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The 20-Minute Agent Business Review

Get clear on what is working, where conversations are stalling, and one action to take this week.

An original worksheet by David Adam Kurz, built on his listening-first approach. Anyone can use it — no contact details, no joining. What you type stays in this browser tab and is not saved or sent anywhere; print it or save it as a PDF to keep it.

Section 1

Last 90 Days

Your personal numbers. Keep team totals separate.

Personal closed sidesPersonal volumeAppointments held

Sources of closed businessTeam totals (kept separate)

Section 2

Client Experience

Reflect in general terms — no client names or private details.

What did clients need most?Where did I listen well?What commitment still needs follow-through?

Section 3

Pipeline

A blank worksheet for your own planning. Use initials or a short label, not personal data.

Active conversation	Next agreed step	Owner	Due date

Section 4

Support

One skill to practiceOne process to clarifyOne brokerage question to verify

Section 5

Next 7 Days

One action

Time blockMeasure of completion

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