Sightline

Marie Matthews

Steady

Sales Associate · Owasso · Golden Hour Team (lead) · CB Select · 1.8 yrs

Email
marie.matthews@demo-cbselect.example
Phone
(405) 555-0159
License
#194817
Expires
May 15, 2028Verified · OREC
Birthday
Dec 4
Anniversary
Jan 15 · since 2025
Connected systems
▲ 112%
2026
36
2025
17
2024
0

Breakdown by category

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

Tech stack
17 −34
Training
37 −32
Office & manager interaction
62 −12
Marketing participation
0 −38
Client experience
30 −7

12-month engagement trend

Monthly score, Nov 2025 – Oct 2026

OverallTechCultureProduction

Engagement activities

4 of 13 key activities

Not met No data from source Met
  • BackAtYou login in last 7 days
    Last login 648 days ago
    BackAtYou
  • Used Ask CB this month
    Last used 106 days ago
    Ask CB
  • ≥250 CRM contacts
    0 contacts
    BackAtYou
  • Active in From Your Friends
    No account
    From Your Friends
  • Posted on social in last 14 days
    Last post Never
    BackAtYou
  • Attended this month's sales meeting
    3 of 13 attended in 90 days
    Sightline check-in
  • 1:1 with manager this quarter
    Last 1:1 39 days ago
    Manager email
  • ≥1 training in last 30 days
    1 in 30 days · last 5 days ago
    Zoom / check-in
  • Came into the office this month
    Last visit 11 days ago
    Key fob
  • Marketing order in last 90 days
    Last order Never
    Marketing Store
  • Client survey sent on last closing
    Last closing 1 days ago · last survey 13 days ago
    Testimonial Tree
  • Follow-ups not overdue
    0 overdue · 0 completed in 30 days
    BackAtYou
  • License current / CE on track
    21 of 21 CE hours · expires May 15, 2028
    OREC

BackAtYou

Last login 22 months ago

Logins · 7 / 30 / 90 days0 / 0 / 0
Contacts in database0
New contacts · 30 days0
Follow-ups done vs overdue0 / 0
Active drip campaigns0
Lead response (median)—
Social posts · 30 days0

Testimonial Tree

Client surveys

Surveys sent4
Completion rate0%
NPS—
Avg. rating—
Latest testimonialNever
Last request13 days ago

Marketing Store

No orders

    Neighborhood Farming Programmailing 0 of 6

    Other tools

    Ask CB · last used4 months ago
    Ask CB · conversations 30d0
    Level Up · last loginNever
    From Your FriendsNot enrolled
    Zoom trainings · 30d / 12mo1 / 2
    Sales meetings · 90d3 of 13
    After-hours office entries · 30d1