Coaching Call Log - Coaching with Heidi
Name
*
First Name
Last Name
Email
*
example@example.com
Date of Call
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Tell me something good! What are your win or wins?
*
If assigned, did you complete your homework & mark it complete in Revii?
Yes
No
Other
What are your current biggest challenges this week?
*
Lead Generation & Client Connection: Who deserves proactive appreciation that also strengthens future business?
*
#1 item to discuss on this weeks call:
*
#2 item to discuss on this weeks call:
Current Month Units Closed
*
Current Month Closed Volume
*
Current Month Closed GCI
*
YTD Closed Units
*
YTD Closed Volume
*
YTD Closed GCI
*
Pending Units
*
Pending Volume
*
Pending GCI
*
How would you rate your motivation this week?
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
How would you rate your current pipeline of business?
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
How would you rate your health?
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
How would you rate your mindset / mood?
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
Tell me about your social media activity: Posts, Videos, Platforms, Engagement
*
Activity Tracker
*
Rows
Enter number of activities
Days Worked
Number of Conversation
Number of Coffees/Lunch/PopBy
Hours of Power
Number of Listing Appts
Number of Listings Taken
New Pendings / Escrows
Number of Buyer Consults
Marketing Tracker
*
Rows
Describe your activity
Mail
Email
Social
Events
Submit
Should be Empty: