⚡ This Week — Needs Attention

Live HubSpot pull — Thursday, June 18, 2026 · Day 79 of 91 · Day 18 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 — 8 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 gap — Diana — Kalie 5 of 16 with next step booked (FAB 31%) · Diana 1 of 29 booked (FAB 3%). Diana is the coverage gap — 28 open deals with no next-step on the books.
• 📉 June pace — April 2,202h / 105% 🟢 · May 1,810h / 86% 🟡 · June MTD 1,592h = 76% of 2,100h goal (126% of day-18 pro-rata pace) 🟡. 12 days left in Q2.

→ Open the Daily Sales Brief

📊 Team Pipe Review

Open pipe: 45 deals / 8,819h · Refreshed Thursday, June 18, 2026.

• Open counts — Team 45 deals · Kalie 16 / 6,688h · Diana 29 / 2,131h
• Coverage (FAB%) — Kalie 5 next steps booked of 16 (31%) 🟡 · Diana 1 next steps booked of 29 (3%) 🔴 — Diana is the priority coverage gap
• Proposal gate — 8 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 29 deals but only 1 has a next step booked; re-clear and book FAB before end of week. Kalie's whale stack (3 deals ≥500h) needs proposals on First Chair and Joe Lamb before Q2 close.

→ Pipe Review — Kalie · Pipe Review — Diana

👥 By Rep — Coaching

Your weekly coaching — temperature reads, email signals, plays. Refreshed Mon/Wed/Fri.

📈 Weekly Coaching — Kalie · 📈 Weekly Coaching — Diana