Sightline

John Garcia

Steady

Sales Associate · South Tulsa · CB Select · 6.2 yrs

Email
john.garcia@demo-cbselect.example
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

Breakdown by category

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

Tech stack
69 +40
Training
0 −18
Office & manager interaction
65 +26
Marketing participation
12 −8
Client experience
80 +34

12-month engagement trend

Monthly score, Nov 2025 – Oct 2026

OverallTechCultureProduction

Engagement activities

6 of 13 key activities

Not met No data from source Met
  • Active in From Your Friends
    No account
    From Your Friends
  • Posted on social in last 14 days
    Last post 27 days ago
    BackAtYou
  • BackAtYou login in last 7 days
    Last login 3 days ago
    BackAtYou
  • Used Ask CB this month
    Last used 9 days ago
    Ask CB
  • ≥250 CRM contacts
    320 contacts
    BackAtYou
  • ≥1 training in last 30 days
    0 in 30 days · last 187 days ago
    Zoom / check-in
  • 1:1 with manager this quarter
    Last 1:1 33 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 9 days ago
    Key fob
  • Follow-ups not overdue
    4 overdue · 7 completed in 30 days
    BackAtYou
  • Marketing order in last 90 days
    Last order 1443 days ago
    Marketing Store
  • Client survey sent on last closing
    Last closing 58 days ago · last survey 2 days ago
    Testimonial Tree
  • License current / CE on track
    4 of 21 CE hours · expires Oct 29, 2027
    OREC

BackAtYou

Last login 3 days ago

Logins · 7 / 30 / 90 days4 / 8 / 24
Contacts in database320
New contacts · 30 days8
Follow-ups done vs overdue7 / 4
Active drip campaigns0
Lead response (median)47 min
Social posts · 30 days2

Testimonial Tree

Client surveys

Surveys sent3
Completion rate67%
NPS100
Avg. rating5
Latest testimonialToday
Last request2 days ago

Marketing Store

0 orders in 12 months · $117 lifetime

    Neighborhood Farming Programmailing 0 of 6

    Other tools

    Ask CB · last used9 days ago
    Ask CB · conversations 30d5
    Level Up · last login2 months ago
    From Your FriendsNot enrolled
    Zoom trainings · 30d / 12mo0 / 4
    Sales meetings · 90d4 of 13
    After-hours office entries · 30d1