Implementation roadmap for increasing answer rates, Zillow Home Loan participation, PCRBs, CRM visibility, appointment conversion, and operational accountability.
Assign a specific owner and backup for every KPI category
| Category | Owner | Backup Owner | Notes |
|---|
| Category | Owner | Backup Owner | Notes |
|---|---|---|---|
| Answer Rate | |||
| PCRBs | |||
| CRM Compliance | |||
| Zillow Home Loans | |||
| Training | |||
| Weekly Huddles | |||
| Agent Accountability | |||
| Reporting | |||
| Follow-Up Boss | |||
| Admin Support |
Document current performance before implementation begins
Track creation of all leadership tracking tools
All tasks that must be completed before or after this session
| Task | Owner | Due Date | Status | Notes | |
|---|---|---|---|---|---|
Master KPI tracking — update current and target values to track progress
Document all unresolved issues, blockers, and escalations
| Issue / Blocker | Date Identified | Owner | Resolution / Next Step | Status | Notes | |
|---|---|---|---|---|---|---|
Record all major decisions made during implementation sessions
| Decision Made | Date | Owner | Reason / Context | Impact | |
|---|---|---|---|---|---|
Consolidated view of all tasks across all implementation sessions
💡 Tip: Add all tasks from each session here for a single consolidated view. Use the Session column to filter by area.
| Task | Session | Owner | Due Date | Priority | Status | Notes | |
|---|---|---|---|---|---|---|---|