💰
👑 #1 Agent
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Daily activity leaderboard
Team calls today
0
goal: 100
Conversations
0
goal: 25
Referrals asked
0
goal: 25
Submitted today
0/5
end-of-day reports
Daily activity — all agents
| Agent | Calls min 20 |
Convos min 5 |
Follow-ups min 5 |
Referrals min 5 |
Story 1/day |
Status |
|---|
Appointments & closings90-day progress per agent
Agent view
Log your daily activity and track your 90-day goals
Text generator
Don't know what to say? Answer a few questions — get a natural text ready to send in seconds.
💡 Remember: We're strategic about how we text — but everyone in your phone is a potential client. A genuine, human message is always the right move.
💬
Build my text
3 quick questions → a real, human message you can copy and send right now
Who is this person?
👫 Close friend
👨👩👧 Family
🤝 Acquaintance
🏠 Past client — buyer
🏡 Past client — seller
🔑 Past client — both
✨ Just met
⏳ Haven\'t talked in a while
Remember — no matter how you know them, everyone is your client.
What's the context?
👋 Just checking in
🔄 Following up
🏠 They mentioned moving
💭 Thought of them
🔁 Reconnecting
🎉 Celebrate something
What's the goal of this text?
🙏 Ask for a referral — direct & confident
❤️ Genuine check-in — no business ask at all
🔄 Follow up on a previous real estate convo
🔁 Reconnect — just reaching back out
☕ Set up a coffee or catch-up
Never mix a genuine check-in with a business ask — pick one or the other.
Their first name (optional)
Your text — ready to send
90-day goals
Sonder Legacy · Utah market · $500k avg sale price
Daily minimums — non-negotiable
20
Calls per day
5
Real convos
5
Follow-ups
5
Referrals asked
3–5
Appts/week
Content minimums
📱 1 story post every day
✨ 1 real post every week
The math — per agent
Avg sale price$500,000
Commission (2.5%)$12,500 / closing
GCI goal (90 days)$25,000
Closings needed2
Contracts needed3 (80% close rate)
Appointments needed6 total
Leads needed30 (20% convert)
Team GCI goal$125,000
SOI follow-up cadence
🔥 Hot — nowEvery 2–3 days
🌡️ Warm — 3–6 monthsWeekly
❄️ Cold — past/futureMonthly
⭐ Referral partnerBi-weekly
Prospecting window
8:30 AM – 11:00 AM
No showings. No admin. No exceptions.
Month-by-month roadmap
1
Month 1 — Build momentum
Daily calls20/day
SOI touches50 contacts
Appointments4 set
Closings1–2
GCI target$15k
Reactivate SOI. Ask every contact for a referral.
2
Month 2 — Accelerate
Daily calls20/day
SOI touches75 contacts
Appointments5 set
Closings2
GCI target$25k
Deepen pipeline. Launch market update content.
3
Month 3 — Dominate
Daily calls20/day
SOI touches100 contacts
Appointments6+ set
Closings2–3
GCI target$35k
Convert pipeline. Generate referral momentum.
My KPI dashboard
Your map. Follow it every day and you'll hit your goals.
Team KPI dashboard
Every agent's pace toward their 90-day goals.
Buyer questionnaire
Simple questions to understand your buyer before you ever show a home.
How are you sending this?
Buyer intake questionsSonder Legacy
Seller questionnaire
Simple questions to understand your seller before the listing appointment.
How are you sending this?
Seller intake questionsSonder Legacy
Review requests
Every closed client deserves to be asked. Make it a habit, not an afterthought.
⭐
Ask for a review today
Send this link to any past client and ask them to share their experience. A 5-star review is worth more than any ad you could run.
⭐ Open Google Reviews page
Opens in a new tab — copy the link and text it to your client
What to say when you ask
"Hey [name]! It was such a pleasure working with you. If you have 60 seconds, would you mind leaving us a Google review? It means the world to our team and helps other families find us. Here's the link: [paste link] — thank you so much! 🙏"
Team review trackerThis month
Tap + when you ask a client for a review
What we're reading
Leaders are readers. Add a book and inspire the team.
Add a book
Book title
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Steven
Chris
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Pepper