sojo sales hub

⚡ This Week — Needs Attention

Live HubSpot pull — Monday, June 01, 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 18d) · Casago — Desert to Coast (1,060 · Kalie · proposal ✓ · Negotiation 11d) · Joe Lamb (511 · Kalie · no proposal · Demo Complete 39d) · Rise Collective Remaining (500 · Kalie · proposal ✓ · Engaged). One ≥500 close resets the quarter.
📨 Proposal gap — 12 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), The Highlands (150). Batch-send this week.
📅 Coverage gap — Diana has only 2 future touches booked across 29 deals (Kalie has ~10 across 27). Book next steps so deals don't go dark — biggest exposure: Evolve (30,000) with no calendar slot.
📉 June Day 1 of 30. May closed at 1,810 / 2,100 (86%). Q2 to date 4,012h / 6,300h (64%). Need ~79h/day team-wide for 29 days to hit the 6,300h Q2 quota.

Open pipe: 56 deals · Kalie 27 / Diana 29 · Refreshed Monday, June 01, 2026.

Coverage — Kalie 27 deals (9,340 homes), ~10 next-steps booked; Diana 29 deals (31,958 homes — Evolve is 30K of it), only 2 booked
Proposal & stage — 12 late-stage deals (Demo Complete / Product Explored / Negotiation) with no proposal sent — that's the gate to advance; watch days-in-stage on Joe Lamb (Demo Complete 39d), Kiva Dunes (Negotiation 39d), The Highlands (Negotiation 65d), Casago Big Bear (Product Explored 94d)
Engagement / outreach — both reps active week-end of May; Rise Collective Remaining (500h, Kalie) needs a re-engagement push (outreach 25d) · Diana cooling deals to re-touch: SkyRun Aspen, Luxury Getaways, The Highlands, jmj cleaning

→ Pipe Review — Kalie · Pipe Review — Diana

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