Action Plan

Gaps · weekly closure targets · action items · accountability

Open Actions

Needs attention

In Progress

Being executed

Completed

This month

Blocked

Escalation needed

Weekly Closure Targets — W13Mar 25 – Mar 31

New Leads AddedOn Track

24/ 20

Proposals SentOn Track

7/ 8

Demos ConductedOn Track

6/ 5

Deals ClosedBehind

2/ 3

Revenue ClosedOn Track

₹85L/ ₹1Cr

Response SLA < 2hOn Track

88%/ 95%

Build ROI case study with HDFC deployment dataIn ProgressCritical

Gap: Win rate < 50% for BOS Core

Impact: Unblock 3 stalled proposals worth ₹2.1Cr

Owner: Priya M. · Due: Apr 7

BH to create pre-approved discount framework by deal sizeOpenCritical

Gap: Pricing objection in 38% of lost deals

Impact: Reduce churn at Negotiation stage by ~20%

Owner: Pawan K. · Due: Apr 5

Integrate LinkedIn Sales Nav API to VEDAS for daily pushOpenHigh

Gap: LinkedIn prospecting volume low

Impact: Add 15+ qualified prospects/week

Owner: Raj K. · Due: Apr 12

Set up Sales AI auto-response for first-touch inquiriesIn ProgressHigh

Gap: Response time averaging 1.8h vs 1h target

Impact: Improve first-touch SLA to < 30min

Owner: Sales AI · Due: Apr 3

Add 7-day automated follow-up sequence post-demoDoneMedium

Gap: No follow-up tracking after Demo stage

Impact: Increase demo-to-proposal conversion by 15%

Owner: Sonal R. · Due: Apr 8

Create competitive displacement playbook vs OpenAI CopilotBlockedHigh

Gap: BOS AI product win rate only 43%

Impact: Unlock ₹1.5Cr+ enterprise segment

Owner: Amit S. · Due: Apr 15