Module 2 ~ Lesson 6

Lesson 6: Team Reporting and Tracking

Download, customize and integrate the reporting and tracking templates that you want to include in your business operation.

  • Team Production Tracking Template
  • Team Commission Tracking Template
  • Lead Tracking Report
  • Lead Conversion Tracking Form
  • Commission Disbursement Form
  • Escrow Tracking Report
  • Team Annual Production Wrap-Up Worksheet
  • Database Growth Tracking Worksheet
  • Vacationing Agent Form
  • Internal Team Referral Examples

Module 2 - Lesson 1

Choosing Your Team Model and Org Chart

Module 2 - Lesson 2

Team Member Compensation Plans

Module 2 - Lesson 3

Customize the WBNL Team Operations Manual

Module 2 - Lesson 4

Team Member Job Descriptions and Agreements

Module 2 - Lesson 5

Hiring & Onboarding System

Module 2 - Lesson 6

Team Reporting and Tracking

Module 2 - Lesson 7

Team Software Solutions

Module 2 - Lesson 8

Let’s Get to Work!

If you have not already done so, go to the Module 2 Overview page and download the Workbook, Slide Decks, and all related Documents for this module.

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