Team/Coaching weekly · Pulse monthly
DemoCoaching prep · next 1:1 Friday 2:00 PM · Apr 25
1:1 with Lisa Park
Discovery depth dropped 40% this week. Compass objections unresolved. Middle-60% rep — highest coaching ROI.
DEVELOPMiddle 60% · highest ROI · Last 1:1 Apr 17
Performance delta since last 1:1
Discovery questions / call
3.2was 5.4-40%
Win rate (qualified calls)
16%was 24%-8pts
Compass resolution rate
24%was 24%—
team avg 58% · Jake 58%
Avg call duration
4m 18swas 5m 42s-25%
Rep pulse · this week
Confidence on top 3 deals
3/5
Top roadblock
"Feeling pulled between new Zillow leads and existing pipeline follow-ups."
Skill profile · Lisa vs teamScored from last 30 days of calls
Discovery48 · team 68-20
Objection handling38 · team 58-20
Closing52 · team 62-10
Compliance84 · team 76+8
Cadence adherence72 · team 70+2
Calls to review together3 calls · pre-selected by biggest behavioural gap · listen at 2x
Rodriguez family · tour follow-up4m 32s
Compass mentioned, no counter. Buyer went silent after 3:18.
[3:18] "We're also talking to Compass, they showed us lower comps"Bellmont Ridge · showing debrief6m 18s
Strong discovery open, weak close — no next-step commitment.
[5:47] Call ended without scheduling follow-up or CMA send.Travis Heights duplex · initial3m 52s
Co-buyer absent again. HOA concern surfaced but not addressed.
[1:42] "My wife asked about the rental cap..." — never followed up.Coaching recommendation
Review Jake's Compass counter-script together
DRILLRole-play 10 min Wednesday: Lisa as agent, you as buyer citing Compass. Then listen to Jake's Call #1247 at 2x and compare.
Top deals at risk
- Rodriguez · 4BR Westlake$680KUnder Contract · Pre-approval expires in 5d, lender silent
- Travis Heights duplex$920KShowing Scheduled · Co-buyer absent, HOA unresolved
- Riverstone Condo$340KOffer Prep · No response 11d, BANT 42%
Top opportunities
- Maple Grove · 3BR$465KShowing Scheduled · Saturday tour scheduled, motivated buyers
Open itemsFrom Apr 17 1:1
- Send Compass counter-script docCommitted Apr 17
- Shadow 2 of Jake's discovery callsCommitted Apr 17
- Update stale deal stages in CRMCommitted Apr 17
- ×Book Saturday tour with Chen co-buyerCommitted Apr 17