sojo sales hub

⚡ This Week — Needs Attention

Live HubSpot pull — Friday, June 05, 2026 5:10 AM CT.

🐋 5 whales open (≥500 homes) — Evolve (30,000 · Diana · no proposal · no next step) · First Chair (3,500 · Kalie · no proposal · Product Explored) · Casago — Desert to Coast (1,060 · Kalie · proposal ✓ · Negotiation · next-step today 6/5) · Joe Lamb (511 · Kalie · no proposal · Demo Complete · next-step 7/10) · Rise Collective Remaining (500 · Kalie · proposal ✓ · Engaged · next-step 6/9). One ≥500 close resets the quarter.
📨 Proposal gap — 9 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), Monarch — Stay Duvet (270). Diana: SkyRun — Keystone (170), The Highlands (150), Luxury Getaways (95), All Florida Keys (70), Guest Geeks (29). Batch-send this week.
📅 Coverage gap — Diana has only 2 future touches booked across 32 deals (Brettelberg 6/15, Harman's 6/15); Kalie has ~11 across 24 deals. Book next steps so deals don't go dark — biggest exposure: Evolve (30,000) with no calendar slot.
📉 June Day 5 of 30. June MTD 368h / 2,100 (17.5%, pace 105%). Q2 to date 4,380h / 6,300h (69.5%, 96% of pro-rata pace). Need ~77h/day team-wide for 25 days to hit the 6,300h Q2 quota — current run-rate ~74h/day.

Open pipe: 56 deals · Kalie 24 / Diana 32 · Refreshed Friday, June 05, 2026.

Coverage — Kalie 24 deals (8,909 homes), ~11 next-steps booked; Diana 32 deals (32,269 homes — Evolve is 30K of it), only 2 booked
Proposal & stage — 9 late-stage deals (Demo Complete / Product Explored / Negotiation) with no proposal sent — that's 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. Kalie's outreach discipline is strong (all 24 active deals touched ≤7d). Watch Diana's going-dark deals (rep touching, prospect not responding): Fran Maxon, Luxury Getaways, Bryson City, Georgia Mountain, SkyRun Broken Bow; cooling (8–15d outreach): PMI Coachella, Harman's, SkyRun Aspen. Closedate-past to clear: jmj cleaning (5/7 PAST).

→ Pipe Review — Kalie · Pipe Review — Diana

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