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Welcome back. Here's what's happening.

36

Total Leads

27

High-Tier Leads

10

Bookings

3

Pending Calls

Recent Leads

View all
S

Sarah Simbajon

simbajonsarah01@gmail.com

mid55
m

mark movida

markmovida45@gmail.com

mid55
E

El Jhon Movida

eljhonmovida@gmail.com

mid50
S

Siena Marie D. Salazar

sienademabildo@gmail.com

high100
K

Kathleen Juban

kathleen.juban10@gmail.com

high80
K

KRIS CANOY HELICAME

kriscanoy1991@gmail.com

high75

Upcoming Bookings

View all

Jun

29

Vanezza

9:00 AM

pending

May

29

Mikka Nikki A. Tampos

4:00 PM

completed

May

26

Vanezza Pavolor

9:00 AM

pending

May

6

Xean Marc Al Pacolor

9:00 AM

pending

Apr

27

Vanezza Pacolor

3:00 PM

confirmed

Lead Scoreboard

— ranked by Clarity Score
🥇
S

Siena Marie D. Salazar

High🔥 Hot
110
🥈
S

Siena Marie D. Salazar

High
100
🥉
V

Vanezza Pacolor

High
95
#4
G

Gloriline Deximo

High📋 Follow-up
95
#5
C

Cayla Mariel Capon

High
95
#6
D

Dexter Regalado

High
95
#7
C

Carlo Regalado

High
85
#8
M

Meljean Galon

High
85
#9
J

Jenelyn condiman

High
85
#10
M

Ma. Athena Solatorio

High
85
#11
L

Louie jayson diaz

High
85
#12
K

Kathleen Juban

High🔥 Hot
80
#13
M

Marivic Padillo

High
80
#14
V

Vanezza

High
80
#15
P

Philip Andrew

High📋 Follow-up
80

15 leads shown · sorted by score

Manage all

Lead Pipeline Tracker

Manage leads
Welcome / New28
78%
m
E
S
K
K
p
R
P
M
P
+18
Nurturing3
8%
S
G
J
Clarity Test Done1
3%
S
Discovery Call Booked2
6%
V
A
Closed / Client2
6%
M
M

36

Total Leads

2

Booked Calls

2

Closed Clients

Daily Activity — Last 14 Days

Leads and bookings captured per day

Aug 23Aug 24Aug 25Aug 26Aug 27Aug 28Aug 29Aug 30Aug 31Sep 1Sep 2Sep 3Sep 4Sep 501234

Conversion Funnel

Drop-off from test to confirmed call

Clarity Test
36
Course Unlocked
−3%35
Booked Call
−89%4
Call Confirmed
7

Lead Tiers — Last 7 Days

Daily breakdown by qualification tier

Aug 30Aug 31Sep 1Sep 2Sep 3Sep 4Sep 501234

Next Best Actions

10 inactive
V

Vanezza P.

69d inactive

Suggested: Send a pre-call preparation reminder

A

Annalou A. Tura

70d inactive

Suggested: Send a pre-call preparation reminder

S

Sarah Simbajon

11d inactive

Suggested: Book a discovery call while momentum is high

G

Gloriline Deximo

89d inactive

Suggested: Encourage to complete the course — only a few modules left!

S

Siena Marie D. Salazar

72d inactive

Suggested: Follow up — share a financial tip or course reminder

J

Joshua Dacalanio

92d inactive

Suggested: Follow up — share a financial tip or course reminder

m

mark movida

17d inactive

Suggested: Send welcome message & quiz results summary

E

El Jhon Movida

19d inactive

Suggested: Send welcome message & quiz results summary

S

Siena Marie D. Salazar

25d inactive

Suggested: Send welcome message & quiz results summary

K

Kathleen Juban

26d inactive

Suggested: Send welcome message & quiz results summary

Leads inactive for 3+ days · Sorted by urgency

Message Activity Feed

K

Kathleen Juban

Follow-Up

Course complete — your next step is ready 🎯

27 days ago

K

Kathleen Juban

Follow-Up

You're making great progress! 📚

27 days ago

K

Kathleen Juban

Follow-Up

Quick check-in — how's your family protected?

27 days ago

K

Kathleen Juban

Follow-Up

Your Clarity Score is ready 🛡️

27 days ago

P

Princess Kyll Jalapon

Follow-Up

Your Clarity Score is ready 🛡️

about 1 month ago

R

Ria jennifer Cortez

Follow-Up

Your Clarity Score is ready 🛡️

about 1 month ago

p

patricia aungon

Follow-Up

Your Clarity Score is ready 🛡️

about 1 month ago

M

Marivic Padillo

Follow-Up

You're making great progress! 📚

about 2 months ago

M

Marivic Padillo

Follow-Up

Quick check-in — how's your family protected?

about 2 months ago

P

Prenzy Love Sacil

Follow-Up

Your Clarity Score is ready 🛡️

about 2 months ago

M

Marivic Padillo

Follow-Up

Your Clarity Score is ready 🛡️

about 2 months ago

G

Gloriline Deximo

Follow-Up

You're making great progress! 📚

2 months ago

V

Vanezza P.

Follow-Up✓ Read

Quick check-in — how's your family protected?

2 months ago

Q

Quick Quiz Lead

Follow-Up

Your Clarity Score is ready 🛡️

2 months ago

A

Annalou A. Tura

Follow-Up

Your Clarity Score is ready 🛡️

2 months ago

V

Vanezza Pacolor

Follow-Up

Course complete — your next step is ready 🎯

3 months ago

V

Vanezza Pacolor

Follow-Up

You're making great progress! 📚

3 months ago

V

Vanezza Pacolor

Follow-Up

Quick check-in — how's your family protected?

3 months ago

V

Vanezza Pacolor

Follow-Up

Your Clarity Score is ready 🛡️

3 months ago

S

Siena Marie D. Salazar

Follow-Up

You're making great progress! 📚

3 months ago

Key Performance Indicators

28%

Lead→Meeting Rate

10 bookings from 36 leads

50%

Show-Up Rate

5 completed of 10

3

Hot Leads

Tagged as high priority

2

Confirmed Calls

Calls confirmed this week

Leads Not Contacted in 24+ Hours

10
S

Sarah Simbajon

simbajonsarah01@gmail.com · Added 11 days ago

View →
m

mark movida

markmovida45@gmail.com · Added 17 days ago

View →
E

El Jhon Movida

eljhonmovida@gmail.com · Added 19 days ago

View →
S

Siena Marie D. Salazar

High Tier

sienademabildo@gmail.com · Added 26 days ago

View →
K

Kathleen Juban

🔥 HotHigh Tier

kathleen.juban10@gmail.com · Added 27 days ago

View →
K

KRIS CANOY HELICAME

High Tier

kriscanoy1991@gmail.com · Added about 1 month ago

View →
p

patricia aungon

patriciaaungon22@gmail.com · Added about 1 month ago

View →
R

Ria jennifer Cortez

cortezriajennifer@gmail.com · Added about 1 month ago

View →
P

Princess Kyll Jalapon

High Tier

princesskylljalapon@gmail.com · Added about 1 month ago

View →
M

Marivic Malupay

rsymarivicpadillo888@gmail.com · Added about 2 months ago

View →

Referral Tracker

0

Invited

0

Signed Up

0

Booked Call

No referrals yet.

Recruitment Funnel

Overall conversion:1 → 4400%
Telephone Approach
1 person
Passed Phone Screen
0 people
Interview Scheduled
0 people
Interview Done
0 people
BFBY Invited
1 person
BFBY Attended
5 people
In Training
1 person
Active Agent
4 people

Stage-to-Stage Drop-off

TelephonePassed0%
PassedInterview0%
InterviewInterview0%
InterviewBFBY0%
BFBYBFBY500%
BFBYIn20%
InActive400%

Lead Coverage Map

0 of 36 leads geo-classified· 36 unclassified

Classification is based on email domains, city and address fields. Add city/address to leads for better coverage.

Lead Tier Breakdown

27

high tier

75%

8

mid tier

22%

1

low tier

3%

base44
Edit with Base44