Vodyssey — Strategy Call Report

2026-04-01 to 2026-04-13

GoHighLevel Generated by Scarlett
Total Calls
65
Avg Fin. Score
46/100
Strong Leads
19 (29%)
Converted
6
No Shows
39 (60%)
Lost
6
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+
18
$100K–$250K
11
$50K–$100K
32
Unknown
4

Capital Distribution

$250K+
11
$100K–$250K
10
$50K–$100K
13
Not Ready
28
Unknown
3

Financial Score

Strong (70+)
19
Moderate (40-69)
9
Light (20-39)
10
Low (<20)
24
No Data
3

Goal Summary by Income Bracket

63 of 65 leads stated a goal. Goals are normalized into categories from free-text responses.

Overall Top Goals
Acquire a personal-use + income-generating property (21 · 33%)Build long-term wealth + tax advantages (21 · 33%)Generate $5k–$15k/month in additional income (14 · 22%)Replace my current income (5 · 8%)Tax advantages - turn your tax burden into high-performing assets (1 · 2%)Purchase an income-generating property (1 · 2%)
$250K+18 leads
Build long-term wealth + tax advantages9 (50%)
Acquire a personal-use + income-generating property4 (22%)
Generate $5k–$15k/month in additional income4 (22%)
Tax advantages - turn your tax burden into high-performing assets1 (6%)
$100K–$250K11 leads
Generate $5k–$15k/month in additional income4 (36%)
Acquire a personal-use + income-generating property4 (36%)
Build long-term wealth + tax advantages3 (27%)
$50K–$100K32 leads
Acquire a personal-use + income-generating property12 (38%)
Build long-term wealth + tax advantages9 (28%)
Generate $5k–$15k/month in additional income6 (19%)
Replace my current income4 (13%)
Purchase an income-generating property1 (3%)
$0–$50K0 leads

No goal data

Pipeline Status

Scheduled
2
Invited to Join
6
Not Ready
4
No Show
39
Lost
6
No Opp
8

Conversions

6 leads converted: T.J. Bain (Score: 83), Brett Bullock (Score: 35), Jeff Story (Score: 83), Ryan Johnson (Score: 63), Marco Reyes (Score: 48), Tom Huelsman (Score: 50).

No-Show Rate: 60%

39 of 65 booked calls were no-shows. Critically high — review reminder sequences and qualification.

Financial Profile

61 leads reported income, 34 reported capital, 33 reported both. 3 leads have no financial data. Median financial score: 32/100.

Capital-Only Leads

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

Rep / Calendar Breakdown

Vodyssey Strategy Session

65
Median Fin. Score
32
Show Rate
40%
Wins
6
No Shows
39
Scheduled: 2No Show: 39Not Ready: 4No Opp: 8Lost: 6Invited to Join: 6

Full Call Schedule

1

Wednesday, Apr 1

10 calls
Name Income Capital Fin. Score Goal Owns Asset Status Rating
Andrea Tobin $250K+ $250K+ 100 Build long-term wealth + tax advantages Yes Lost L
Charmaine Betts $0–$100K Not Ready 17 Generate $5k–$15k/month in additional income Yes No Show NS
Tom Huelsman $0–$100K $250K+ 50 Acquire a personal-use + income-generating property Yes Invited to Join A
Sandra Wagner — — — — — No Show NS
Janele Evans $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes No Show NS
Georgia Freeman $250K+ $250K+ 100 Build long-term wealth + tax advantages Yes No Show NS
Patricia Isabella $0–$100K $50K–$100K 20 Generate $5k–$15k/month in additional income Yes No Show NS
Neil Vallabj $250K+ $250K+ 100 Acquire a personal-use + income-generating property Yes No Show NS
Jay Reddy $100K–$150K $100K–$250K 48 Generate $5k–$15k/month in additional income Yes No Show NS
Roberta Robers $250K+ $50K–$100K 70 Build long-term wealth + tax advantages Yes No Show NS
2

Thursday, Apr 2

7 calls
Name Income Capital Fin. Score Goal Owns Asset Status Rating
Brian Zeuli $0–$100K $50K–$100K 20 Build long-term wealth + tax advantages Yes No Show NS
Leticia Gomez — Not Ready — Replace my current income Yes No Show NS
Karen Coleman $0–$100K $50K–$100K 20 Acquire a personal-use + income-generating property Yes No Opp C
Bill Krueger — $250K+ 100 Acquire a personal-use + income-generating property Yes No Opp A
Tonya Satcher $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes No Show NS
Janele Evans $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes Lost L
Marco Reyes $100K–$150K $100K–$250K 48 Generate $5k–$15k/month in additional income Yes Invited to Join A
3

Friday, Apr 3

13 calls
Name Income Capital Fin. Score Goal Owns Asset Status Rating
Shawn Grieves $0–$100K Not Ready 17 Generate $5k–$15k/month in additional income Yes No Show NS
Carolyn Newsome $250K+ $250K+ 100 Generate $5k–$15k/month in additional income Yes No Opp A
Ryan Johnson $150K–$250K $100K–$250K 63 Build long-term wealth + tax advantages No Invited to Join A
Michael Banks $0–$100K Not Ready 17 Replace my current income No No Show NS
Christopher McConnell $100K–$150K Not Ready 42 Acquire a personal-use + income-generating property Yes No Show NS
Jason Greenberg $100K–$150K $100K–$250K 48 Build long-term wealth + tax advantages Yes No Show NS
S G $100K–$150K Not Ready 42 Generate $5k–$15k/month in additional income No No Show NS
Angela Rodebaugh $0–$100K Not Ready 17 Replace my current income Yes No Show NS
Herb Miller $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes No Opp D
Chris Bird $150K–$250K $100K–$250K 63 Acquire a personal-use + income-generating property Yes Not Ready C
Eiman Maleki $250K+ $250K+ 100 Build long-term wealth + tax advantages Yes No Show NS
Henry Schlitzer Billings $250K+ $250K+ 100 Build long-term wealth + tax advantages Yes No Show NS
Michele Geller $250K+ $100K–$250K 83 Build long-term wealth + tax advantages Yes Lost L
4

Saturday, Apr 4

16 calls
Name Income Capital Fin. Score Goal Owns Asset Status Rating
Kandra Young $0–$100K Not Ready 17 Acquire a personal-use + income-generating property No No Show NS
Shaundrick Hamilton $0–$100K Not Ready 17 Build long-term wealth + tax advantages No Scheduled D
Elizabeth Slavutsky $100K–$150K $100K–$250K 48 Acquire a personal-use + income-generating property Yes No Show NS
Juliana Tineo $0–$100K $50K–$100K 20 Build long-term wealth + tax advantages Yes No Show NS
Megan Wilbur $250K+ Not Ready 100 Acquire a personal-use + income-generating property Yes No Show NS
Eusebio Arce $250K+ Not Ready 100 Generate $5k–$15k/month in additional income Yes No Show NS
Beverly Coates $0–$100K Not Ready 17 Acquire a personal-use + income-generating property No No Show NS
Darnita Neal $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes No Show NS
Inyka Junge $250K+ $50K–$100K 70 Generate $5k–$15k/month in additional income Yes No Show NS
LaDarra Jackson $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes No Show NS
Brad Higgins $0–$100K Not Ready 17 Generate $5k–$15k/month in additional income Yes Not Ready C
Zach Jasen $0–$100K Not Ready 17 Generate $5k–$15k/month in additional income Yes No Show NS
Richard Pappalardo $100K–$150K $50K–$100K 35 Build long-term wealth + tax advantages No No Show NS
Jeff Story $250K+ $100K–$250K 83 Build long-term wealth + tax advantages Yes Invited to Join A
Wendy Brown $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes No Show NS
Alvin Tucker-chambliss $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes No Show NS
5

Sunday, Apr 5

8 calls
Name Income Capital Fin. Score Goal Owns Asset Status Rating
John Brooks $250K+ $250K+ 100 Build long-term wealth + tax advantages Yes No Show NS
Antuan Mont $0–$100K $50K–$100K 20 Replace my current income Yes No Show NS
Johna Benefield $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes Lost L
Eric Pagan $100K–$150K $50K 32 Acquire a personal-use + income-generating property Yes No Show NS
Brett Bullock $100K–$150K $50K–$100K 35 Generate $5k–$15k/month in additional income Yes Invited to Join A
llen Standberry Standberry $0–$100K Not Ready 17 Build long-term wealth + tax advantages No Lost L
Yvonne Blavkwell $0–$100K $50K–$100K 20 Generate $5k–$15k/month in additional income Yes No Show NS
Gabrielle Rael $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes No Show NS
6

Monday, Apr 6

10 calls
Name Income Capital Fin. Score Goal Owns Asset Status Rating
George Sooley $250K+ $100K–$250K 83 Acquire a personal-use + income-generating property No No Opp A
T.J. Bain $250K+ $100K–$250K 83 Generate $5k–$15k/month in additional income Yes Invited to Join A
Teresita Bartholomew — — — — — No Opp ?
Matthew Love $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes Lost L
John Olkowski $250K+ $250K+ 100 Build long-term wealth + tax advantages Yes No Opp A
Amber Satterlee $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes No Show NS
Jon Sizemore $0–$100K Not Ready 17 Replace my current income Yes Not Ready C
Prakash Varanasi $250K+ $50K–$100K 70 Acquire a personal-use + income-generating property Yes No Opp A
Tahembi Simmons $0–$100K $50K–$100K 20 Acquire a personal-use + income-generating property Yes Not Ready C
Shanti LAYMAN $0–$100K — 17 Purchase an income-generating property No No Show NS
9

Thursday, Apr 9

1 call
Name Income Capital Fin. Score Goal Owns Asset Status Rating
Xavier Padilla $250K+ $250K–$500K 100 Tax advantages - turn your tax burden into high-performing assets Yes 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 · 2026-04-13