Percy · Boston Team
Mini L10 — Pre-Read & Run of Show
Wednesday, June 24, 2026 · 11:00–11:20am ET · Weekly · Zoom
Mike Cummins · Chair
Jake Labieniec
Cameron Lanza
Robbie Mann
Read before the call (≈5 min). Built from the group channels, every 1:1 channel (Boston + Manila), this week's Granola 1:1 notes, and the CMS — verified as of Tue Jun 23, ~9pm 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 so far (Jun 22–23)
- NEW BOSTON MCG — VP of Medicare Sales is live. Exec search for Medicare Choice Group, reporting to Brendan Miller (CEO). ~$250K base / ~$275–300K OTE at a 12% fee, remote. Mike leads with secondary review on; Jake posting to LinkedIn and looping in on outreach (HP1, Tegran, legacy contacts).
- NEW BOSTON Dental assistants (AHC). Jake has 3 incoming — a new vertical outside core property management. Joey Ann to source, Jake lead recruiter, Mike supporting. Kickoff Friday 11am.
- WHOLE GANG CMS issues resolved. Mike's fix landed midday Jun 23; Cameron confirmed the automated "Create Job" is working again. Submittals flowing via Ben's "Sent to AM" skill in the interim.
- WHOLE GANG Claude outage (Jun 23 AM) over — platform-wide, not us; restored by early afternoon.
- BOSTON Asset Living compliance flag. Jake found Percy is out of compliance in Net Vendor (needs updated COI / insurance from our agent). Mike expects it resolved in ~1 day — see §5.
Carryover worth reinforcing (week of Jun 15–19)
- MANILA Comp changes in motion. Commissions move quarterly → monthly (Q2 pays out shortly, monthly from Q3); 1% rate holds; anniversary bonuses $50/$75/$100 by year. Mike + Christine to finish Q2 payout and confirm attrition treatment.
- WHOLE GANG Ben Lippolis transition. Mike is absorbing the PSG relationship, invoicing/AvidPay, and Ben's CMS tooling (incl. the "Sent to AM" skill). Reinforce adoption so we're not dependent on Ben.
- BOSTON Sourcing read. LinkedIn drives ~9% of starts and has paid for the seat; it's our channel for senior/hard-to-fill roles. Cameron's LinkedIn sourcing bot (~40 connects/day) + 2-day premium is the model for the exec searches.
- MANILA Hiring paced for onboarding. Holding off on adding Malissa until Joey Ann (and Loureen) are fully ramped. CMS hygiene + coaching individually remain the focus.
2 Scorecard — verified data snapshot
16
Projected starts on the board
$123.1K
Fees in those starts
10
Starting in next 14 days · $69.4K
*53 live reqs + 3 placeholders = 56 rows. Status mix: 45 In Progress · 8 Sourcing Pause · 3 Client Pause.
WHOLE GANG Starts by week
| Window | Starts | Fees |
|---|
| This week (6/22–6/28) | 3 | $28,750 |
| Next week (6/29–7/5) | 7 | $40,667 |
| Week of 7/6 | 4 | $28,413 |
| Week of 7/13 | 1 | $9,568 |
| Week of 7/20 | 1 | $15,750 |
| Total | 16 | $123,148 |
BOSTON AM book · MANILA sourcing
| Person | AM starts | Sourced |
|---|
| Jake Labieniec | 7 · $68.5K | 3 · $39.6K |
| Cameron Lanza | 6 · $29.1K | 2 · $21.8K |
| Robbie Mann | 3 · $25.5K | 2 · $17.1K |
| Andre Serrano MNL | — | 6 · $30.3K |
| April Olea MNL | — | 3 · $14.3K |
Manila sourced 9 of 16 upcoming starts (~$44.6K). Boston AMs own all 16.
Source: CMS Projected Starts, re-pulled & reconciled Jun 23 (totals tie out by week, recruiter, and AM). "Starts" = active submits flagged projected, not yet started; fee = invoice amount.
Other signals shared this week (confirm before any external use): NPS-by-recruiter pack (May 18–Jun 17) circulated to PSG leadership; prospecting talking points cite ~56% fill rate vs. ~25% industry, 85–88% 90-day retention, ~20% attrition. These come from this week's reporting, not re-derived here.
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: biggest book — 7 AM starts ($68.5K), incl. the two largest fees (Spiess $15.8K, Burns $14.3K).
- Leading new AHC dental-assistant vertical + Medicare VP posting/outreach.
- Focus: close the Asset Living Net Vendor compliance gap; standardize the pre-calibration call before every launch.
Cameron Lanza
Account Manager / Recruiter
- Win: standout week — both Asset Living roles converted, B.HOM starts strong, CMS automation back.
- Building the resume gate/rank prompts + LinkedIn sourcing bot (~40/day) — our sourcing playbook.
- Focus: share his interview-confirmation workflow with April; put Joey Ann on UMH phone screens.
Robbie Mann
Account Manager / Recruiter
- Back from PTO; 3 AM starts ($25.5K) incl. Redmond (7/6).
- Focus: get the 2 Tempe reqs (UP — ACM + Leasing Mgr) live on Indeed today; Asset Living "Sand" contacts unresponsive.
- Focus: adopt Ben's "Sent to AM" skill (Andre/Cameron/Jake already on it).
Mike Cummins
Chair / exec searches
- Carrying the high-fee exec desk (Asset Living PNW SVP/VP, EVP) + MCG Medicare — all need top-of-funnel.
- Absorbing Ben's transition: PSG relationship, invoicing, CMS tooling.
Manila (PSG crew)
Andre Serrano
Recruiter — sourcing
- Win: top sourcer — 6 projected starts ($30.3K); strong show-rate from day-before check-ins.
- Focus: share his show-rate method with April; send Mike the core-calls prep doc.
April Olea
Recruiter — sourcing
- 3 projected starts ($14.3K); book skews Medicare (different workflow — coach individually).
- Focus: candidate no-show (Jinka Barrett/Emerald) — adopt EOD + morning-of confirmation + escalate early; get onto the "Sent to AM" skill.
Joey Ann Estrella
Recruiter — onboarding (wk ~2)
- Win: strong Derek White call submit; active and eager.
- Focus: confirm Indeed/Claude access is fully set; assign to UMH phone screens + AHC dental sourcing.
Loureen Acedillo
PSG — onboarding / coordination
- Coordinating Manila metrics/scoreboards; added to Joey Ann's channel to support ramp.
- Focus: keep ramping before we add headcount (Malissa on hold).
4 Issues to surface (IDS)
Headline → root cause → owner. Ranked by dollar / risk.
🎉 Land it: 10 starts / $69.4K in the next 14 days.
3 this week, 7 next. Protect the big ones: Aaron Sykes (GM, $13.9K, 6/24) and Marquetta Burns (Area Director, $14.3K, 6/30). Confirm background/start logistics are clean so none slip.
Asset Living Net Vendor compliance lapse.
Percy is showing out of compliance (needs updated COI/insurance from our agent). Asset Living is our single biggest client — 9+ active reqs and several of the upcoming starts. Mike expects a fix in ~1 day; confirm it's closed before it blocks submittals or a start. (Jake / Mike)
High-fee exec & Medicare searches are starved at top of funnel.
Asset Living SVP Ops PNW ($23K) HIGH, VP Ops PNW ($17K) HIGH, EVP Affordable West ($25K) MED — all ~70 days, 0–1 leads. New MCG Medicare VP (~$30K) needs a first batch. Action: stand up Cameron's multi-city LinkedIn play; Mike + Jake run Medicare outreach (HP1, Tegran, legacy).
Aged high-priority reqs eating spend without subs.
Eden Housing — Comm Mgr 3, Quail Run HIGH 162d, 0 subs (Jake) · UMH — Maint Tech, Port Royal HIGH 145d, $1,985 spent (Cameron) · Core Spaces — Comm Mgr, ōLiv Madison HIGH 56d, $1,858 spent (Jake). Keep pushing, re-scope, or close?
Tempe handoff & Robbie's pipeline.
2 University Partners reqs (ACM + Leasing Mgr) need to go live on Indeed today with Mike + Jake on the application-update emails. Asset Living "Sand" contacts unresponsive — decide next move.
Tooling & continuity carryover.
Finish "Sent to AM" adoption (Robbie, April) so we're not dependent on Ben · confirm Joey Ann's Claude/Indeed access · April's confirmation workflow + Andre sharing his show-rate method · Q2 commission payout + monthly switch (Mike + Christine) · investigate the Monica Deflin ad-spend anomaly.
5 Run of show — 20 minutes
| Time | Segment | Notes |
|---|
| 2 min | Segue | Good news, personal + professional. |
| 4 min | Scorecard | §2 — on track? 10 starts / $69K in 14 days. |
| 3 min | People | §3 — quick read on the team; flag anyone who needs support. |
| 2 min | To-do review | Carryover in §4 — done / not done. |
| 8 min | IDS | Asset Living compliance + exec/Medicare sourcing first. |
| 1 min | Conclude | To-dos & owners, cascade to Manila, rate the meeting. |