Natalie Phelps
DriftingSales Associate · Owasso · Summit Partners (lead) · CB Select · 1.4 yrs
- Phone
- (539) 555-0106
- License
- #151687
- Expires
- May 23, 2028Verified · OREC
- Birthday
- Mar 1
- Anniversary
- May 23 · since 2025
- Connected systems
2026
0
2025
0
2024
0
Engagement
Score 0–100 · 35% tech + 35% culture + 30% production
42
of 100
Drifting
vs. 90 days ago
+8 ptsOffice percentile
16thTech stackDrifting
0355575100
+17 pts vs. 90 days ago
38/100
Culture & in-personStrong
0355575100
+5 pts vs. 90 days ago
82/100
ProductionLow
0355575100
+1 pts vs. 90 days ago
0/100
12-month trend26 → 42
Strongest areas
- Attended this month's sales meeting
- Came into the office this month
- Marketing order in last 90 days
Needs attention
- BackAtYou login in last 7 days
- Follow-ups not overdue
- ≥250 CRM contacts
Risk
Likelihood to move
Elevated
Drifting
1 system signal
Low
Moderate
Elevated
High
System-derived
- No BackAtYou login in 34 daysCRM activity is the leading indicator of an agent still working their business.
Manager context
No manager notes yet. Add context from the header.
Production vs. office
Last 12 months · tick = office average
Volume
$0 vs. $4.82M
Sides
0 vs. 18.7
Avg. price
$0 vs. $172K
Pace to $450K goal0%
Pipeline: 0 pending · 0 active
Engagement activities
4 of 13 key activities
Needs attention
- Follow-ups not overdueBusiness activities1 overdue · 0 completed in 30 days
- 1:1 with manager this quarterParticipation & relationshipsLast 1:1 43 days ago
- BackAtYou login in last 7 daysTechnology adoptionLast login 34 days ago
Recent activity
- Oct 27Attended Owasso Sales MeetingSightline check-in
- Oct 25Logged into Level UpLevel Up
- Oct 25After-hours office entryKey fob
- Oct 24Glenn Voss emailed: Marketing proof is waiting for your approvalManager email
- Oct 24License verified via ORECOREC / KREC
- Oct 22Emailed Glenn Voss: Need help with a listing presentationManager email
- Oct 21Glenn Voss emailed: Quick check-inManager email
Milestones & dates
- BirthdayMar 1
- Work anniversaryMay 23