Sightline

Zach Roberts

Forever at risk

Sales Associate · South Tulsa · Cornerstone Real Estate Team · CB Select · 5.5 yrs

Email
zach.roberts@demo-cbselect.example
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

Breakdown by category

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

Tech stack
5 −24
Training
37 +19
Office & manager interaction
30 −9
Marketing participation
15 −5
Client experience
15 −31

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 2021 days ago
    BackAtYou
  • Used Ask CB this month
    Last used Never
    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
    0 of 13 attended in 90 days
    Sightline check-in
  • 1:1 with manager this quarter
    Last 1:1 285 days ago
    Manager email
  • ≥1 training in last 30 days
    1 in 30 days · last 14 days ago
    Zoom / check-in
  • Came into the office this month
    Last visit 16 days ago
    Key fob
  • Marketing order in last 90 days
    Last order 319 days ago
    Marketing Store
  • Client survey sent on last closing
    Last closing 16 days ago · last survey 107 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 Feb 6, 2028
    OREC

BackAtYou

Last login 6 years 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 sent7
Completion rate0%
NPS—
Avg. rating—
Latest testimonialNever
Last request4 months ago

Marketing Store

1 orders in 12 months · $103 lifetime

  • Note Cards · cards11 months ago
Neighborhood Farming Programmailing 0 of 6

Other tools

Ask CB · last usedNever
Ask CB · conversations 30d0
Level Up · last login17 months ago
From Your FriendsNot enrolled
Zoom trainings · 30d / 12mo1 / 1
Sales meetings · 90d0 of 13
After-hours office entries · 30d1