Vodyssey — Strategy Call Report

2026-03-22 to 2026-03-29

GoHighLevel Generated by Scarlett
Total Calls
65
Avg Fin. Score
44/100
Strong Leads
16 (25%)
Converted
7
No Shows
15 (23%)
Lost
2
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

$250K+
15
$100K–$250K
15
$50K–$100K
32
Unknown
3

Capital Distribution

$250K+
12
$100K–$250K
10
$50K–$100K
17
Not Ready
24
Unknown
2

Financial Score

Strong (70+)
16
Moderate (40-69)
11
Light (20-39)
14
Low (<20)
22
No Data
2

Pipeline Status

Scheduled
22
Invited to Join
7
No Show
15
Lost
2
No Opp
19

Conversions

7 leads converted: Mike (Score: 83), Donald (Score: 35), Amber (Score: 35), Mike (Score: 48), Leonard (Score: 67), Sergio (Score: 63), Song (Score: 35).

No-Show Rate: 23%

15 of 65 booked calls were no-shows. Consider adding SMS reminders or shortening the booking window.

Financial Profile

62 leads reported income, 39 reported capital, 38 reported both. 2 leads have no financial data. Median financial score: 35/100.

Capital-Only Leads

1 lead didn't report income but have capital available: Jeralyn ($250K+).

Rep / Calendar Breakdown

Vodyssey Strategy Session

65
Median Fin. Score
35
Show Rate
77%
Wins
7
No Shows
15
Scheduled: 22No Opp: 19No Show: 15Lost: 2Invited to Join: 7

Full Call Schedule

25

Wednesday, Mar 25

16 calls
Name Income Capital Fin. Score Goal Owns Asset Status Rating
Stephanie $250K+ $250K+ 100 Acquire a personal-use + income-generating property Yes No Opp A
Song $100K–$150K $50K–$100K 35 Build long-term wealth + tax advantages Yes Invited to Join A
Joseph $0–$100K $50K–$100K 20 Replace my current income Yes Scheduled C
Frances $250K+ $100K–$250K 83 Generate $5k–$15k/month in additional income Yes No Show NS
Peggy — — — — — No Opp ?
David Tiger $250K+ $100K–$250K 83 Acquire a personal-use + income-generating property Yes Scheduled A
Sergio $150K–$250K $100K–$250K 63 Build long-term wealth + tax advantages Yes Invited to Join A
Leonard $150K–$250K Not Ready 67 Build long-term wealth + tax advantages Yes Invited to Join A
Chad $250K+ $250K+ 100 Generate $5k–$15k/month in additional income Yes Scheduled A
Lucia Crystal $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes No Show NS
Dawn $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes Lost L
John $250K+ $100K–$250K 83 Acquire a personal-use + income-generating property Yes No Opp A
Joshua $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes No Show NS
Rodolfo $0–$100K $50K–$100K 20 Acquire a personal-use + income-generating property Yes No Show NS
Wesley $0–$100K Not Ready 17 Replace my current income Yes No Show NS
Stephanie Soo $250K+ $250K+ 100 Build long-term wealth + tax advantages Yes No Opp A
26

Thursday, Mar 26

12 calls
Name Income Capital Fin. Score Goal Owns Asset Status Rating
Jeralyn — $250K+ 100 Build long-term wealth + tax advantages Yes No Opp A
Raddell $250K+ $250K+ 100 Acquire a personal-use + income-generating property Yes No Show NS
Jessica $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes No Opp D
Mike $100K–$150K $100K–$250K 48 Acquire a personal-use + income-generating property Yes Invited to Join A
Kathleen $250K+ $100K–$250K 83 Build long-term wealth + tax advantages Yes No Opp A
Jean $0–$100K $250K+ 50 Generate $5k–$15k/month in additional income Yes No Opp B
Amber $100K–$150K $50K–$100K 35 Generate $5k–$15k/month in additional income Yes Invited to Join A
Karen $0–$100K $50K–$100K 20 Acquire a personal-use + income-generating property No No Opp C
Vashon $0–$100K $50K–$100K 20 Generate $5k–$15k/month in additional income Yes Scheduled C
Ricardo $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes No Show NS
Perry $0–$100K $250K+ 50 Replace my current income Yes No Show NS
Dean $0–$100K Not Ready 17 Generate $5k–$15k/month in additional income Yes No Show NS
27

Friday, Mar 27

8 calls
Name Income Capital Fin. Score Goal Owns Asset Status Rating
Donald $100K–$150K $50K–$100K 35 Generate $5k–$15k/month in additional income Yes Invited to Join A
Mitchell $0–$100K $50K–$100K 20 Generate $5k–$15k/month in additional income Yes No Opp C
Belinda Sims $0–$100K Not Ready 17 Generate $5k–$15k/month in additional income Yes No Opp D
Michael $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes Scheduled D
Bobbi $250K+ $250K+ 100 Acquire a personal-use + income-generating property Yes Scheduled A
Chad $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes Scheduled D
Deana $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes No Show NS
Rodney $0–$100K Not Ready 17 Replace my current income Yes No Show NS
28

Saturday, Mar 28

11 calls
Name Income Capital Fin. Score Goal Owns Asset Status Rating
Jessica $0–$100K Not Ready 17 Replace my current income Yes No Opp D
Christy $0–$100K Not Ready 17 Build long-term wealth + tax advantages No No Show NS
Nekil $250K+ $50K–$100K 70 Replace my current income Yes No Show NS
Julia $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes Scheduled D
Christopher $100K–$150K $50K–$100K 35 Generate $5k–$15k/month in additional income Yes Scheduled C
Carolyn — — — — — No Opp ?
Mellanie $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes No Show NS
Gabrielle $150K–$250K $50K–$100K 50 Replace my current income Yes No Opp B
Dar $100K–$150K $100K–$250K 48 Generate $5k–$15k/month in additional income Yes No Opp B
Mike $250K+ $100K–$250K 83 Build long-term wealth + tax advantages Yes Invited to Join A
Gitta $100K–$150K Not Ready 42 Acquire a personal-use + income-generating property Yes Lost L
29

Sunday, Mar 29

18 calls
Name Income Capital Fin. Score Goal Owns Asset Status Rating
Melissa $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes Scheduled D
Sylvia $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes Scheduled D
Michael $0–$100K $250K+ 50 Generate $5k–$15k/month in additional income Yes No Show NS
Amy $150K–$250K $50K–$100K 50 Acquire a personal-use + income-generating property No Scheduled B
Le $0–$100K $50K–$100K 20 Replace my current income Yes Scheduled C
Joe mindak $250K+ $250K+ 100 Acquire a personal-use + income-generating property No Scheduled A
Kevin $250K+ $250K+ 100 Acquire a personal-use + income-generating property Yes Scheduled A
Zach $250K+ $100K–$250K 83 Build long-term wealth + tax advantages Yes Scheduled A
Stephanie $0–$100K Not Ready 17 Generate $5k–$15k/month in additional income Yes No Opp D
Carlita $0–$100K Not Ready 17 Generate $5k–$15k/month in additional income Yes Scheduled D
Paul $100K–$150K $50K–$100K 35 Build long-term wealth + tax advantages Yes No Opp C
Michele $100K–$150K $50K–$100K 35 Acquire a personal-use + income-generating property Yes Scheduled C
Joselito II $0–$100K $50K–$100K 20 Acquire a personal-use + income-generating property Yes No Opp C
Rob $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes Scheduled D
Lisa $0–$100K Not Ready 17 Generate $5k–$15k/month in additional income — No Opp D
Mammy Nette $250K+ $250K+ 100 Generate $5k–$15k/month in additional income Yes Scheduled A
Ivan $100K–$150K $50K–$100K 35 Build long-term wealth + tax advantages Yes Scheduled C
Don $100K–$150K $100K–$250K 48 Build long-term wealth + tax advantages Yes Scheduled B

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

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

Generated by Scarlett · 2026-03-30