork report
Define what "autonomous" looks like for Ahmad — clear handoff criteria
OBJ-4 · sales-obj-4
Amplitude Partnership
Target: €10k/mo net new revenue via Amplitude referrals
45%
of target · most advanced
Strategy
Leverage Adasight's unique position inside Amplitude's velocity team to generate warm referrals. Co-sell on deals under $50k where analytics maturity, onboarding speed, or implementation support is a blocker for Amplitude's CS.
George Souvall, Toby Barrocas, Sela Wooldridge, and Conrad Sager are the key contacts. The strategy is to be the default implementation partner recommended in every Amplitude US Sales intro. Trustarc ($2.4k/mo) and FMG ($2.4k/mo) have closed — this is the proof point to scale with more AEs.
Key Metrics
Referrals received per month from Amplitude AEs
Conversion rate on Amplitude-sourced leads (currently ~17%)
Revenue won via Amplitude channel
# of Amplitude AEs actively recommending Adasight
Key Results Status
Amplitude–Adasight Offers 2.0 launched ✅
Trustarc closed (Sela Wooldridge) ✅
FMG Suite intro → closed (Conrad Sager) ✅
Testimonials shared with Amplitude US Sales
Partnership playbook across all US AEs
T&C revamp for faster scoping
Next Actions
Push WillScot proposal ($37k) — largest deal, George priority
Activate Kalshi + Esusu + Medlive with George's active support
Prepare April 1 Trustarc board deck (showcase Amplitude ROI)
Activity & Tasks
Today's focus + open queue · Agent suggestions pending approval
This Week's Objectives · Sales
🎯
Follow daily routines and execute smooth
Consistency beats intensity. Run the plays every day.
📥
Inbound funnel solved — no lead goes unnoticed
Every lead captured, qualified, and followed up within 12h.
Daily Routine · Sales · click to check off
Weekly Consistency · Mon – Sun · streaks
🤖 Agent Queue
Suggested Agent Actions
Review each and approve to execute, or skip.
Follow up on WillScot proposal
HIGH
Draft a follow-up email to WillScot re: the $37k proposal. Last contact via George (Feb 27). Largest deal in pipeline — urgent given revenue cliff.
HIGH
Add Enzy & Inner Explorer to Attio nurture list
George mentioned Feb 27: 2 new discos (Enzy, Inner Explorer) — want implementation support but not ready to pay. Create contacts + add to nurture sequence in Attio.
Sync AI Webinar leads (Feb 26) into Attio
MED
The AI & AI Agents Webinar ran Feb 26. Pull attendee list and create/update Attio contacts with source = "AI Webinar Feb26" and qualification score.
Refresh dashboard with latest Attio + Slack data
LOW
Pull fresh pipeline data from Attio, recent Slack messages from #us-velocity and DM/George. Update all sections of this dashboard.
Draft Esusu outreach with Bobby follow-up
MED
Gregor noted Feb 23: Esusu needs Bobby + co follow-up. George has it on priority list. Draft a follow-up message to re-engage the Esusu thread.
👤 Gregor
Your Open Tasks
Strategic items requiring your direct input.
Close a new SLA contract before April
CRITICAL
Revenue cliff hits April. EBITA goes -€9.2k in Apr, -€26.4k May onward. Every week without a close makes recovery harder. Focus: WillScot ($37k), Volumio ($8k), USGBC ($5.5k).
Prepare Trustarc board meeting presentation
HIGH
April 1 board meeting — showcase Amplitude replattforming + visibility across 3 major initiatives. Upsell path: current Plus plan → Growth + Guides. Sela Wooldridge involved.
Define ICP qualification criteria (OBJ-1)
MED
OBJ-1 is at 20% — blocked by missing qualification score definition. Set scoring criteria (1–5): company size, analytics maturity, Amplitude contract size, implementation readiness.
Weekly sync with Ahmad on Upwork OKR progress
MED
OBJ-3 is at 30%. Review Volumio proposal status, weekly meeting bookings, and whether the playbook is self-sufficient yet. Set OKR pacing + reporting cadence.
Align with George on Kalshi & Postscript next steps
MED
Both are on George's active priority list but still at Lead stage. Coordinate on timing, decision makers, and whether Adasight should be positioned for immediate start or evaluation phase.
Define 2 outbound offerings (OBJ-2)
LOW
OBJ-2 at 15% — needs ICP and offering definition before sequences can run. Draft 1-pager for top 2 outbound offerings (e.g. AI Readiness Audit, Amplitude Fast-Start).
Completed This Week
✓ Trustarc implementation kickoff confirmed — Feb 27
Gregor
✓ Testimonials shared with Amplitude US Sales (Spark, Magnet) — Feb 26
Gregor
✓ Aligned with George Souvall on 5-deal priority list — Feb 27
Gregor
✓ Sales dashboard built with live Attio + Slack + P&L data — Mar 2
Claude
Slack Feed
#us-velocity · #i2_sales · #i5_sales-leadership · DM/George
Trustarc implementation kickoff ✅ (Plus plan). Board meeting April 1st — showcase replattforming + Amplitude visibility across 3 major initiatives. Upsell path to Growth + Guides.
2 new discos (Enzy, Inner Explorer) — want impl support but not ready to pay right now. Priority list: Willscot · Kalshi · Postscript · Esusu · Medlive.
Testimonials shared with Amplitude US Sales — Spark (VP Finance: "I'm impressed. Best."), Magnet Forensics: "Fast, low-friction, expanded Amplitude use." Clio prospect in play.
URGENT: ~2 months to close new onboarding deals. Cost ~€33K/mo, margin heading to loss in March. No warm leads go cold.
Meeting with Arc / US Green Building Council today. If things go well, potentially starting next week with Amplitude Analytics + Guides & Surveys.
Aligned on Amplitude priority deals — Esusu: Bobby + co follow-up; Medlive: 22 replies, active thread. "So many balls in the air right now."
Trustarc contract signed 📝🎉 — starting Feb 23rd.
Monthly webinar series kicking off — Amplitude AI capabilities. CTA: free 45min AI Readiness audit + AI Enablement package. Invite your churn-risk or stalling deals.