Sightline

John Garcia

Engaged

Sales Associate · Plaza East · CB Plaza · 2.1 yrs

Email
john.garcia2@demo-cbselect.example
Phone
(620) 555-0168
License
#SP00230295
Expires
Oct 14, 2028Verified · KREC
Birthday
Sep 19
Anniversary
Sep 20 · since 2024
Connected systems
▲ 25%
2026
10
2025
8
2024
0

Breakdown by category

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

Tech stack
64 +26
Training
0 −7
Office & manager interaction
58 +20
Marketing participation
96 +59
Client experience
30 +10

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
  • ≥250 CRM contacts
    150 contacts
    BackAtYou
  • Active in From Your Friends
    No account
    From Your Friends
  • Posted on social in last 14 days
    Last post 19 days ago
    BackAtYou
  • BackAtYou login in last 7 days
    Last login 6 days ago
    BackAtYou
  • Used Ask CB this month
    Last used 14 days ago
    Ask CB
  • ≥1 training in last 30 days
    0 in 30 days · last 168 days ago
    Zoom / check-in
  • Attended this month's sales meeting
    2 of 12 attended in 90 days
    Sightline check-in
  • 1:1 with manager this quarter
    Last 1:1 40 days ago
    Manager email
  • Came into the office this month
    Last visit today
    Key fob
  • Follow-ups not overdue
    3 overdue · 5 completed in 30 days
    BackAtYou
  • Marketing order in last 90 days
    Last order 233 days ago
    Marketing Store
  • Client survey sent on last closing
    Last closing 17 days ago · last survey 38 days ago
    Testimonial Tree
  • License current / CE on track
    12 of 12 CE hours · expires Oct 14, 2028
    KREC

BackAtYou

Last login 6 days ago

Logins · 7 / 30 / 90 days1 / 5 / 27
Contacts in database150
New contacts · 30 days1
Follow-ups done vs overdue5 / 3
Active drip campaigns0
Lead response (median)1249 min
Social posts · 30 days1

Testimonial Tree

Client surveys

Surveys sent1
Completion rate0%
NPS—
Avg. rating—
Latest testimonialNever
Last request38 days ago

Marketing Store

6 orders in 12 months · $2K lifetime

  • Yard Signs & Riders · signs8 months ago
  • Hoodies & Long Sleeve T's · apparel9 months ago
  • Hoodies & Long Sleeve T's · apparel9 months ago
  • Hoodies & Long Sleeve T's · apparel11 months ago
  • Note Cards · cards12 months ago
Neighborhood Farming Programmailing 0 of 6

Other tools

Ask CB · last used14 days ago
Ask CB · conversations 30d3
Level Up · last login45 days ago
From Your FriendsNot enrolled
Zoom trainings · 30d / 12mo0 / 3
Sales meetings · 90d2 of 12
After-hours office entries · 30d3