Monthly OKR + Leading Indicator Reports

***These must be proactively sent to Eric no later than 12:00 (noon) the day before the meeting.***

Towards the end of any month, check the office calendar and see when the OKR meeting is. Put a note in your own calendar so that you remember to do this. It's critical that Eric has these #s prior to the meeting and it saves him a bunch of time.
OKR meetings fall on the first Tuesday of the month unless that's a holiday week. Sometimes, that's very early in the month - say October 3. Sometimes that's not so early - say November 7.
It's harmful to do these too early. If the OKR Meeting falls on days 1-6 of the month (say Dec 1-6) then you must do it the morning of the Monday before.
Deliver this information to Tyler before noon the Monday before the OKR. Tyler will then create the congrats images and Eric will use these images at the OKR meeting
Tyler will also create "Team Images" where he will build branded images for each team as long as they have 2+ members who are on the image. For example, create a team image for Dochen that celebrates all of their agents.
You need to schedule an email to the office that goes out the day before you run the report. Use "schedule send" to do this. Here's what the email should say:

SUBJECT:

OKR Numbers for Meeting + Congrats

BODY:

Hi team -

I'm going to run OKR reports tomorrow on {insert date}. This is the info we use to create our "Congrats" social media images. Please make sure that you have any new contracts and listings added to the system so that they're counted.

Thanks!

RealScale OKR Reports

3 Total Reports:

$1M+ Closed
$1M+ Contracted
$1M+ New Listings

We publish these on our OKR Meeting Notes and discuss them at our meeting. Scroll down to #4 here: https://bramlettresidential.com/blog/april-2023-okr-meeting-notes/

Here's a video on the process: https://www.loom.com/share/343275c459ef4743b43ee69ad2bafd8a

Criteria:

$1M+ Closings: Type = Buyer + Seller / Status = all except dead, rejected, PR, Coming Soon, Listed

$1M+ Contracts: Type = Buyer + Seller / Status = all except dead, rejected, PR, Coming Soon, Listed

$1M+ Listings: Type = Seller / Status = all except dead, rejected, PR (this one does include CS and Listed) Notes:

Please include the agent's First Name and Last Initial like Tara M
Please round to the nearest 1 decimal place like Tara M = $4.3M (and include the "M" after the number to denote "Million").

Deliverable:

Create a new Google Doc formatted in this way and share it with Eric. Label the doc the month and year like " $1M Congrats June 2023". Format:

Audit:

Train Felix to audit this and have Felix do a once-over audit.

Current Teams (this will change, so contact Eric to confirm):

McGuire Team

Tara McGuire
Craig McGuire
Jean Holm
Nancy Guilloteau

Dochen Realty Group

Carol Dochen
Katie Dochen
Arlene Maze
Nancy Taute
Denny Holt
Leah Roustan
Dana Epstein
Jackie Good
Patti Tauber

Berbas Group

Jen Berbas
David Moxham
Rachel Carpenter
Angele Moyseos

Powers Group

Ruth Powers
Evonne Gotsch

Homebase Team

Julie Stoakley
Olga Lopez

Roeder Group

Brooke Roeder
Claire Moore
Elizabeth Varada

Pecan Realty agents:

Amanda Goins
Annie Castro
Christie Stephens
Crystal Jones
Hesper Cordero
Lindsey Wachsmann
Kaitlyn C (TL)
Kimberly Smith
Megan Romero
Natalie Mata

Leading Indicator Reports

FUB + Client Portal

The goal is to complete the "Leading Indicators" at the bottom of #4 here: https://bramlettresidential.com/blog/april-2023-okr-meeting-notes/

Here's a video on the process:

https://www.loom.com/share/e42532ccb8c8489fb1a70b28959f11bd