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⚡ This Week — Needs Attention

Live HubSpot pull — Monday, June 22, 2026 · Day 83 of 91 · Day 22 of June

🐋 Whales open (≥500h) — First Chair Vacations (3,500h · Kalie · Product Explored · No proposal) · Joe Lamb Jr. & Associates (511h · Kalie · Demo Complete · No proposal) · The Resort at Governor's Crossing (500h · Kalie · Engaged · Proposal sent). 3 whales total.
📨 Proposal gap — 7 late-stage deals (Demo Complete / Product Explored / Negotiation) have no proposal sent. Biggest: First Chair Vacations (3,500h) · Joe Lamb Jr. (511h) · Seabrook (360h) · Monarch Collective - Stay Duvet (270h) · iTrip - Beaches of Sarasota (133h). Gate: send proposals before deals drift.
📅 Coverage — Kalie 8 of 15 with next step booked (53%) · Diana 14 of 22 booked (64%). Both books recovered to strong coverage; the one uncovered exposure is Kalie's First Chair whale (3,500h, no next step, no proposal).
📉 June pace — April 2,202h / 105% 🟢 · May 1,810h / 86% 🟡 · June MTD 1,663h = 79% of 2,100h goal (108% of day-22 pro-rata pace) 🟢. 8 days left in Q2.

Open pipe: 37 deals / 8,314h · Refreshed Monday, June 22, 2026.

Open counts — Team 37 deals · Kalie 15 / 6,529h · Diana 22 / 1,785h
Coverage — Kalie 8 next steps booked of 15 (53%) · Diana 14 next steps booked of 22 (64%) — both books well-covered; Kalie's First Chair whale (3,500h) is the one uncovered exposure
Proposal gate — 7 late-stage deals have no proposal sent; biggest exposures are First Chair (3,500h · Kalie), Joe Lamb Jr. (511h · Kalie), Seabrook (360h · Kalie), Monarch/Stay Duvet (270h · Kalie), iTrip - Beaches of Sarasota (133h · Diana)
Engagement note — Diana's pipe is 22 deals with 14 next steps booked — coverage recovered to 64%. Kalie's whale stack (3 deals ≥500h) needs proposals on First Chair and Joe Lamb before Q2 close.

→ Pipe Review — Kalie · Pipe Review — Diana

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