Daily Accountability Form
Agent Name *
Accountability Date *
Not necessarily the date you're filling this out. This is the date of the calls you've made, letters you mailed out, etc.
MM
/
DD
/
YYYY
Letters Out *
Emailed or standard mailed letters to a lead that is not under contract. Form letters and auto emails from drip campaigns not included
Your answer
2 Way Conversations *
Actual conversations with people over the phone, via text, FB, or other method of instant communication. DOES NOT INCLUDE IN PERSON CONVERSATIONS. Those go in the next section.
Your answer
Personal Visits *
In-person visit with a lead that is not under contract and having a conversation about real estate to build/improve relationships.
Your answer
Appointments Set *
Number of appointments set for a buyer consultation, listing consultation, or home valuation/CMA.
Your answer
Appointments Gone On *
Number of appointments actually gone on. A buyer consultation, listing consultation, or home valuation/CMA.
Your answer
Total Contact Attempts *
# of attempted outgoing phone calls, text messages, Facebook messages, etc.
Your answer
New Contacts Entered Into Database *
A new contact entered into database.
Your answer
New Client Contracts Signed *
Listing or Buyer Agency Contracts Signed
Your answer
Listing or Buyer Under Contract *
Contracts to Buy and Sell Signed
Your answer
Transactions Closed *
Actual Closings
Your answer
Volume Closed *
Dollar volume of closings
Your answer
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