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TLC Coaching

The Business Tracker

Your goal, turned into a daily plan.

Included with TLC Coaching. Every weekly session works from your real numbers here, so you always know whether you're on pace.

My TRAC · This weekSample data
Conversations18 / 17 · On pace
Appointments set3 / 4 · Close
Signed0 / 2 · Behind

Pipeline

24
Lead
6
Appt Set
4
Held
2
Signed
3
Active
2
Under Contract
1
Closed

ROI by lead source

SourceCost / closingROI
Sphere$410Keep
Open houses$1,250Watch
Paid portal$4,800Cut

The mockup shows sample figures only. Real screenshots from a demo account are coming soon. No client data is ever shown on this site.

Tracker · 01

My TRAC

Your daily targets and pace (green, amber, red).

My TRAC scorecard showing activity targets, trends, conversion rates, and completed daily plans

Tracker · 02

Log

Today's Plan every morning, End of Day every evening.

Tracker Log activity scorecard with weekly targets and conversation trends

Tracker · 03

Pipeline

Lead → Appointment Set → Held → Signed → Active → Under Contract → Closed.

Pipeline deals dashboard showing pending commissions, weighted pipeline, projected closings, and deal stages

Tracker · 04

Money

GCI, expenses, net profit, monthly P&L, and ROI and cost per closing by lead source.

Money dashboard showing commissions, expenses, net profit, lead source ROI, and pending commissions by source

Tracker · 05

Plan

GCI goal, financial plan, and scenarios.

Business Plan dashboard showing income goals, financial inputs, a daily conversation funnel, and commission allocation

Tracker · 06

Sessions & To-dos

Agendas, coaching notes, and commitments.

Coaching Sessions calendar showing scheduled meetings with Terry, upcoming sessions, and session history

Tracker · 07

Systems

A scoreboard of the business systems you've built (Not Started → Building → Completed → Re-Optimize).

Tracker Systems screen

Tracker · 08

Integrations

CRM, calendar, and webhooks. Follow Up Boss connects directly; other CRMs connect through a webhook or Zapier/Make.

Tracker Integrations screen

Your market may still be open.

Terry coaches one agent per 100 miles. Check your market first, then book a free 30-minute Business Strategy Call.

Check if your market is openBook a strategy call

Prefer to talk? Call or text 949.560.3230 · Send a text