Total leads
12
Win rate
8%
Pipeline value
₱492,000
Patricia Yap
Cebu City · WhatsApp
life · ₱42,000/yr
→ Send intro + book call
Engr. Dindo Cruz
Mandaue · Website
financing · ₱28,000/yr
→ Qualify loan amount
Sheila Marie Ong
Lapu-Lapu · Referral
health · ₱36,000/yr
→ Collect dependents' ages
Brew & Co. (SME)
Cebu IT Park · Facebook
business · ₱120,000/yr
→ Request headcount & assets
Arnel Tabotabo
Talisay · Walk-in
motor · ₱18,000/yr
→ Send comprehensive options
Maricel Booc
education · ₱48,000/yr
→ Prepare 2-option proposal
Dr. Allan Pacaña
Mandaue · Referral
life · ₱96,000/yr
→ Follow up on quote FUL-Q-2026-0007
Glenda Suico
Lapu-Lapu · Website
travel · ₱9,000/yr
→ Confirm travel dates
Vincent Lim
Cebu City · Phone
financing · ₱64,000/yr
→ Match bank MRI deadline (Jun 6)
Hazel Gomez
Talisay · WhatsApp
health · ₱31,000/yr
→ Finalize rider selection
Noel Abella
Cebu City · Referral
life · ₱84,000/yr
→ Onboarding — welcome meeting
Karen Flores
motor · ₱16,000/yr
→ Chose dealer's in-house cover