sojo sales hub

⚡ This Week — Needs Attention

Live HubSpot pull — Wednesday, June 03, 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 19d) · Casago — Desert to Coast (1,060 · Kalie · proposal ✓ · Negotiation 12d · next-step 6/5) · Joe Lamb (511 · Kalie · no proposal · Demo Complete 40d) · Rise Collective Remaining (500 · Kalie · proposal ✓ · Engaged · next-step 6/9). 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 · Kalie), Joe Lamb (511 · Kalie), Awayday — Summit Cove (400 · Kalie), Monarch — Stay Duvet (270 · Kalie), Island Realty (230 · Diana), SkyRun — Keystone (170 · Diana), The Highlands (150 · Diana), Luxury Getaways (95 · Diana), All Florida Keys (70 · Diana). Batch-send this week.
📅 Coverage gap — Diana has only 4 future touches booked across 30 deals (Shell Seekers 6/4, SkyRun Keystone 6/4, Brettelberg 6/15, Harman's 6/15); Kalie has 10 across 22 deals. Book next steps so deals don't go dark — biggest exposure: Evolve (30,000) with no calendar slot.
📉 June Day 4 of 30. June MTD 368h / 2,100 (17.5%, pace 149%). Q2 to date 4,380h / 6,300h (69.5%, 97% of pace). Need ~74h/day team-wide for 26 days to hit the 6,300h Q2 quota — current run-rate is 92h/day.

Open pipe: 52 deals · Kalie 22 / Diana 30 · Refreshed Thursday, June 04, 2026.

Coverage — Kalie 22 deals (8,559 homes), 10 next-steps booked; Diana 30 deals (32,116 homes — Evolve is 30K of it), only 4 booked
Proposal & stage — 11 late-stage deals (Demo Complete / Negotiation / Contract Sent) with no proposal sent — that's the gate to advance; watch days-in-stage on Joe Lamb (Demo Complete 42d), Kiva Dunes (Negotiation 42d), The Highlands (Contract Sent 68d), Casago Big Bear (Contract Sent 97d), Bryson City (Demo Complete 43d)
Engagement / outreach — both reps recently active; Kalie's discipline is strong (every active deal touched within 7d except Monarch HCP Remaining at 8d). Diana cooling deals to re-touch: SkyRun Keystone (9d), Harman's Luxury (9d), SkyRun Aspen (8d), Shell Seekers (14d). Closedate-past deals to clear: jmj cleaning (5/7 PAST 28d), Awayday ILV Park City (5/31 PAST), Grand Welcome Destin (5/31 PAST).

→ Pipe Review — Kalie · Pipe Review — Diana

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