Overview
ClarityNOW gives you the data to run productive 1:1 meetings with your agents. Use the Observatory feature to review each agent's performance before and during the meeting.
Before the Meeting
- Navigate to Observatory in the left sidebar
- Select the agent you'll be meeting with
- Review their key metrics:
- Goal/Gap — Are they on track for the quarter?
- Daily Tracking — Are they maintaining consistent activity?
- Pipeline — What's in their pipeline?
- Agent Production — Listings taken, buyers sold, closings
During the Meeting
Review Goals vs. Actuals
Pull up the agent's Goal/Gap report and discuss:
- Where they're ahead or behind
- What's causing any gaps
- What adjustments to make
Review Activity
Check their Daily Tracking to discuss:
- Are they hitting daily contact goals?
- How many appointments are being set and held?
- Are there patterns in productive vs. unproductive days?
Review Pipeline
Go through their active pipeline opportunities:
- Which deals are most likely to close?
- Are there stalled deals that need attention?
- What's the projected income from their pipeline?
Set Action Items
End with clear, measurable action items for the next week tied to specific metrics.