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Turn the executive's question into a process conversation
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I'd rather have the executive come at us with, "hey, what's all these no values for closed won reason?"
Now it's a process conversation instead of a fix-the-problem-with-HubSpot conversation.
Casey, Ryan Ginsberg and I were using Breeze on the show to find patterns in the pipeline, and it surfaced the no values right away. If your reports keep showing blanks, that's worth talking about as a team.
The next step