See the daily coaching brief, sphere and touch targets, agent profile assessment, coach roster and session briefs, and the brokerage view — then ask anything.
Microsoft Teams · free · registration takes about thirty seconds.
On September 17 at 2:00 PM ET I'm doing a live walkthrough of Agent-Intel.io — the agent's daily coaching brief, the coach's roster and session briefs, and the brokerage view across a whole org.
It's the product on screen, not a deck about the product. Bring questions — the back half is Q&A.
Built overnight from yesterday's activity, the targets in the plan, and what's in the database. Who to touch today, what to say, and the one question to answer first. We'll open a real one and read it line by line — including where every number came from.
The database, visualised — who's overdue, which 5-stars are going cold, and what each person actually needs next. Split into the touches that book appointments and the ones that keep relationships warm, because only the first drives the appointment math.
The five-minute video read that scores skills and places an agent as Hunter, Farmer, Networker, Educator or Closer — and how that placement changes the plan the engine builds. Same income goal, two archetypes, two very different weeks.
The roster brief that flags who's slipping and why, not just a red number. Then the session prep that lands before each call: where the agent is against plan, what's moved since last session, and three topics to open with.
The org level: every coach colour-coded by roster health, Coaching Impact Scores and how they are calculated, and the AI-drafted daily org brief across the whole operation. Also what the org side deliberately can't see — coach notes and coach-to-agent messages stay private.
Bring the hard questions. How the conversion math is calculated. What happens with agents who won't log their activity. What transfers when an agent changes coaches. What an org can and can't see. Nothing is off the table.
Agents, team leads, coaches, brokers. You'll each care about a different screen, but it's one walkthrough — which is rather the point.
You'll see exactly what lands in your inbox every morning and where each number comes from. If you're weighing up whether to run your own plan on this, this is the session to be in.
The roster brief, the session prep, and the read-only dashboards. What preparation looks like when it's already done before you sit down for the call.
The view across a whole operation — coach roster health, Coaching Impact Scores and the governance layer. What you can see, and what stays private.
One engine, three seats. The agent's plan, the coach's brief and the brokerage roster all run on the same numbers — which is why the coach's session prep already knows what the agent logged on Tuesday.
Free, on Microsoft Teams. Registration takes about thirty seconds and the calendar invite lands straight away.
Questions first? info@agent-intel.io
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