Data Freshness: OK OK As-of 2026-02-24T10:30 MST
Sales AE Week-Ahead Brief

Jon Vanderberg

Week of February 24 – March 2, 2026

11 open deals / $159K pipeline. Biggest risk is $71K going dark across Legrand, Z-Lite, and Gar Products. Biggest upside if you execute: $45.6K across Lane Venture, Woodbridge, Loomcraft, Luho, Lib & Co, and Baker McGuire. One thing to do well this week: getting a binary answer from Legrand.

01

Week at a Glance

1
Discovery / Demo Calls
Luho Design House follow-up today
11 / $159K
Open Pipeline
11 deals · $159,060 total
$71.2K
Revenue at Risk
Legrand $25.2K · Z-Lite $19.2K · Gar $26K
$45.6K
Upside if I Execute
Lane, Woodbridge, Loomcraft, Luho, Lib & Co, Baker McGuire
One Thing to Do Well
“Getting a binary answer from Legrand.”
02

Discovery Call Prep — Luho Design House

Luho Design House Fit: High
Deal
eCat / $8,700 / Assist
Buyer
Jessica Allen, CEO/Founder (sole decision-maker)
History
Discovery 1/13 → Demo 1/21 → Follow-up 2/4 → Follow-up 2/17
SPICED Context
Trade-only home furnishings · ~100 SKUs · 15 reps · RepZio crashes at markets. Selling through showrooms and reps; needs a catalog that holds up under pressure at High Point and Las Vegas Market.
Questions to Ask
  • DiscoveryWhen RepZio crashed at your last market, what did your reps actually do — and how many orders fell through the cracks?
  • DiscoveryWalk me through how a new rep gets up to speed on your line today. What takes the longest?
  • DiscoveryIf you could fix one thing about how reps present your catalog at market, what would it be?
  • UrgencyHigh Point is coming up — what’s your drop-dead date for having a working digital catalog in reps’ hands?
  • Qualify-OutIf the price came in right and the demo looked good, is there anyone else who would need to approve this, or is this your call?
03

Pipeline Reality

3A) Stalled Deals4 deals dark ≥14 days

Deal Stage Amount Days Dark Issue Next Action Risk
Z-Lite Demo $19,200 20d No response after demo; champion went silent Send breakup email or direct-dial champion HIGH
Toltec Lighting Qualifying $8,700 19d Went dark during qualification One more outreach, then deprioritize HIGH
Baker McGuire Propose $4,700 19d Proposal sent, no follow-up Follow up on proposal; offer concession or call MED
Gar Products Propose $26,000 14d Proposal sent to committee; no update Re-engage champion; ask for committee timeline HIGH
Priority Action
Z-Lite and Gar Products represent $45.2K at risk. Send breakup emails by Wednesday if no reply by EOD Tuesday.

3B) Moving Deals7 deals in motion

1
Legrand
$25,200 Commit BEST_CASE Exec Air Cover
Trey Wilson (Champion)
Contract sent. Needs binary answer — yes or no this week. Champion Trey Wilson is engaged but committee hasn’t signed off. Exec air cover is active.
2
Lane Venture
$11,000 Assist Exec Air Cover
Budget approved. High Point pressure creates natural urgency. Push for signed contract before market prep begins.
3
Loomcraft
$8,700 Assist
Row-view demo needed. Schedule and deliver demo to advance to proposal stage.
4
Woodbridge
$8,700 Assist
Tech call with Brent is the blocker. Get Brent on the call this week to unblock integration questions and move to proposal.
5
Lib & Co
$13,200 Discovery
Business Central integration outline needed. Prepare a one-pager on BC integration path before next meeting.
6
Luho Design House
$8,700 Assist
Meeting TODAY. Strong fit, sole decision-maker. Objective: confirm fit, handle objections, and send contract same-day if meeting goes well.
7
Gama Sonic
$8,700 Qualifying
Need to get Spencer on a call. Reach out to schedule a qualifying conversation this week.

3C) Closed Won CustomersContext & reference

Customer Deal Value Product Notes
Surya$26,000eCatLive, reference-ready
Currey & Company$18,000eCat + eolExpanding usage
Capital Lighting$13,200eCatActive support
Fine Art Lamps$11,000eCatRecently onboarded
Braxton Culler$8,700eCatFeature requests active
Maxim / ET2$8,700eCatPricing config in progress
Progressive$8,700eCatSOW/go-live underway
Palecek$8,700eCatFreight calc configured

3D) Deprioritize

Toltec Lighting — 19 days dark during qualifying. One more outreach attempt, then move to nurture.
Gama Sonic — Can’t get Spencer on a call. If no response by Friday, move to low-priority nurture and reallocate time to moving deals.
04

VoC Intelligence

Top 3 Pain Themes

1
Catalog crashes and unreliability at markets
“RepZio crashes every time we’re at High Point. My reps just pull out paper binders.” — Jessica Allen, Luho
2
Manual order entry and quoting errors
“We lose half a day re-keying orders after every market because the app drops data.” — prospect, lighting vertical
3
Rep onboarding takes too long without digital tools
“It takes a new rep three months to learn our line. If they had a real catalog app, it’d be three weeks.” — prospect, furniture vertical

Top 3 Objections & Reframes

Objection Reframe
“We already have RepZio.” RepZio crashes at markets. How many orders did you lose at the last show? SuperCat works offline and syncs when you’re back online — zero lost orders.
“We built something custom internally.” Custom apps are great until you need to update pricing across 500 SKUs. Who maintains that? SuperCat keeps pricing and inventory in sync automatically.
“Can we just wait and see?” High Point is [X weeks] away. Every market you run on paper or a crashing app is lost revenue. The setup takes 2 weeks — what’s the cost of waiting one more season?

Competitor Landscape

Competitor Strength Weakness How We Win
RepZio Market presence, familiarity Crashes at markets, poor offline mode, slow updates Reliability story: “Works when RepZio doesn’t.” Ask for crash stories.
Custom App Tailored to workflow Expensive to maintain, no pricing sync, single point of failure TCO argument: maintenance cost + update lag vs. managed platform.
“Do Nothing” No change management Paper catalogs, re-keying errors, slow rep onboarding Quantify the cost of status quo: lost orders, rep ramp time, pricing errors.
Acumatica ERP integration, enterprise credibility Heavy, slow to deploy, not built for field reps Speed to value: live in 2 weeks vs. 6-month ERP project. We complement, not compete.

Talk Track Guidance

Lean Into
“How many orders did you lose at your last market?” — Lead with quantified pain. Anchor every conversation in revenue impact: lost orders, pricing errors, rep ramp time. Make the cost of inaction concrete.
Stop Saying
“We’re better than RepZio.” — Don’t lead with competitor bashing. Instead, ask questions that let the prospect describe their own pain. Let them sell themselves on switching.
05

Weekly Game Plan

5A) Top 5 Actions

Priority Action Account What By When
P1 Get binary answer Legrand Call Trey Wilson. Confirm yes/no on contract. Escalate to exec sponsor if no answer by Wed. Tue Feb 25
P1 Run discovery follow-up Luho Design House Meeting TODAY. Ask prepared questions. Send contract same day if fit confirmed. Mon Feb 24
P2 Schedule tech call Woodbridge Get Brent on a call with Woodbridge to address integration questions. Wed Feb 26
P2 Send breakup emails Z-Lite, Toltec Final outreach to Z-Lite (20d dark) and Toltec (19d dark). Move to nurture if no reply. Wed Feb 26
P3 Prepare BC integration outline Lib & Co Draft Business Central integration one-pager for next meeting. Fri Feb 28

5B) Deals to Advance or Disqualify

Deal Current Stage Target This Week Advance / Disqualify
Legrand Commit Closed Won ADVANCE → get signature
Luho Design House Assist Propose ADVANCE → send contract
Lane Venture Assist Propose ADVANCE → push for signature
Z-Lite Demo Re-engage or nurture DISQUALIFY if no reply by Wed
Toltec Lighting Qualifying Re-engage or nurture DISQUALIFY if no reply by Fri

5C) Personal Focus

Improvement This Week
Stop carrying stalled deals past 14 days without a forcing function. Every deal that’s dark >14d gets a breakup email or a direct-dial attempt this week. Free up headspace for the deals that are actually moving.