Sightline

Dana Kessler

Forever at risk

Associate Broker · South Tulsa · CB Select · 11.4 yrs

Email
dana.kessler@demo-cbselect.example
Phone
(913) 555-0190
License
#116859
Expires
Jan 11, 2029Verified · OREC
Birthday
May 5
Anniversary
Jun 4 · since 2015
Connected systems
▲ 11%
2026
21
2025
19
2024
13

Breakdown by category

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

Tech stack
26 −3
Training
0 −18
Office & manager interaction
0 −39
Marketing participation
0 −20
Client experience
95 +49

12-month engagement trend

Monthly score, Nov 2025 – Oct 2026

OverallTechCultureProduction

Engagement activities

1 of 13 key activities

Not met No data from source Met
  • BackAtYou login in last 7 days
    Last login 612 days ago
    BackAtYou
  • Used Ask CB this month
    Last used Never
    Ask CB
  • Active in From Your Friends
    No account
    From Your Friends
  • Posted on social in last 14 days
    Last post Never
    BackAtYou
  • ≥250 CRM contacts
    340 contacts
    BackAtYou
  • ≥1 training in last 30 days
    0 in 30 days · last Never
    Zoom / check-in
  • Attended this month's sales meeting
    0 of 13 attended in 90 days
    Sightline check-in
  • Came into the office this month
    Last visit Never
    Key fob
  • 1:1 with manager this quarter
    Last 1:1 92 days ago
    Manager email
  • Follow-ups not overdue
    9 overdue · 0 completed in 30 days
    BackAtYou
  • Marketing order in last 90 days
    Last order 900 days ago
    Marketing Store
  • Client survey sent on last closing
    Last closing 25 days ago · last survey 40 days ago
    Testimonial Tree
  • License current / CE on track
    9 of 21 CE hours · expires Jan 11, 2029
    OREC

BackAtYou

Last login 20 months ago

Logins · 7 / 30 / 90 days0 / 0 / 0
Contacts in database340
New contacts · 30 days0
Follow-ups done vs overdue0 / 9
Active drip campaigns0
Lead response (median)447 min
Social posts · 30 days0

Testimonial Tree

Client surveys

Surveys sent12
Completion rate92%
NPS100
Avg. rating5
Latest testimonial33 days ago
Last request40 days ago

Marketing Store

0 orders in 12 months · $410 lifetime

    Neighborhood Farming Programmailing 0 of 6

    Other tools

    Ask CB · last usedNever
    Ask CB · conversations 30d0
    Level Up · last loginNever
    From Your FriendsNot enrolled
    Zoom trainings · 30d / 12mo0 / 0
    Sales meetings · 90d0 of 13
    After-hours office entries · 30d0