Zillow Flex Labs
Thursday Meeting Rubric — Every Thursday | 9:00 AM – 12:00 PM
Zillow Flex Labs
Every Thursday | 9:00 AM – 12:00 PM
Zillow Flex Labs is our weekly growth and conversion workshop designed to help our team improve Zillow Flex performance, strengthen Follow Up Boss activity, increase client outreach, and develop better conversion strategies.
Workshop Agenda
Three focused blocks every Thursday morning
9:00 AM – 10:00 AM
Follow Up Boss Power Hour
Agents work toward achieving 1,000 activity points inside Follow Up Boss through calls, texts, emails, and appointments. The main focus is making calls and creating meaningful conversations.
10:00 AM – 11:30 AM
Zillow Flex Conversion Lab
Agents break into groups of three for a conversion-focused activity led by Brendan, Leslie, or Daniel. Each week will focus on a different skill tied to Zillow Flex, ZHL, conversion, database follow-up, and client outreach.
11:30 AM – 12:00 PM
Results & Team Debrief
Each group reports activity completed, total points earned, appointments set, wins, challenges, and action items for the following week.
Zillow Flex Conversion Lab — First 4 Thursdays
A four-week skill rotation prioritizing what matters most in the Zillow Preferred Agent program — profile strength, buyer conversion, pond mastery, and AI-driven nurture.
Week 1
Zillow Profile & Agent Resume Optimization
Maximizing your Zillow presence so buyers trust you at first glance
Follow-Up Boss Power Hour
All agents working to achieve 1,000 points on follow-up through calls, texts, emails, and appointments.
Profile Audit
Walkthrough of what Zillow evaluates: reviews, response rate, profile completeness, service areas, and how they affect your pond ranking.
Resume & Profile Build
Update your agent resume — bio, headshot, specialties, service areas, and buyer testimonials. Make your profile the first thing a Zillow buyer wants to call. Then build your Zillow intro template, so these materials can be imported into the HTML SmartPlan generator.
Group Role-Play
Practice presenting your Zillow credentials and value proposition to a new buyer in under 90 seconds. Brendan, Leslie, and Daniel coach each group of three.
Review & Homework
Each agent commits to one profile improvement and reviews it before next Thursday.
Week 2
Buyer Presentation Packet Mastery
The first buyer consultation that converts a Zillow lead into a signed buyer
Follow Up Boss — 1,000 Points Sprint
All agents work off Follow Up Boss to call, email, text, and engage in smart plans and communications with their database. The goal is to reach 1,000 activity points within this hour and a half.
Generate Your Buyer Materials on MyBuyerSite.com
Go to mybuyersite.com and log into the agent section using pin 1790. Each agent inserts their email, phone number, full name, and a profile picture to generate your printable PDFs — the Roadmap to Buying a Home, the Importance of Inspections, and Financing Scenarios. Most importantly, generate your fourth PDF: the Zillow Reconnection Script. Make sure every agent can access all of these materials from mybuyersite.com.
Showing Role-Play & Best Practices Recap
Role-play meeting buyers at a showing and discussing the documents you just generated — practice engaging with key questions, conversion-driven communication, and handling objections where the buyer consultation is guided with these materials. Then recap best practices as a team on how to improve your consultation using all this material, and make sure everyone has access to printing these PDFs out before they go on appointments.
Week 3
Pond Access & New Database Segmentation
Mastering the Zillow pond and turning new leads into a segmented, followable pipeline
Follow-Up Boss Power Hour
All agents working to achieve 1,000 points on follow-up through calls, texts, emails, and appointments.
Pond Best Practices
Rules of engagement: speed-to-lead, pond etiquette, claim thresholds, and how to avoid losing pond access. What Zillow rewards and penalizes.
Lead Reporting Card
Utilize the new Lead Reporting Card section of the Fidelity Home Group Hub to log the activities completed during today's Flex Lab across each segment of the database. Track how many leads you attempted to contact, how many picked up, how many were moved from "attempt to contact" into "nurture," and how many nurture leads you actually connected with. Fill out the easy-to-edit scorecard for today — each Thursday gets its own card — and download it from the dedicated Lead Reporting Cards section on the hub for your records.
Week 4
Smart Plans & AI-Powered Database Research
Using smart plans and AI research to nurture, enrich, and grow the database on autopilot
Follow-Up Boss Power Hour
All agents working to achieve 1,000 points on follow-up through calls, texts, emails, and appointments.
Smart Plans Overview
How Follow Up Boss smart plans work: trigger-based sequences, drip cadence, and how to keep Zillow leads warm without manual chasing.
AI Data Research
Use AI to research a lead’s property, neighborhood, and buying signals — then feed enriched notes back into Follow Up Boss for smarter outreach.
Build a Campaign
Each group builds one smart-plan campaign end-to-end: audience, cadence, message templates, and AI-enriched personalization.
Recap & Next Quarter
Review the four-week cycle, measure activity points, and preview next quarter’s skill rotation.
Follow Up Boss Point System
Target: 1,000 activity points per agent, every session
| Activity | Points |
|---|---|
Call over 2 minutes | 100 points |
Standard outbound call | 10 points |
Text message | 2 points |
Email | 1 point |
Appointment set | 500 points |
Ways to Reach 1,000 Points
Weekly Activity Ideas
Skills we rotate through during the Conversion Lab
Weekly Goals
“Consistent activity creates consistent opportunities. Every conversation moves us one step closer to another family served and another successful closing.”