Demo · Maya Calloway · Lantern Oak Realty

Pipeline

The business funnel. Conversations to closings, sources to GCI. Wednesday, July 29, 2026 · Sample data for demonstration

01 The Funnel outreach to revenue

Sphere touches

this week · 90d: 118

Conversations

this week · 90d: 74

Appointments

this week · 90d: 19

Signed clients

this week · 90d: 8

Offers out

this week · 90d: 6

In escrow

this week · 90d: 5

Closed

this week · 90d: 4

GCI

this week · 90d: $41.8K

Sample funnel for the demo cast. Week and trailing-quarter counts.

02 Per-Agent Attribution the real org chart

Source	What runs it	Deals 90d	GCI 90d	Status
Sphere + past clients	Birthday and anniversary engine	3	$18.4K	active
Open houses	Sat/Sun at 628 Del Rosa	2	$14.9K	active
Referral partners	Lender + escrow + past-client referrals	1	$8.5K	warming
Portal leads	Front Desk answers in minutes	0	$0	warming
Geographic farmneeds a touch	Monthly market note, 240 doors	0	$0	dormant

Where the business actually comes from - the demo agent's real org chart.

03 Targets vs Actuals the reverse math, live

Sample plan: $150K GCI this year needs about 2 closings a month

Sample math for demonstration. Every rate below is an assumption until the agent's own data replaces it.

Step	Target (MID plan)	Actual (trailing 90d)	Rate behind it	Basis
Sphere touches / week	15	9	touch to conversation · 40%	Assumption
Conversations / week	6	6	conversation to appointment · 30%	Assumption
Appointments / week	2	2	appointment to signed · 45%	Assumption
Closings / month	2	1.3	avg GCI per closing · $9.8K	Assumption

04 Friday Numbers Sync the loan side

Pre-approvals this week

From the lender partner's Friday numbers

Buyers in escrow

Both on schedule

Closed this month

Review ask staged

Last fill: Friday. Three numbers a week keeps the loan side honest.

05 Pipeline Inputs what feeds stage 1

What feeds the top of the funnel

Open-house sign-ins14 this weekend

Every sign-in becomes a same-night follow-up draft.

Sphere batch5 staged

Birthdays and anniversaries, approved in one Monday pass.

Portal inquiries2 new

Answered in minutes by the front desk helper.