“Catch me up—what moved in your pipeline last week, and what’s your game plan for this one?”
This one question, asked weekly, helps agents reflect, reset, and recommit—without needing a spreadsheet or a lecture.
It’s about progress, not perfection, and coaching, not confrontation.
The Power of a Weekly Rhythm
Weekly pipeline calls work best if both sides come prepared—so the conversation can stay focused, fast, and productive. Here’s how each person should prep:
prep:
🧑💼 Agent Prep (10-15 minutes)
Before the call:
Make sure Leads and Deals are up to date (stages, amounts, notes)
Complete the Weekly Pipeline Readout (below) using your WealthSmyth data
Be ready to answer:
“Catch me up—what moved in your pipeline last week, and what’s your game plan for this one?”
Here's your script for the call (read this exactly):
"In the last 7 days:
I added [#] new leads and booked [#] appointments.
I added [#] new deals and closed [#] points.
I have [#] agents in Week 1 Onboarding, [#] in Week 2, and [#] in Week 3
In the next 7 days:
My focus is on [example: adding more MACHO leads to my and booking [#] appointments]
I plan to attend [example: Phone Zone, Marketing Meeting, or other active Working Sessions].
Where I need help:
[Optional: “I could use support with an annuity illustration.”]
[Optional: “I need to roll play the KTP meeting.”]
[Optional: “I’d like a trainer to help with my outreach scripts.”]
My commitment for this week:
“My number one priority this week is [example: getting Tina’s policy submitted and helping James pass his exam].”
👩💼 Leader Prep (5 minutes per agent)
Before the call, review the agent's numbers looking for gaining traction or losing momentum—and where you or their trainer can step in to help:
Open your WealthSmyth Home page and create a Taproot entry for each agent.
This gives you a focused view of that agent’s full business activity—Leads, Deals, Recruiting, and Onboarding.
Review their Production Pipeline and scan for gaps. Are any deals stuck? Are any deals at risk? What is on track to close this month? What do the notes say?
Review their Team-Building stats and scan for gaps. Who is on track for Net License this month? What appointments are coming up?
Here's your script for starting the conversation with each agent during the meeting:
“Catch me up—what moved in your pipeline last week, and what’s your game plan for this one?”
Look for practical next steps:
Should they attend a Phone Zone for live outreach?
Do they need to book a Marketing Meeting with their trainer?
Is it time to roleplay a product conversation or revisit their warm list?
Your job is to help them unlock their next move—not solve everything at once.
Weekly rhythm builds accountability, momentum, and confidence—but only if both sides show up ready to move the ball forward.