ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAGAHAIAKALAMANAOAPAQARASAVAWAXAYAZBABBBCBDBEBFBGBHBIBJBKBLBMBNBOBPBQ
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Agent RosterInformationPCx OnboardingProductionClasses30 Days60 Days90 DaysTotals#REF!
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Required ClassesCoach TasksAgent TasksCoach TasksAgent TasksCoach TasksAgent Tasks#REF!
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NameStart
Date
Days Since JoiningPhoneKW EmailEngagement LevelSplitKW Command ContactPCx Smartplan(Other) SmartplanMailchimpGoogle DriveEssentials CourseCalendar Invites SentPCx Recruit Y/NPending UnitsClosed UnitsClosed VolumeCompany DollarGCICoaching DollarCommand LabBusiness BootcampCommissions Class
Docusign Class
5-Part Contract Writing
Agent OrientationInitial 1-1 Meeting1-1 Meeting 2
Economic Review
Personalized GPS
100 in Command
Buyer Presentation
Send Practice Offer
Create 4-1-1
1-1 Meeting 3Review Lead Gen PlanReview 4-1-1
200 In Command
Lising Presentation
Send Practice Offer
Create Practice CMA
1+ Smartplan in Command
Agent 1-1
30-60-90 Progress Report
Commission Change Email
300 In Command
3+ Smartplan in Command
2 Workshops Complete
Completed
Not Completed
Percentage
#REF!
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Joe Quattrucci4/1/2022303222-222-2222Zero70/3022$1,940,000$10,400$24,031$4,62542315%
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Jett Berk3/1/2022334333-333-3333Medium70/3011$950,000$11,100$38,000$1,8800270%
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John Smith5/3/2022303444-444-4444High50/5003$2,550,000$9,855$22,500$3,1250270%
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1/29/23
# Completed:
000000111100000000000000000000
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Total Agent Count:
# Not Completed:
333333222233333333333333333330
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Percentage
0%0%0%0%0%0%33%33%33%33%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%
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c
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Agents RemovedCapReason ReleasedOffboard Date
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Joe Quattrucci05$1,940,000$10,400$24,031$4,625021NGraduated01/01
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