March 2022 OKR Meeting Notes

1) Community Vendor: Leaman Team w/ Loan People

2) Announcements

• Welcome, Becky Welch!
• Welcome, Chris Kirk!
• Welcome, Trey Blanco!

3) Round Table: Who is using Mailtrack.io, Thnks.com, or Market Updates? What is your experience like?

4) OKRs (February)

Leading Indicators (FUB Leaderboard)

• 218 conversations / 1 day 18 hrs of talk time (Down -9% from Jan)
• 676 text messages (Down -25%)
• 98,807 emails
• Top Talker = Eric E w/ 5hrs 54min
• Top Texter = Jeremy w/ 214 texts

Office OKRs

• We closed $22.5M and 32 transactions. This is a +53% increase in volume and a +/-0% in units.
• We contracted $39.4M and 53 transactions. This is a +74% increase in volume and a +51% increase in units.
• YTD Contracted/Closed we're up +82% in $ volume and +16% in units. $132.1M and 180 units to date.
• We had 96% coverage of lead shifts!!!

$1M+ Closers

1. Kasey = $3.5M
2. Tara = $3.2M
3. Gabe = $2M
4. Linda = $2M
5. Rob = $1.7M
6. Will = $1.2M
7. Craig = $1M
8. Vicki = $1M
9. Joe = $1M

$1M+ Contracts

1. Bailey = $6.8M
2. Kasey = $5.8M
3. Will = $4.6M
4. Craig = $3.4M
5. Jeremy = $3.2M
6. Shaun = $2.1M
7. Lauren = $2.1M
8. Erin = $2M
9. Linda = $1.5M

5) What We’re Working On

• We are effectively moved from Tettra to the Company Guide. Please email Eric if you ever can't find something or if you see something on Tettra that's not on the CG.
• Drib shirts Q&A
• Market Update Initial Email Results
  • 5579 sends in the last 7 days
  • Unique Open Rate = 40.5% (roughly 2x the industry standard)
  • Click Rate = 9.07% (roughly 3x the industry standard)
  • Zero spam reports
  • 0.02% unsubscribe rate (90% lower than the industry standard)
• Market Update Progress
  • The version that everyone currently sees is Phase 1. We will have Phases 2-4 live by early next week.
  • If anyone is a product geek, please reach out to Eric for fun collaboration. (He's super, super excited about this.)
• Company Culture: As we're growing, we're learning that it's very important to continue reinforcing our culture. You'll see us reference our core values more often moving forward.
• Sales, habits, and the 80/20 rule. We are focusing on the 20% that causes 80% of your results. This is effectively the LCQ.
• Director of Agent Success, Erin Szczerba

6) Coming Soons and Buyer Needs

7) Market Updates