CASCADE FOR MANAGERS
A coaching queue built from the calls that actually happened.
CASCADE reads call transcripts and pipeline state, then opens the week with the deals at risk, the rep correction, and the drill that should happen before forecast slips.
Good morning.
Your team ran 14 conversations this week across 5 reps. Pipeline is at £2.4M active, up 12% from last Friday. Win rate trailing 30 days: 31%.
Quarter tracking: £840K closed of £1.6M target. Pacing: slightly behind. Two deals in Offer stage are gated on ROI quantification — both stalled since Wednesday.
Team health: 3 reps active, 1 drifting (no calls in 8 days), 1 new (calibrating).
Two coaching items this morning. Both are ROI-stage gaps.
MORNING BRIEF
Open the week with the work already sorted.
Shannon reads the calls, the pipeline, and the rep patterns, then returns a short list of actions: save this deal, coach this rep, practise this stage.
One sales call becomes the next move.
Each phase has a surface, a job, and a route. The buyer should never have to guess what CASCADE does next.
Call plan
What must this call prove?
Pre-play
Run the pressure before the meeting.
Transcript read
The real call becomes evidence.
Next action
The read chooses the right surface.
Team queue
Managers see the rep-specific drill.
Deals are sorted by movement
CASCADE separates opportunities with real buyer progress from the ones only taking up calendar space.
Each rep gets a named correction
Every drill is attached to a stage, a behaviour, and the transcript evidence behind it.
The number has an explanation
The brief explains what moved, why it moved, and whether the weekly plan should change.
PER-REP COACHING
Every rep needs a different correction.
The value is not another team average. It is knowing that Maya needs discovery patience while James needs ROI discipline, and assigning the right practice before the next call.
CALIBRATION · FORECASTING
Forecast risk gets connected to coaching.
CASCADE shows the conversion gap, the coaching lever, and the number of calls it should take before the pattern starts to move.
WHAT YOUR REPS WILL SAY
Better should win.
Make coaching specific.
Start with the next team read.
On the demo, we show how Shannon would brief the team, where the forecast is drifting, and which rep needs which drill first.