You should think about deviding the meeting into 7 sections: Team Lead Dashboard - Erik (Weekly Check), CS 2023 Q3 OKRs, Claims, Tricky ongoing customer issues, Recruiting and Promotions, Licensing, All Other Topics. Then adding the following erik / laura weekly 1-1 copy topics, where appropriate:

• Hubspot - Activities by team member
• Front - Team Lead Dashboard
• Team activity totals - Advisor Assistants
• Team activity totals - Advisors
• Team activity totals - Mortgage
• Tasks incomplete as of 1 day ago - assigned to all reps
• NPS
• Current priority deals by deal owner
• OKR 1 - Continue to build on mortgage momentum
• OKR 2 - Grow our advisor-assisted sales
• Review status of all ongoing claims
• Rebecca King
• Mortgage advisor
• Bilingual advisor
• Team Lead promotion
• CAA hires
• Check on licensing status of all current and recently onboarded staff
• Assigning work in Front - I think this gives you the best transparency into the day & best opportunity to coach your team. What would you need to change to open up your time to do this?