Zach Roberts
Forever at riskSales Associate · South Tulsa · Cornerstone Real Estate Team · CB Select · 5.5 yrs
- Phone
- (405) 555-0160
- License
- #118659
- Expires
- Feb 6, 2028Verified · OREC
- Birthday
- Apr 13
- Anniversary
- Apr 13 · since 2021
- Connected systems
▲ 7.1%
2026
15
2025
14
2024
13
Engagement
Score 0–100 · 35% tech + 35% culture + 30% production
52
of 100
Forever at risk
vs. 90 days ago
+8 ptsOffice percentile
60thTech stackLow
0355575100
+2 pts vs. 90 days ago
5/100
Culture & in-personSteady
0355575100
+5 pts vs. 90 days ago
57/100
ProductionStrong
0355575100
+17 pts vs. 90 days ago
100/100
12-month trend32 → 52
Strongest areas
- Follow-ups not overdue
- ≥1 training in last 30 days
- Came into the office this month
Needs attention
- BackAtYou login in last 7 days
- ≥250 CRM contacts
- Used Ask CB this month
Risk
Likelihood to move
High
Forever at risk
3 system signals
Low
Moderate
Elevated
High
Top-20% producer ($6.63M in 12 months, 86th percentile) whose tech + culture average is 31. High production with low engagement is never safe — this agent needs a personal touch, not an automated nudge.
System-derived
- No BackAtYou login in 2021 daysCRM activity is the leading indicator of an agent still working their business.
- Missed 13 of 13 sales meetingsNo attendance recorded in the last 90 days.
- Forever at risk: personal touch neededTop producer with low tool and culture engagement. A relationship call outweighs any automation.
Manager context
No manager notes yet. Add context from the header.
Production vs. office
Last 12 months · tick = office average
Volume
$6.63M vs. $4.65M
Sides
15 vs. 15.6
Avg. price
$442K vs. $282K
Pace to $6.25M goal106%
Pipeline: 0 pending · 0 active
Engagement activities
4 of 13 key activities
Needs attention
- 1:1 with manager this quarterParticipation & relationshipsLast 1:1 285 days ago
- Attended this month's sales meetingParticipation & relationships0 of 13 attended in 90 days
- Client survey sent on last closingBusiness activitiesLast closing 16 days ago · last survey 107 days ago
Recent activity
- Oct 27Missed South Tulsa Sales MeetingSightline check-in
- Oct 24Dwight Sandoval emailed: Your monthly market updateManager email
- Oct 24License verified via ORECOREC / KREC
- Oct 22Dwight Sandoval emailed: Can we grab 15 minutes this week?Manager email
- Oct 20Missed South Tulsa Sales MeetingSightline check-in
- Oct 13Attended training: BackAtYou Power HourZoom
- Oct 13Missed South Tulsa Sales MeetingSightline check-in
Milestones & dates
- BirthdayApr 13
- Work anniversaryApr 13