sojo sales hub

⚡ This Week — Needs Attention

Live HubSpot pull — Thursday, May 28, 2026 5:04 AM CT (manual Friday-blitz refresh).

🐋 5 whales open (≥500 homes) — Evolve (30,000 · Diana · no proposal) · First Chair (3,500 · Kalie · no proposal) · Casago — Desert to Coast (1,060 · Kalie · proposal ✓ · Negotiation 5/21) · Joe Lamb (511 · Kalie · no proposal · Demo Complete 35d) · Rise Collective Remaining (500 · Kalie · proposal ✓ · Engaged · 🔴 dark 36d). One ≥500 close resets the quarter.
📨 Proposal gap — ~11 late-stage deals with no proposal sent (the #1 thing blocking the board). Biggest: First Chair (3,500), Joe Lamb (511), Awayday — Summit Cove (400), Monarch — Stay Duvet (270), Pawleys Island (200), SkyRun — Keystone (170). Batch-send.
📅 Coverage gap — Diana has only 2 future touches booked across 26 deals (Kalie has 9 across 30). Book next steps so deals don't go dark — biggest exposure: Evolve (30,000) with no calendar slot.
📉 May pace — 1,780 / 2,100 (85% MTD · ~94% prorated, day 28 of 31). Q2 to date 3,982h / 6,300h (63%). Need ~70h/day team-wide for 33 days to hit the 6,300h Q2 quota.

Open pipe: 55 deals · Kalie 27 / Diana 28 · 1 stale whale (Rise Collective Remaining 500h — outreach 20d). Refreshed Thursday, May 28, 2026.

Coverage — Kalie 27 deals (12,391 homes), 9 next-steps booked; Diana 28 deals (31,957 homes — Evolve is 30K of it), only 2 booked
Proposal & stage — ~11 late-stage deals (Demo Complete / Product Explored / Negotiation) have no proposal sent — that's the gate to advance; watch days-in-stage on Joe Lamb (Demo Complete 35d), Kiva Dunes (Negotiation 35d), The Highlands (Product Explored 62d), Fort Morgan (Engaged 51d)
Engagement / outreach — both reps active; Rise Collective Remaining (500h, Kalie) is dark at 36 days · 4 Diana deals cooling 8–15 days (Georgia Mountain, Brettelberg, SkyRun Galveston, SkyRun Aspen) — SkyRun Copper Mountain re-engaged 5/27

→ Pipe Review — Kalie · Pipe Review — Diana

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