New Leads
12
33.3%vs 2026-W26 (Jun 22–28)
Hot Leads
3
40.0%vs 2026-W26 (Jun 22–28)
Calls Booked
3
25.0%vs 2026-W26 (Jun 22–28)
Converted
1
50.0%vs 2026-W26 (Jun 22–28)
Funnel Overview
New Lead
6100%
Engaged
467%
Qualified
350%
Call Booked
233%
Call Completed
117%
Converted
117%
Handed Off
00%
Top Campaigns
| Campaign | Leads | Hot Leads | Converted | |
|---|---|---|---|---|
| RSU-to-Home Funding Plan | 3 | 2 | 1 | |
| Year-End Tax Planning Newsletter | 1 | 0 | 0 | |
| Home Upgrade Liquidity Plan | 1 | 1 | 0 |
AI Weekly Insight
- James Rodriguez converted and was handed off to TaxDome.
- Home Upgrade LinkedIn series is generating quality Seattle leads.
- Prep for David and Michael strategy calls.
- Complete Michael's AstraHomeFinder handoff after call.