Draper advisor's Wed is back-to-back
The Draper advisor has 7 appointments tomorrow with only 30 min between each. Block protected prep time before the 10:30am Site / Design with the Patel buyer.
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.
Sales & Services
Is the sales & services team hitting goal? Personal + team portfolio production (all asset lines) · full-year 2026.
Today (Fri, 7/3) · 9 meetings · 4 held · 4 upcoming
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Scoring lead work…
Falling back to mock — calendar fetch returned no rows
The calendar sync may not have fired yet, or the impersonated reps have no events in the window. GitHub Actions runs the sync every 15 min via /api/cron/calendar-sync. Showing mock data so the layout stays legible until rows land.
Lead work quality
90-day look-back · trailing quarterAre leads being worked? Three live CRM views over the last 90 days (inbound hand-raisers — excludes the bulk purchased list): creation rate, conversion rate, and how many touch-points each conversion took.
Leads created · last 90d
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Total: 0 leads in last 90 days
Leads converted · last 90d
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Total: 0 conversions in last 90 days
Touches to convert · last 180d
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Scorecard by Cohort
Pipeline → closed → funded $ · 2026 deals · referrals & existing clients should run high; new marketing lower
Scoring sales cadence…
Confirmation cadence
period:needs SF capture·concept · data audit pendingEvery Proposal & Delivery appt confirmed T-3 and T-1.
PCA called every Friday until delivered.
Live once SF captures: confirmation activities (Task / activity logging).
Lead work · in sequence & on time
period:mock fallback·staticEvery lead should get 6 attempts in sequence, on a ≤2-day touch interval · 2 VM cap · loading live…
On-time adherence
86%
of 14 in-flight leads on pace
On pace
12
touched within 2 days
Overdue
0
next call is late
Stalled
2
no touch in 7+ days
- the sales coach ParkRealtor Referral · Home · last: 1d agoOn pace1/7VM 0/2activeCall next
- Reed BuyerHome Show 5/14 · Home · last: 1d agoOn pace3/7VM 1/2activeCall next
- Tietjen BuyerWebsite & Estimator 4/12 · Home · last: 1d agoOn pace5/7VM 2/2VM cap hitEmail + text
- DeLong BuyerHome Show 5/14 · Home · last: 3d agoOn pace2/7VM 1/2activeCall next
- Walker BuyerRealtor Referral · Smith · Home · last: todayOn pace6/7VM 2/2VM cap hitText only
- Bowen BuyerWebsite & Estimator 4/26 · Home · last: 2d agoSequence done7/7VM 2/26+ attemptsPark
- Hartley BuyerHome Show 5/7 · Online · last: 7d agoStalled1/7VM 0/2abandoned earlyCall next
- Sweeney BuyerHome Show 5/14 · Home · last: 1d agoOn pace4/7VM 1/2activeCall next
- Kingston BuyerGoogle Search · Home · last: neverOn pace0/7VM 0/2activeCall next
- Rivera BuyerRealtor Referral · Bowen · Home · last: 9d agoStalled2/7VM 1/2abandoned earlyCall next
- Garrison BuyerWebsite & Estimator 4/19 · Online · last: 1d agoOn pace5/7VM 2/2VM cap hitEmail + text
- Larsen BuyerHome Show 5/21 · Home · last: todayOn pace1/7VM 0/2activeCall next
- Pham BuyerWebsite & Estimator 5/3 · Home · last: neverOn pace0/7VM 0/2activeCall next
- Okonkwo BuyerRealtor Referral · Walker · Online · last: 1d agoOn pace3/7VM 1/2activeCall next
- Yamamoto BuyerHome Show 5/7 · Home · last: 3d agoOn pace4/7VM 2/2VM cap hitEmail + text
Today · Tue, May 26
All times Mountain · click an event for detail · gold line = now
- Discovery
- Commitment
- Investment
- SR1
- SR2
- Internal
6am
7am
8am
9am
10am
11am
12pm
1pm
2pm
3pm
4pm
5pm
6pm
7pm
8pm
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Calendar insights
Sandy 2pm cancelled
The Sandy advisor's 2:00pm Advisor Call with the Diaz buyer cancelled at 12:42pm. Slot still on calendar — claim for callbacks or roll to Walker prep.
Smith follow-up rescheduled
Follow-Up with the Smith buyer moved from Wed 11am → Thu 11am at the buyer's request. The Draper advisor's Thu now has a stacked Follow-Up + Signing sequence — confirm prep is ready.
Walker site/design needs prep
Friday 2pm Site / Design with the Walker buyer is a 2hr block with NO lot packet attached. Highest-stakes appointment of the week — the Sandy advisor should attach the selection sheet before EOD Thu.
Next meetings · this week
12 upcoming · grouped by day · risk score = probability of on-time hold based on history
TuesdayMay 263 mtgs
- 2pmAdvisor Call — Bennett (Sandy)Online Home Advisor · First advisor call · buyer confirmed yesterday72%
- 3pmSigning — Torres (Draper)Home Advisor — Draper · Draper advisor's signing attendance rate 96% last 90d92%
- 4:30pmProposal Review — Foster (Sandy)Home Advisor — Sandy · No lot packet attached · 12 days since last touch61%
WednesdayMay 274 mtgs
- 9amAdvisor Call — Kim (Draper)Home Advisor — Sandy · Lead source: Google Search · 3-day-old confirm55%
- 10:30amSite / Design — Patel (Draper)Home Advisor — Draper · Returning buyer · co-buyer confirmed88%
- 1pmAdvisor Call — Nguyen (Sandy)Online Home Advisor · Reschedule #2 · Home Show attendee49%
- 2pmFollow-Up — Garcia (Draper)Home Advisor — Draper · Weekly follow-up cadence — recurring94%
ThursdayMay 283 mtgs
- 9:30amProposal Review — Cole (Sandy)Home Advisor — Sandy · Lot packet attached · 3-day-old confirm78%
- 11amSite / Design — Russo (Draper)Home Advisor — Draper · 2nd site/design session · selections already started83%
- 1:30pmSigning — Hayes (Draper)Home Advisor — Draper · Rescheduled from Thu — single confirm only65%
FridayMay 292 mtgs
- 10amAdvisor Call — Pham (Sandy)Online Home Advisor · No confirm yet · first scheduled 8 days ago42%
- 2pmSite / Design — Walker (Sandy)Home Advisor — Sandy · 2hr block · NO lot packet · Friday late-day58%