Pre-Consult Worksheet — Coaching Session
Session Date — TBD
Keith & Yamil — Winn Team Realtors · Coach: Bill Watson · Phase 2 · YHSGR Titanium
⚡ Live Data
Panel 0 — Action Items from Last Session (Prior Session)
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Action item from prior session — enter before session
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Action item from prior session — enter before session
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Action item from prior session — enter before session
✏Panel 1 — Pre-Consult Core KPIs (Live Data)
Leads
—
last 30 days
Target: 100/mo
— /week
Appointments
—
held
Target: 5/week
— lead→appt
Agreements
—
signed
— appt→agmt
GHL data
Listings
—
active
— Coming Soon
Pendings
—
under contract
$— GCI
Pipeline
Closings YTD
—
sides closed
$— GCI
— YTD
Rolling 12-Week Trends — by week (GHL data — update weekly)
Chart 1 — Leads & Appointments (12 Weeks)
Chart 2 — Appointments & Agreements (12 Weeks)
Chart 3 — Listings, Pendings & Closings (12 Weeks)
Production Funnel — Current Snapshot (Live)
GCI Annual Trend — 2023 → 2026 (Live)
Year-Over-Year — Sides & GCI (Live)
Panel 2 — YHSGR Financial Spreads
GCI (YTD)
$—
— closed sides
— vs. prior year ↑
Avg Commission %
—%
YHSGR avg: 4.5%
— benchmark
Upfront Fees Collected
$—
— of — appts
⚠ Adoption gap
Transaction Fee
0.5%
Applied per side
Est. $— YTD
Buyer Side Commission
—%
Winn Team
3.9% YHSGR avg
— vs YHSGR
Seller Side Commission
—%
Winn Team
5.4% YHSGR avg
— vs YHSGR avg
Overall Average
—%
Winn Team
4.5% YHSGR avg
— YHSGR benchmark
GCI — Weekly & Monthly Trend (Live)
Avg Commission % — by Week
Upfront Fees Collected — by Week (Qty)
GCI Composition — Closed vs. Pipeline (Live)
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)
pending
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
pending
C
SYSTEM 09
Online Brand House + AI Trust Flywheel
pending
B
SYSTEM 10
Listings to Get More Listings
● Active
B+
SYSTEM 11
Referral Marketing System
pending
C
SYSTEM 12
OSA Recruiting System
○ Inactive
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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. Admin/ISR hire criteria defined — posting in progress.
Root cause: No leverage. Every side runs through them personally.
2
Zero Fee Adoption — VIP Buyer consultation script installed. First CPO/upfront fee collection target: next 3 consultations.
Root cause: No scripted consultation process — now being addressed.
3
No Leverage — Annualised GCI $564K+ is strong but unsustainable without a team.
Root cause: Growth ceiling = personal capacity. Hire is the unlock.
VCE — 3 Action Commitments This Session
✏Commitment 1 — Enter this session
—
📅 Deadline: TBD
Commitment 2 — Enter this session
—
📅 Deadline: TBD
Commitment 3 — Enter this session
—
📅 Deadline: TBD
Business Health — YTD vs. Prior Year (Live)
2026 YTD GCI
$—
— sides · — months
— vs. 2025 YTD ↑
Annualised Run Rate
$—
Based on YTD pace
— vs. 2025 full year ↑
Avg GCI / Side
$—
2026 YTD
— vs. 2025 ↑
Net Income (YTD)
$107,752
65.4% net margin
✓ GREEN — Target ≥24%
Pipeline GCI
$—
— active sides
Pending to Close
Business Direction
↑ UP
vs. same period 2025
Strong trajectory
90-Day Benchmarks — RED / YELLOW / GREEN
Minimum 3 new inbound leads per day (100/month)
YHSGR minimum: 100 leads/month
Current: — loading…
—%
—
Minimum 5 new seller appointments per week
YHSGR minimum: 5 seller appts/week
Current: — loading…
—%
—
Collecting upfront fees from buyers and sellers
YHSGR standard: Every consultation
Current: — loading…
—%
—
Earning at least 2% more per sale than previous brokerage
YHSGR avg: Buyer 3.9% · Seller 5.4% · Overall 4.5%
Current: — loading…
—%
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