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We are building the race car while driving it. There is not enough time in week to give necessary focus individual items and so things get kicked down can rather than narrowing our knocking some of these out park. I think something we could better at transaction expense tracking but know working on that! Towing line new old agents implementation universal adoption using deliverables (use LM CCD etc). Not files. files Failure Identify reason for leaving agents giving extra mile client needs checking with from what offer. agent retention - seems many have left this qtr Making sure feel connected ability create/show value 20% missing revenue company generated leads bc Boomtown a mess no one currently owns it having key depts or people they make mistakes billing demands (filling status change forms etc) 1. Need clarify certain procedures areas like SISU bonuses ISA (also who reviewing before hit finance each payroll) 2. Agents should be informed clear paying as far SOI/EBF extras. (I will that covered 2023) am still getting lot questions when bill flyers/EBF. Late responses more lead generation levers production Folks stretched thin. Running trying tie shoes. Lower Agent productivity (some killing others needing PIPs) systematization across Sales ISA. Limited Lead Gen lever. nothing thus far! Inconsistent deliver leads. Lack directly by company. Overreliance FLEX. Low margins brokerage side. Trainings often put together last minute. Expenses High sales low. brought over AMAZING agents. At writing recruited 24 looking join. Helping other wherever can. Working Quarterly Rocks. Positive Mindsets. Willingness grow learn. Fine-tuning automation. Newly licensed (Tracy) ongoing education CNE (Doug) staging project management courses (December) maintaining 75% LM use (needs higher course) dialed SOP systems clarity ownership tasks tracked huge list appraisal invoices were dropped us (mostly resolved place) strong testimonials team track orders marketing materials need reimbursement SIDE. Raising up Zillow answer/alm rates & setting appointments expected year negative partner feedback automation Improve process Excellent Automation. services office hours per department. Delivering collaterals timely manner designation Very accurate revised Q4 forecast help plan/prepare major cuts awareness everyone do their part collecting past due locking Marketing SOI/EBF caught SOI dues Assigned website development Annual Equity Review materials Dec playbooks Pie Event adoption New Orientation Orientation Onboarding Leveled Coaching AER Blueprints MAXA SOI/Events has been keeping afloat learning conquering projects every week! Its great opportunity all ! proud ready take challenges ( whatever may be) upcoming 2023 :) Getting Joey onboard running. Recruiting Adding Ann McKinney Shanti Kelly Ray my Team fluidly support / help@ email technology super helpful They come able right away hands environment
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