Sunburst helps you walk into every agent coaching conversation with clear, data-driven insights. Instead of relying on memory or gut feel, you can quickly identify where an agent is struggling and focus on the actions that will have the biggest impact on their production.
You can run this workflow in just a few minutes, right before or even during your one-on-one.
Topics in this article:
3 Core Prompts That Run a Great 1:1
Start here. These three prompts cover most coaching conversations:
What should [agent name] be focused on right now?
What is [agent name]’s biggest blind spot?
How is [agent name] pacing toward goals this quarter, and what’s the fastest way back on track?
If you need more detail, use these deep dive prompts.
To access Sunburst, click the Sunburst icon in the upper, right hand corner of Sisu:
2-Minute Coaching Prep Checklist
You can run this prep 5 minutes before your meeting - or during it.
Quick Scan (Start here)
Pull these three things:
Pending snapshot (Units / Volume / GCI)
Closed volume trend (last 90 days + YTD)
Appointments Met
This gives you a fast read on:
What’s already in motion (pipeline)
What’s actually closing (production)
Whether enough activity is happening
Optional Deep Dive (If You Have More Time)
Use this to pinpoint exactly where coaching is needed:
What To Pull | Why It Matters | What To Coach On |
Conversion chain (Appts Met → Signed → Under Contract → Closed) | Finds the exact breakdown | Skill issue vs follow-up vs weak pipeline |
Activity vs results (Conversations + Appts Met) | Identifies effort vs skill | Low activity = accountability; high activity = skill |
Lost deals + patterns | Reveals trends | Pricing, follow-up, objection handling |
Next 7-day focus | Makes coaching actionable | “These 3 actions create the next contract” |
⚠️ If it’s not logged, it didn’t happen. Missing data limits what you can coach.
Focus on the Right Work: Two Coaching Lanes
To keep coaching conversations productive, separate work into two lanes:
Lane 1: Close Protection (Operations / TC)
Deals already Under Contract (In Escrow)
Focus on ensuring they successfully close
ℹ️ Note: If you have a TC, the agent’s role is responsiveness and decision-making. Your operations/TC owns the checklist and close protection tasks.
Lane 2: New Income Drivers (Agent Focus)
Appointments Met → Signed → Under Contract
This is where coaching drives future income
1:1 Coaching Agenda (15 Minutes)
Use this simple structure to keep meetings focused:
Scoreboard (2 min)
Review closed volume, pending deals, and appointments metFind the Breakdown (5 min)
Identify where conversion is breakingPick One Focus Area (5 min)
Choose one skill or habit to improveSet Commitments (2 min)
Agree on specific actions with measurable goals and deadlinesConfirm Tracking (1 min)
Ensure activity and deals will be logged
Additional Prompts (Deep Dive)
Use these prompt packs to quickly uncover insights:
Find the Breakdown (Conversion)
“Show me [agent name]’s conversion from Appointments Met to Closed for the last 90 days.”
“Where is [agent name] getting stuck in the pipeline?”
“Compare [agent name]’s conversion rates to the team average.”
Effort vs Skill
“Does [agent name] have enough activity to support their goals?”
“Is [agent name] doing the activity but not converting?”
Pipeline Health
“What does [agent name]’s pipeline look like by stage?”
“Which deals are sitting too long in early stages?”
Deal Loss Patterns
“Where are [agent name]’s deals most often lost?”
“Show patterns in [agent name]’s lost deals this quarter.”
Next Best Action
“What is the biggest lever [agent name] can pull to get one more contract this month?”
“Create a 7-day action plan based on [agent name]’s performance.”
Lead Source Insights (Optional)
“How is [agent name] converting leads by source?”
“Which sources produce high GCI but low conversion?”
💡 Pro Tip:
Understanding these terms helps avoid confusion:
Stage: Pipeline step (Appointment Set, Appointment Met, Signed, Under Contract, Closed)
Status: Record state (Active, Inactive, etc.)
Under Contract = In Escrow
Appointments: Refers to Appointments Met unless specified otherwise
Pending: Snapshot of deals under contract (not closed or lost)
If Data Looks Incorrect
If the numbers don’t match expectations:
Verify activity (conversations, appointments) is being logged
Check that transactions are in the correct status
Confirm the selected date range (MTD, YTD, last 90 days)
⚠️ Sunburst can only provide insights based on tracked data.
Tips for Effective Coaching
Run Sunburst right before or during the meeting
Use consistent date ranges to track trends
Focus on early stages (Appointments Met → Signed)
Prioritize closed volume over deal count
End every meeting with 1–3 clear commitments
After using this workflow, you should be able to:
Quickly identify where an agent’s pipeline is breaking down
Distinguish between effort and skill issues
Run focused, data-driven one-on-ones
Set clear, measurable next steps that drive production