Vodyssey — Strategy Call Report

2026-03-24 to 2026-04-06

GoHighLevel Generated by Scarlett
Total Calls
142
Avg Fin. Score
45/100
Strong Leads
37 (26%)
Converted
10
No Shows
47 (33%)
Lost
9
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+
33
$100K–$250K
31
$50K–$100K
68
Unknown
10

Capital Distribution

$250K+
24
$100K–$250K
22
$50K–$100K
30
Not Ready
59
Unknown
7

Financial Score

Strong (70+)
37
Moderate (40-69)
21
Light (20-39)
25
Low (<20)
51
No Data
8

Goal Summary by Income Bracket

135 of 142 leads stated a goal. Goals are normalized into categories from free-text responses.

Overall Top Goals
Acquire a personal-use + income-generating property (47 · 35%)Build long-term wealth + tax advantages (43 · 32%)Generate $5k–$15k/month in additional income (31 · 23%)Replace my current income (14 · 10%)
$250K+33 leads
Build long-term wealth + tax advantages13 (39%)
Acquire a personal-use + income-generating property11 (33%)
Generate $5k–$15k/month in additional income8 (24%)
Replace my current income1 (3%)
$100K–$250K31 leads
Build long-term wealth + tax advantages12 (39%)
Acquire a personal-use + income-generating property10 (32%)
Generate $5k–$15k/month in additional income8 (26%)
Replace my current income1 (3%)
$50K–$100K68 leads
Acquire a personal-use + income-generating property25 (37%)
Build long-term wealth + tax advantages17 (25%)
Generate $5k–$15k/month in additional income15 (22%)
Replace my current income11 (16%)
$0–$50K0 leads

No goal data

Pipeline Status

Scheduled
34
Invited to Join
10
Sneak Peek
5
Not Ready
5
No Show
47
Lost
9
No Opp
32

Conversions

10 leads converted: Ryan Johnson (Score: 63), Marco Reyes (Score: 48), Tom Huelsman (Score: 50), Mike (Score: 83), Julia (Score: 17), Amber (Score: 35), Mike (Score: 48), Chad (Score: 100), Leonard (Score: 67), Sergio (Score: 63).

No-Show Rate: 33%

47 of 142 booked calls were no-shows. Consider adding SMS reminders or shortening the booking window.

Financial Profile

132 leads reported income, 76 reported capital, 74 reported both. 8 leads have no financial data. Median financial score: 35/100.

Capital-Only Leads

2 leads didn't report income but have capital available: Bill Krueger ($250K+), Jeralyn ($250K+).

Rep / Calendar Breakdown

Vodyssey Strategy Session

142
Median Fin. Score
35
Show Rate
67%
Wins
10
No Shows
47
Scheduled: 34No Opp: 32Lost: 9No Show: 47Not Ready: 5Invited to Join: 10Sneak Peek: 5

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 Lost L
Joseph $0–$100K $50K–$100K 20 Replace my current income Yes No Show NS
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 No Show NS
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 Invited to Join 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 No Show NS
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 Sneak Peek B+
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 No Show NS
Bobbi $250K+ $250K+ 100 Acquire a personal-use + income-generating property Yes No Show NS
Chad $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes No Show NS
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 Invited to Join A
Christopher $100K–$150K $50K–$100K 35 Generate $5k–$15k/month in additional income Yes No Show NS
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 No Show NS
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 Lost L
Le $0–$100K $50K–$100K 20 Replace my current income Yes Not Ready C
Joe mindak $250K+ $250K+ 100 Acquire a personal-use + income-generating property No Lost L
Kevin $250K+ $250K+ 100 Acquire a personal-use + income-generating property Yes Not Ready C
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 No Show NS
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 Sneak Peek B+
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 Not Ready C
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 No Show NS
Ivan $100K–$150K $50K–$100K 35 Build long-term wealth + tax advantages Yes No Show NS
Don $100K–$150K $100K–$250K 48 Build long-term wealth + tax advantages Yes Sneak Peek B+
30

Monday, Mar 30

6 calls
Name Income Capital Fin. Score Goal Owns Asset Status Rating
Tim — — — — — No Show NS
jim $0–$100K Not Ready 17 Replace my current income — No Opp D
Jacob lee $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes No Opp D
Thomas $150K–$250K $250K+ 80 Build long-term wealth + tax advantages Yes No Opp A
Michael $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes No Opp D
Mosese Tangitau $0–$100K Not Ready 17 Build long-term wealth + tax advantages No Not Ready C
31

Tuesday, Mar 31

9 calls
Name Income Capital Fin. Score Goal Owns Asset Status Rating
Jeremy Ward $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes No Show NS
Patrick Hammontree $250K+ $100K–$250K 83 Generate $5k–$15k/month in additional income Yes No Opp A
Stephanie s — — — — — No Opp ?
Greg Rossomando — — — — — No Show NS
Judith Naar $150K–$250K $250K+ 80 Acquire a personal-use + income-generating property Yes Sneak Peek B+
Hitesh Patel $250K+ $100K–$250K 83 Acquire a personal-use + income-generating property Yes Sneak Peek B+
David Davis $100K–$150K $50K–$100K 35 Build long-term wealth + tax advantages Yes Scheduled C
Renee Beyers $100K–$150K $50K–$100K 35 Acquire a personal-use + income-generating property Yes Lost L
Coleman Lsnwood $100K–$150K Not Ready 42 Build long-term wealth + tax advantages Yes No Show NS
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 Scheduled D
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 Scheduled B
S G $100K–$150K Not Ready 42 Generate $5k–$15k/month in additional income No Scheduled B
Angela Rodebaugh $0–$100K Not Ready 17 Replace my current income Yes Scheduled D
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 Scheduled A
4

Saturday, Apr 4

17 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 Scheduled D
Shaundrick Hamilton $0–$100K Not Ready 17 Build long-term wealth + tax advantages No No Show NS
Elizabeth Slavutsky $100K–$150K $100K–$250K 48 Acquire a personal-use + income-generating property Yes Scheduled B
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 Scheduled A
Eusebio Arce $250K+ Not Ready 100 Generate $5k–$15k/month in additional income Yes Scheduled A
Beverly Coates $0–$100K Not Ready 17 Acquire a personal-use + income-generating property No Scheduled D
Darnita Neal $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes Scheduled D
Inyka Junge $250K+ $50K–$100K 70 Generate $5k–$15k/month in additional income Yes Scheduled A
LaDarra Jackson $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes Scheduled D
Brad Higgins $0–$100K Not Ready 17 Generate $5k–$15k/month in additional income Yes Scheduled D
Tahembi Simmons $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes Scheduled D
Zach Jasen $0–$100K Not Ready 17 Generate $5k–$15k/month in additional income Yes Scheduled D
Richard Pappalardo $100K–$150K $50K–$100K 35 Build long-term wealth + tax advantages No Scheduled C
Jeff Story $250K+ $100K–$250K 83 Build long-term wealth + tax advantages Yes Scheduled A
Wendy Brown $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes Scheduled D
Alvin Tucker-chambliss $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes Scheduled D
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 Scheduled A
Antuan Mont $0–$100K $50K–$100K 20 Replace my current income Yes Scheduled C
Johna Benefield $0–$100K Not Ready 17 Acquire a personal-use + income-generating property Yes Scheduled D
Eric Pagan $100K–$150K $50K–$100K 35 Acquire a personal-use + income-generating property Yes Scheduled C
Brett Bullock $100K–$150K $50K–$100K 35 Generate $5k–$15k/month in additional income Yes Scheduled C
llen Standberry Standberry $0–$100K Not Ready 17 Build long-term wealth + tax advantages No Scheduled D
Yvonne Blavkwell $0–$100K $50K–$100K 20 Generate $5k–$15k/month in additional income Yes Scheduled C
Gabrielle Rael $0–$100K Not Ready 17 Build long-term wealth + tax advantages Yes Scheduled D
6

Monday, Apr 6

7 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 Scheduled 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 Scheduled D
Jon Sizemore $0–$100K Not Ready 17 Replace my current income Yes Scheduled D

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

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

Generated by Scarlett · 2026-04-06