September Report

COLD OUTREACH

• Messaged- 1

• Interested/Replied- 2

• Not Interested- 3

• No Reply- 7

• Applied- 1

Key Takeaway: Outreach was nearly paused all month because of the GHL setup, with only 1 message sent. The 12 logged outcomes (5 replies, 7 no replies) are from earlier sends. Only 1 cold lead applied, so this channel contributed almost nothing to September's pipeline.

AGENT ONBOARDING

• Applied- 204

• Interested/Replied- 65

• Interview Scheduled- 30

• Agency Selection Call- 2

Key Takeaway: 204 applicants came in, but only 65 (32%) engaged and 30 (15%) got to an interview. Only 2 reached an Agency Selection Call, which is about 7% of interviews. The biggest drop is between Applied and Interested, so the first-touch message is where to focus.

INVITE TO TEAM

• Licensed-1

• Unlicensed- 9

• Ready to write-

Key Takeaway: 10 people were invited, and 9 of them (90%) are unlicensed. Licensure is the main bottleneck for the team, so the pipeline depends on how many unlicensed invites start pre-licensing.

LICENSURE EXAM

• Pre licensing course- 1

• Exam Scheduled-

• Passed Exam-

Key Takeaway: Only 1 of 9 unlicensed invites has started the pre-licensing course, and no exams are scheduled yet. Following up with the other 8 on a start date for the course would be the most direct way to move this stage.

CLOSED/LOST

• Cancel Application- 10

• No Show- 10

• Reject- 20

• No Reply- 198

• Not Interested- 13

Key Takeaway: 198 No Reply is nearly equal to the 204 who applied, so most applicants never responded to outreach. No Shows (10) and Cancels (10) together equal about two-thirds of the 30 interviews scheduled, which is a high loss rate if they all come from September bookings.