Keeping your finger on the pulse of your database is the key to finding ways to better coach your agents and catching potential transactions before they fall through the cracks.

This week we bring you seven shortcuts to save and visit daily to help you look for trends, opportunities to praise publicly and coach privately, and potential breaks in your system.

Save these links as shortcuts to your browser and build them into your daily workflow to easily see where everything stands. They will take you directly to the report within your Follow Up Boss Account!

Check for Unactioned Leads

Agent Activity – last 7 days, all lead types

Appointments set last 7 days

Call Log

Call Report – overview of all

Texting Report and “scores”

Leaderboard last 7 days

Next, watch our video below for an expanded discussion on how to level up your coaching strategy using Follow Up Boss Reporting. 

If you are managing your database yourself and could use some help, we can serve all of this up and more to you, allowing you to shift your time to other priorities. Book a quick call with me here, I’d love to learn about how you’re practicing real estate, the challenges you are facing, and share how we can take this off your plate.