Ironridge account development · Communication Center
Ironridge program overview
How the team's Ironridge accounts are covered: the standards every account is measured against, the accounts whose purchasing no longer matches their class, and each agent's workload and overdue coverage. Click any number to open those accounts.
Team coverage performance
assigned accounts by class · contact cadence · overdue HubSpot tasks · high-priority QRT| Agent | A | B | C | D | Total | Overdue for contact | No recorded contact | Overdue HubSpot tasks | High-priority QRT | Above class | Below class | Trailing 12 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Chris Varga | 2 | 2 | 3 | 22 | 29 | 4 | — | 8 | — | — | — | $627K |
| Pat Lennox | — | — | 2 | 17 | 19 | 5 | — | 6 | 1 | — | — | $83K |
| Dana Kirby | — | — | — | — | — | — | — | — | — | — | — | $0 |
| Robin Ames | 1 | — | — | 23 | 24 | 5 | 1 | 3 | 1 | — | — | $167K |
| Unassigned | 14 | 36 | 179 | 1048 | 1277 | 552 | 239 | 63 | 72 | — | — | $10.7M |
| Jordan Avery | — | — | — | 9 | 9 | 3 | — | — | — | — | — | $31K |
Overdue for contact = past the stored class’s cadence since the last qualifying contact. Overdue HubSpot tasks = accounts with a task past its due date — a different thing. High-priority QRT = a deployable QRT opportunity scoring 30 or more. Qualifying contact: A connected call (HubSpot outcome Connected / Meeting booked / Left live message, an answered checklist or connection language in the note, or a dialer call of 2 minutes or more) or any logged meeting or visit. Attempts, voicemails, no-answers, completed tasks and notes do not reset the cadence.
Account coverage standards
set by the program manager| Class | Trailing-12 Ironridge sales minimum | Contact cadence |
|---|---|---|
| A | $74,000 | every 4 weeks |
| B | $40,000 | every 6 weeks |
| C | $12,000 | every 8 weeks |
| D | $0 | every 10 weeks |
Version 0 (configuration default — not yet saved). Thresholds suggest a class for accounts that have none; they never change a stored class.
Classification exceptions
stored class vs the class trailing-12 Ironridge sales suggest · monitoring only, never an automatic change| Accounts | Trailing-12 Ironridge | ||
|---|---|---|---|
| Performing above class | — | $0 | open, change class or create review tasks |
| Performing below class | — | $0 | open, change class or create review tasks |
| Within class | 1358 | $11.6M |
By class: A 17 ($1.99M) · B 38 ($2.08M) · C 184 ($4.09M) · D 1119 ($3.41M). A class someone set on purpose stays set — the exception list is where those decisions get reviewed.