PROGRESS REPORTING

Your Program*

Name*

First Last

Email*

Market Center*

Coach*

Mentor*

For which RAMP UP week are you submitting this report?*

Weekly Metrics

How many hours lead generating and prospecting this week?*

How many contacts added to your database this week?*

Please explain why you didn't do any lead generating?*

How many "meaningful real estate conversations" did you have this week?*

A “meaningful real estate conversation” is one where there is a back and forth conversation about real estate wherein there is a potential for a client or referral.

How many open houses did you host this week?

How many appointments did you schedule this week?*

How many appointments did you go on this week?*

How many Buyer's Representation Agreements signed this week?*

How many Listing Agreements signed this week?*

How many offers did you write this week?*

How many escrows did you open this week?*

How many transactions closed this week?*

Buy, Sell, or Lease

Closed Transactions

Transaction Close Date	Representation	Commission Percentage	Sales Price	Actions

There are no Closed Transactions.

Maximum number of closed transactions reached.

Time Management & Goal Setting

My focus this week:

Click the (+) to add more lines.

Take a screenshot of your time-blocked calendar and upload it here:

A screenshot of your calendar or a photo of your calendar should be submitted each week.

Accepted file types: jpg, gif, png, pdf, Max. file size: 50 MB.

Take a photo or upload a copy of your M.A.P. here:

Monthly Activities Planner – this document should be submitted each month.

Accepted file types: jpg, gif, png, pdf, Max. file size: 50 MB.

Take a photo or upload a copy of your G.P.S. here:

Goals, Priorities, Strategies – this document should be submitted once per quarter.

Accepted file types: jpg, gif, png, pdf, Max. file size: 50 MB.

Alignment Self-Reporting

I feel in alignment with my purpose.

Reflect on your “why.” Are you clear about what drives you and gives your life direction? Consider if your actions and decisions align with your core values and the impact you want to make.

No	Improvement Possible	Not Sure	Going the Right Direction	Yes

I feel in alignment with my mission.

This is your “what.” It’s about the goals you’re working towards and the bigger picture of what you want to achieve. Are you actively pursuing your mission, and does it resonate with your long-term vision?

No	Improvement Possible	Not Sure	Going the Right Direction	Yes

I feel in alignment with my health.

Assess your physical well-being. Are you taking care of your body through proper nutrition, exercise, sleep, and regular medical check-ups? Consider if your lifestyle choices are supporting or hindering your health goals.

No	Improvement Possible	Not Sure	Going the Right Direction	Yes

I feel in alignment with my pursuit of happiness.

Reflect on your overall sense of joy and contentment. Are you doing things that bring you genuine happiness? Consider both your day-to-day experiences and your overall life satisfaction.

No	Improvement Possible	Not Sure	Going the Right Direction	Yes

I feel in alignment with my relationships.

Evaluate the quality of your connections with others, including family, friends, colleagues, and your community. Are these relationships supportive and fulfilling? Are you giving and receiving the care and attention needed to nurture them?

No	Improvement Possible	Not Sure	Going the Right Direction	Yes

I feel in alignment with my finances.

Assess your financial health. Are you on track with your financial goals, such as savings, investments, and income? Consider if you feel secure and capable of meeting both your current and future financial needs.

No	Improvement Possible	Not Sure	Going the Right Direction	Yes

I feel in alignment with my emotional well-being.

Reflect on your emotional health and resilience. How well are you managing stress, emotions, and mental clarity?

No	Improvement Possible	Not Sure	Going the Right Direction	Yes

I feel in alignment with my spirituality.

This could include your connection to something greater than yourself, whether it’s faith, mindfulness practices, or personal growth.

No	Improvement Possible	Not Sure	Going the Right Direction	Yes

I feel in alignment with my contribution and legacy.

Consider how you’re giving back to others or contributing to the community. Are you aligned with how you want to be remembered when you walk away from any interaction?

No	Improvement Possible	Not Sure	Going the Right Direction	Yes

I feel in alignment with my growth and learning goals.

Assess your commitment to and action toward continuous learning and personal or professional development. Are you expanding your knowledge and skills?

No	Improvement Possible	Not Sure	Going the Right Direction	Yes

I feel in alignment with my environment.

Evaluate the spaces you spend your time in, like your home and workspace. Are they conducive to your well-being and productivity?

No	Improvement Possible	Not Sure	Going the Right Direction	Yes

I feel in alignment with my creativity and fulfillment.

Reflect on whether you’re engaging in activities that allow you to express yourself creatively and feel a sense of fulfillment.

No	Improvement Possible	Not Sure	Going the Right Direction	Yes

Introduction Progress Report

Have you scheduled your next meeting with your Coach?

Yes!

Not yet.

I’m going solo through the program.

Share your life vision. Remember, each line corresponds to the next. So those goals on "someday" line 1, relate to "5-year" and "1-year" line 1.*

Click on the “+” button to add another goal.

What are your someday goals:

What are your 5-year goals?

What are your 1-year goals?

Have you time blocked next week?*

Yes!

Not yet.

I need more help understanding how to do this.

WEEK 1 Progress Report

Have you time blocked your lead generation time?

15 hours for full-time agents OR 30% of your available time for dual-career agents.

Yes.

Not yet.

I won’t be lead generating.

What are you big "take-aways" or "aha's" from the Introduction Section and Week 1 material?*

Who is your accountability partner?*

Did you export the contacts from your phone and upload them to KW Command?

Yes

Not yet

I need help

Take a photo of your M.A.P. and upload it here.

Accepted file types: (jpg, gif, png, pdf), Max. file size: 50 MB.

Did you meet the leadership team at your Market Center?*

Yes.

Not yet.

WEEK 2 Progress Report

Have you time blocked your lead generation time?

15 hours for full-time agents OR 30% of your available time for dual-career agents.

Yes.

Not yet.

I won’t be lead generating.

Describe your ideal client:*

How do you intend to deliver value to that client?*

Did you make your "inner-sphere" announcement?*

Yes

What did you learn from making that "inner-sphere" announcement?

Have you completed your "fictional purchase agreement" and submitted it to your mentor?

Yes

Did you shadow an open house this week?*

Yes!

It’s scheduled.

No.

WEEK 3 Progress Report

What is your DiSC profile?

What are the 5 activities that will make up the core of your marketing plan?*

Have you made your "out-sphere" announcement?*

Yes

Let's review your GPS. What's your big goal?

From your GPS, what are the 3 priorities you will focus on in order to achive your goal?*

Priority 1

Priority 2

Priority 3

From your GPS: for each of your 3 priorities, what are the 5 strategies where you will focus your efforts?

Strategies 1 (5)

Strategies 2 (5)

Strategies 3 (5)

Did you shadow an open house this week?*

Yes!

It’s scheduled.

No.

WEEK 4 Progress Report

Take a phot of your M.A.P. for month 2 and upload it here:

Max. file size: 100 MB.

Have you completed your annual marketing plan?

Yes!

I’m working on it.

No.

Did you host an open house this week?*

Yes!

It’s scheduled.

No.

WEEK 5 Progress Report

Have you Googled yourself?*

Yes.

Not yet.

Look back at your Ideal Client Profile. Where online does that client likely spend most of their time?*

Describe your overall plan for engaging on social media:*

Have you updated "where you work" on places like Facebook and LinkedIn?*

Yes.

No.

What are you thinking your DiSC-Informed event might be?*

WEEK 6 Progress Report

Describe your farm:*

Take a photo of your 19-Direct outline and upload it here:

Max. file size: 100 MB.

Have you ordered your Listing Presentation from California Concierge?*

Yes.

Not yet.

Have you ordered your Buyer's Presentation from California Concierge?*

Yes.

Not yet.

Have you started sending out invitations and marketing your DiSC-Informed event?*

Yes

Not yet

Have you completed your 19-touch campaign?*

Yes

Not yet

For your 19-touch, what's the call-to-action that gets your ideal client to meet with you?*

WEEK 7 Progress Report

Have you practiced your listing presentation with your accountability partner?*

Yes

Not yet.

Take a photo of your updated GPS and upload it here:*

Max. file size: 100 MB.

Did you practice your listing presentation with your accountability partner?*

Yes

Not yet

Did you practice your buyer's presentation with your accountability partner?*

Yes

Not yet

What was easy about asking them to sign a listing presentation?*

What was easy about asking them to sign a buyer's representation agreement?*

WEEK 8 Progress Report

Take a photo of your M.A.P. for month 3 and upload it here:

Max. file size: 100 MB.

Has your DiSC-Informed Event happened?*

Yes!

Not yet

What are we celebrating from your event?*

How are you planning to get involved with what KW and KWA has to offer you? How can we help?*

Would you be kind enough to provide a testimonial for this program? What did you like best? What did you get out of the program? Why should others enroll in the program? Thank you!

Final Reflections

Who needs you to show up this week as the best version of yourself?*

How are you going to make an impact on your community this week?*

What would you have to do to be more productive next week?*