sojo sales hub

⚡ This Week — Needs Attention

Live HubSpot pull — Thursday, June 25, 2026 · Day 86 of 91 · Day 25 of June

🐋 Whales open (≥500h) — First Chair Vacations (3,500h · Kalie · Product Explored · No proposal) · Twiddy & Company (1,240h · Kalie · Demo Complete · No proposal) · Joe Lamb Jr. & Associates (511h · Kalie · Demo Complete · No proposal) · The Resort at Governor's Crossing (500h · Kalie · Engaged · Proposal sent). 4 whales total — all Kalie.
📨 Proposal gap — 8 late-stage deals (Demo Complete / Product Explored / Negotiation) have no proposal sent. Biggest: First Chair Vacations (3,500h) · Twiddy & Company (1,240h) · Joe Lamb Jr. (511h) · Seabrook (360h) · Monarch Collective - Stay Duvet (270h). Gate: send proposals before deals drift.
📅 Coverage — Kalie ~88% (15/16, from 6/23 pull) · Diana ~80% (15/19, from 6/23 pull). Coverage gap is Kalie's whale stack — First Chair (3,500h) still uncovered.
📉 June pace — April 2,191h / 104% 🟢 · May 1,513h / 72% 🔴 · June MTD 1,744h = 83.0% of 2,100h goal (100% of day-25 pro-rata pace) 🟢. Q2 to-date: 5,295h / 57 deals = 84.0% of 6,300h goal (includes Kelsey's banked 652h Q2 history per locked doctrine). 5 days left in Q2. New closes since Tue: Kiva Dunes 100h (Diana, 6/24), Awayday-ILV-Scottsdale 73h (Kalie, 6/23).

Open pipe: 35 deals / 9,368h · Refreshed Thursday, June 25, 2026.

Open counts — Team 35 deals · Kalie 16 / 7,736h · Diana 19 / 1,632h (Awayday-ILV-Scottsdale closed 6/23, Kiva Dunes closed 6/24)
Coverage — Kalie ~88% (15/16, from 6/23 pull) · Diana ~80% (15/19, from 6/23 pull) — placeholders from prior pull, full re-enrichment pending next fire
Proposal gate — 8 late-stage deals have no proposal sent; biggest exposures are First Chair (3,500h · Kalie), Twiddy & Company (1,240h · Kalie), Joe Lamb Jr. (511h · Kalie), Seabrook (360h · Kalie), Monarch/Stay Duvet (270h · Kalie)
Engagement note — Diana's Negotiation book paying off (Kiva Dunes 6/24). Kalie's whale stack (4 deals ≥500h) needs proposals on First Chair, Twiddy, and Joe Lamb before Q2 close.

→ Pipe Review — Kalie · Pipe Review — Diana

Your weekly coaching — temperature reads, email signals, plays. Refreshed Mon/Wed/Fri.