February 2023 OKR Meeting Notes

1) Community Vendor: Andrew Perkel w/ CSA Realty Group (Commercial)

2) Welcome!

• Zoe Wafelbakker
• Ashley Figur
• Berbas Group
  • Jen Berbas
  • Amadora Puchol
  • David Love-Moxham
  • Irene Ginakakis
  • Jean Samillano
  • Kristin Castillo
  • Rachel Carpenter

3) January 2023 Key Results

$1M+ Closings

• Crystal = $1.8M
• Lynn = $1M

$1M+ Contracts

• Tara = $2.2M
• Danny = $2.3M
• Kasey = $2M
• Corinne = $1.1M
• Philip = $1.5M

*Note: We contracted more units in Jan 2023 than in Jan 2022. 27 agents contracted 39 units. (Buyer urgency is gone. This market will be a slow start off the line.)

Leading Indicators

• Top Talker: Chris 4hr 59min
• Top Texter: Lindsey 249 texts
• Top Client Portal User: Annette 149 points
• Top Client Portal Searcher: Gina 115 searches

*Note: Our dev asked me about the increased engagement in the portal. He noticed an uptick in client comments, favorites, and possibilities.

4) Austin Metro Stats

5) What We're Working On

• ChatGPT: Demo/Explainer Video

• Brand Identity Expansion / Brand Consistency Guidelines
  • Why?
    • We want to make sure everyone stays TREC compliant. These policies make sure that you're always compliant.
    • We've all worked incredibly hard to build a great reputation in Austin. You're a huge part of that. When we're brand consistent, it helps to build and reinforce that great reputation.
    • We want to look organized and polished. Brand consistency reinforces that.
    • We want you to be able to flex your creative muscles. Our brand identity/consistency guidelines give you the flexibility to market yourselves. There's no takeaway there. The guidelines make sure there's no takeaway in terms of TREC compliance or reputation. Everyone wins when our interests are aligned.
  • Brand Identity Guidelines
    • Guidelines for teams vs individual agents
    • Guidelines for "personal brand/logo"
    • TREC Guidelines for Advertising and Social Media "gray area". When must you include branding?
  • Brand Identity Expansion
    • The fun part!
    • Lots of additional templates
    • Additional fonts and colors to expand the brand identity to accommodate custom designs

• Client Portal Roadmap (Near Term 4-6 weeks)
  • UI Fixes for desktop and mobile
  • Agent control over "unsubscribe" - can turn off searches and suggestions without deleting searches
  • Better map functionality
  • Improved navigation to accommodate more functionality
  • Agent lookup tool. "How much does this agent produce?" (Helps you understand who you're working with.)
  • 20 new search fields
  • Expanded text search functionality
  • Advanced operators like "exclude"
  • Redesigned property detail page to include much more information, better images browsing, and easier agent contact + agent branding

6) Market Watch