Elite Escrow Coaching Mandatory Monthly Worksheet

Name

First NameLast Name

Instructions / Requirments

1. Schedule and complete your Fast Fifteen time block daily. Utilize your Fast 15 spreadsheet every day, and complete this worksheet at the end of the month!

2. Schedule and complete your Daily Huddle time block with your team (or have a self-check-in) daily.

3. Meet with your Sales Representative or Sales Team once weekly to discuss Cross Sales Leads and Targets, revise your Target List, make Target Calls, and review your current numbers in relation to your goals.

4. Every week, schedule a time to meet with your Escrow Team (you and your assistants) OR plan a Self-Check-In.

5. FOCUS on utilizing the best practices you adopted during coaching, and complete this worksheet once MONTHLY!

_______________________________________________

Daily Fast Fifteen

How many days this month was this time-blocked and completed?

Did you remember to smile, maintain enthusiasm, and watch your tonality on the phone all month?

Touch Point Calls

(Have you been consistently making the below types of calls this month?)

Call to Buyer/ Seller at Open (Intro)

YesNo

Call to Directing Agent at Open

YesNo

Call to Non-Directing Agent/Lender at Sale

YesNo

Call to Agents/Lender at Close

YesNo

Call to Agents 12 Days Prior to Close

YesNo

Call to Agents at Prelim Review with Status if Red Flags

YesNo

Recap for the Day Call to both Agents

YesNo

Touch Point Calls

(Have you been consistently making the below types of emails

this month?)

Email to Directing Agent at Open

YesNo

Email to NOn-Directing Agent / Lender at Sales

YesNo

Closing Soon Email to Both Agents and Lender 12 Days Prior to Close

YesNo

Email to Agents at Prelim Review with Status if No Red Flags

YesNo

Reach150

(Have you been consistently sending out Reach 150 Recommendations this month?)

Send Via Reach 150 Site at Close

YesNo

Mandatory Notes / Comments / Items to Discuss with your Coach:

(Any major Wins/Challenges? If you haven’t been doing your Daily Fast 15 consistently, why not?)

Daily Huddle

This is a QUICK check-in to get everyone on the same page. Please cover the following items during your check-in. This meeting should be a drill down. Keep your time limited to about 5 minutes.

Howmany days this month was this time-blocked and completed?

Action Items

(Have you been consistently taking care of the following action items during your daily huddle this month?)

Quickly go over what everyone has on their plate and see what can be delegated.

YesNo

Make an action plan for the day.

YesNo

Make sure no one is stuck or has any questions.

YesNo

Make sure to show your team (or your office mates) some GRATITUDE!

YesNo

Weekly Meeting with Sales

This meeting should be a drill down. Discuss each topic for a few minutes and move onto the next. Keep your time limited to 20 minutes.

Was this meeting scheduled weekly and consistently attended by all parties this month?

YesNo

Discussion Topics

(Have you been consistently covering the following discussion topics during your weekly meetings this month?)

What do you want to learn?

YesNo

Client CHALLENGES or Complaints

YesNo

Client WINS or compliments

YesNo

Office Challenges

YesNo

Growth Opportunities / Target Focus

YesNo

Growth Opportunities / Target Focus

YesNo

Discuss Cross Sales / Plan of Action / Accountability / Expectations

YesNo

Action Steps

YesNo

Share ideas, classes, etc.

YesNo

Are we taking credit for our brilliance?

YesNo

Express gratitude.

YesNo

Motivation/ Inspiration / Quote / Short

YesNo

Action Items to Complete:

(Have you been consistently taking care of the following action items during your weekly meetings this month?)

Have Sales send out your campaign cards.

YesNo

Let your coach know (via email) about any changes to your Target or Existing ClientLists in EDesk.

YesNo

Make Joint Target Calls with your Sales Rep.

YesNo

Send out Reach 150 requests via the Reach 150 site to Agents/Lenders/Principal/TCsand/or Assistants at Close.

YesNo

Discuss your numbers with Sales in relation to your goal.

YesNo

Action Items to Complete:

(Have you been consistently taking care of the following action items during your weekly meetings this month?)

Have Sales send out your campaign cards?

YesNo

Let your coach know (via email) about any changes to your Target or Existing ClientLists in EDesk.

YesNo

Make Joint Target Calls with your Sales Rep.

YesNo

Send out Reach 150 requests via the Reach 150 site to Agents/Lenders/Principal/TCsand/or Assistants at Close?

YesNo

Discuss your numbers with Sales in relation to your goal.

YesNo

Going Above and Beyond

(Have you been consistently taking care of the following action items during your weekly meetings this month?)

Plan / Schedule an Escrow Class to teach together.

YesNo

Ask 5 Existing Clients to refer you to someone in their office.

YesNo

Send out Client Retention Emails.

YesNo

Send out Thank You Cards to both agents at close.

YesNo

Schedule PEP (Personalized Escrow Plan) Meetings with 1-2 Existing Clients per week and ALL new clients.

YesNo

Mandatory Notes / Comments / Items to Discuss with your Coach:

(Anything major Wins/Challenges? If you haven’t been doing your Weekly Huddle consistently, why not?)

Weekly Escrow Team [OR Self] Meeting

This is a quick weekly meeting to regroup and get everyone on the same page. Please cover the following items during your team or self-check-in. This meeting should be a drill down. Discuss each topic for a few minutes and move onto the next. Keep your time limited to 20 minutes.

_______________________________________________

Was this meeting scheduled weekly and consistently attended by all parties this month?

YesNo

Are you all utilizing SPS Tasking to the fullest extent that you are able?

YesNo

Are you all utilizing Smart View to the fullest extent that you are able? [

YesNo

Are you all utilizing EPU to the fullest extent that you are able?

YesNo

Are you all focusing on ONE task at a time?

YesNo

Have you all been making sure to reset and maintain proper client expectations in relation to email response times?

YesNo

Have you all been efficient in your team's organization and work flow with phone and email?

YesNo

Does everyone on the team have a clear vision of what their role and responsibilities on the team are?

YesNo

If you could rate your overall level of efficiency and consistency with your team workflow and usage of the above systems this month, what rating would you give? (1 being the lowest score, 10 being the highest)

Mandatory Notes / Comments / Items to Discuss with your Coach:(Any major Wins/Challenges? If you haven’t been doing your Weekly Meeting consistently, why not?)

Action Items

(Have you been consistently taking care of the following action items during your weekly meetings this month?)

_______________________________________________

Quickly go over what everyone has on their plate and see what can be delegated.

YesNo

Make an action plan for the next week.

YesNo

Make sure no one is stuck or has any questions.

YesNo

Decide what training is needed. (Do you or anyone else on your team need to take a Smart View class? Do you need to train an assistant on a certain skill? If so,create an action in Coach Accountable and make it happen!)

YesNo

Make sure to show your team (or your office mates) some GRATITUDE!

YesNo

Finally, please report YOUR OWN progress on your FOCUS Exercise...

Every day, you should:

Focus on only ONE task at a time.
Close out your email completely while working on a task.
Check your email only during "gap time" between working on tasks!
Have only ONE file out at a time. (Keep your desk clean!)
Give 100% of your attention to the person you are talking to on the phone.
Time block different tasks and stick to those times.
When necessary, close your door to block out distractions. Consider establishing office hours.

_______________________________________________

I am FOCUSED and adopt the above practices at work ______ % of the time.