Hazley Builders — Weekly Intake Dashboard

⚠

Staff contacts excluded — 19 @hazleybuilders.com records

19 internal staff contacts (all with @hazleybuilders.com emails, owner ID 84998112) were created Jul 24. Excluded from all counts. No action needed unless these should not appear in the contacts database.

⚠

Possible spam — Micheal Walter · Contact excluded — Alejandra Ramirez

Micheal Walter (236807186544): Kevin's call note reads "called the number and it was the voicemail of a roofing company — I believe this was spam." Lead type is currently Residential Inquiry — please update to Spam/Unqualified in HubSpot. · Alejandra Ramirez (237386370183): created Jul 24 with no lead type, no status, no owner. Excluded pending cleanup.

⚠

Sharmily Patel — Commercial lead, no owner assigned

Sharmily Patel (237194734145, Commercial Inquiry) was created Jul 23 with no owner assigned in HubSpot. Please assign to Patrick Hazley.

⚠

Brian Sherrer — screened_date is July 27, outside this reporting period

Brian Sherrer (237151776849) was created Jul 23 and is included in the lead count this week, but his screened_date falls on Jul 27 — he will appear in next week's Leads Screened count, not this week's.

✓

Strong screening week — 6 leads screened, Erinn active with 2 new residential assignments

Alex Charlton and Ray Flanagan both assigned to Erinn Hazley this week — first intake-sourced assignments to Erinn in over a month. Samantha received 4 assignments (Rocco Imperatrice, Michael Woliver, Mindy Touhey, Mary McNeill). YTD Erinn count now 9.

KPI summary — week of July 19–25

New leads received

↓ -1 vs prior week (12)

Cost guide leads

— flat vs prior week (4)

Real inquiries

↑ +1 vs prior week (5)

Leads screened

↑ +2 vs prior week (4)

Detail by metric — click any header to collapse

Tom Johnstone Kevin Hazley Cost Guide Attempted contact Jul 21

Yan Chen Kevin Hazley Cost Guide Attempted contact Jul 22

Brian Sherrer Kevin Hazley Cost Guide Screened Jul 23 Screened Jul 27 — next week

Allison Mytro Kevin Hazley Cost Guide Attempted contact Jul 23

Alex Charlton Erinn Hazley Residential Screened Jul 20

Shannon Feliciano Kevin Hazley Residential Attempted contact Jul 21

Jul 23 · 4:15 PM — Left voicemail — “Called and left a VM - will follow up with an email”

Micheal Walter Kevin Hazley Residential Attempted contact Jul 21 ⚠ Possible spam — verify

Ray Flanagan Erinn Hazley Residential Screened Jul 22

Sharmily Patel — Commercial New Jul 23 ⚠ No owner assigned

Mary McNeill Samantha Banyar Residential Screened Jul 24

Rocco Imperatrice Samantha Banyar Residential Screened Jul 21 *

Alex Charlton Erinn Hazley Residential Screened Jul 22

Michael Woliver Samantha Banyar Residential Screened Jul 23 * Distress 44 · Neg equity

Ray Flanagan Erinn Hazley Residential Screened Jul 23

Mary McNeill Samantha Banyar Residential Screened Jul 24

Mindy Touhey Samantha Banyar Residential Screened Jul 24 *

Rocco Imperatrice Samantha Banyar Residential Screened Jul 21 *

Alex Charlton Erinn Hazley Residential Screened Jul 22

Michael Woliver Samantha Banyar Residential Screened Jul 23 * Distress 44 · Neg equity

Ray Flanagan Erinn Hazley Residential Screened Jul 23

Mary McNeill Samantha Banyar Residential Screened Jul 24

Intake breakdown

Lead type Filtered by Create Date

Residential

545%

Cost guide

436%

Commercial

19%

Spam / TBD

19%

Screened & assigned — this week Filtered by Screened Date

Samantha Banyar

Erinn Hazley

Christopher Hazley

PDM assignment tracker — click any name to open their leads in HubSpot

Rolling 30 days 22 total

Jun 26 – Jul 25, 2026 · Once in HubSpot, filter Screened Date to Jun 26–Jul 25

Samantha Banyar

Erinn Hazley

Patrick Hazley

Kevin Hazley

3 Pre-land / Pre-purchase

Matthew Hazley

Year to date 82 total

Jan 1 – Jul 25, 2026 · Once in HubSpot, filter Screened Date to Jan 1–Jul 25

Samantha Banyar

Kevin Hazley

15 ⚠ Not transferred

Patrick Hazley

Erinn Hazley

Christopher Hazley

Matthew Hazley

All leads — July 19–25 (11 created this week + 3 screened from prior periods)

Contact	Email	Lead type	Status	Assigned to	Date
Alex Charlton	charltonalex@gmail.com	Residential	Screened	Erinn Hazley	Jul 20
Tom Johnstone	tomj4691@gmail.com	Cost Guide	Attempted contact	Kevin Hazley	Jul 21
Shannon Feliciano	shannon.feliciano@gmail.com	Residential	Attempted contact	Kevin Hazley	Jul 21
Micheal Walter	michealwalter886@gmail.com	Residential	Attempted contact	Kevin Hazley	Jul 21 ⚠
Yan Chen	chenrentalgroup@gmail.com	Cost Guide	Attempted contact	Kevin Hazley	Jul 22
Ray Flanagan	rflanagan@premechllc.com	Residential	Screened	Erinn Hazley	Jul 22
Brian Sherrer	brianmsherrer@gmail.com	Cost Guide	Screened	Kevin Hazley	Jul 23 †
Sharmily Patel	patelsharmily@gmail.com	Commercial	New	— ⚠ Unassigned	Jul 23
Allison Mytro	arh617570@gmail.com	Cost Guide	Attempted contact	Kevin Hazley	Jul 23
Mary McNeill	marykayholl@gmail.com	Residential	Screened	Samantha Banyar	Jul 24
Rocco Imperatrice	roccoiv@gmail.com	Residential	Screened	Samantha Banyar	Screened Jul 21 *
Michael Woliver	mbwoliver@gmail.com	Residential	Screened	Samantha Banyar	Screened Jul 23 *
Mindy Touhey	mindy.touhey@comcast.net	Residential	Screened	Samantha Banyar	Screened Jul 24 *

* Shaded rows = prior period leads screened this week · † Brian Sherrer screened_date is Jul 27 — will count in next week's Leads Screened · Micheal Walter flagged as possible spam — verify in HubSpot · 19 staff contacts excluded (@hazleybuilders.com) · Alejandra Ramirez excluded (no lead type/owner)

Executive summary

Intake

New leads received11

Cost guide leads4

Real inquiries6

Leads screened6

PDM distribution — this week

Assigned to Samantha Banyar4

Assigned to Erinn Hazley2

Assigned to Christopher Hazley0

Observations & trends

Week of July 19–25

11 new leads this week. Screening productivity rose significantly — 6 leads screened, up from 4, driven partly by Rocco Imperatrice and Michael Woliver (both prior-period) being screened this week alongside 4 new ones. Erinn received 2 intake-sourced assignments (Charlton, Flanagan) — her first in several weeks.

Alex Charlton — rear addition, full kitchen reno, and whole-house accessibility modifications on a 1945 Springfield rancher. Family purchased the home specifically to support their daughter's mobility needs following a spinal cord injury. Scope driven by a formal life care plan. Assigned to Erinn. No budget discussed.

Ray Flanagan — 20x20 rear family room addition on a 1930 West Chester borough single-family. Referral: client saw completed Hazley work on his own street. Feasibility questions around zoning, impervious surface limits, and Bilco door access to be assessed at ISV. Assigned to Erinn.

Mary McNeill — kitchen facelift (soffit removal, cabinets, island resize, farmhouse sink, countertops) plus secondary basement ceiling/lighting inquiry. Neighbor referral from existing Hazley clients (Maureen and Wayne Franco, same development). Assigned to Samantha. Substantial equity ($460K), no budget discussed.

Michael Woliver (prior period, screened Jul 23) — above-garage conversion into 2 bedrooms and 1 bathroom in Downingtown. Distress score 44 and negative equity (-$222,979) flagged for Samantha's awareness. Client has a tight scheduling window before a 2-week absence — PDM should prioritize ISV this week.

Rocco Imperatrice (prior period, screened Jul 21) — major kitchen reno with possible single-story side addition in West Chester. Budget $100K–$150K, client is actively comparison-shopping with two other builders. Assigned to Samantha.

YTD Samantha now at 43 (52% of all qualified assignments). Erinn now at 9 YTD — picking up momentum. Christopher remains at 2 YTD with no recent activity.

Commercial leads

Commercial — July 19–25, 2026

Managed by Patrick Hazley · 1 new commercial lead this week

New commercial leads

Screened / Routed

Owner assigned

Sharmily Patel New No owner assigned ⚠ Assign to Patrick

patelsharmily@gmail.com · Created Jul 23 · No screening notes available yet