Portcast / Monthly Review
June 2026 · Full Month Aircall · HubSpot
Total Calls
337
Johanna 242 · Mina 95
Calls Connected
196
58% avg · Johanna 74% · Mina 19%
Meetings Done
17
Johanna 12 · Mina 5
Emails Sent
21,379
Johanna 8,935 · Mina 12,444
⚡Watchpoints & Next Actions — June Review
🟢
Johanna — Strong month: 242 calls, 74% connect, 12 meetings
Highest SDR volume and quality. 178 genuine connects from 242 calls — sustained high-performance pace all month.
→ Track conversion from the 10+ meeting bookings created in last week of June — are they showing up?
→ Share top 3 call recordings with Mina — 74% vs 19% connect rate gap likely starts with list quality or opener
→ Maintain July pace: June cadence sets the benchmark — protect daily call blocks
🔴
Mina — 19% connect rate is the #1 problem this month
Only ~18 connects from 95 calls. Activity clustered in 3 short bursts rather than spread across the month. 12,444 emails sent but only 5 meetings booked.
→ Audit the call list — 1-in-5 pickup rate suggests wrong numbers or wrong contacts
→ Switch to daily consistent cadence — Johanna's 242 calls were spread across June, not burst in 3 days
→ 5 meetings from ~18 connects = 28% connect-to-meeting rate — talk track is fine, bottleneck is getting through
→ Review email sequence quality — 12,444 sent / 5 meetings booked is very low return on email effort
Aircall "connected" = answered=true (includes brief voicemail pickups). Mina's connect count is approximate (~18) based on full-month scan. Email counts include HubSpot automated sequences. Meetings from HubSpot MEETING objects with hs_timestamp in June 2026.
Meetings Done
41
Marco 18 · Shrawani 15 · Wayne 8
New Deals (June)
7
Shrawani 3 · Marco 3 · Wayne 1
New Pipeline
$125.7k
Shrawani $51.8k · Marco $43.9k · Wayne $30k
Active Pipeline
$1.44M
Marco $875k · Shrawani $329k · Wayne $237k
Calls (Aircall)
35
Wayne 23 · Shrawani 10 · Marco 2
⚡Watchpoints & Next Actions — June Review
🏆
Shrawani — Best new pipeline creator: $51.8k, 3 deals, 15 meetings
Most balanced performer this month. ADAMA shortlist expected end of June — decision still pending. Vedanta ($163k+) in Qualification.
→ ADAMA: shortlist decision is overdue — follow up now to confirm Portcast's standing vs. competition
→ Vedanta ($163k+): ensure commercial team is in the conversation — budget holder not yet identified
→ Increase call volume in July — 10 calls in June is below expected outbound pace for Sales
🎯
Marco — Most meetings (18) but only 2 calls all month
Biggest pipeline ($875k, 26 deals). Created 3 deals Jun 8–11 then shifted to meeting-heavy mode. No outbound calls after Jun 9.
→ Insurity POC close-out Jul 10 — commercial proposal must be ready now (Grain: "pretty impressive", "definitely in the right direction")
→ $875k pipeline needs a weekly deal review — identify top 3 closest to close and set target close dates
→ Resume outbound calls in July — 2 calls in all of June is not sustainable for new pipeline creation
→ SCLCARGO: send port congestion pricing + confirm API integration status (client-side config issue)
🟡
Wayne — 23 calls (74% connect) but only 1 new deal in June
Most active caller in Sales. GB Global POC started Jun 22. $237k pipeline across 17 deals — conversion is the priority, not volume.
→ GB Global POC: set up 3 portal logins + submit AWBs to data team — POC progress is the deal
→ 17 active deals, $237k — map each to a specific close date; identify which are stalling
→ Good call volume but only 8 meetings from 23 calls — are calls reaching decision-makers?
📊
Team: 7 new deals, $125.7k new pipeline — all created before Jun 12 (except Aile Jun 26)
$1.44M active pipeline. July must balance advancing existing pipeline to close while maintaining new deal creation pace.
→ Set minimum weekly call targets for July — 35 calls across 3 Sales reps for a full month is below benchmark
→ Ensure new deals enter pipeline in first 2 weeks of July — June was front-loaded then dropped off
Pipeline: active deals in Sales Pipeline (excl. Closed Won / Closed Lost). New deals = createdate in June 2026. Meetings from HubSpot MEETING objects. Aircall connected = answered=true.