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Tips and Best Practices

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Build the Daily Logging Habit First

The single most important thing you can do in Voru is log your lead gen activity every day. Everything else — scorecards, goals, trends, contests — becomes more powerful when daily data is consistent and accurate. Set a reminder at the end of each workday to log your numbers. Even a two-minute entry keeps your data current and your team leader informed without any extra meetings.

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Keep Your Pipeline Status Current

Your Dashboard, Leaderboard, and Financials all draw from your pipeline. A stale pipeline with old statuses produces inaccurate reports. Make it a habit to update transaction statuses whenever something changes. Going under contract? Update to Pending. Closing done? Flip it to Closed the same day.

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Enter GCI at the Time of Signing

Do not wait until closing to add GCI to a transaction. Enter your estimated commission when the contract is signed. It feeds Pending GCI on the Dashboard and helps your team leader forecast revenue.

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Use Lead Sources Consistently

The ROI Tracker is only useful if lead sources are entered consistently on every transaction. Decide on a standard set of lead source names for your team and stick to them.

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Set Realistic Nurture Touch Frequencies

A buyer who is 12 months out does not need a call every 7 days. Set a 30 or 45-day touch frequency for long-term nurtures. Reserve weekly touches for your Level 8 to 10 contacts who are actively searching or ready to list.

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Run Contests During Historically Slow Periods

Use the Trends page to identify your team’s historically slow months. Plan contests to land during those periods to create momentum when the market is naturally quiet.

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Review the Business Plan Quarterly

Your Business Plan is a living document. Set a calendar reminder to review it every quarter. If your average sale price has shifted or your conversion rates have improved, update the inputs. A quarterly review keeps the projections meaningful.

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Use Scorecards in One-on-Ones

Bring up the Scorecard during every one-on-one with an agent. It replaces the “how is prospecting going?” conversation with actual data. Look for patterns across months, not just the most recent entry.

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Celebrate Closings Publicly

Use the Sold Board during team meetings. When an agent sees their name on that board with a closed deal, it reinforces the behavior. Team culture is built in small moments of recognition, and the Sold Board makes that easy.