Zillow Flex Labs

Thursday Meeting Rubric — Every Thursday | 9:00 AM – 12:00 PM

Weekly Team Workshop

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.

10:00 AM – 11:30 AM Block

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

9:00 – 10:00 AM

Follow-Up Boss Power Hour

All agents working to achieve 1,000 points on follow-up through calls, texts, emails, and appointments.

10:00 – 10:15 AM

Profile Audit

Walkthrough of what Zillow evaluates: reviews, response rate, profile completeness, service areas, and how they affect your pond ranking.

10:15 – 10:45 AM

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.

10:45 – 11:15 AM

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.

11:15 – 11:30 AM

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

9:00 – 10:30 AM

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.

10:30 – 11:30 AM

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.

11:30 AM – 12:00 PM

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

9:00 – 10:00 AM

Follow-Up Boss Power Hour

All agents working to achieve 1,000 points on follow-up through calls, texts, emails, and appointments.

10:00 – 10:20 AM

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.

10:20 – 11:30 AM

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

9:00 – 10:00 AM

Follow-Up Boss Power Hour

All agents working to achieve 1,000 points on follow-up through calls, texts, emails, and appointments.

10:00 – 10:20 AM

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.

10:20 – 10:50 AM

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.

10:50 – 11:20 AM

Build a Campaign

Each group builds one smart-plan campaign end-to-end: audience, cadence, message templates, and AI-enriched personalization.

11:20 – 11:30 AM

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

ActivityPoints
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

10 quality conversations over 2 minutes
100 outbound calls
2 appointments set
A combination of calls, texts, emails, and appointments

Weekly Activity Ideas

Skills we rotate through during the Conversion Lab

Live lead reviews
Role-play objection handling
Zillow Flex best practices
Follow-up strategy
Database reactivation
Text and email optimization
Pipeline management
Appointment conversion
ZHL partnership strategy
Buyer consultation conversion

Weekly Goals

Improve lead response time
Increase contact rate
Set more appointments
Improve buyer consultation conversion
Strengthen Zillow Flex metrics
Build database follow-up discipline
Create stronger team accountability
Increase contracts and closings

“Consistent activity creates consistent opportunities. Every conversation moves us one step closer to another family served and another successful closing.”