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👤 All Consultations & Retains

Zoho CRM • Last 12 Months • Consultations with ≥10 total shown

⟳ Last Updated: April 15, 2026 at 07:00 AM ET

📊 Retain Overview 👤 All Consultations & Retains 🎯 CEA/CES ⏱️ Utilization

Close Rate by Month — All CEA/CES

Summary Table

PersonConsultsAttendedNo ShowsRetainsClose Rate
Taylor Mackintosh9538961337939.8%
Nicole Ryan8678101726030.0%
Robert Citak371355129926.7%
LeAnne P. Cooper197155212764.5%
Marie Maney18415895027.2%
Ron Hansen12111403831.4%
April Townsend625311727.4%
JB Fitzgerald352811337.1%
Billie Jo Sowinski333001545.5%
Searra Hazel31290619.4%
Benjamin Gibson28211517.9%
Alicia Reiff251821144.0%
Joshua Huffman23200834.8%
Stephanie Ojeda21171838.1%
Russell Manning211101152.4%
Cathy Cardozo191701157.9%
Julie Colin17140847.1%
Rebekah Heilman1613000.0%
John Attiani14130535.7%
Matt Gerber14100642.9%

Insights

Taylor Mackintosh

Overall close rate: 39.8% from 953 consults. Up +9.2pp vs last month.

Nicole Ryan

Overall close rate: 30.0% from 867 consults. Down -12.5pp vs last month.

Robert Citak

Overall close rate: 26.7% from 371 consults. Down -16.3pp vs last month.

LeAnne P. Cooper

Overall close rate: 64.5% from 197 consults. Down -19.3pp vs last month.

Marie Maney

Overall close rate: 27.2% from 184 consults. Up +45.0pp vs last month.

Ron Hansen

Overall close rate: 31.4% from 121 consults. Down -10.8pp vs last month.

April Townsend

Overall close rate: 27.4% from 62 consults. Down -100.0pp vs last month.

JB Fitzgerald

Overall close rate: 37.1% from 35 consults. Down -33.3pp vs last month.

Billie Jo Sowinski

Overall close rate: 45.5% from 33 consults. Down -75.0pp vs last month.

Searra Hazel

Overall close rate: 19.4% from 31 consults. Up +100.0pp vs last month.

Benjamin Gibson

Overall close rate: 17.9% from 28 consults. Down -25.0pp vs last month.

Alicia Reiff

Overall close rate: 44.0% from 25 consults. Up +66.7pp vs last month.

Joshua Huffman

Overall close rate: 34.8% from 23 consults. Down +0.0pp vs last month.

Stephanie Ojeda

Overall close rate: 38.1% from 21 consults. Down +0.0pp vs last month.

Russell Manning

Overall close rate: 52.4% from 21 consults. Up +100.0pp vs last month.

Cathy Cardozo

Overall close rate: 57.9% from 19 consults. Down +0.0pp vs last month.

Julie Colin

Overall close rate: 47.1% from 17 consults. Down -100.0pp vs last month.

Rebekah Heilman

Overall close rate: 0.0% from 16 consults. Down +0.0pp vs last month.

John Attiani

Overall close rate: 35.7% from 14 consults. Down -50.0pp vs last month.

Matt Gerber

Overall close rate: 42.9% from 14 consults. Up +50.0pp vs last month.