7-day sales audit
7-day snapshot · May 16–23, 2026

A strong week of grooming —
and one leak worth plugging.

You opened 22 deals, closed 14 wins and touched 108 records. But the week's real story is a loss pattern you can fix.

$2,596
Open pipeline
21.7%
Win rate
128
Total deals
Trial credit-card friction killed 28% of your lost deals — your #1 deal-killer.
Breakcold mascot
Open pipeline
$2,596
45 active deals
Deals won
14
$1,831 won all-time
Win rate
21.7%
▾ 18.7% on this week's closes
New deals
22
▴ +28 people · +57 companies

Win rate is Won ÷ (Won + Lost + Not a fit) = 18 ÷ 83 all-time. On deals closed this week it dips to 14 ÷ 75 — losses are outpacing wins right now.

01
Pipeline
Where your 128 deals stand
Open pipeline · $2,596 across 45 deals
1st Outreach Sent
12
Conversation Started
21
Meeting Booked
3
Meeting Done
9
Outcomes · 83 deals closed
21.7%
win rate
Won1822%
Lost4048%
Not a fit2530%
Losses outnumber wins almost 4-to-1 this period · $1,831 won all-time.

The open pipeline clusters in early talks — 21 deals in Conversation Started but only 3 in Meeting Booked. The conversation-to-meeting step is where momentum stalls.

02
Loss analysis
Why 65 deals slipped away
Loss reasons · clustered from deal notes
Credit-card / trust
18
Missing feature
15
Chose competitor
11
Wrong fit / use case
11
Timing too early
4
Price
3
Just testing
2

Notably, price sits near the bottom — this isn't a pricing problem, it's an onboarding-trust problem.

⚠ Biggest leak
28%
of lost & disqualified deals died at the trial credit-card wall — 18 of 65. Bigger than competitors, price and timing combined.
In your prospects' own words
"yes yes. but having to place my cc details during trial is not something i am comfortable. i have bad experiences."
"I didn't know i had to provide my linkedin details to a third party."
"no CC to begin with."

A no-card-required trial — or a clearer trust message at signup — directly addresses the single largest loss category.

03
Acquisition
Where deals come from & what's live
Deal source · all 128 deals
LLMs (ChatGPT…)
30
SEO
27
LinkedIn
26
Unknown
15
Referral
12
YouTube
11
Reddit / X / Cold
7

LLM mentions now lead acquisition — ahead of SEO and LinkedIn.

Active channels · last 7 days
LinkedIn
62
Email
29
Meeting
15
WhatsApp
0
Telegram
0

People with a last interaction this week, by channel. LinkedIn carries the conversations; WhatsApp and Telegram were silent.

04
Channels
Which channels actually earn replies
LinkedIn Converts
0%
1 of 1 outbound thread earned a reply
Email Low yield
~0%
2 of 18 outbound threads earned a reply

From a 40-conversation sample of the inbox. Email volume is high (280 of ~300 active threads) but reply quality is low — and much of the email "inbound" is machine noise, not prospects. LinkedIn is small but converts. Lean into LinkedIn.

05
Hygiene
Data health & revenue mix
Monthly plans
0
+ 1 annual deal
Missing plan type
0
deals to tidy up
Avg won-deal value
$0.00
lifted by 1 annual
CRM size
0
people · 973 companies

The book is almost entirely $59 monthly self-serve subscriptions. The lone annual deal ($708) is what lifts the average — one more annual conversion meaningfully moves the number.

Breakcold
CRM audit report
Data: Breakcold inbox & CRM · May 16 – May 23, 2026
Generated May 23, 2026 · breakcold.com