May 2026
Confidential · Internal Use Only
Executive Business Review
San Antonio Call Center · Team J Money · Supervisor: Jorge Martinez
Focus: AIY · Mobile WO · Video PSU · 2 Gig Sell-In
49.5%
AIY
17.9%
Mobile WO
7.7%
Video PSU
2.1%
2 Gig
Wins & Losses at a Glance
May 2026 — Team Jorge Martinez vs. Goals & April
✅ Wins
Video PSU: 7.7%
+57.0 vs goal · 7.5% Apr → +0.2% MoM
Mobile WO: 17.9%
May 2.1% vs Apr 0.6% · +1.5% MoM
PSU Yield: 25.6%
+2.3% MoM · Elizabeth #1 at 32.7%
AIY: 49.5%
+3.9% MoM · Team rank #5 in SAT
Batting Avg: 19.7%
19.7% May vs 17.5% Apr · +2.2% MoM
⚠️ Focus Areas
AIY vs Goal: -5.3
49.5% actual · -5.3 short · Push on acq. internet
Mobile WO: -25.3 vs Goal
Significant gap — requires immediate coaching intervention
Key Metrics Deep Dive
AIY · Mobile WO · Video PSU · 2 Gig — May vs April, vs Goal
49.5%
AIY
▲ +3.9% MoM · Apr: 45.6% · vs Goal: -5.3 ⚠ BELOW
17.9%
Mobile WO
▲ +2.1% MoM · Apr: 15.8% · vs Goal: -25.3 ⚠ BELOW
7.7%
Video PSU
▲ +0.2% MoM · Apr: 7.5% · vs Goal: +57.0 ✓ ABOVE
2.1%
2 Gig
▲ +1.5% MoM · Apr: 0.6% · Emerging opportunity

Priority Gap: Mobile WO is -25.3 orders below goal — the most critical metric requiring immediate corrective action. AIY is -5.3 below goal and needs sustained acquisition internet focus.
Agent Scorecard — May 2026
Green = above team avg · Red = below team avg · Team: Jorge Martinez · 1,317 total calls

Top Performers: Elizabeth leads AIY (64.0%) and PSU Yield (32.7%). All agents exceeded Video PSU goal. Mobile WO goal gaps: Maricruz +3.9, Uziel +1.9, Kimberly +0.04.
May vs. April — Month over Month
Jorge Martinez Team · 4 Focus Metrics + Overall Performance
▲ AIY +3.9%
45.6% → 49.5%
▲ Mobile WO +2.1%
15.8% → 17.9%
▲ Video PSU +0.2%
7.5% → 7.7%
▲ 2 Gig +1.5%
0.6% → 2.1%
Week-over-Week Trends — May 2026
PSU · Mobile WO · AIY · BSI across 4 weeks
48.1%
AIY W4
▲ +4.1% · W1 spike (56.9%) not sustained — investigate driver
28.4%
PSU W4
▲ +6.1% · W4 recovery from 22.1% dip is encouraging
19.4%
Mobile W4
▲ +0.0% · Flat week-over-week — needs attention
30.8%
BSI W4
▲ +1.9% · Steady improvement trend

Week of 5/9 Alert: PSU dropped to 22.1% and Mobile fell to 16.8% during the week of 5/9. W4 recovery to 28.4% PSU is encouraging, but the mid-month dip warrants investigation into staffing, scheduling, or call volume factors.
SAT Ranking & Mobile Pitch Rate
Where Jorge Martinez team stands vs. the site · May 2026
🏆 SAT Overall Ranking — Supervisors
Jorge ranks #5 of SAT supervisors — strong AIY (49.5%), close to top-ranked Felipa Deanda. Video and Mobile are key gaps to close for #1.
📱 Mobile Pitch Rate
88.9%
Kimberly Jimenez
78.1%
Susanna Cunningham
68.4%
Elizabeth Reyes-Rodriguez
66.7%
Carla Escobar-Herrera
66.7%
Blondie Ramirez
45.2%
Ashley Vara
40.0%
Maricruz Elizondo
33.3%
Uziel Hernandezmoreno
Goal: 80%+ · Team avg: 63.5% · Gap: -16.5%
Action Plan — June Focus Areas
Based on May wins/losses — targeted coaching & execution priorities
1
CRITICAL
Lead Capture Compliance
Team compliance: 13.6% (goal: 100%) — 86.4% gap. Immediate: 0% agents require written acknowledgment. Attach lead capture to call behavior coaching.
Who: Uziel Hernandezmoreno · Maricruz Elizondo · Ashley Vara
2
HIGH
Mobile WO — Pitch Rate Recovery
-25 orders vs goal. Daily pitch rate monitoring. Role-play mobile offer objection handling. Set individual target 70%+.
Who: Ashley Vara · Blondie Ramirez · Kimberly Jimenez · Maricruz Elizondo
3
HIGH
AIY — Close the Goal Gap
AIY -5.3 vs goal. Elizabeth -4.0 · Ashley -6.2. Side-by-side call observation. Review internet offer presentation and trial close technique.
Who: Elizabeth Reyes-Rodriguez · Ashley Vara
4
MAINTAIN
Sustain Video PSU Wins
Video above goal: +57 PSUs. Recognize above-goal performance. Use top agents (Maricruz +12.4, Uziel +15.4) as peer coaches.
Who: Full team
Coachings — May 2026
Team Jorge Martinez · 189 Total Coaching Sessions across 8 Agents
Coaching Breakdown
39.7% — Behavioral / Policy
75 sessions — dominant category
34.9% — Team Review
66 sessions
9.5% — Call Behaviors
18 sessions
9.0% — Quality Coaching
17 sessions
5.8% — Attendance
11 sessions
3.7% — Career Dev / Training
7 sessions

⚠ Coaching Alerts: Blondie Ramirez leads total coachings (29). Uziel (11) & Kimberly (15) have significantly lower totals — validate coaching cadence. Attendance flags: Blondie (4), Carla (3), Ashley & Susanna (2 each).
Key Takeaways
May 2026 · Team Jorge Martinez
✅ Video PSU: Above Goal
+57 PSUs — top team-wide performance. All agents exceeded goal.
✅ AIY & PSU Improved MoM
+3.9% AIY and +2.3% PSU vs April — positive momentum building.
✅ W4 Recovery Trend
PSU jumped from 22.1% to 28.4% week-over-week — encouraging sign.
⚠️ Mobile WO: -25 vs Goal
Pitch rate gap: Uziel 33%, Maricruz 40% — immediate coaching needed.
🚨 Lead Capture: Critical
86.4% compliance gap · 13.6% actual vs 100% goal · Corrective action required.
📍 SAT Rank #5
Strong AIY (#3 site). Video and Mobile gaps to close to reach #1.
Thank you · Questions?