Performance
Agent perspective on their performance since last review
How do you feel about your recent performance?
Have you been experiencing any blockers in your workflow? Is there any additional support you need?
Growth
Discuss areas that the Agent has grown or excelled in. How has this contributed to their overall performance and their team’s?
Development Goals
What career goals do you want to achieve in the coming quarter or year? What skills or competencies do you want to hone in on?
This Coming Quarter
This Coming Year
❗If you like this Session and want to use it for your own coaching, save it as a Macro, or, if you're an Admin, add it as a Template for your Coaches to use!