⚡ This Week — Needs Attention

Live HubSpot pull — Friday, June 19, 2026 · Day 80 of 91 · Day 19 of June

• 🐋 Whales open (≥500h) — First Chair Vacations (3,500h · Kalie · Product Explored · No proposal) · Joe Lamb Jr. & Associates (511h · Kalie · Demo Complete · No proposal) · The Resort at Governor's Crossing (500h · Kalie · Engaged · Proposal sent). 3 whales total.
• 📨 Proposal gap — 7 late-stage deals (Demo Complete / Product Explored / Negotiation) have no proposal sent. Biggest: First Chair Vacations (3,500h) · Joe Lamb Jr. (511h) · Seabrook (360h) · Monarch Collective - Stay Duvet (270h) · iTrip - Beaches of Sarasota (133h). Gate: send proposals before deals drift.
• 📅 Coverage gap — Diana — Kalie 7 of 15 with next step booked (FAB 47%) · Diana 2 of 26 booked (FAB 8%). Diana is the coverage gap — 24 open deals with no next-step on the books.
• 📉 June pace — April 2,202h / 105% 🟢 · May 1,810h / 86% 🟡 · June MTD 1,613h = 77% of 2,100h goal (121% of day-19 pro-rata pace) 🟢. 11 days left in Q2.

→ Open the Daily Sales Brief

📊 Team Pipe Review

Open pipe: 41 deals / 8,570h · Refreshed Friday, June 19, 2026.

• Open counts — Team 41 deals · Kalie 15 / 6,529h · Diana 26 / 2,041h
• Coverage (FAB%) — Kalie 7 next steps booked of 15 (47%) 🟡 · Diana 2 next steps booked of 26 (8%) 🔴 — Diana is the priority coverage gap
• Proposal gate — 7 late-stage deals have no proposal sent; biggest exposures are First Chair (3,500h · Kalie), Joe Lamb Jr. (511h · Kalie), Seabrook (360h · Kalie), Monarch/Stay Duvet (270h · Kalie), iTrip - Beaches of Sarasota (133h · Diana)
• Engagement note — Diana's pipe is 26 deals but only 2 have a next step booked; re-clear and book FAB before end of week. Kalie's whale stack (3 deals ≥500h) needs proposals on First Chair and Joe Lamb before Q2 close.

→ Pipe Review — Kalie · Pipe Review — Diana

👥 By Rep — Coaching

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

📈 Weekly Coaching — Kalie · 📈 Weekly Coaching — Diana