Overview
To maximize productivity and ensure agents are consistently converting leads, follow this structured weekly workflow in MaverickRE. This guide outlines essential tasks, including appointment reviews, nudges, AI call grading, and sales performance evaluation.
By implementing this workflow, team leads and sales managers can:
✅ Increase appointment conversion rates
✅ Improve agent accountability
✅ Identify coaching opportunities
✅ Optimize lead engagement and outreach strategies
Monday
🔍 Appointment Review (15 min)
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 (10 min)
Review priority nudges and compliance/feedback.
Check the Smartlist in FUB.
You should have an "At Risk" smartlist that is filtered by the Mav_Nudge_Outstanding tag.
Use text/email templates to nurture clients.
(Optional: Offer accountability for sphere engagement.)
Wednesday
📢 Nudges (10 min)
Same process as Monday.
📞 AI Call Grading (15 min)
Review FUB call grading numbers.
Assess appointment setting effectiveness:
Appt Ask – Goal: 60% | Stretch: 70% | Dream: 80%
Appt Set – Goal: 30% | Stretch: 40% | Dream: 50%
Ensure agents are scheduling enough appointments to hit their goals.
Assign AI Coaching Calls if needed.
Friday
📢 Nudges (10 min)
Same process as Monday/Wednesday.
Bi-Weekly & Monthly Tasks
🗓 Dashboard Review – Twice a month
📞 Best Time to Call Analysis – Once a month
For more information on conducting effective 1:1s, check out this article.