Vodyssey — Strategy Call Report

2026-04-14 to 2026-05-06

GoHighLevel Generated by Scarlett

Total Calls

Avg Fin. Score

94/100

Strong Leads

83 (100%)

Converted

No Shows

17 (20%)

Lost

Financial Score

Blends income (60% weight) and available capital (40% weight), normalized to a 0–100 scale. If only one is reported, it gets full weight.

Strong (70–100) Moderate (40–69) Light (20–39) Low (<20)

Income Distribution

$1M+

$750K–$1M

$500K–$750K

$250K–$500K

Capital Distribution

$500K+

$250K–$500K

$150K–$250K

Financial Score

Strong (70+)

Goal Summary by Income Bracket

83 of 83 leads stated a goal. Goals are normalized into categories from free-text responses.

Overall Top Goals

Tax advantages - turn your tax burden into high-performing assets (39 · 47%)Build long-term wealth with high-quality assets (25 · 30%)Acquire a personal-use property that someone else pays for (11 · 13%)Purchase an income-generating property (8 · 10%)

$1M+24 leads

Tax advantages - turn your tax burden into high-performing assets12 (50%)

Build long-term wealth with high-quality assets6 (25%)

Acquire a personal-use property that someone else pays for5 (21%)

Purchase an income-generating property1 (4%)

$750K–$1M10 leads

Tax advantages - turn your tax burden into high-performing assets7 (70%)

Build long-term wealth with high-quality assets2 (20%)

Acquire a personal-use property that someone else pays for1 (10%)

$500K–$750K16 leads

Tax advantages - turn your tax burden into high-performing assets9 (56%)

Build long-term wealth with high-quality assets4 (25%)

Acquire a personal-use property that someone else pays for2 (13%)

Purchase an income-generating property1 (6%)

$250K–$500K33 leads

Build long-term wealth with high-quality assets13 (39%)

Tax advantages - turn your tax burden into high-performing assets11 (33%)

Purchase an income-generating property6 (18%)

Acquire a personal-use property that someone else pays for3 (9%)

$100K–$250K0 leads

No goal data

$50K–$100K0 leads

No goal data

$0–$50K0 leads

No goal data

Pipeline Status

Scheduled

Invited to Join

Sneak Peek

Not Ready

No Show

Closed/Won

Lost

No Opp

Conversions

25 leads converted: Peter Heise (Score: 87), Brandon Dunphy (Score: 100), Julie Lewis (Score: 100), Stephen Martin (Score: 100), ben Schwartz (Score: 100), Nauman Shah (Score: 100), Nick Lancia (Score: 100), Vern Cushenbery (Score: 100), John Conte (Score: 87), Jessica Anderson (Score: 100), Adam Ofarrell (Score: 100), Richard Duarte (Score: 87), Aniket Parekh (Score: 100), Elizabeth Slavutsky (Score: 100), Shelly Walzel (Score: 100), Chad Richardson (Score: 87), Raj Narayanan (Score: 87), Rose Young (Score: 100), Roger Decker (Score: 100), Michael Williams (Score: 100), Jeremy Ladner (Score: 100), Robert Goldklang (Score: 100), Purav82 Panchal (Score: 87), Carlos Martinez (Score: 100), Brian Morgan (Score: 87).

Financial Profile

83 leads reported income, 83 reported capital, 83 reported both. All leads have financial data. Median financial score: 100/100.

Rep / Calendar Breakdown

Vodyssey Strategy Session

Median Fin. Score

100

Show Rate

79%

Wins

No Shows

Scheduled: 9No Opp: 12Not Ready: 16Invited to Join: 9No Show: 17Sneak Peek: 14Lost: 2Closed/Won: 1

Shawn Moore - One-on-One Webinar Strategy Session

Median Fin. Score

Show Rate

100%

Wins

No Shows

Invited to Join: 1Not Ready: 2

Full Call Schedule

Wednesday, Apr 15

1 call

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
John Burgess	$500K–$750K	$250K–$500K	100	Tax advantages - turn your tax burden into high-performing assets	✓	Not Ready	C

Thursday, Apr 16

2 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
John Tarantino	$500K–$750K	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	—	No Opp	A
Bryan Cady	$500K–$750K	$150K–$250K	87	Build long-term wealth with high-quality assets	—	Not Ready	C

Friday, Apr 17

2 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Jon Singer	$1M+	$250K–$500K	100	Tax advantages - turn your tax burden into high-performing assets	—	No Show	NS
Lenny Magill	$1M+	$500K+	100	Tax advantages - turn your tax burden into high-performing assets	—	Not Ready	C

Saturday, Apr 18

3 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Daniel Hagen	$250K–$500K	$150K–$250K	87	Build long-term wealth with high-quality assets	—	No Show	NS
Prasad Vankina	$250K–$500K	$150K–$250K	87	Build long-term wealth with high-quality assets	—	No Opp	A
Bill Krueger	$250K–$500K	$150K–$250K	87	Build long-term wealth with high-quality assets	✓	Not Ready	C

Sunday, Apr 19

3 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Brian Morgan	$1M+	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	✓	Sneak Peek	B+
Carlos Martinez	$750K–$1M	$500K+	100	Tax advantages - turn your tax burden into high-performing assets	—	Sneak Peek	B+
Purav82 Panchal	$250K–$500K	$150K–$250K	87	Build long-term wealth with high-quality assets	—	Sneak Peek	B+

Monday, Apr 20

3 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Robert Goldklang	$1M+	$250K–$500K	100	Tax advantages - turn your tax burden into high-performing assets	—	Sneak Peek	B+
Jeremy Ladner	$500K–$750K	$500K+	100	Tax advantages - turn your tax burden into high-performing assets	—	Sneak Peek	B+
Michael Williams	$500K–$750K	$500K+	100	Tax advantages - turn your tax burden into high-performing assets	—	Sneak Peek	B+

Tuesday, Apr 21

5 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
MO Barrenkala	$750K–$1M	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	—	No Show	NS
Brian Baker	$250K–$500K	$500K+	100	Tax advantages - turn your tax burden into high-performing assets	—	No Opp	A
April Davis	$1M+	$500K+	100	Tax advantages - turn your tax burden into high-performing assets	✓	No Opp	A
Mary Hamilton	$250K–$500K	$150K–$250K	87	Build long-term wealth with high-quality assets	—	Not Ready	C
Adam Stone	$250K–$500K	$150K–$250K	87	Build long-term wealth with high-quality assets	✓	Not Ready	C

Wednesday, Apr 22

4 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Roger Decker	$500K–$750K	$250K–$500K	100	Tax advantages - turn your tax burden into high-performing assets	—	Invited to Join	A
Kurt Bruggeman	$250K–$500K	$250K–$500K	100	Acquire a personal-use property that someone else pays for	—	Not Ready	C
Rose Young	$1M+	$500K+	100	Tax advantages - turn your tax burden into high-performing assets	—	Sneak Peek	B+
Mohit Bhura	$1M+	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	—	Not Ready	C

Thursday, Apr 23

2 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Susanne Hite	$250K–$500K	$250K–$500K	100	Build long-term wealth with high-quality assets	—	No Show	NS
Lee Gill	$500K–$750K	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	—	No Opp	A

Friday, Apr 24

6 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
David Dobbels	$250K–$500K	$500K+	100	Build long-term wealth with high-quality assets	—	Not Ready	C
Paul Webb	$750K–$1M	$250K–$500K	100	Tax advantages - turn your tax burden into high-performing assets	—	No Show	NS
Raj Narayanan	$250K–$500K	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	—	Sneak Peek	B+
Brian Klanow	$250K–$500K	$500K+	100	Build long-term wealth with high-quality assets	—	No Show	NS
Gayatri Kuraganti	$500K–$750K	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	—	Not Ready	C
Chad Richardson	$250K–$500K	$150K–$250K	87	Purchase an income-generating property	—	Invited to Join	A

Saturday, Apr 25

3 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Dean Powell	$250K–$500K	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	✓	No Show	NS
Mihir Dange	$250K–$500K	$500K+	100	Purchase an income-generating property	—	No Opp	A
Sharyl Gamble	$250K–$500K	$150K–$250K	87	Purchase an income-generating property	—	No Show	NS

Sunday, Apr 26

2 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Andy Green	$500K–$750K	$250K–$500K	100	Build long-term wealth with high-quality assets	—	Not Ready	C
Shelly Walzel	$1M+	$500K+	100	Build long-term wealth with high-quality assets	—	Sneak Peek	B+

Monday, Apr 27

3 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Sally Cannata	$250K–$500K	$500K+	100	Acquire a personal-use property that someone else pays for	✓	No Opp	A
Sergio Godinez	$750K–$1M	$500K+	100	Tax advantages - turn your tax burden into high-performing assets	—	No Show	NS
Chris Mira	$250K–$500K	$150K–$250K	87	Build long-term wealth with high-quality assets	—	Lost	L

Tuesday, Apr 28

1 call

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Elizabeth Slavutsky	$500K–$750K	$250K–$500K	100	Acquire a personal-use property that someone else pays for	—	Invited to Join	A

Wednesday, Apr 29

3 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Aniket Parekh	$250K–$500K	$250K–$500K	100	Tax advantages - turn your tax burden into high-performing assets	—	Invited to Join	A
David Stettler	$750K–$1M	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	—	No Opp	A
Richard Duarte	$250K–$500K	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	—	Sneak Peek	B+

Thursday, Apr 30

9 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
NIGEL Wang	$1M+	$500K+	100	Tax advantages - turn your tax burden into high-performing assets	—	No Show	NS
Adam Ofarrell	$750K–$1M	$500K+	100	Build long-term wealth with high-quality assets	—	Closed/Won	A+
Wendel Mcnatt	$1M+	$500K+	100	Build long-term wealth with high-quality assets	—	No Show	NS
Michael DiForio	$500K–$750K	$150K–$250K	87	Build long-term wealth with high-quality assets	—	Scheduled	A
Jarrod Rogers	$1M+	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	—	Not Ready	C
Jessica Anderson	$1M+	$250K–$500K	100	Acquire a personal-use property that someone else pays for	—	Sneak Peek	B+
James Park	$500K–$750K	$250K–$500K	100	Build long-term wealth with high-quality assets	—	Not Ready	C
John Conte	$750K–$1M	$150K–$250K	87	Acquire a personal-use property that someone else pays for	—	Invited to Join	A
Vern Cushenbery	$750K–$1M	$250K–$500K	100	Tax advantages - turn your tax burden into high-performing assets	—	Invited to Join	A

Friday, May 1

6 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Pat Basu	$1M+	$500K+	100	Purchase an income-generating property	✓	Scheduled	A
Jia Ji	$250K–$500K	$150K–$250K	87	Acquire a personal-use property that someone else pays for	✓	Not Ready	C
Bradley Matsik	$1M+	$500K+	100	Build long-term wealth with high-quality assets	—	No Opp	A
James Galvis	$250K–$500K	$150K–$250K	87	Purchase an income-generating property	—	No Show	NS
Nick Lancia	$1M+	$250K–$500K	100	Acquire a personal-use property that someone else pays for	—	Invited to Join	A
Greg Gregorio	$250K–$500K	$250K–$500K	100	Tax advantages - turn your tax burden into high-performing assets	—	No Show	NS

Saturday, May 2

8 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Kevin Sawyer	$1M+	$500K+	100	Acquire a personal-use property that someone else pays for	—	No Show	NS
Jacob Puffenbarger	$1M+	$150K–$250K	87	Acquire a personal-use property that someone else pays for	—	No Show	NS
Robert Eramian	$250K–$500K	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	—	Not Ready	C
Fredrick Pearson	$250K–$500K	$150K–$250K	87	Build long-term wealth with high-quality assets	—	Scheduled	A
Mihir Parmar	$250K–$500K	$150K–$250K	87	Build long-term wealth with high-quality assets	—	Lost	L
Mark Walz	$1M+	$500K+	100	Build long-term wealth with high-quality assets	✓	No Show	NS
Wally Rezentes Jr	$250K–$500K	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	—	No Opp	A
Greg Winslow	$250K–$500K	$150K–$250K	87	Purchase an income-generating property	—	Not Ready	C

Sunday, May 3

4 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Adam Sadinsky	$250K–$500K	$250K–$500K	100	Tax advantages - turn your tax burden into high-performing assets	—	Scheduled	A
Nauman Shah	$1M+	$500K+	100	Tax advantages - turn your tax burden into high-performing assets	—	Invited to Join	A
ben Schwartz	$1M+	$250K–$500K	100	Tax advantages - turn your tax burden into high-performing assets	—	Sneak Peek	B+
Stephen Martin	$750K–$1M	$500K+	100	Tax advantages - turn your tax burden into high-performing assets	✓	Sneak Peek	B+

Monday, May 4

4 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Julie Lewis	$500K–$750K	$250K–$500K	100	Tax advantages - turn your tax burden into high-performing assets	✓	Sneak Peek	B+
Seth billiodeaux	$500K–$750K	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	—	Not Ready	C
Brandon Dunphy	$1M+	$500K+	100	Build long-term wealth with high-quality assets	—	Invited to Join	A
Raul Sanchez	$250K–$500K	$150K–$250K	87	Purchase an income-generating property	—	No Show	NS

Tuesday, May 5

3 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Saleem Saiyad	$500K–$750K	$150K–$250K	87	Acquire a personal-use property that someone else pays for	—	Scheduled	A
Tomas Philipson	$1M+	$500K+	100	Tax advantages - turn your tax burden into high-performing assets	✓	Scheduled	A
Peter Heise	$250K–$500K	$150K–$250K	87	Build long-term wealth with high-quality assets	✓	Invited to Join	A

Wednesday, May 6

6 calls

Name	Income	Capital	Fin. Score	Goal	Owns Asset	Status	Rating
Robert Brown	$1M+	$500K+	100	Build long-term wealth with high-quality assets	✓	Scheduled	A
Tasha Mills	$750K–$1M	$500K+	100	Build long-term wealth with high-quality assets	—	Not Ready	C
Rochelle Lucas	$500K–$750K	$150K–$250K	87	Purchase an income-generating property	—	No Opp	A
Nick Kologiski	$250K–$500K	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	—	Scheduled	A
Martin Katz	$250K–$500K	$150K–$250K	87	Tax advantages - turn your tax burden into high-performing assets	—	No Opp	A
Billy Bee	$1M+	$500K+	100	Acquire a personal-use property that someone else pays for	—	Scheduled	A

Data: GoHighLevel (Form: mk - optimal i + Pipeline: Vodyssey Sales Team)

Financial Score = 60% income + 40% capital (normalized to $300K ceiling)

Generated by Scarlett · 2026-05-06