Overview
As you prepare for your 1:1 meetings with agents, it’s important to focus on meaningful and actionable data without overwhelming your Agents. This outline is designed to guide conversations and ensure key metrics are discussed while also offering clarity on where agents may need support.
Know your team’s sales standards and metrics it is important that these are set for your team and that you and your agents understand them. For example: the expectation is that 75% of Zillow Flex appointments should have a met outcome OR 1 appointment should be set for every 30 lead opportunities provided.
These expectations will depend on your business standards. During these 1:1 sessions, select 3-5 key points from this outline to focus on—this ensures a balanced conversation, covering both performance highlights and areas for improvement without diving into too many details. Whether discussing lead opportunities, appointment conversion, or outreach activity, the goal is to provide clear feedback, offer coaching, and encourage agents to take actionable steps toward improvement. If agents are not hitting their set targets, consider assigning AI Coaching Calls to reinforce key skills and strategies.
Leveraging Your Reports for Effective 1:1s
Not held Appts
Reengage, do not miss out on getting in front of your clients
Missing Outcomes
Provide why to agents that as a team lead/owner need to know outcomes
Review Held conversion
Identify coaching for met but not won
Optional
ISA review set & met
Review priority nudges and compliance/feedback
Review the smartlist in FUB
Highlight utilizing text/email templates on Nurture clients
Optional
Offer accountability on sphere
Review FUB call grading numbers & set appts for the week - calling % (appt ask, set, objections)
Appt Ask - 60% Goal; Stretch 70%; Dream 80%
Appt Set - 30% Goal, Stretch 40% Dream 50%
Did this agent schedule the # appts last week/month to hit their goal?
If not assign AI Coaching Calls
Revenue Accelerator PRO Only
How many lead opportunities was the agent given, did they set appointments based on your team's set standard?
If they are not hitting these standard for set appts, assign AI Coaching Calls
Reassigned Opportunities - this could have been YOU!
Review Stage Breakdown
Are leads getting stuck in attempted contact or nurture?
Is the agent’s trash rate too high?
Review Outreach activity
Is the agent relying too heavily on text or email?
Want Access to the Sales Manager Report? Contact Your Client Success Manager to Learn About the Revenue Accelerator PRO Package!