💰
👑 #1 Agent
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Daily activity leaderboard
Team calls today
0
goal: 100
Conversations
0
goal: 25
Referrals asked
0
goal: 25
Submitted today
0/5
end-of-day reports
Daily activity — all agents
| Agent | Calls min 20 |
Convos min 5 |
Follow-ups min 5 |
Referrals min 5 |
Story 1/day |
Status |
|---|
Appointments & closings90-day progress per agent
Agent view
Log your daily activity and track your 90-day goals
Text generator
Don't know what to say? Answer a few questions — get a natural text ready to send in seconds.
💡 Remember: We're strategic about how we text — but everyone in your phone is a potential client. A genuine, human message is always the right move.
💬
Build my text
3 quick questions → a real, human message you can copy and send right now
Who is this person?
👫 Close friend
👨👩👧 Family
🤝 Acquaintance
🏠 Past client — buyer
🏡 Past client — seller
🔑 Past client — both
✨ Just met
⏳ Haven\'t talked in a while
Remember — no matter how you know them, everyone is your client.
What's the context?
👋 Just checking in
🔄 Following up
🏠 They mentioned moving
💭 Thought of them
🔁 Reconnecting
🎉 Celebrate something
What's the goal of this text?
🙏 Ask for a referral — direct & confident
❤️ Genuine check-in — no business ask at all
🔄 Follow up on a previous real estate convo
🔁 Reconnect — just reaching back out
☕ Set up a coffee or catch-up
Never mix a genuine check-in with a business ask — pick one or the other.
Their first name (optional)
Your text — ready to send
90-day goals
Sonder Legacy · Utah market · $500k avg sale price
Daily minimums — non-negotiable
20
Calls per day
5
Real convos
5
Follow-ups
5
Referrals asked
3–5
Appts/week
Content minimums
📱 1 story post every day
✨ 1 real post every week
The math — per agent
Avg sale price$500,000
Commission (2.5%)$12,500 / closing
GCI goal (90 days)$25,000
Closings needed2
Contracts needed3 (80% close rate)
Appointments needed6 total
Leads needed30 (20% convert)
Team GCI goal$125,000
SOI follow-up cadence
🔥 Hot — nowEvery 2–3 days
🌡️ Warm — 3–6 monthsWeekly
❄️ Cold — past/futureMonthly
⭐ Referral partnerBi-weekly
Prospecting window
8:30 AM – 11:00 AM
No showings. No admin. No exceptions.
Month-by-month roadmap
1
Month 1 — Build momentum
Daily calls20/day
SOI touches50 contacts
Appointments4 set
Closings1–2
GCI target$15k
Reactivate SOI. Ask every contact for a referral.
2
Month 2 — Accelerate
Daily calls20/day
SOI touches75 contacts
Appointments5 set
Closings2
GCI target$25k
Deepen pipeline. Launch market update content.
3
Month 3 — Dominate
Daily calls20/day
SOI touches100 contacts
Appointments6+ set
Closings2–3
GCI target$35k
Convert pipeline. Generate referral momentum.
Content calendar
This week's content — no guessing, just show up and post.
💡 Reels are the discovery engine. They reach people who don't follow you yet — a brand-new agent can reach thousands of strangers with one Reel. 3 Reels a week beats 1 viral attempt a month. Post consistently and the algorithm rewards you.
📚 Idea bank — rotate these in
Weekly debrief
A sharp, honest look at the team's week. Check it anytime — not just Sunday.
Sort my contacts
Import your contacts, tag them, and never let a hot lead go cold from neglect.
📤 Step 1 — Export from your iPhone
1. Open Contacts app
2. Tap Lists (top left) → tap Select Contacts
3. Tap Select All (top right)
4. Tap Share Contact → Save to Files or AirDrop to yourself
5. This saves a .vcf file — upload it below
2. Tap Lists (top left) → tap Select Contacts
3. Tap Select All (top right)
4. Tap Share Contact → Save to Files or AirDrop to yourself
5. This saves a .vcf file — upload it below
📁 Step 2 — Upload your contacts
Lead protocol
Not every lead gets the same energy. Know the temperature, know the play.
🧊 Cold lead
On your list but quiet. No real engagement yet. Old database names, expired leads that went dark, people who gave you their info once and vanished. Not dead — just not warm.
Response time
No urgency — nurture cadence
Method
Text or email, not a call
The play: Add to your database. Monthly value touches — market updates, a helpful article, a simple "thinking of you." No sales pressure. Your job is education and staying top of mind until they warm up, not closing them today.
🌤️ Warm lead
They know who you are and they're engaging. Opened your last few texts, asked a general question, said "we're thinking about next year," or a past client sent them your way. Real interest, no urgency yet.
Response time
Within 24 hours
Method
Personal call or text
The play: Reach out personally, not a generic drip. Qualify them — ask about timeline, motivation, financing. Add them to a weekly follow-up cadence. Your goal is moving them toward an appointment, not pushing them into one.
🔥 Hot lead
Ready now. They asked about a specific home, want a valuation, gave you a timeline under 60 days, or straight up said "I want to talk." Clear intent, real urgency.
Response time
Within 5 minutes
Method
Call. Always call.
The play: Speed is everything. Reaching out in the first 5 minutes makes you far more likely to connect and qualify than waiting even an hour. Don't text, don't email — call. Get the appointment booked immediately. Pre-approval and consultation. Goal: signed this week.
Quick gut check
Score a lead in 10 seconds by asking two questions: How clear is their intent, and how soon is their timeline?
Clear intent + soon timeline = 🔥 hot. Some interest + no urgency = 🌤️ warm. Quiet or unengaged = 🧊 cold.
Don't give every name equal energy. The ready buyer and the someday-maybe daydreamer are not the same lead — treat them differently and you'll close more with less wasted effort.
Clear intent + soon timeline = 🔥 hot. Some interest + no urgency = 🌤️ warm. Quiet or unengaged = 🧊 cold.
Don't give every name equal energy. The ready buyer and the someday-maybe daydreamer are not the same lead — treat them differently and you'll close more with less wasted effort.
My KPI dashboard
Your map. Follow it every day and you'll hit your goals.
Team KPI dashboard
Every agent's pace toward their 90-day goals.
Buyer questionnaire
Simple questions to understand your buyer before you ever show a home.
How are you sending this?
Buyer intake questionsSonder Legacy
Seller questionnaire
Simple questions to understand your seller before the listing appointment.
How are you sending this?
Seller intake questionsSonder Legacy
Review requests
Every closed client deserves to be asked. Make it a habit, not an afterthought.
⭐
Ask for a review today
Send this link to any past client and ask them to share their experience. A 5-star review is worth more than any ad you could run.
⭐ Open Google Reviews page
Opens in a new tab — copy the link and text it to your client
What to say when you ask
"Hey [name]! It was such a pleasure working with you. If you have 60 seconds, would you mind leaving us a Google review? It means the world to our team and helps other families find us. Here's the link: [paste link] — thank you so much! 🙏"
Team review trackerThis month
Tap + when you ask a client for a review
What we're reading
Leaders are readers. Add a book and inspire the team.
Add a book
Book title
Your name
Kevin
Steven
Chris
Logan
Pepper