The Ludify Group · Complete before your review

Pipeline Review Prep

AGENT NAME *

Email *

THIS YEAR'S GOALS

Enter the goal you set for the year, then call it honestly: on track or off track.

Closed Volume Goal

GOAL FOR THE YEAR

Closed Volume Tracking

On Track

Off Track

Closed Transactions Goal

GOAL FOR THE YEAR

Closed Transaction Tracking

On Track

Off Track

Net Income Goal

GOAL FOR THE YEAR

Net Income Tracking

On Track

Off Track

CURRENT ACTIVITY

How many transactions do you currently have in pending status?

How many meaningful conversations / real estate connects have you had in the last 14 days?

PEOPLE & OPPORTUNITIES

Bring these to the table.

Are there any specific clients or leads you'd like to workshop?

Name, situation, and what's got you stuck.

What are your top three opportunities to move into pending in the next 14 days?

Opportunity #1

Opportunity #2

Opportunity #3

ON TRACK VS OFF TRACK

If you are ON TRACK with your goals - what is working well that you need to DOUBLE DOWN on and continue doing?

If you are OFF TRACK with your goals - what BIG ACTION do you need to take over the next 2 weeks to get things back on track?

MOMENTUM & FRICTION

What is working well, and where do you have momentum in your business?

Where are you struggling, or where do you have friction in your business?

In what specific area do you need the most assistance or coaching right now?

WIN THE WEEK

Last two weeks.

Paste the link to your Win the Week for the last two weeks...

Or upload a screenshot

Upload a screenshot of your Win the Week

Did you honor/complete ALL of the commitments you made in your last Pipeline Review? *

Yes