Sightline

Tom Hargrove

Drifting

Sales Associate · Claremore · CB Select · 9.3 yrs

Email
tom.hargrove@demo-cbselect.example
Phone
(913) 555-0103
License
#170922
Expires
Mar 4, 2028Verified · OREC
Birthday
Nov 17
Anniversary
Jul 10 · since 2017
Connected systems
▼ 44%
2026
5
2025
9
2024
17

Breakdown by category

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

Tech stack
50 +27
Training
59 +39
Office & manager interaction
54 +19
Marketing participation
6 +4
Client experience
30 −8

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
  • BackAtYou login in last 7 days
    Last login 21 days ago
    BackAtYou
  • Active in From Your Friends
    No account
    From Your Friends
  • Used Ask CB this month
    Last used 20 days ago
    Ask CB
  • ≥250 CRM contacts
    620 contacts
    BackAtYou
  • Posted on social in last 14 days
    Last post 10 days ago
    BackAtYou
  • Attended this month's sales meeting
    1 of 13 attended in 90 days
    Sightline check-in
  • 1:1 with manager this quarter
    Last 1:1 61 days ago
    Manager email
  • ≥1 training in last 30 days
    2 in 30 days · last today
    Zoom / check-in
  • Came into the office this month
    Last visit 13 days ago
    Key fob
  • Follow-ups not overdue
    6 overdue · 4 completed in 30 days
    BackAtYou
  • Marketing order in last 90 days
    Last order 370 days ago
    Marketing Store
  • Client survey sent on last closing
    Last closing 11 days ago · last survey 190 days ago
    Testimonial Tree
  • License current / CE on track
    21 of 21 CE hours · expires Mar 4, 2028
    OREC

BackAtYou

Last login 21 days ago

Logins · 7 / 30 / 90 days0 / 4 / 15
Contacts in database620
New contacts · 30 days3
Follow-ups done vs overdue4 / 6
Active drip campaigns2
Lead response (median)70 min
Social posts · 30 days1

Testimonial Tree

Client surveys

Surveys sent9
Completion rate33%
NPS100
Avg. rating5
Latest testimonial7 months ago
Last request6 months ago

Marketing Store

0 orders in 12 months · $1K lifetime

    Neighborhood Farming Programmailing 0 of 6

    Other tools

    Ask CB · last used20 days ago
    Ask CB · conversations 30d1
    Level Up · last login45 days ago
    From Your FriendsNot enrolled
    Zoom trainings · 30d / 12mo2 / 36
    Sales meetings · 90d1 of 13
    After-hours office entries · 30d3