sojo sales hub

⚡ This Week — Needs Attention

Live HubSpot pull — Sunday, June 07, 2026 5:04 AM CT.

🐋 4 whales open (≥500 homes) — Evolve (30,000 · Diana · no proposal · no next step) · First Chair (3,500 · Kalie · no proposal · Product Explored) · Joe Lamb (511 · Kalie · no proposal · Demo Complete · next-step 7/10) · Rise Collective Remaining (500 · Kalie · proposal ✓ · Engaged · next-step 6/9). One ≥500 close stacks the quarter. (Casago — Desert to Coast 1,060 closed 6/5 ✅.)
📨 Proposal gap — 9 late-stage deals (Demo Complete / Product Explored / Negotiation) with no proposal sent (the #1 thing blocking the board). Kalie: First Chair (3,500), Joe Lamb (511), Awayday — Summit Cove (400). Diana: SkyRun — Keystone (170), The Highlands (150), iTrip — Beaches of Sarasota (133), Luxury Getaways (95), All Florida Keys (70), Guest Geeks (29). Batch-send this week.
📅 Coverage gap — Diana has only 4 future touches booked across 33 deals (iTrip Beaches 6/26, SkyRun Keystone 6/8, Harman's 6/15, Brettelberg 6/15); Kalie has ~10 across 23 deals. Biggest exposure: Evolve (30,000) with no calendar slot.
📉 June Day 7 of 30. June MTD 1,428h / 2,100 (68%, pace 291% of day-7 pro-rata). Q2 to date 5,440h / 6,300h (86.3%, 115% of pro-rata pace). Need ~37h/day team-wide for 23 days to clear the 6,300h Q2 quota — current run-rate ~80h/day, projecting 7,280h.

Open pipe: 56 deals · Kalie 23 / Diana 33 · Refreshed Sunday, June 07, 2026.

Coverage — Kalie 23 deals (7,849 homes), ~10 next-steps booked; Diana 33 deals (32,402 homes — Evolve is 30K of it), ~4 booked
Proposal & stage — 9 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), First Chair (Product Explored), The Highlands (Product Explored), Casago Big Bear (Product Explored), Awayday Summit Cove (Demo Complete)
Engagement / outreach — both reps active in last 7d. Kalie's outreach discipline is strong (all 23 active deals touched ≤7d). Diana cooling (8–15d outreach): PMI Coachella (10d), Harman's (12d), Brettelberg (9d, closes 6/19). Closedate-past to clear: jmj cleaning (5/7 PAST).

→ Pipe Review — Kalie · Pipe Review — Diana

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