Elite Team · Weekly Operating Sheet
One page. Four weeks. The activity you control, the funnel that shows where it leaks, and two questions most agents would rather skip.
| Lead measure | Target | Actual | Hit |
|---|---|---|---|
| Outbound dialsAnyone you have not spoken to this month. | · | ||
| Live conversationsA voice on the other end. Voicemail is not this. | · | ||
| Sphere and past client touchesPeople who already like you. Cheapest business you will ever get. | · | ||
| Direct referral asksYou actually said the words. Not implied them. | · | ||
| Active client follow-upsUnder contract or actively looking. Silence loses these. | · | ||
| Days CRM was updatedOut of five. An untracked conversation did not happen. | · |
| Stage | Count | Conversion from prior |
|---|---|---|
| New conversations | · | |
| Appointments set | · | |
| Appointments held | · | |
| Agreements signed | · | |
| Offers written | · | |
| Contracts written | · |
Biggest drop-off
The stage where the most people quit on you. Fix one stage per sprint, not the whole funnel.
What did I avoid this week?
Not what went wrong. What you saw coming and stepped around. Name it and it loses most of its power.
Won
Something you did, not something that happened to you.
Missed
Say it plainly. No explanation attached.
Carrying into next week
The thing still open when you close the laptop Friday.
Next week I will:
One thing. Specific enough that on Friday there is no argument about whether it happened.
You don't control the closing. You control Tuesday.