⚡ This Week — Needs Attention
Live HubSpot pull — Saturday, May 30, 2026 5:05 AM CT.
- 🐋 5 whales open (≥500 homes) — Evolve (30,000 · Diana · no proposal) · First Chair (3,500 · Kalie · no proposal · Product Explored 16d) · Casago — Desert to Coast (1,060 · Kalie · proposal ✓ · Negotiation 9d) · Joe Lamb (511 · Kalie · no proposal · Demo Complete 37d) · Rise Collective Remaining (500 · Kalie · proposal ✓ · Engaged · 🔴 dark 38d). One ≥500 close resets the quarter.
- 📨 Proposal gap — ~11 late-stage deals with no proposal sent (the #1 thing blocking the board). Biggest: First Chair (3,500), Joe Lamb (511), Awayday — Summit Cove (400), Monarch — Stay Duvet (270), Pawleys Island (200), SkyRun — Keystone (170). Batch-send.
- 📅 Coverage gap — Diana has only 2 future touches booked across 30 deals (Kalie has 8 across 27). Book next steps so deals don't go dark — biggest exposure: Evolve (30,000) with no calendar slot.
- 📉 May pace — 1,780 / 2,100 (85% MTD · ~88% prorated, day 30 of 31). Q2 to date 3,982h / 6,300h (63%). Need ~75h/day team-wide for 31 days to hit the 6,300h Q2 quota.
→ Open the Daily Sales Brief
📊 Team Pipe Review
Open pipe: 57 deals · Kalie 27 / Diana 30 · 1 stale whale (Rise Collective Remaining 500h — outreach 23d, engagement 38d). Refreshed Saturday, May 30, 2026.
- Coverage — Kalie 27 deals (9,340 homes), 8 next-steps booked; Diana 30 deals (31,934 homes — Evolve is 30K of it), only 2 booked
- Proposal & stage — ~11 late-stage deals (Demo Complete / Product Explored / Negotiation) have no proposal sent — that's the gate to advance; watch days-in-stage on Joe Lamb (Demo Complete 35d), Kiva Dunes (Negotiation 35d), The Highlands (Product Explored 62d), Fort Morgan (Engaged 51d)
- Engagement / outreach — both reps active; Rise Collective Remaining (500h, Kalie) is dark at 38 days · 4 Diana deals cooling 8–15 days (SkyRun Aspen 11d, Luxury Getaways 8d, jmj cleaning 10d, The Highlands 10d) · Shell Seekers cooling 9d but future call booked 6/4
→ 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
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