the agent os
Stage 1 · Tool

Weekly Scorecard

You can't improve what you don't track. Fill this every Friday. Three numbers run your business.
Week of
The Three Numbers
MetricMonTueWedThuFriSatSunTotalGoal
ConversationsReal two-way talks · standard 60/wk
Appointments setBuyer or listing
Escrows openedSigned & in escrow
The standard is 60 conversations a week. That's 12 a day across 5 days, or 10 a day across 6. Log every call and conversation, then hold your Total up against 60 and see how you stacked up.
Lead Generation
ActivityMonTueWedThuFriSatSunTotalGoal
Lead-gen hoursProtected, first thing
Model I ranSOI · Opens · Social · Portal
Your Conversion Ratios, fill from your totals
Conversations → Appointment
How many conversations it took to set one appointment
Appointments → Escrow
How many appointments it took to open one escrow
Your Number, tally after 30 days
Total conversations (30 days)__________
Total appointments set__________
Total escrows opened__________
Conversations per escrow__________
Now gamify it. That last number is the game. Maybe it starts at 40 conversations to open one escrow. Your whole job is to drive it down over time, to 15, then 10. The only way to know if you're getting sharper is to track it. Fewer conversations to the same result means you're getting better at this.
The ONE Thing this week, the domino that made everything else easier:
What worked
What I'll change next week