Pipeline Intelligence
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KELLY SETT
Pipeline Dashboard
Casey Richie · EVP, Motion Consulting Group
Live
Pipeline
Weekly Report
Integrations
Casey Richie's Pipeline
EVP, Motion Consulting Group — Kelly Services / Motion Recruitment
Total Pipeline Value
$2.0M+
Across 3 active opportunities
Weighted Pipeline
$1.43M
Probability-adjusted value
Active Deals
3
2 advancing · 1 early stage
Avg Win Probability
58%
DaySmart leading at 75%
Pipeline by Stage
Q2 2026
1
Early
1
Proposal
1
Discovery
0
Negotiation
0
Closed Won
Active Opportunities
3 Deals
DaySmart
PROJECT NOVA
AI Dev Transformation
Phase
Discovery — Proposal Pending
Initial Engagement
$15,000
Total Potential
$1M – $2M
Win Probability
75%
JK
Jason Kirk
CTO, DaySmart
Next: Submit discovery proposal · Target close Q2 2026
RaceTrac
IT STAFFING RFP
IT Staffing RFP Response
Phase
Proposal Submitted
Estimated Value
$500K+
Annual Run Rate
$500K – $1M
Win Probability
60%
AS
Ameet Shetty
Key Contact, RaceTrac
Next: Await RFP decision · Follow up on proposal status
AWC, Inc.
LATAM NEARSHORE
LATAM Staffing Opportunity
Phase
Early Engagement
Estimated Value
TBD
Company Profile
$275M Rev · 600+ employees
Win Probability
40%
KC
Keith Cutcliffe
Dir. Business Technology, AWC
Next: Schedule discovery call · Build LATAM capability deck
Weekly Sales Report — Joel Briefing
Every Friday
Casey's Weekly Pipeline Brief for Joel. Each sales rep fills out their wins, challenges, priorities, and roadblocks by Friday. The AI agent analyzes all 7+ submissions and surfaces the top 3 across each category for Casey to review and send to Joel.
1
Sales reps submit via SharePoint
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2
AI agent ranks & curates top 3
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3
Casey reviews & sends to Joel
Week of April 7, 2026
Sample report — auto-populated from sales team submissions
Top 3 Accomplishments / Wins
01
DaySmart (Project Nova) — Discovery meeting completed with CTO Jason Kirk. Strong alignment on AI dev transformation vision. $15K initial engagement locked, $1-2M total opportunity confirmed.
02
RaceTrac IT Staffing RFP — Full proposal submitted on time. Comprehensive response covering all 13 sections including AI & Automation, Fuel Domain expertise, and Shetty's 4-question framework.
03
AWC initial research complete — Full intelligence briefing on Keith Cutcliffe and AWC ($275M, 600+ ESOP employees). LATAM nearshore opportunity identified and scoped.
Joel Notes
Pending review…
Top 3 Challenges
01
RaceTrac decision timeline unclear — RFP submitted but no confirmed date for vendor selection. Need follow-up strategy without being pushy.
02
AWC engagement still early stage — no concrete budget or timeline established. Need to convert interest into formal discovery process.
03
Pipeline reporting currently manual — sales team data scattered across email, Slack, and verbal updates. Need centralized system for consistent tracking.
Joel Notes
Pending review…
Top 3 Priorities for Next Week
01
Submit DaySmart discovery proposal to Jason Kirk. Lock in $15K initial engagement and define Phase 1 deliverables for AI Dev Transformation.
02
Follow up on RaceTrac RFP status. Identify decision timeline and any additional information requests from their evaluation team.
03
Schedule AWC discovery call with Keith Cutcliffe. Prepare LATAM capability deck with nearshore staffing model and pricing framework.
Joel Notes
Pending review…
Top 3 Roadblocks & Suggested Resolution
01
Roadblock: No CRM system for pipeline tracking. Fix: Deploy this dashboard now, integrate HubSpot by end of Q2 for automated pipeline visibility.
02
Roadblock: Weekly reporting is manual and inconsistent. Fix: Implement SharePoint form + AI agent pipeline (Friday input → Monday curated brief to Joel).
03
Roadblock: LATAM nearshore capability not fully packaged. Fix: Build standard capability deck and pricing model for AWC and future LATAM prospects.
Joel Notes
Pending review…
AI Agent — Weekly Report Automation
Planned
Friday Report Agent
Scrub 7+ sales rep submissions → surface the best 3 per category → format for Joel
📋 SharePoint Form
Each sales rep fills in 4 sections (Wins, Challenges, Priorities, Roadblocks) by Friday 3pm
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🤖 AI Analysis Agent
Reads all 7+ submissions from OneDrive/SharePoint. Ranks & selects top 3 across all reps per category.
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📊 Casey's Review
Casey gets a pre-formatted brief. Edit, approve, and send to Joel every Monday.
System Integrations
Roadmap
H
HubSpot CRM Integration
Auto-populate pipeline data from HubSpot deals, contacts, and activities
Coming Soon
Deal Sync
Automatically pull deal stages, values, and close dates from HubSpot pipeline. No more manual data entry.
Contact Intelligence
Auto-map key contacts, roles, last touchpoint, and engagement scores. Know who to call and when.
Activity Feed
Real-time feed of emails sent, meetings booked, calls logged. Full visibility into rep activity for Joel's weekly review.
HubSpot CRM
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API Webhook
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AI Agent Processing
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This Dashboard
S
SharePoint / OneDrive Integration
Weekly sales reports auto-collected from shared forms and analyzed by AI
Coming Soon
Friday Form Collection
Each rep fills their 4-section report (Wins, Challenges, Priorities, Roadblocks) in a shared SharePoint form by Friday.
AI Curation Agent
Scrubs all 7+ submissions. Ranks by impact and relevance. Selects the top 3 per category. Formats for Casey's review.
Auto-Send to Joel
Once Casey approves, the formatted report is emailed to Joel automatically. Full audit trail preserved in OneDrive.
Kelly SETT — Motion Consulting Group · Pipeline Intelligence v1.0 · Confidential
Built by Richard Taubin · AI Strategy