sojo sales hub

⚡ This Week — Needs Attention

Live HubSpot pull — Tuesday, May 26, 2026 5:04 AM CT.

🐋 5 whales open (≥500 homes) — Evolve (30,000 · Diana · no proposal) · First Chair (3,500 · Kalie · no proposal) · Casago — Desert to Coast (1,060 · Kalie · proposal ✓ · Negotiation 5/21) · Joe Lamb (511 · Kalie · no proposal · Demo Complete 33d) · Rise Collective Remaining (500 · Kalie · proposal ✓ · Engaged · 🔴 dark 34d). 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). Batch-send.
📅 Coverage gap — Diana has only 1 future touch booked across 25 deals (Kalie has 9). Book next steps so deals don't go dark — biggest exposure: Evolve (30,000) with no calendar slot.
📉 May pace — 1,012 / 2,100 (48% MTD · ~57% prorated, day 26 of 31). Need ~88h/day team-wide for 35 days to hit the 6,300h Q2 quota.

Open pipe: 55 deals · Kalie 30 / Diana 25 · 1 dark whale (Rise Collective Remaining 500h — engagement 34d). Refreshed Tuesday, May 26, 2026.

Coverage — Kalie 30 deals (10,249 homes), 9 next-steps booked; Diana 25 deals (32,032 homes — Evolve is 30K of it), only 1 booked
Proposal & stage — ~12 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 33d), Awayday Sun Palace (Negotiation 38d), Kiva Dunes (Negotiation 33d)
Engagement / outreach — both reps active; Rise Collective Remaining (500h, Kalie) is dark at 34 days · 4 Diana deals cooling 8–15 days (Bryson City, Georgia Mountain, Island Realty, Fort Morgan)

→ Pipe Review — Kalie · Pipe Review — Diana

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