Needs attention2
Daniel
Proposal Analyst
↑ Trust91% quality
Sarah
Brand & Content
Check in88% quality
Running well2
Rebecka
Client Accounts
On track94% quality
Andrew
Compliance
Low maint.100% quality
Chief of Staff
About Daniel

Daniel is outperforming his trust level. 5 consecutive first-pass approvals at 91% quality — he's earned Selective trust.

Moving him to Selective would auto-approve 60% of proposals and save ~30 min/week. His budget is warm at $32/$40 with 6 days left.

Talking points:

• Upgrade to Selective trust

• BlueLine pricing angle

• Budget: $8 remaining, 6 days