HEN · Strategy & Ops · Snapshot Jul 24, 2026

Funnel conversion — by RSD & RSM

How far deals get through the demo funnel, per director and per rep. Read each gate as a conversion rate: Booked = of demos requested, how many got a date · Held = of those, how many happened · Quoted = of held demos, how many became a quote · Won = of quotes, how many closed.

70%+ healthy 45–69% watch under 45% leak Highlighted column = the company's weakest gate
Requested → Booked
59%
Booked → Held
96%
Held → Quoted
37%
Biggest leak
Quoted → Won
76%

Company-wide, the weakest gate is Held → Quoted at 37%. The tables below show which directors and reps are pulling that number down — sort your attention there first.

By RSD

RSD BookedHeldQuotedWon RepsReq·Held·Won
Ryan Kostel 63%90%41%77% 6 749 · 428 · 252
Todd Holmes 59%106%27%76% 5 578 · 360 · 155
Jason Floyd 65%91%49%68% 8 537 · 316 · 201
Robert Woodhead 53%88%34%78% 4 451 · 211 · 113
Eric Guida 55%106%35%83% 3 226 · 132 · 91
Curt Johnson 45%114%21%93% 2 141 · 73 · 38
Unassigned 33%217%15%89% 1 18 · 13 · 8
Niraj Agarwal 0%——100% 1 4 · 0 · 20

By RSM — grouped under their RSD

Ryan Kostel

63%Booked90%Held41%Quoted77%Won 428demos held
RSM Booked Held Quoted Won Req·Held·Won
Colton Crowe 76%98%39%77% 238 · 177 · 90
Edwin Guy 59%88%42%90% 170 · 88 · 63
Tim Intessimone 60%85%28%61% 114 · 58 · 22
Collin Hofschulte 62%82%48%76% 110 · 56 · 34
Shane Barrows 46%108%36%94% 56 · 28 · 17
Matt Woitalewicz 49%70%76%62% 61 · 21 · 26

Todd Holmes

59%Booked106%Held27%Quoted76%Won 360demos held
RSM Booked Held Quoted Won Req·Held·Won
Dustin Eassa 55%116%29%72% 177 · 114 · 51
Remington Kline 68%94%29%75% 159 · 101 · 39
John May 59%123%19%89% 101 · 74 · 25
Braxton Major 60%90%23%67% 82 · 44 · 14
Chris Knighton 42%108%37%79% 59 · 27 · 26

Jason Floyd

65%Booked91%Held49%Quoted68%Won 316demos held
RSM Booked Held Quoted Won Req·Held·Won
Mark Mahan 67%98%63%58% 152 · 100 · 59
Toby Boone 68%106%47%83% 73 · 53 · 40
Robert Tidquist 61%88%47%62% 83 · 45 · 28
Ryan McCormick 51%70%23%79% 84 · 30 · 15
Dan Kwiatkowski 67%84%35%95% 46 · 26 · 18
Klinton Smuda 76%85%73%52% 34 · 22 · 16
Brian Kanipe 55%100%19%88% 38 · 21 · 14
Colin Campbell 85%83%58%65% 27 · 19 · 11

Robert Woodhead

53%Booked88%Held34%Quoted78%Won 211demos held
RSM Booked Held Quoted Won Req·Held·Won
George Sanders 54%91%37%72% 215 · 107 · 55
Andrew B Turenne 65%90%21%76% 108 · 63 · 19
Ryan Decker 43%72%46%94% 90 · 28 · 29
Jozef Turcan 34%100%46%77% 38 · 13 · 10

Eric Guida

55%Booked106%Held35%Quoted83%Won 132demos held
RSM Booked Held Quoted Won Req·Held·Won
Joel Warman 68%114%40%86% 74 · 57 · 49
David Mackenzie 42%123%16%80% 96 · 49 · 12
Joey Schuller 61%76%58%81% 56 · 26 · 30

Curt Johnson

45%Booked114%Held21%Quoted93%Won 73demos held
RSM Booked Held Quoted Won Req·Held·Won
Sven Hebbard 48%143%19%94% 77 · 53 · 29
Andy Balaj 42%74%25%90% 64 · 20 · 9

Unassigned

33%Booked217%Held15%Quoted89%Won 13demos held
RSM Booked Held Quoted Won Req·Held·Won
Eric Guida 33%217%15%89% 18 · 13 · 8

Niraj Agarwal

0%Booked—Held—Quoted100%Won 0demos held
RSM Booked Held Quoted Won Req·Held·Won
Niraj Agarwal 0%——100% 4 · 0 · 20