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 & Nudges
🔍 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 agent 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: AI Call Grading & Nudges
📢 Nudges (10 min)
Follow the same process as Monday.
📞 AI Call Grading (15 min)
Review FUB call grading numbers to evaluate agent performance.
Measure appointment-setting effectiveness:
Appt Ask – Goal: 60% | Stretch: 70% | Dream: 80%
Appt Set – Goal: 30% | Stretch: 40% | Dream: 50%
Assign AI Coaching Calls if agents are not setting enough appointments.
🔹 Friday: Nudges
📢 Nudges (10 min)
Follow the same Nudge process as Monday and Wednesday.
🔹 Sales Manager Report Review
Sales managers should regularly assess team performance and identify areas for improvement.
Lead Opportunities – How many leads did the agent receive? Did they set appointments according to your team’s standard?
Appointment Standards – If agents are not meeting expectations, 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?
Bi-Weekly & Monthly Tasks
🗓 Dashboard Review – Twice a month
📞 Best Time to Call Report – Once a month
📊 Lead Source Report – Once a month
📈 Business Overview – Once a month
For more information on conducting effective 1:1s, check out this article.