Matt — Day 30 Coaching Gate Loading...

Structured go/no-go evaluation framework for Chris

⏳

Score the criteria below to generate a recommendation

Rate each area to get an overall signal. Final call is always yours.

📊 Performance Numbers (30-Day Actuals)

Target: 8+ deals/mo
Target: 30%+
Expected: 80-100+
Target: $1,500+ MRR equiv
Target: 90%+ of pipeline touched
Want 3x monthly target in pipe
Weighted Score —

🎯 Qualitative Assessment

Criterion Weight Your Rating

🎙️ Coaching Notes (from call reviews)

⚖️ Your Decision

✅
Extend / Promote
Matt earns full closer status. Comp reflects production. Keep investing.
⚠️
PIP — 30 More Days
Specific targets, clear expiry. One more chance with hard conditions.
🚪
Exit
Not the right fit. Let Matt go. Start hiring process immediately.

📋 What Happens Next (by decision)

If Extend / Promote

  • Set Matt's comp to full closer package
  • Remove training restrictions — full closer queue
  • Do a 1:1 to acknowledge growth and set Q2 targets
  • Update PROJECTS.md: Phase 2 closer headcount now fully active
  • Continue weekly call reviews but shift from coaching to performance

If PIP (30-day extension)

  • Write the PIP in writing — specific numbers required
  • Set exact targets: X deals, Y% close rate, Z pipeline by Day 60
  • Weekly check-in with written notes each time
  • Start passive hiring process in parallel — don't wait
  • No comp change until PIP passed
  • Set a hard exit date if targets not hit — no second PIP

If Exit

  • Prepare final pay per comp agreement
  • Recover company materials and CRM access (Zoho + HubSpot)
  • Brief Tammy — she'll absorb pipeline temporarily
  • Post closer job listing immediately (same day)
  • Notify openers to route to Tammy only until new hire onboarded
  • Consider interim solution: are any openers closer-ready?

General (any decision)

  • Document the decision in PROJECTS.md
  • Log outcome in Matt's Zoho contact record
  • Update daily dashboard Day 30 gate to "Resolved"
  • Update hiring pipeline tracker accordingly
  • Post summary to #tasks or #max-log (Max can draft)

📅 Timeline

Export this evaluation for your records or to share with Max