sojo sales hub

⚡ This Week — Needs Attention

Live HubSpot pull — Tuesday, June 02, 2026 5:05 AM CT.

🐋 5 whales open (≥500 homes) — Evolve (30,000 · Diana · no proposal) · First Chair (3,500 · Kalie · no proposal · Product Explored 19d) · Casago — Desert to Coast (1,060 · Kalie · proposal ✓ · Negotiation 12d · next-step 6/5) · Joe Lamb (511 · Kalie · no proposal · Demo Complete 40d) · Rise Collective Remaining (500 · Kalie · proposal ✓ · Engaged · next-step 6/9). One ≥500 close resets the quarter.
📨 Proposal gap — 10 late-stage deals with no proposal sent (the #1 thing blocking the board). Biggest: First Chair (3,500 · Kalie), Joe Lamb (511 · Kalie), Awayday — Summit Cove (400 · Kalie), Monarch — Stay Duvet (270 · Kalie), SkyRun — Keystone (170 · Diana), The Highlands (150 · Diana), Luxury Getaways (95 · Diana), All Florida Keys (70 · Diana). Batch-send this week.
📅 Coverage gap — Diana has only 3 future touches booked across 30 deals (Rega 6/2, Shell Seekers 6/4, Brettelberg 6/15); Kalie has ~10 across 24 deals. Book next steps so deals don't go dark — biggest exposure: Evolve (30,000) with no calendar slot.
📉 June Day 2 of 30. May closed at 1,810 / 2,100 (86%). Q2 to date 4,111h / 6,300h (65%). Need ~78h/day team-wide for 28 days to hit the 6,300h Q2 quota.

Open pipe: 54 deals · Kalie 24 / Diana 30 · Refreshed Tuesday, June 02, 2026.

Coverage — Kalie 24 deals (9,312 homes), ~10 next-steps booked; Diana 30 deals (32,048 homes — Evolve is 30K of it), only 3 booked
Proposal & stage — 10 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 40d), Kiva Dunes (Negotiation 40d), The Highlands (Product Explored 67d), Casago Big Bear (Product Explored 95d), Bryson City (Demo Complete 41d)
Engagement / outreach — both reps recently active; Kalie's discipline is strong (every active deal touched within 7d). Diana cooling deals to re-touch: The Highlands (13d), Shell Seekers (12d), jmj cleaning (13d). Closedate-past deals to clear: Bryson City, Select Vacation Properties, Covenant, Emerald Coast Luxury, jmj, Grand Welcome - Destin.

→ Pipe Review — Kalie · Pipe Review — Diana

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