Low-interest rates absolutely flooded the Real Estate world. With so many buyers and sellers in the market, many new agents emerged. Sales became and remain extremely competitive. One of our top serviced industries is Real Estate. Whether you’re an independent agent or operate an agency, our Phone Skills Coaching adds fantastic value to your closing efforts.
How do we work? Our Coaches are adamant that the key is consistency. Your management team outlines a winning recipe by helping to develop the Script and Scorecard. We take it from there and ensure your agents are playing by the rules.
Components of Real Estate Agent Phone Skills Coaching
1. Scorecard Training
Our Real Estate Phone Skills Coaching program is built around a points-based assessment system that tracks agent progress. That assessment is accomplished by monitoring a number of KPIs specific to what success looks like to you and your agency. Over time, scores will reflect clear areas of improvement and areas where attention remains necessary. Using our Scorecard to measure quality allows for tailored training that builds on strengths and eliminates weaknesses.
KPIs that can be monitored:
- Number of incoming calls
- Representative product knowledge
- Proper lead information obtained
- Incoming call length
- Overall call quality
Our Scorecard components make it easier for you to track and improve other valuable KPS, such as:
- Appointments to Listings
- Showings per Sale
- Average commission and sale price per sale
- Net income per sale as a total $ amount and percentage of revenue
- Number of Referrals per client
- Percentage of clients who leave an online review
Implementing training based on Scorecard criteria creates a routine that’s crucial to making the most of every conversation. USaidIt2 will work directly with you to develop a Script and Scorecard that fits your agency.

2. Program Outcome
Ultimately, the goal of this Real Estate Phone Skills Coaching program is to cultivate and maintain better conversations. Every week, our expert team will assess your sales agents’ phone calls and provide a comprehensive scorecard of their performance. Accruing week-over-week scores will highlight specific trends and opportunities for improvement.
Our coaches have decades of experience with successful conversations and are devoted to your agents’ development. Our customizable Scorecards and One-on-One Coaching provide a non-biased space for your agents to reflect on their interactions and improve future performances.
3. Continued Training
Scripts: Our team is devoted to your success. Our Phone Skills Coaching promotes consistent use of your customizable script. Over time, your script may require adjustments – we’re prepared to help.
Rebuttals/Objection Training: No two calls are the same, especially in the world of real estate. Our coaches will ensure that your agents have access to effective rebuttals. We’ll work with you to outline a list of common objectives and help empower your agents to integrate those into conversations.
Product Knowledge Training: Continuous call monitoring and coaching ensure that each agent has a complete understanding of the products and services being offered. A detailed Scorecard can be a successful key for knowledge development.
4. Managerial Overview
As part of our Phone Skills Coaching program, management will have access to an operational dashboard. Our dashboard allows for quick access to a variety of collected data relative to staff performance. With just a couple of clicks, you’ll have access to:
- Overall Staff Performance
- Individual Staff Performance
- Individual Call Recordings
- Coach Notes
Having this information readily available allows for quick diagnosis and remedies. The USaidIt2 Phone Skills Coaching program will save your management team countless hours of training time. Weekly call scores have proven to be fantastic additions to records and extremely useful in performance reviews.
5. Internal Training
With access to so many KPI reports, you’re likely to adjust current systems of operations. Many of our clients adopt additional training efforts and marketing tactics solely based on our Phone Skills Coaching results.
Additional information will be gained on:
- Market insight: Pricing, properties, and areas in demand.
- Referral acquisitions: What type of calls lead to client referrals.
- Competitor landscape: What competitor names are being discussed most often.
- Product relevancy: How appealing your listings are.
- Agent Skillset: Are your representatives in the appropriate position to take calls.
- Customer Service/Satisfaction: What entices a client to leave positive feedback.
- Client Retention: What actions retain clients.
Meet Our Experts

Glenn Merritt
Managing Partner
Thanks to the help from some truly great people, I have over 45 years of success in business, including 25 years with our flagship entity First Alliance Logistics Management, a national pallet management company and its two safety compliance subsidiaries.
I would describe myself as one of those who thinks out of the box to generate solutions.
Helping salespeople improve is what inspired me to create USaidIt2
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We’re here to talk to about your business. Let’s talk about where you want to see improvements and how we can help.