Pipeline

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

GCI to Date
$48k
Target $200k
Deals Closed
5/20
On pace · 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 · Sai handles New & Contacted automatically
New
2
Sarah M.
Realtor.ca · 14 min ago
Buyer Sai responding
Tyler & Jess K.
Social · 1 hr ago
Social Sai responding
Contacted
3
Derek P.
Team Lead · 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 · Circle
Buyer 📍 Your turn
Donna F.
Lofty Transfer
Seller 📍 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
Past Clients
Sai manages automatically
Auto Always on
Birthdays · Holidays · Home anniversaries · Market updates — all handled by Sai.
Today's Focus
Morning lead gen block · 8–10am
Completed · Sai handled 2 follow-ups
Call James & Laura — showing feedback
11:00am · Active buyer · Your turn
Donna F. — listing consultation prep
2:00pm · Seller · Sai sent pre-meeting email
Review Nathan B. closing conditions
4:00pm · Closing Oct 1
Shoot community video — downtown block
5:00pm · Content · 30 min max
Sai's Reminders
🌿
You've had 6 straight work days. Block tomorrow afternoon off — get outside, clear your head.
Recharge
🎂
Rachel G.'s birthday is in 3 days. Sai has a message ready — approve it?
Sphere
👋
You haven't connected with a friend outside work this week. Reach out to someone today.
You
📣
Thanksgiving marketing drops in 3 weeks. Sai has a draft ready for your review.
Marketing
Sai
Sai