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How to Use Agent Accountability Automations and the Agent Leaderboard to Drive More Consistent Closings

Pair two powerful tools to prevent lead leakage, coach your team, and create a high-performing follow-up culture.

Quick Summary

Sierra’s Agent Accountability Automations (AAA) and Agent Leaderboard work together to keep your team on track. Automations alert you when something slips, while the Leaderboard helps you proactively monitor outreach and performance so you can coach agents before small issues turn into lost deals.

Why This Matters

Your CRM is the engine of your business. Like any engine, it needs the right tools to keep running smoothly. Without clear alerts or visibility, leads can slip through the cracks, and small follow-up issues can grow into missed opportunities.

Agent Accountability Automations act like your CRM’s check engine light, immediately flagging problems such as uncontacted leads or overdue tasks. The Agent Leaderboard is more like your performance dashboard, giving you a clear view of who is making calls, sending texts, and keeping up with their pipeline.

For example, a team leader might rely on automations to alert them when a new lead sits untouched for three days. Meanwhile, the same leader can use the Leaderboard to see if an agent’s call volume is trending down, which might explain a slow month before it becomes a major problem.

Together, these tools help you:

  • Stop lead leakage before it costs you revenue

  • Identify agents who need extra coaching or time-blocking help

  • Recognize top performers and replicate what’s working

  • Build a consistent, high-converting follow-up process that scales

Step-by-Step Instructions (How-To)

1. Set Up an Automation (If not using Agent Accountability Automations)

Create an Automation

  1. Click the Gear Icon in your Sierra dashboard, then go to Automations.

  2. Click Create New Automation or pick an existing one to edit.

  3. Choose a Trigger, such as:

    • No contact in X days

    • Lead replied but no agent response

    • Task is overdue

  4. Choose an Action, such as:

    • Assign a new follow-up task

    • Send a notification to an agent or manager

  5. Configure the details, including who it goes to, the due date, and priority.

  6. Save and activate your automation.

Example

If you want to prevent new website leads from sitting idle, set up an automation that creates a task for the assigned agent if there is no contact attempt within two days. This helps you catch slow follow-ups immediately.

2. Use the Agent Leaderboard to Track Trends

Navigate and Filter
  1. Go to the Gear Icon, then click on Sierra Reporting

  2. In Sierra Reporting, you’ll see Agent Leaderboard.

  1. Set your date range and choose any filters, like team, lead source, or tag.

Review Key Metrics
  • Contact attempts: See who is making the most calls and sending the most texts or emails.

  • Tasks completed: Check who is staying on top of their follow-ups.

  • New leads worked: Make sure new assignments are getting timely attention.

Filter for Deeper Insights

Use filters to see trends. For example, you might filter by Facebook leads to see if that source results in more follow-ups and better-engaged leads or by tag to find which agents are most engaged with relocation buyers.

3. Combine Both Tools for Maximum Impact

  • Use AAA to fix what is broken. Automations catch overdue tasks and no-contact leads in real time.

  • Use the Leaderboard to spot trends. If an agent’s outreach starts slipping, you can address it before it affects your pipeline.

Best Practices

  • Start reactive, then get proactive. Let automations clean up urgent issues, then rely on the Leaderboard to improve long-term habits.

  • Set clear expectations. Tell your team how these metrics tie to goals, recognition, and even lead routing.

  • Coach without micromanaging. Automations handle reminders so you can use your time for meaningful feedback.

  • Make it a routine. Top teams review the Leaderboard in weekly meetings, then revisit it monthly or quarterly to tie outreach to closed deals.

How This Helps Your Business

Sierra’s Accountability Automations and Agent Leaderboard turn your CRM into more than a database. Together, they become a performance system that helps you protect your marketing investment, keep every lead engaged, and build a culture of consistent follow-up that closes more transactions. This means fewer missed opportunities, more confident coaching conversations, and a stronger reputation with both buyers and sellers.

Next Step

Try creating a simple automation for uncontacted leads and run your first Agent Leaderboard report this week. It is an easy way to start building a data-driven culture that leads to more consistent closings.

Troubleshooting Common Issues

Issue

What to Check

AAA tasks are overwhelming agents.

Focus on high-impact triggers and limit low-value alerts so agents are not buried.

You are not sure how to act on Leaderboard data.

Filter by lead type or source to pinpoint specific trends that show where to coach.

Your team is ignoring these tools.

Build automations into daily workflows and use the Leaderboard in your regular meetings so it becomes part of your culture.

FAQs

Q: Do I really need both AAA and the Leaderboard?
A: They work best together. Automations alert you to problems in real time, while the Leaderboard gives you coaching insights to prevent those problems from recurring.

Q: Can I export Leaderboard data?
A: Yes, you can export and filter results to bring into team meetings, create recognition programs, or track long-term trends.

Q: How often should I check the Leaderboard?
A: Most teams find value in reviewing it weekly, then tying it to more detailed conversations in monthly or quarterly one-on-ones or business reviews.