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Triage/What needs you today
DemoWednesday, May 27
10 things need you today
Ranked by severity and dollar impact · Alert budget 10/20
Act now
3
Intervene today
6
Review when free
1
Act now3 items
Lender mentioned the May 31 expiry on a Google Meet on Apr 18. No outbound contact to lender since. Borrower sentiment trending negative across last 2 calls.
EVIDENCEMeet · Apr 18 · 09:14
ACTIONCall Chase lender today to confirm extension OR restart approval with Summit Ridge by Friday.
Zillow lead with matching school-district criteria routed to Marcus. Industry standard <5 min response; first contact window closing.
EVIDENCELead queue · auto-assignment log
ACTIONReassign to next available ISA or call the lead personally within 10 min.
ACT NOW
4 high-intent leads ghosted · 11 stale total
Marcus RiveraMarcus Rivera's lead queueDetected This week
4 high-intent leads (score ≥70) ghosted 30+ days, 11 stale total. Capacity or follow-up discipline issue — significant $ slipping through this rep.
EVIDENCELead activity log · grouped by rep
ACTIONPull Marcus into a 10-min capacity sync today. If overloaded, reassign the high-intent ones.
Intervene today6 items
INTERVENE TODAY
Discovery depth dropped 40% vs baseline
Lisa ParkWeek-to-date · 12 callsDetected This week
Avg discovery questions/call fell from 5.4 → 3.2 this week. Win rate on qualified calls dropped 8 pts. Behavioural delta, not absolute — Lisa normally strong here.
EVIDENCERep profile · 12-call sample
ACTIONAdd to Lisa's 1:1 on Friday. Review Jake's discovery pattern (Call #1247) together.
Buyer requested comps on Mar 14. CMA not sent. Competing offer rumoured on the listing. Sentiment neutral → cautious on last touch.
EVIDENCECumulative entity summary
ACTIONPull 3 comps for 78757 and draft offer strategy by EOD.
Lisa's Compass resolution rate is 24% (team avg 58%). Buyer referenced Compass on 3 calls in 7 days without rebuttal.
EVIDENCEObjection log · call_objections
ACTIONShadow Jake's Compass objection call (#1247) with Lisa before Saturday tour.
Only primary buyer on last 2 calls. HOA rental cap concern raised by co-buyer on Mar 14 — still unaddressed.
EVIDENCEBuyer timeline · 5 events
ACTIONSchedule joint Saturday tour with both buyers; pull HOA docs in advance.
4 buyers contacted by phone this week had showings booked by a different rep. Entity graph shows no handoff notes. Risk of buyer asked to repeat context.
EVIDENCEEntity resolution · 4 contacts
ACTIONAdd handoff-summary requirement to Friday team sync; auto-populate from cumulative entity summary.
INTERVENE TODAY
7 stale leads · 1 high-intent
Sophie HallSophie Hall's lead queueDetected This week
7 leads with no contact 14+ days, 1 of them high-intent. Pattern emerging — worth surfacing in the next 1:1.
EVIDENCELead activity log · grouped by rep
ACTIONAdd to Sophie's next 1:1 — review lead capacity and follow-up cadence.
Review when free1 item
REVIEW WHEN FREE
Jake's objection resolution up 12 pts MoM
Jake Morrison64 calls analysed this monthDetected This week
Pricing-objection resolution 58% → 70%. Consistent pattern of leading with 3-comp anchor in opening 90 seconds.
EVIDENCECoaching library · top-performer pattern
ACTIONRecord Jake's next 3 discovery calls for team library; surface in Monday huddle.