Sightline

Thomas Patel

Engaged

Sales Associate · South Tulsa · CB Select · 6.5 yrs

Email
thomas.patel@demo-cbselect.example
Phone
(918) 555-0138
License
#198065
Expires
Aug 20, 2029Verified · OREC
Birthday
Jun 28
Anniversary
Apr 24 · since 2020
Connected systems
▼ 13%
2026
14
2025
16
2024
12

Breakdown by category

Agent score vs. office average (tick) · 0–100

Tech stack
70 +41
Training
22 +4
Office & manager interaction
73 +34
Marketing participation
100 +80
Client experience
100 +54

12-month engagement trend

Monthly score, Nov 2025 – Oct 2026

OverallTechCultureProduction

Engagement activities

7 of 13 key activities

Not met No data from source Met
  • BackAtYou login in last 7 days
    Last login 38 days ago
    BackAtYou
  • ≥250 CRM contacts
    93 contacts
    BackAtYou
  • Active in From Your Friends
    No account
    From Your Friends
  • Used Ask CB this month
    Last used 7 days ago
    Ask CB
  • Posted on social in last 14 days
    Last post 9 days ago
    BackAtYou
  • ≥1 training in last 30 days
    0 in 30 days · last 41 days ago
    Zoom / check-in
  • Attended this month's sales meeting
    6 of 13 attended in 90 days
    Sightline check-in
  • Came into the office this month
    Last visit today
    Key fob
  • 1:1 with manager this quarter
    Last 1:1 13 days ago
    Manager email
  • Follow-ups not overdue
    1 overdue · 0 completed in 30 days
    BackAtYou
  • Client survey sent on last closing
    Last closing 18 days ago · last survey 48 days ago
    Testimonial Tree
  • Marketing order in last 90 days
    Last order 58 days ago
    Marketing Store
  • License current / CE on track
    21 of 21 CE hours · expires Aug 20, 2029
    OREC

BackAtYou

Last login 38 days ago

Logins · 7 / 30 / 90 days0 / 0 / 20
Contacts in database93
New contacts · 30 days0
Follow-ups done vs overdue0 / 1
Active drip campaigns0
Lead response (median)5 min
Social posts · 30 days3

Testimonial Tree

Client surveys

Surveys sent4
Completion rate100%
NPS100
Avg. rating5
Latest testimonial45 days ago
Last request48 days ago

Marketing Store

6 orders in 12 months · $609 lifetime

  • Note Cards · cards58 days ago
  • Hoodies & Long Sleeve T's · apparel2 months ago
  • Yard Signs & Riders · signs3 months ago
  • Hoodies & Long Sleeve T's · apparel3 months ago
  • Note Cards · cards6 months ago
Neighborhood Farming Programmailing 0 of 6

Other tools

Ask CB · last used7 days ago
Ask CB · conversations 30d4
Level Up · last login31 days ago
From Your FriendsNot enrolled
Zoom trainings · 30d / 12mo0 / 7
Sales meetings · 90d6 of 13
After-hours office entries · 30d11