📋
HISTORICAL SNAPSHOT — May 22, 2026
All data on this page reflects conditions as of the coaching session date. Values are preserved for record-keeping and are not updated by live API calls.
Pre-Consult Worksheet — Coaching Session
May 22, 2026
Keith & Yamil — Winn Team Realtors · Coach: Bill Watson · Phase 2 · YHSGR Titanium
✓ Submitted
Panel 0 — Action Items from Last Session
YES
Seller Attraction Playbook — Review gaps, capture required corrective actions and activities in ClickUp. ✓ Completed
YES
Brand House & AI Flywheel — Review gaps, capture required corrective actions and activities in ClickUp. ✓ Completed
YES
Pre-Consult Worksheet — Complete and submit before this coaching session. ✓ Completed
Panel 1 — Pre-Consult Core KPIs (Last 30 Days)
Leads
24
last 30 days
Target: 100/mo
≈ 6/week
Appointments
6
held
Target: 5/week
25% lead→appt
Agreements
5
signed
83% appt→agmt
Strong
Listings
3
active
2 Coming Soon
1 Active
Pendings
4
under contract
$48,400+ GCI
Pipeline
Closings YTD
6
sides closed
$164,838 GCI
+11.2% YTD
Rolling 12-Week Trends — by week
Chart 1 — Leads & Appointments (12 Weeks)
Chart 2 — Appointments & Agreements (12 Weeks)
Chart 3 — Listings, Pendings & Closings (12 Weeks)
Production Funnel — Last 30 Days
GCI Annual Trend — 2023 → 2026
Panel 2 — YHSGR Financial Spreads
GCI (YTD)
$164,838
6 closed sides
+11.2% vs. 2025 YTD ↑
Avg Commission %
4.5%
YHSGR avg: 4.5%
✓ At YHSGR benchmark
Upfront Fees Collected (as of May 22)
$995
1 of 6 appts (17%)
⚠ Adoption gap
Transaction Fee
0.5%
Applied per side
Est. $824 YTD
Buyer Side Commission
3.9% YHSGR avg
4.5% Winn Team
↑ Above YHSGR buyer avg ✓
Seller Side Commission
5.4% YHSGR avg
4.5% Winn Team
⚠ Below YHSGR seller avg (−0.9%)
Overall Average
4.5% YHSGR avg
4.5% Winn Team
✓ At YHSGR benchmark
GCI — Weekly & Monthly Trend
Avg Commission % — by Week
Upfront Fees Collected — by Week (Qty)
Panel 3 — 12-System Watch-Gear Matrix
All 12 gears must turn. Remove one and the watch stops keeping time. Grade: A+ to F.
System 01
YHSGR Website & CRM
● Active
B
System 02
Conversion Script (ISA System)
◐ In Progress
C+
System 03
Buyer Presentation
● Active
A
System 04
Seller Presentation
● Active
A
System 05
Buyer & Seller Agreements
● Active
B
System 06
Guaranteed Sale Program
● Active
B
System 07
Cash Offers + Guaranteed Price
● Active
B+
System 08
SOI Kickstart
◐ In Progress
C
System 09
Online Brand House + AI Trust Flywheel
◐ In Progress
B
System 10
Listings to Get More Listings
● Active
B
System 11
Referral Marketing System
◐ In Progress
C
System 12
OSA Recruiting System
◐ In Progress
D+
Panel 4 — CFE Engine Workspace
⚠ Single Biggest Constraint
"Agent who runs a business" → must become "Business owner who runs a team."
1
No ISA / Admin (Capacity Ceiling) — Keith & Yamil wearing every hat.
Root cause: No leverage. Every side runs through them personally.
2
Zero Fee Adoption — $0 CPO/VIP fees across 30 closed sides. ~$15K–$25K missed.
Root cause: No scripted consultation process.
3
No Leverage — $494K annualised GCI is strong but unsustainable.
Root cause: Growth ceiling = personal capacity.
VCE — 3 Action Commitments This Session
Install scripted VIP Buyer consultation process
Keith
📅 Deadline: June 6, 2026
Complete Brand House & AI Flywheel gap actions in ClickUp
Yamil
📅 Deadline: May 30, 2026
Define Admin/ISR hire criteria & post job description
Keith
📅 Deadline: June 13, 2026
Business Health — YTD vs. Prior Year
2026 YTD GCI
$164,838
6 sides · 5 months
+11.2% vs. 2025 YTD ↑
Annualised Run Rate
$494,512
Based on YTD pace
+233% vs. 2025 full year ↑
Avg GCI / Side
$27,473
2026 YTD
+159% vs. 2025 ($10,589) ↑
Net Income (YTD)
$107,752
65.4% net margin
✓ GREEN — Target ≥24%
Pipeline GCI
$48,400+
4 active sides
Pending to Close
Business Direction
↑ UP
vs. same period 2025
Strong trajectory
Year-Over-Year — Sides & GCI
GCI Composition — Closed vs. Pipeline
90-Day Benchmarks — RED / YELLOW / GREEN
Minimum 3 new inbound leads per day (100/month)
YHSGR minimum: 100 leads/month
Current: ~24/month (≈6/week) — 24% of target
24%
RED
Minimum 5 new seller appointments per week
YHSGR minimum: 5 seller appts/week
Current: ~1 new seller appt/week — 20% of target
20%
RED
Collecting upfront fees from buyers and sellers
YHSGR standard: Every consultation
As of May 22, 2026: 1 of 6 appointments (17%) — $995 collected
17%
YELLOW
Earning at least 2% more per sale than previous brokerage
YHSGR avg: Buyer 3.9% · Seller 5.4% · Overall 4.5%
Current: 4.5% avg commission — ✓ at YHSGR benchmark
100%
GREEN