Sightline

Natalie Phelps

Drifting

Sales Associate · Owasso · Summit Partners (lead) · CB Select · 1.4 yrs

Email
natalie.phelps@demo-cbselect.example
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

Breakdown by category

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

Tech stack
38 −13
Training
69 +0
Office & manager interaction
65 −9
Marketing participation
15 −23
Client experience
0 −37

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 34 days ago
    BackAtYou
  • Used Ask CB this month
    Last used Never
    Ask CB
  • ≥250 CRM contacts
    16 contacts
    BackAtYou
  • Active in From Your Friends
    No account
    From Your Friends
  • Posted on social in last 14 days
    Last post Never
    BackAtYou
  • ≥1 training in last 30 days
    0 in 30 days · last 47 days ago
    Zoom / check-in
  • 1:1 with manager this quarter
    Last 1:1 43 days ago
    Manager email
  • Attended this month's sales meeting
    4 of 13 attended in 90 days
    Sightline check-in
  • Came into the office this month
    Last visit today
    Key fob
  • Follow-ups not overdue
    1 overdue · 0 completed in 30 days
    BackAtYou
  • Client survey sent on last closing
    No data from Testimonial Tree
    Testimonial Tree
  • Marketing order in last 90 days
    Last order 35 days ago
    Marketing Store
  • License current / CE on track
    21 of 21 CE hours · expires May 23, 2028
    OREC

BackAtYou

Last login 34 days ago

Logins · 7 / 30 / 90 days0 / 0 / 26
Contacts in database16
New contacts · 30 days0
Follow-ups done vs overdue0 / 1
Active drip campaigns0
Lead response (median)189 min
Social posts · 30 days0

Testimonial Tree

Client surveys

No survey account linked.

Marketing Store

1 orders in 12 months · $35 lifetime

  • Hoodies & Long Sleeve T's · apparel35 days ago
Neighborhood Farming Programmailing 0 of 6

Other tools

Ask CB · last usedNever
Ask CB · conversations 30d0
Level Up · last login2 days ago
From Your FriendsNot enrolled
Zoom trainings · 30d / 12mo0 / 10
Sales meetings · 90d4 of 13
After-hours office entries · 30d7