29 open items

Action Center

Time-sensitive 7

Soonest first · "Due" is a real deadline, "Suggested by" is a follow-up window

Needs attention

10 open

Recognition

0 open

Nothing here.

Suggested outreach

Drafted from rules · review before sending

3 Tulsa-area agents are down more than 25% year over year
Production fell 25%+ against the prior 12 months for agents with at least 4 closings. A workshop beats a cold check-in.
Audience · 3: Hunter Sexton, Logan Durham, Sabrina Stokes
Text · Similar invitations earned a 31% reply rate last quarter.
Hi {firstName}, it's Coldwell Banker Select. We're running a Listing Presentation Workshop on Thu Nov 12 at 10 a.m. and saving you a seat. Reply YES and your manager will follow up.
From Coldwell Banker Select · manager CC'd
1 new agent has not attended a training in 30 days
First-year agents who skip training in their first quarter are the most likely to leave.
Audience · 1: Robin Pace
Email · Orientation attendance doubles when invited by email plus manager CC.
Your seat at New Agent Orientation
Hi {firstName}, New Agent Orientation is Mon Nov 2. It's the fastest way to learn our tools and meet the team. Reply here and we'll hold your seat.
From Coldwell Banker Select · manager CC'd
2 licenses expire within 60 days
Registry check on Oct 24 shows renewals due. A reminder now avoids a lapse.
Audience · 2: Elizabeth Griffin, Kristin Kent
Text · Prevents lapsed licenses and last-minute transfers.
Hi {firstName}, our records show your real estate license renews soon. Please confirm your CE hours are complete. Reply with questions and we'll help.
From Coldwell Banker Select · manager CC'd
1 inactive CRM user is sitting on 100+ unworked leads
No BackAtYou login in 45+ days while leads wait. A 10-minute re-engagement beats losing the leads.
Audience · 1: Dana Kessler
Email · Leads worked within a week convert about 3x better.
Leads are waiting in your CRM
Hi {firstName}, you have leads waiting in BackAtYou. We built a 10-minute plan to work them. Want your manager to walk through it with you?
From Coldwell Banker Select · manager CC'd
Personal calls: 1 top producer with low engagement
Top 20% producers who rarely use tools or show up. Automation will not retain them. A personal call from the managing broker will.
Audience · 1: Dana Kessler
Email · Highest-value retention action.
Task for the managing broker: personal call this week. No email or text.
From Coldwell Banker Select · manager CC'd
Congratulate this week's production milestones
Agents who hit a $1M/$3M/$5M mark in the last 7 days have not been recognized yet.
Audience · 3: Sabrina Stokes, Marcus Delgado, Tom Hargrove
Email · Recognition within a week is 4x as memorable.
Congratulations {firstName}! You just hit a big production milestone. Coldwell Banker Select is proud of you.
From Coldwell Banker Select · manager CC'd

Data review

6 open