John Garcia
SteadySales Associate · South Tulsa · CB Select · 6.2 yrs
- Phone
- (620) 555-0166
- License
- #104664
- Expires
- Oct 29, 2027Verified · OREC
- Birthday
- Jun 20
- Anniversary
- Aug 15 · since 2020
- Connected systems
▲ 8.3%
2026
13
2025
12
2024
6
Engagement
Score 0–100 · 35% tech + 35% culture + 30% production
71
of 100
Steady
vs. 90 days ago
+2 ptsOffice percentile
84thTech stackSteady
0355575100
+2 pts vs. 90 days ago
69/100
Culture & in-personSteady
0355575100
+1 pts vs. 90 days ago
63/100
ProductionStrong
0355575100
+2 pts vs. 90 days ago
83/100
12-month trend67 → 71
Strongest areas
- BackAtYou login in last 7 days
- ≥250 CRM contacts
- Used Ask CB this month
Needs attention
- Follow-ups not overdue
- ≥1 training in last 30 days
- Marketing order in last 90 days
Risk
Likelihood to move
Moderate
Steady
0 system signals
Low
Moderate
Elevated
High
System-derived
- No risk signals.
Manager context
No manager notes yet. Add context from the header.
Production vs. office
Last 12 months · tick = office average
Volume
$4.07M vs. $4.65M
Sides
13 vs. 15.6
Avg. price
$313K vs. $282K
Pace to $4.20M goal97%
Pipeline: 1 pending · 0 active
Engagement activities
6 of 13 key activities
Needs attention
- License current / CE on trackCompliance4 of 21 CE hours · expires Oct 29, 2027
- Follow-ups not overdueBusiness activities4 overdue · 7 completed in 30 days
- 1:1 with manager this quarterParticipation & relationshipsLast 1:1 33 days ago
Recent activity
- Oct 27Client survey completed: 5.0 starsTestimonial Tree
- Oct 27Missed South Tulsa Sales MeetingSightline check-in
- Oct 25Client survey request sentTestimonial Tree
- Oct 24Logged into BackAtYouBackAtYou
- Oct 24License verified via ORECOREC / KREC
- Oct 23Logged into BackAtYouBackAtYou
- Oct 22Logged into BackAtYouBackAtYou
Milestones & dates
- BirthdayJun 20
- Work anniversaryAug 15