CTC Sales Intelligence — June 3, 2026
Common Thread Collective

Sales Intelligence Daily Recap

Wednesday, June 3, 2026  ·  Generated 5:00 PM PT
5
Total Calls
2
Discovery Calls
2
Client Kickoffs
3
Reps Active
$100K+
Top Prospect Spend
Rep

Matt Axline

VP of Sales  ·  4 calls today
New Client Kickoff LastPass

CTC x LastPass — Onboarding Kickoff

11:01 AM PT
38 min · Zoom
Brand
LastPass
Contacts
David Newell (Growth Lead), Patrick Mayer
CTC Team
Matt Axline, Josh McKown, Anmar Abdul Jawad
Discussion Points
  • Ad account access review — Google ✓, Meta (edit access just granted), Bing, display
  • Spend ingestion setup for acquisition modeling — all channels including affiliate/PR
  • Trial-start and revenue KPI alignment for incrementality testing
  • Channel onboarding timeline targeting July 1st go-live for ad management handoff
  • Reporting cadence and access requirements confirmed
"We did it. That was record time trust... I've got PTSD from another procurement process I've been going through for the past five months. I was very pleasantly surprised." — David Newell, LastPass
⚡ Next Steps
  • Confirm full Meta edit access (pixel, page, IG account)
  • Ingest historical spend data across all channels (incl. PC Mag affiliate)
  • Begin acquisition/spend modeling build-out
  • Complete channel handoff by July 1st deadline
🔗 Gong: View Recording  ·  CTC Rep: Matt Axline  ·  2026-06-03
Creative Kickoff LastPass

CTC x LastPass — Creative Kickoff (Meta B2B/B2C)

1:00 PM PT
29 min · Zoom
Brand
LastPass
Contacts
Eric Hines, Patrick Mayer
CTC Team
Matt Axline, Josh McKown, Adrianne, Nisha Fermawi
Discussion Points
  • New branded Meta ad campaign for B2B & B2C sign-up acquisition
  • Brand guidelines, creative assets, and performance data review
  • Primary targeting: small businesses, AI usage concerns, shadow IT
  • Collaborative approach to ad plan development — CTC leveraging client's performance insights
  • Creative delivery timeline and approval workflow established
⚡ Next Steps
  • CTC delivers initial ad plan draft leveraging LastPass performance data
  • Creative concept development for small biz targeting angles
  • Review brand guideline compliance before first creative batch
🔗 Gong: View Recording  ·  CTC Rep: Matt Axline  ·  2026-06-03
Discovery 🔥 Hot Lead PetPlate

PetPlate — Discovery Call

2:16 PM PT
65 min · Zoom
Brand
PetPlate (Ace2)
Contacts
Jeff Martin (CEO), Dixie Carroll (Marketing Lead)
CTC Team
Matt Axline (VP Sales)
Current Monthly Spend
$100K
Target Monthly Spend
$200–300K
Scale Target
2–3x Fast
Discussion Points
  • Business went through transition — had to turn off marketing late 2025, restarted paid search/social in Feb 2026
  • Headless Shopify setup caused major tracking failures (events manager getting weak signal)
  • Tracking issues identified and fixed 2 weeks ago — now ready to scale
  • Current agency hired March 2026 — Jeff describes approach as "vibes-based," wants data-driven rigor
  • Clear desire to move away from current agency once evaluation complete
  • Dixie based in Los Angeles, Jeff in San Diego — both senior decision-makers on call
💡 How They Found CTC
Inbound inquiry — Jeff was mid-sentence explaining when transcript ended. Context suggests referral or organic discovery given informed awareness of CTC's analytical approach.
"We're spending 100K a month. And I would love to scale that to like two to two and a half to three times that quickly. And that's hard to do on vibes." — Jeff Martin, CEO, PetPlate
"What I would say is missing in that relationship is a kind of numbers focused analytical approach... It's a little bit more kind of like vibes." — Jeff Martin, CEO, PetPlate
⚡ Next Steps
  • Follow-up proposal / PE demo scheduled (tracking now stable → ideal timing to show modeling capability)
  • Send CTC case studies focused on DTC subscription / pet verticals
  • Evaluate scope: current $100K/mo → target 2-3x scale plan
🔗 Gong: View Recording  ·  CTC Rep: Matt Axline  ·  2026-06-03
Discovery Cara Cara

Cara Cara NYC — Discovery Call

4:18 PM PT
23 min · Zoom
Brand
Cara Cara NYC (Women's Fashion)
Contacts
Brandon Graves (Co-Founder)
CTC Team
Matt Axline (VP Sales)
Brand Overview
7-Year-Old Brand
50/50 DTC / Wholesale Split
Double-Digit YoY Growth
Founded by 3 Women
New Stores Opening
Discussion Points
  • Brandon started as Director of Ecommerce in February 2026
  • Currently has a performance marketing agency — "pretty happy" but planning for 2027
  • Exploring agencies proactively — early stages, 6-month decision timeline (decision in ~Dec 2026)
  • Core pain: wants more transparency in forecasting assumptions
  • Paid social is a significant budget driver for new customer acquisition
  • Wants more aggressive testing approach from future agency
  • Matt pressed directly: "People don't come to speak with an agency if everything's cupcakes, rainbows and roses"
💡 How They Found CTC
Inbound — Brandon reached out to CTC as part of structured 2027 agency planning process.
"More transparency around forecasting and the assumptions that go into our forecasting... we've seen a lot of success in terms of driving new customer growth [but I want to] be more aggressive in testing." — Brandon Graves, Co-Founder, Cara Cara
⚡ Next Steps
  • Matt provided pricing overview — Brandon to review internally
  • Nurture over 6-month cycle: schedule follow-up for Q3/Q4 2026
  • Send Prophit System pitch deck focused on forecasting transparency
  • Decision expected ~December 2026 for 2027 engagement
🔗 Gong: View Recording  ·  CTC Rep: Matt Axline  ·  2026-06-03
Rep

David Polinow

Account Strategy  ·  1 call today
Upsell / Retention WIN Reality

CTC | WIN REALITY — Weekly Strategy Call

12:05 PM PT
59 min · Zoom
Brand
WIN Reality (VR Baseball Training)
Contacts
Chris Fiaschetti, Luke Swan, Chris O'Dowd (CEO, Founder)
CTC Team
David Polinow, Allison Simms, Jack DiGregorio, Anna Bathon, Jarred Smith
Discussion Points
  • David covering for Dave (out of office) — Jarred Smith as interim point of contact for big-picture strategy
  • BFCM 2026 planning — flatline vs. YoY adjustment still TBD; aligned on November/December forecasting
  • H2 forecast planning underway — net new BFCM elements to be confirmed before Q4 calendars finalize
  • Channel expansion discussion: TikTok Shops, new creative approaches
  • New Meta Quest headset release — evaluating potential sales impact on WIN Reality products
  • New landing pages and offer development to improve conversion rates in H2
  • Pete continuing to push forward larger strategic conversations while Dave is out
💰 Revenue Signals
Active BFCM planning signals potential scope expansion opportunity — new channel investment (TikTok Shops) plus new landing page development represents upsell path into H2 2026.
⚡ Next Steps
  • Confirm BFCM strategy (flatline vs. YoY trend) — complete Q4 calendar
  • TikTok Shop integration exploration for WIN Reality product lines
  • New landing page brief initiated — offers aligned to Meta Quest release timing
  • H2 forecast locked before next weekly
🔗 Gong: View Recording  ·  CTC Rep: David Polinow  ·  2026-06-03
Ryan Ferguson & Jacob Klas — No Gong-recorded calls logged for June 3, 2026. See pipeline section below for active deal status.
HubSpot · New Business 2026 Pipeline

MQL → SQL Pipeline Movement

Rolling 7-day window · Pipeline ID: 856314274
CRAFT SPORTSWEAR — Outbound
Jacob Klas · Modified June 3, 2026
MQL → PE Intro · SQL
Deal value: $108,600  ·  Stage progression today
Active Deals — Key Highlights
Contract Review
5.11
Matt Axline · $240,000
Modified June 3 · High priority
NB - Closed Won
Harkla - Accelerator
Matt Axline · $60,000
Modified June 3 · ✓ Won
NB - Closed Won
Grain Wood Furniture
Matt Axline · $15,000
Modified June 3 · ✓ Won
NB - Closed Won
Ring Bear
Ryan Ferguson · $25,700
Modified May 30 · ✓ Won
NB - Closed Won
Newport Vessels
Matt Axline · $106,800
Modified June 2 · ✓ Won
NB - Closed Won
Petscy
Jacob Klas · $5,000
Modified May 26 · ✓ Won
7-Day Revenue Summary (Closed Won)
Matt Axline
$181,800
Harkla + Grain Wood + Newport
Ryan Ferguson
$25,700
Ring Bear
Jacob Klas
$5,000
Petscy
Team Total (7d)
$212,500
Closed Won + In Pipeline
Data source: HubSpot CRM · Pipeline: New Business 2026 (ID: 856314274) · Pulled June 3, 2026 5:00 PM PT
Common Thread Collective · Sales Intelligence · Powered by Gong + HubSpot
Generated automatically · June 3, 2026 · For internal use only