Appreciate the responses and engagement from clients. This week’s response to my status report and collaboration with one of my clients:

 Subject: Re: Pipeline & Progress Update – Let’s Keep the Momentum Going!
From: CEO
To: Matthew Slonaker, CEO, M. Allen LLC
Date: April 6, 2025

Hey Matthew,

I just read through your update, and I’ve got to say—I’m pumped. Three weeks in, and you’re already sitting on a $2.35M pipeline? That’s not just hitting the ground running; that’s sprinting toward our $2M goal with room to spare. The mix of deals—those long-term revenue builders and that $1M wild card—shows you’re playing both the short game and the long game with finesse. As your client, I’m seeing M. Allen’s horsepower in action, and it’s exactly what we signed up for.

Your 82 activities last week tell me you’re out there hustling—meeting heavy hitters, pitching tailored solutions, and locking in next steps. I love that you’re leveraging your network and turning handshakes into opportunities. The Dallas meetings sound like gold, and that May in-person slot plus this week’s discovery call? That’s the kind of momentum I want to double down on. Let’s make sure those follow-ups are ironclad—your point about avoiding drop-offs resonates, given how much value can slip through the cracks otherwise.

Strategically, you’re killing it. The playbook draft, the offsite agendas, the team syncs—I see you shaping our approach while keeping the pedal down on sales. That balance is why we brought you on board. I’d love to carve out time this week to dig into the playbook and Irvine plan. What’s your take on prioritizing that $1M deal versus the steady burners? I’m all ears on how we can fast-track the big win without losing the others.

Congrats on M. Allen’s 5th anniversary and the book wrap-up—huge milestones! It’s inspiring to see you firing on all cylinders, and I’m thrilled we’re part of this ride. Let’s connect soon—maybe a quick one-on-one to align on next moves and see where I can lean in. How’s your calendar looking Wednesday?

Keep charging,

CEO

Redacted status sent by me (fractional CRO for client) that’s six year old company in the U.S. -

It’s April 5, 2025, and three weeks into this 180-day sprint, I’m fired up. My pipeline’s humming at $2.35 million across four solid deals—big-ticket opportunities averaging close to $600K each. They’re early-stage, sure, sitting between 1% and 4% in the funnel, but the potential’s there to blow past our $2 million goal by mid-August. I’ve got a mix of long-term plays—three stretching 3 to 12 months for steady revenue—and one $1 million one-off that could be a game-changer if it lands.

Last week, I clocked 82 sales activities, just shy of my 100-touchpoint target but enough to keep the momentum rolling. I’ve been out there, shaking hands in Dallas with senior leaders—think chief lending officers and EVPs—pitching solutions like cost-saving credit strategies and cutting-edge default modeling. I’ve sent tailored content, locked in follow-ups, and even lined up a May in-person meeting with one prospect. Another’s teed up for a discovery call this week, and I’m already crafting an insight-driven proposal to seal the deal. My network’s paying off—former clients and new connections alike are opening doors.

Beyond the deals, I’m knee-deep in strategy. I’ve brainstormed with the team on marketing FAQs, jumped on client calls to sharpen our approach, and drafted a sales playbook that’s under review. I’ve also mapped out agendas for upcoming offsites—one in Irvine, another in NYC—to nail down our go-to-market plan. The CRM’s up to date with my moves, and I’m shadowing the crew to sync up on what works.

This week, it’s all about pushing the needle—confirming meetings, running rapid diagnostics, and hitting 100 activities across my network. I’m leaning on my relationships, offering phased pricing where it makes sense, and keeping follow-ups tight to avoid any drop-offs. The stakes are high, but so’s the upside: that $1 million equity deal could shift everything, and the others are primed for quick wins.

On a personal note, it’s a big moment—M. Allen just hit its 5th anniversary on April 1, and I wrapped my second book manuscript, eyeing a May release. This journey’s a team effort, and I’m grateful to be charging toward our goals together. Let’s keep the pedal down!

Contact: Matthew Slonaker | (972) 740-4300 | [email protected]