October Report

COLD OUTREACH

• Messaged- 6

• Interested/Replied- 1

• Not Interested- 7

• No Reply- 11

• Applied- 0

Key Takeaway: Most cold leads ended in No Reply (11) or Not Interested (7), and none moved to Applied. Only 1 lead is still showing interest (2nd Follow Up – Interested). Most of these contacts have no email or phone saved, which limits follow-up options.

AGENT ONBOARDING

• Applied- 208

• Interested/Replied- 46

• Interview Scheduled- 33

• Agency Selection Call- 7

Key Takeaway: About 65% of October applicants (208) are still sitting in Applied and haven’t been moved forward, so that’s the biggest bottleneck. Another 9 have already completed their interview and 18 ended up as No Show, Cancellation, Reject or Conflict Sched. Of the people who got to an interview, 7 made it to Agency Selection Call.

INVITE TO TEAM

• Licensed-

• Unlicensed-

• Ready to write-

Key Takeaway:

LICENSURE EXAM

• Pre licensing course- 2 (Course Complete)

• Exam Scheduled-

• Passed Exam-

Key Takeaway: Nobody has scheduled or passed the exam yet, so a check-in with the On Hold group may help get them started.

CLOSED/LOST

• Cancel Application- 7

• No Show- 8

• Reject- 8

• No Reply- 291

• Not Interested- 17

Key Takeaway: No Reply makes up 88% of Closed/Lost (291). Many of these were imported straight into this stage from the recruiter source, and some carry “interested” or “interview” tags, so a few may be worth re-engaging rather than treating as lost.