Overview
When conducting 1:1 meetings with agents, focus on meaningful and actionable data without overwhelming them. Use this guide to ensure key metrics are covered while providing clear coaching and support.
🔹 Know your team’s sales standards & metrics
Ensure both you and your agents understand the expectations.
Example: 75% of Zillow Flex appointments should have a “met” outcome, OR 1 appointment should be set for every 30 lead opportunities provided.
Customize expectations based on your business needs.
🔹 Keep conversations focused
Select 3-5 key points from this guide per session.
Balance performance highlights with areas for improvement.
If agents are not hitting targets, consider assigning AI Coaching Calls to reinforce key skills.
Leveraging Your Reports for Effective 1:1s
📌 Not Held Appointments – Reengage to avoid missed opportunities.
📌 Missing Outcomes – Ensure agents provide reasons for missing outcomes.
📌 Held Conversion Review – Identify coaching needs for "met but not won" appointments.
💡 (Optional: Review ISA set & met appointments.)
🔹 Nudges
📢 Review priority nudges and agent feedback.
📢 Check the Smartlist in FUB.
📢 Highlight text/email templates for nurturing clients.
💡 (Optional: Offer accountability for sphere engagement.)
📞 Review FUB call grading numbers to assess call effectiveness.
📞 Track appointment-setting performance:
Appt Ask – Goal: 60% | Stretch: 70% | Dream: 80%
Appt Set – Goal: 30% | Stretch: 40% | Dream: 50%
📞 Did the agent schedule enough appointments last week/month to meet their goal?
❗ If not, assign AI Coaching Calls for improvement.
🚀 Revenue Accelerator PRO Only
🚀 Revenue Accelerator PRO Only
📊 Lead Opportunities – How many leads did the agent receive? Did they set appointments per team standards?
📊 Appointment Standards – If agents are not meeting the expected set rate, assign AI Coaching Calls.
📊 Reassigned Opportunities – This could have been YOU! Don’t miss out.
📊 Stage Breakdown – Are leads getting stuck in Attempted Contact or Nurture?
📊 Trash Rate – Is the agent discarding too many leads?
📊 Outreach Activity – Is the agent overly reliant on text or email instead of calls?
Final Notes
By following this structured 1:1 workflow, team leads and managers can:
✅ Provide clear feedback
✅ Coach effectively without overwhelming agents
✅ Keep agents accountable for lead management & conversion
✅ Offer actionable next steps for improvement