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Maximizing Sales-Driving Activities with the RELL Weekly Point Sheet

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Maximizing Sales-Driving Activities with the RELL Weekly Point Sheet

The RELL Weekly Point Sheet is a dated worksheet for recording sales and service activity across a week. It groups entries such as listings, buyer sales, buyer broker agreements, open houses, escrow activity, meetings, training, showings, offers, contacts and mailed or drop marketing. The record is useful when a team wants one shared view of what happened and what needs attention.

Our Philosophy and Methodology

Use the sheet as an operating record, with the current brokerage policy and compensation rules beside it. Define which activities count, who reviews the entries and what documentation is required. A point total describes the entries made on this form; it does not establish a client result or a universal performance standard.

How to Use the Weekly Point Sheet

  1. Open the Excel worksheet, enter the agent name and dates, and record each qualifying activity in the day it occurred.
  2. Attach the copies requested by the worksheet, such as an agreement or marketing piece, when the current process requires supporting material.
  3. Use the daily columns and weekly total to spot missing entries or follow-up. The worksheet states that totals are turned in the following Monday and that points do not carry over; confirm those rules before reuse.
  4. Share the completed record with the person responsible for coaching or review, then set one concrete follow-up action.

RELL Weekly Point Excel Sheet

Download the RELL Weekly Point Excel Sheet and replace its agent, dates, activities and review instructions with the brokerage’s approved version.

RELL Weekly Point Sheet PDF

Download the RELL Weekly Point Sheet PDF when a printable record is more useful. Keep the labels and supporting-document requirements legible when printing or sharing.

A Reminder for Our Community

A weekly activity record should support better conversations about service and priorities. Review the categories with the team, remove measures that create noise, and protect any client or transaction information included with supporting copies.

Q&A: Maximizing Sales-Driving Activities with the RELL Weekly Point Sheet

What does the sheet measure?

It records selected activities by day and adds daily and weekly totals. The form includes listings, sales, agreements, contacts, meetings, training and marketing examples; a brokerage should confirm which entries are current.

How should a team use the total?

Use it to start a review of the work recorded, the follow-up due and the support needed. The number is a management signal from this worksheet, not proof that an activity produced a particular outcome.

Where should the current rules live?

Keep the approved activity definitions, documentation requirements and review owner with the working file. Update the Excel and PDF copies together when those rules change.

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