Pipeline

Monday, September 14 ยท 14 active leads ยท Sai has your back

GCI to Date
$48k
Target $200k
Deals Closed
5/20
On pace ยท stay dialed in
Active Pipeline
14 leads
2 need your attention
Desk Hours This Week
8/20h
12 hours remaining
Lead Pipeline
Drag to update stage ยท Sai handles New & Contacted automatically
New
2
Sarah M.
Realtor.ca ยท 14 min ago
Buyer Sai responding
Tyler & Jess K.
Social ยท 1 hr ago
Social Sai responding
Contacted
3
Derek P.
Team Lead ยท Rob
Referral Day 2
Anika R.
Office Call-In
Buyer Day 1
Mike T.
Circle of Influence
Seller Day 3
Nurturing
5
Priya & Sam N.
Realtor.ca
Buyer 3 weeks
Brennan O.
Video Content
Content 6 weeks
Carolyn H.
Circle of Influence
Seller 2 months
Active
2
James & Laura W.
Referral ยท Circle
Buyer ๐Ÿ“ Your turn
Donna F.
Lofty Transfer
Seller ๐Ÿ“ Your turn
Under Contract
1
Nathan B.
Realtor.ca
Buyer Closing Oct 1
Closed
5
The Okafor Family
Referral
Buyer Sep 2
Rachel & Tom G.
Circle
Seller Aug 18
Sphere
โˆž
Past Clients
Sai manages automatically
Auto Always on
Birthdays ยท Holidays ยท Home anniversaries ยท Market updates โ€” all handled by Sai.
Today's Focus
Morning lead gen block ยท 8โ€“10am
Completed ยท Sai handled 2 follow-ups
Call James & Laura โ€” showing feedback
11:00am ยท Active buyer ยท Your turn
Donna F. โ€” listing consultation prep
2:00pm ยท Seller ยท Sai sent pre-meeting email
Review Nathan B. closing conditions
4:00pm ยท Closing Oct 1
Shoot community video โ€” downtown block
5:00pm ยท Content ยท 30 min max
Sai's Reminders
๐ŸŒฟ
You've had 6 straight work days. Block tomorrow afternoon off โ€” get outside, clear your head.
Recharge
๐ŸŽ‚
Rachel G.'s birthday is in 3 days. Sai has a message ready โ€” approve it?
Sphere
๐Ÿ‘‹
You haven't connected with a friend outside work this week. Reach out to someone today.
You
๐Ÿ“ฃ
Thanksgiving marketing drops in 3 weeks. Sai has a draft ready for your review.
Marketing
Sai
Sai