DockBlocks - Tuesday, July 28

Hey Matt, great call today. Glad the twice-weekly rhythm is already helping us keep things moving without piling on your plate.

What we covered

We ran through PPC performance and attribution, the rep scoreboard build-out, the AI-driven reporting system for you and the reps, marketing content alignment, and list hygiene.

The plan

→ Focus on reducing PPC budget without sacrificing lead flow by first fixing the call funnel tracking and HubSpot attribution.

→ Build the rep scoreboard with booked sales, pipeline entries, lead conversions, and week-over-week comparisons for all three reps.

→ Set up ChatGPT on a business account to synthesize Zoho data into daily and weekly emails for the reps, using templates you'll provide.

→ Align marketing content in folders by industry and finalize the lifecycle comms schedule and newsletter timing.

→ Integrate better list suppression and out-of-office handling into the email system, ideally with AI support.

What I moved forward

→ I'll check the HubSpot PPC attribution data and share it with Jui so we have a baseline before adjusting spend.

→ Jui is double-clicking on the call funnel to improve lead creation and tracking from E Voice, which should lower cost per lead.

→ I'll include all three reps in the scoreboard and reach out to Jim about Calendly setup and outbound strategy.

→ I can start the Zoho data exports for the daily and weekly AI reports once you send the templates and goals.

→ Marketing dashboard is almost done and will show all email campaigns across Apollo and Breville, including the newsletter for July.

Action items

When you have a minute, please send the 2026 sales targets for each rep, the email templates for the AI reports with placeholders, and the industry tear sheets organized into folders.

No rush on any of it, I have what I need to keep things moving in the meantime.

Thanks again for the time and clarity. Everything else is on the board and moving forward. Talk Thursday.