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Chelly “Chey”

Herren

COO

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The “Human” Side of Agent Accountability

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The HYLAND GROUP Overview

  • We are currently:
    • 14 Agents
    • One of which is our producing Team Leader (focus on listings)
  • We served just over 360 families in 2022 to make $175M in sales volume.
  • 2023 goal is 380 transactions, $200M in sales volume

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How do we Leverage Business Planning and tie in Follow Up Boss Reporting to Daily/Weekly Habits?

  • End of year agent business planning
  • Goals are business and personal
  • Tool is designed for reflection
  • Reporting all comes from Agent Activity and Lead Sources reports in FUB

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Agent Activity Report

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The NEW Agent Goals Report helps track it all!

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Call Report

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Appointment Reporting:

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Agent Activity Report: analyze previous year’s stats, develop daily, weekly goals

Example Reporting:

  • 117 new leads
  • 3252 calls
  • 134 appointments
  • 44 deals closed
  • 117 leads/48 weeks worked=2.43 leads/week
  • 3252 calls/44 deals=73/calls/deal
  • 3252/240 working days=13.55 calls/day
  • 134 appts/44 deals=3 appointments/deal
  • 134 appts/48 weeks worked = 2.79 appointments/week
  • Contact attempts went up 32% to an avg of 29
  • Conversion rate down (market?)

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www.ChellyHerren.com

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