Boston Team // Mini L10

Read before the call (≈5 min). Built from the group channels, every 1:1 channel (Boston + Manila), this week's Granola notes, and the CMS — verified Wed Jul 8, mid-morning ET. Tags mark who each item is about: BOSTON the four of us · MANILA the PSG crew · WHOLE GANG everyone. We'll reference §2–§4 live and spend most of the 20 min on IDS (§5).

1 RECAP — SINCE THE START OF LAST WEEK

Most recent first; last-week items kept only where they still need reinforcement.

This week (Jul 6–8)

NEW BOSTON Standard reference-check rollout proposed. Jake spoke with a TCB contact who flagged retention concerns about Percy candidates; four reference checks (GoldOller, RHP, TCB, Asset Living) already circulated this week as an informal pilot. On tomorrow's agenda — see §4.
NEW WHOLE GANG Weidner Area Manager launch. Andre posted the relocation-focused Indeed listing; Jake's LinkedIn post targeted for Fri Jul 10 (he's on PTO Jul 9–13, so confirm before he's out). One strong candidate already identified in Williston, ND.
BOSTON Billing contacts added across three job conversations (Jake, Cameron, Robbie all closed this out Jul 6).
MANILA Joey Ann onboarded on Indeed posting/matching/sourcing agent — Jake walked her through it directly (Jul 7).
WHOLE GANG Commission policy — no clawback on attrition for Manila team. A start is a start going forward; Mike still needs to confirm historical treatment with Christine before communicating it fully.

Carryover worth reinforcing (week of Jun 29–Jul 5)

MANILA Joey Ann's Indeed outbound access — still not resolved as of this week; this is the third week it's been flagged. Owner: Mike.
BOSTON Eden Housing stalled — no submissions in weeks despite heavy spend; worth confirming whether the Claude rerun on overlooked candidates and Joanne's outbound assist actually happened.
WHOLE GANG PTO verbal-handoff protocol — written docs alone aren't enough; a direct conversation is required before anyone goes out. Applies to Jake's PTO starting tomorrow (Jul 9–13).
BOSTON Two Tempe reqs (University Partners) — Assistant Community Manager and Leasing Manager have run 21 days with zero active subs. Jake checked in on whether the need still exists client-side before continuing spend.

2 SCORECARD — VERIFIED DATA SNAPSHOT

Projected starts on the board

$118.7K

Fees in those starts

Starting in next 14 days · $88.1K

Active / open reqs*

*Status mix: 41 In Progress · 9 Sourcing Pause · 2 Client Pause. 6 of the 52 carry $0/blank revenue potential in CMS (Percy OCM Placeholder, three University Partners reqs, MerGo Sr. Property Manager, MCG VP of Medicare Sales) — a data-hygiene gap to clean up, not additional volume.

WHOLE GANG Starts by week

Window	Starts	Fees
Week of 7/13	4	$25,171
Week of 7/20	6	$62,933
Week of 7/27	4	$26,083
No confirmed date	1	$4,493
Total	15	$118,680

BOSTON AM book · MANILA sourcing

Person	AM starts	Sourced
Cameron Lanza	8 · $43.8K	1 · $3
Jake Labieniec	4 · $41.8K	4 · $56.4K
Robbie Mann	2 · $18.8K	—
Unassigned AM	1 · $14.3K	—
Andre Serrano MNL	—	5 · $33.6K
April Olea MNL	—	3 · $16.2K
Joey Ann Estrella MNL	—	2 · $12.5K

Source: CMS get_projected_starts (15 rows) and get_active_jobs (52 rows), reconciled Jul 8 — totals tie out by week, recruiter, and AM. "Starts" = active submits flagged projected, not yet started; fee = invoice amount. One unassigned AM (Gables Residential PM, Elizabeth Hopp, $14.3K) and one no-date submit (UMH Maintenance Tech, Robert Russell Jr, $4.5K, open since May 4) need an owner — see §4.

Other signals from this week's 1:1s (confirm before any external use): Yes Communities' client contact praised the team's work as "nothing but positive." Team also referenced fill-rate, retention, and NPS figures from PSG leadership reporting in passing — those weren't re-derived from CMS this week, so treat as directional only.

3 TEAM SNAPSHOT — FROM THIS WEEK'S 1:1S

Win = call it out · Focus = coaching / follow-up this week.

BOSTON

Jake Labieniec

Account Manager / Lead Recruiter

Win: highest average fee on the team (~$13K); June pipeline $150K+ before mid-month; PNW delegation model landed well — showed Robbie a job could move quickly once handed off.
Focus: enforce the ad-spend guardrail (48–72hr premium post + sourcing bot with 30+ matches before any extra spend) — over-restrictive prompts have been generating leads that go nowhere. Confirm the Eden Housing rerun + Joanne outbound actually happened before he's out on PTO Jul 9–13.

Cameron Lanza

Account Manager / Recruiter

Win: largest AM book on the team this cycle — 8 starts, $43.8K — spanning Asset Living's Gainesville, Zaya, MXWL, and SF Bay SVP searches.
Focus: UMH Maintenance Tech (Port Royal) is 161 days open and has burned $2,085 in spend despite 5 active subs — worth a hard look at why it isn't converting. Coordinate with Andre on shared TCB pipelines so they're not both working the same role independently.

Robbie Mann

Account Manager / Recruiter

Win: 2 AM starts landing ($18.8K); Sun Prairie and Monarch Heights maintenance-supervisor searches both moving with active subs.
Focus: the two Tempe (University Partners) reqs are still at 0 active subs after 3 weeks — confirm with the client whether the need still exists before pushing more spend.

Mike Cummins

Chair / exec searches

Carrying the high-fee exec desk — Asset Living PNW SVP ($23K), VP ($17K), EVP Affordable West ($25K), plus MCG VP of Medicare Sales — all need top-of-funnel volume.
Several standing 1:1s and the team sync shifted this cycle due to personal commitments; this pre-read carries the recap forward so nothing gets lost.

MANILA (PSG CREW)

Andre Serrano

Recruiter — sourcing

Win: top sourcer this cycle — 5 projected starts, $33.6K; his day-before call + voicemail + text confirmation process remains the team's show-rate model. Stepped into the Weidner client relationship directly with Christine.
Focus: coordinate in-channel before working a shared job solo (came up on TCB Community Manager, where he and Cameron both worked the pipeline independently). Get the Williston candidate scheduled with Megan; Weidner relocation listing needs to be live by Jul 10.

April Olea

Recruiter — sourcing

Win: CMS running smoothly for her — quick submits and candidate feedback; took on a wider role mix (APM, resident occupancy, maintenance supervisor) after Ben's transition.
Focus: TCB Resident Occupancy Specialist (Stirlingside) has one candidate declined and one ghosting — fresh sourcing needed. Confirm Microsoft Teams login is resolved; leave Slack job channels she's not actively screening on.

Joey Ann Estrella

Recruiter — onboarding (wk ~3)

Win: praised again this week for enthusiasm and self-starting — onboarded on Indeed posting/matching/sourcing agent, handling CMS lead review independently on the Replay role.
Focus: Indeed outbound access is still blocked — third week this has been raised, owned by Mike. New to manufactured housing (UMH) roles — lean on Cameron for early resume review there.

Loureen Acedillo

PSG — onboarding / coordination

Asked this week where to find the weekly performance report that auto-posts Mondays — worth confirming the right channel is documented for the whole team, not just her.
Focus: reinforce CMS logging discipline across the Manila crew (screens landing on the calendar but not logged breaks the automated reminder texts and scorecard accuracy); confirm Andre's show-rate method got shared at standup.

4 ISSUES TO SURFACE (IDS)

Headline → root cause → owner. Ranked by dollar / risk.

🎉 Land it: 10 starts / $88.1K in the next 14 days.

4 starts land the week of 7/13 ($25.2K), 6 more the week of 7/20 ($62.9K) — including Jennifer Spiess (Property Manager, $15.75K) and Elizabeth Hopp (Property Manager, $14.25K). Confirm background checks and start logistics are clean on all ten so none slip.

Mike's own exec searches are starved at the top of the funnel. HIGH · $65K

Asset Living SVP Ops (PNW, $23K) and VP Ops (PNW, $17K) each sit at 87 days with just 1 active sub; EVP Affordable Housing (West, $25K) is 86 days with 1 sub. Same pattern as the MCG VP of Medicare Sales search. These three alone represent $65K in fee potential with almost no pipeline behind them. Owner: Mike — needs a sourcing push this week, not just posting.

Aged, high-priority reqs burning spend without converting. HIGH

Eden Housing — Community Manager 3, Quail Run: HIGH priority, 178 days open, only 2 active subs (Jake). UMH — Maintenance Tech, Port Royal: HIGH priority, 161 days, $2,085 spent despite 5 subs (Cameron). Neither is converting — worth a call on re-scope vs. close rather than continuing to spend.

Two starts need an owner assigned this week.

Elizabeth Hopp (Gables Residential, Property Manager, $14.25K, offer accepted) has no account manager assigned in CMS. Robert Russell Jr (UMH, Maintenance Tech, $4.5K) has been in "Projected Start" since May 4 with no confirmed start date. Both need an owner before next week's scorecard.

Low-priority reqs still burning budget with zero traction.

B.HOM — Leasing Manager, Square on 5th: LOW priority, 138 days, $1,030 spent, 0 active subs. University Partners — both Tempe reqs (ACM + Leasing Mgr): 21 days, $255 each spent, 0 subs — tied to the carryover item above; Robbie is checking with the client. GoldOller — Regional Manager (Richmond): LOW priority, Client Pause, $100 spent, 0 subs, 113 days. Decide: keep the spend running, or pause until there's real signal.

TCB retention concern — reference-check rollout.

Jake's TCB contact raised retention concerns about Percy candidates. Four reference checks are already circulating informally (GoldOller, RHP, TCB, Asset Living). Worth deciding today whether to formalize this as a standard step in the process before it becomes a bigger relationship risk with our biggest client.

Tooling & continuity carryover.

Joey Ann's Indeed outbound access — unresolved for a third week (Mike). Jake on PTO Jul 9–13 — confirm verbal handoffs happened, not just written docs. Weidner relocation listing + Jake's LinkedIn post due Jul 10–11. Commission/attrition history still needs sign-off with Christine before communicating the new no-clawback policy team-wide.

5 RUN OF SHOW — 20 MINUTES

Time	Segment	Notes
2 min	Segue	Good news, personal + professional.
4 min	Scorecard	§2 — on track? 10 starts / $88.1K in 14 days.
3 min	People	§3 — quick read on the team; flag anyone who needs support.
2 min	To-do review	Carryover in §1/§4 — done / not done.
8 min	IDS	Exec-search sourcing gap + aged high-priority reqs first.
1 min	Conclude	To-dos & owners, cascade to Manila, rate the meeting.

Mini L10 — Pre-Read & Run of Show

This week (Jul 6–8)

Carryover worth reinforcing (week of Jun 29–Jul 5)