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⚡ This Week — Needs Attention

Live HubSpot pull — Tuesday, June 23, 2026 · Day 84 of 91 · Day 23 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 10 of 17 with next step booked (59%) · Diana 16 of 20 booked (80%). Coverage gap is Kalie's whale stack — First Chair (3,500h) is still uncovered (no next step, no proposal).
📉 June pace — April 2,202h / 105% 🟢 · May 1,810h / 86% 🟡 · June MTD 1,685h = 80% of 2,100h goal (105% of day-23 pro-rata pace) 🟢. 7 days left in Q2.

Open pipe: 37 deals / 9,541h · Refreshed Tuesday, June 23, 2026.

Open counts — Team 37 deals · Kalie 17 / 7,809h · Diana 20 / 1,732h
Coverage — Kalie 10 next steps booked of 17 (59%) · Diana 16 next steps booked of 20 (80%) — Diana's book is well-covered; Kalie's whale stack carries the uncovered exposure (First Chair 3,500h)
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 pipe is 20 deals with 16 next steps booked (80% coverage). 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

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