Focus Board
Highest need on top. A 45 to 50 is a seller who needs it sold yesterday, so that's where your leverage is. Red chips flag the listings that are slipping.
Listing Chart
Same vital signs for every seller, scored 0 to 10. Score what you know today and rescore when it changes.
The listing
Price & timing
The vital signs 0 to 10 each · total out of 50
Weekly log Showings, feedback, and what you did
Notes
Playbook
Like an ER chart, the vital signs are the same for every seller. That's what lets you compare them and know where your time goes.
How the five vitals fit together
Running the Monday listing meeting
- Before Monday, the assistant logs last week's showings, feedback and marketing for every listing.
- Open the Focus Board. Start with Act now, then anyone in the forgotten list.
- For each seller, look at the lowest vital. That's the conversation to have this week.
- Rescore anything that changed. A price drop, a new job date, or a hard conversation moves the vitals.
- Click Copy Monday brief and drop it into the team thread.
One project, every listing its own chat
Keep one Claude project for listings, with the call transcript and this playbook in its context. Each seller gets their own chat inside it.
Each week, open a listing's chart, click Copy for Claude, and paste it into that seller's chat. Then ask:
Listings save in this browser on this device only. Use Backup / restore to copy them to another computer or keep a copy. Nothing is sent anywhere. Built by Jordan Freed.