AGENT NAME *

THIS YEAR'S GOALS

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

CLOSED VOLUME

GOAL FOR THE YEAR

CLOSED TRANSACTIONS

GOAL FOR THE YEAR

NET INCOME

GOAL FOR THE YEAR

CURRENT ACTIVITY

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?

Client / Property / Next Step

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

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

The Ludify Group · Complete before your review

Pipeline Review Prep