October 12-18, 2026

COLD OUTREACH

• Messaged- 5

• Interested/Replied-

• Not Interested- 2

• No Reply-

• Applied-

Key Takeaway: Cold outreach is barely in play. Only 5 messages went out, 2 declined, and none turned into an application. The 3 remaining contacts aren’t accounted for under No Reply, so update them in the pipeline. Inbound applicants are driving the funnel.

AGENT ONBOARDING

• Applied- 55

• Interested/Replied- 10

• Interview Scheduled- 17

• Agency Selection Call- 4

Key Takeaway: Of 55 applicants, 17 booked interviews (about 31%), and 4 of those reached an agency selection call (about 24%). Interview Scheduled (17) is higher than Interested/Replied (10), which means applicants are booking without replying, or their stage isn’t being updated after they book. Fix that so the funnel numbers can be trusted.

INVITE TO TEAM

• Licensed-

• Unlicensed-

• Ready to write-

Key Takeaway: Nobody has been invited to the team yet. The 4 agency selection calls haven’t converted into invites, so follow up on those first.

LICENSURE EXAM

• Pre licensing course- 1

• Exam Scheduled-

• Passed Exam-

Key Takeaway: Only one person is in the licensing stage, and no one has scheduled or passed an exam. The bottom of the funnel is thin, so licensed or ready-to-write agents are still a way off.

CLOSED/LOST

• Cancel Application- 2

• No Show- 2

• Reject- 3

• No Reply- 53

• Not Interested- 4

Key Takeaway: No Reply accounts for 53 of the 64 closed leads (83%), and it’s nearly the same as the 55 who applied. Either most applicants really are ghosting, or replies aren’t being detected in GHL. Inbound email isn’t connected to Conversations, so replies may not be moving contacts out of No Reply.