Arena Homes command palette

Search metrics, records, people, saved views, and actions.

Arena Homes
Period:Q2 2026 · Apr 1 – Jun 30
ViewingArena Homes · Builds· Steel-frame new homes & ADUs — fixed $175/sq ftA separate business — its own marketing, funnel, audience and costs from Services. Switch business with the toggle above.

Homeowner Retention

Stickiness — do we keep our homeowners, keep them engaged, and turn them into advocates? Core maps to the CRM; per-signal depth (satisfaction, homeowner programs, events) is honest about what the CRM doesn't capture yet.

Active homeowners · homeowner-check-in-kept = the retention read · health A / B / C from value tier + warranty-visit engagement
period:illustrative · concept demo·concept · data audit pending

Loading buyer-tier breakdown…

Coming next — the (QBS) buyer-success engine

structure shown, blocked on CRM data capture

Referral-Generation Funnel

period:needs SF capture·concept · data audit pending

The Referral Machine — generate referrals, not just attribute them. QCTs Held → Referrals → Reviews, each vs an annual goal.

QCTs Held—/ 480/yr goal
Referrals Received—/ 240/yr goal
Google Reviews—/ 120/yr goal

Mechanism: $300 per Qualified First Visit Held team incentive · weekly per-agent referral KPI · post-appointment 3Q Survey as the referral ask. Today we only have referral as a close-rate cohort — the generation funnel needs QCT / survey / review capture.

Live once SF captures: QCT (Qualified First Visit) Held count + post-appointment 3Q Survey object + Google review pulls in the CRM

Buyer Email / List Engagement

period:needs SF capture·concept · data audit pending

Active list size and open rate — is the buyer base actually reading us? (Reference: 40k list / 10k active.)

40k

Total list

10k

Active

25%

Active rate

40%

Open rate

Live once SF captures: email-engagement capture (ESP webhook → Email_Engagement__c or Campaign on send/open) in the CRM

Reviews & Complaints

period:needs SF capture·concept · data audit pending

Reputation tracking — Google review count + rating, and complaints logged and resolved.

—

Google reviews

—

Avg rating

—

Open complaints

—

Resolved

Star rating + review volume drive the Referral Machine's review goal; complaints are the early-churn signal.

Live once SF captures: Google review count/rating feed + a Complaint__c (or Case) object in the CRM

High-Touch New-Homeowner Retention Sequence

period:needs CRM capture·concept · data audit pending

A documented new-homeowner onboarding sequence. The premise: an engaged, well-onboarded homeowner is a sticky homeowner — so completing this high-touch sequence is a flight-risk / retention signal.

  1. Welcome KitCustom cedar doormat (homeowner's name & address) + welcome email/text + New Homeowner Drip Campaign.
  2. 30-Day Walk-Through Advisor CallEarly check-in to land the relationship and confirm the home is move-in perfect.
  3. New Homeowner Appreciation EventPlus the quarterly Black & Gold referral event — turning new homeowners into advocates.
  4. Gift — Planter w/ SeedsA growth gift; the relationship that's tended grows.
  5. Gift — Homeowner Guide BoxHome-care + warranty guides for the family — multigenerational stickiness.
  6. Thank-You CardsHandwritten touchpoints across the first year.

Live once the CRM captures: onboarding touchpoints (welcome kit sent, 30-day walk-through held, appreciation-event attendance, gift log)

period:illustrative roster·concept · data audit pending

Client Health Roster · A / B / C

Worst-first action list · 12 of 312 buyers shown (sample) · score = weighted composite of the five signals (incl. homeowner programs engaged / relationship depth)

  • Whitfield — Draper homeowner

    Home · $21K · 4y

    At Risk of LeavingC
    Missed
    —
    1/4
    0/6
    0
    22

    Single-track (Membership Renewal only), missed last homeowner check-in, no events in 14mo — shallow + disengaged, outreach needed.

  • Donnelly — Ogden member

    Crew · $11K · 2y

    At Risk of LeavingC
    Missed
    4/10
    2/4
    1/5
    0
    30

    Satisfaction dropped to 4/10 at last visit, skipped this cycle's check-in; only 2 of 4 tracks.

  • Yates — Salt Lake City homeowner

    Senior · $48K · 6y

    At Risk of LeavingC
    Missed
    6/10
    2/4
    1/7
    0
    35

    High-value homeowner gone quiet — no homeowner check-in in 14mo, only Membership Renewal + Referral Program. Top outreach priority.

  • Acevedo — Provo member

    Home · $7K · 1y

    At Risk of LeavingC
    Late
    5/10
    1/4
    0/4
    0
    37

    New member, single-track (Warranty Care only), lukewarm 5/10 check-in, hasn't engaged with any events.

  • Salazar — Provo member

    Crew · $8K · 1y

    At Risk of LeavingC
    Not yet due
    —
    1/4
    1/2
    0
    45

    Brand-new — first homeowner check-in not yet due, single-track so far; deepen the relationship early.

  • Langford — Lehi homeowner

    Senior · $28K · 5y

    SlippingB
    Late
    8/10
    3/4
    3/6
    0
    63

    Doing well when seen and deep (3 of 4 tracks), but check-ins keep slipping late — tighten cadence.

  • Okafor — Ogden member

    Home · $12K · 2y

    SlippingB
    On cadence
    7/10
    2/4
    2/4
    0
    63

    Solid check-in, half the events, 2 of 4 tracks — deepen the relationship to lift to green.

  • Pruitt — Sandy homeowner

    Crew · $9K · 3y

    SlippingB
    On cadence
    7/10
    3/4
    1/5
    0
    64

    Shows for check-ins and uses 3 of 4 tracks, but never the events and hasn't referred.

  • Ferraro — Lehi homeowner

    Crew · $15K · 3y

    ThrivingA
    On cadence
    8/10
    3/4
    4/5
    1
    82

    Healthy across the board, 3 of 4 tracks — add the Referral Program to lock in an A.

  • Bridgers — Sandy homeowner

    Home · $18K · 4y

    ThrivingA
    On cadence
    9/10
    3/4
    5/6
    2
    89

    Engaged advocate — strong check-in, attends, refers, 3 of 4 tracks. One track from a perfect A.

  • Castellano — Salt Lake City homeowner

    Senior · $70K · 9y

    ThrivingA
    On cadence
    9/10
    4/4
    6/8
    1
    89

    Anchor A-homeowner — all 4 tracks, doing very well — cultivate for more referrals.

  • Hartwell — Draper homeowner

    Senior · $57K · 7y

    ThrivingA
    On cadence
    10/10
    4/4
    7/7
    3
    100

    Perfect A-homeowner — all 4 tracks, 10/10 satisfaction, every event, 3 referrals. The anchor. Ask for more.

Checking mirror…