⚡ This Week — Needs Attention
Live HubSpot pull — Wednesday, June 10, 2026 · Day 71 of 91 · Day 10 of June (Q2 78.0% elapsed).
- 🐋 3 whales open (≥500 homes) — First Chair Vacations (3,500 · Kalie · no proposal · Product Explored) · Joe Lamb Jr. (511 · Kalie · no proposal · Demo Complete) · Rise Collective Remaining (500 · Kalie · proposal ✓ · Engaged). Recent wins: Belle's Ranch PM 25h · Stunning Stays 29h · Paradiso Remaining 50h · Secret Sauce Annabelle 3h. Evolve (30,000h) Closed-Lost 6/8 — clean headspace. Casago — Desert to Coast 1,060 closed 6/5 remains the biggest Q2 close.
- 📨 Proposal gap — 8 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: The Highlands (150), iTrip — Beaches of Sarasota (133), Luxury Getaways (95), All Florida Keys (70), Guest Geeks (29). Batch-send this week.
- 📅 Coverage gap (FAB%) — Kalie 39% (−9pt drift from Monday 48%) — IMPROVE TO 80% · Diana 32% (+19pt jump from Monday 13% — major improvement) — IMPROVE TO 80%. Both reps need to clear the late-stage no-FAB deals by Friday.
- 📉 June Day 10 of 30. June MTD ~1,507h / 2,100 (71.8%, pace 215% of day-10 pro-rata). Q2 to date 5,519h / 6,300h (87.6%, 112% of pro-rata pace). Monthly: April 2,202h · May 1,810h · June MTD ~1,507h. EOQ projection ~7,080h (112%) at current run-rate. Franchise Q2 wins: 12/8 goal — exceeded.
→ Open the Daily Sales Brief
📊 Team Pipe Review
Open pipe: 55 deals · Kalie 23 / Diana 32 · Refreshed Wednesday, June 10, 2026.
- Coverage — Kalie 23 deals, FAB% 39% (−9pt from Monday); Diana 32 deals, FAB% 32% (+19pt from Monday — major improvement)
- Proposal & stage — 8 late-stage deals with no proposal sent — 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. Recent wins logged: Belle's Ranch PM 25h, Stunning Stays 29h, Paradiso Remaining 50h, Secret Sauce Annabelle 3h. Evolve (30,000h) Closed-Lost 6/8.
→ Pipe Review — Kalie · Pipe Review — Diana
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