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Team Member (licensed)
Why Contracts Matter: Hiring the right person is only half the battle—clear expectations and leg...
Social Media Policy for Team Members
Purpose This policy guides all team members in their use of social media to ensure profession...
Sample Job Posting
Job Title: Licensed Real Estate Sales Professional – Team Member Are you ready to take you...
7 Steps to Hiring a Team Member
7 Steps to Hiring Licensed Agents Recruiting licensed agents doesn’t need to be complicated—b...
Tests
Job Description
Team Meetings/Huddles
Weekly Meetings Meeting Objective: Start the week aligned, motivated, and focused. Review li...
Standard Procedure for Onboarding a Team Admin
Purpose To deliver a smooth, supportive, and professional onboarding experience for administra...
Onboarding Standard Procedure
Purpose To provide a structured and welcoming onboarding experience that sets every new agent up...
Expense Allocation
Download this chart - GCI to Operating Expense Chart.pdf
Inbound Lead
Outbound Lead Script
In this call, you have offered information upfront, they have requested the information you have ...
Sphere of Influence
Why We Don’t Take a Sales Approach with COI Clients When calling your SOI clients, you want to l...
Kits Farming Solution
Here is the Keep in Touch Solution site for Farming to consider: Kits Website KITS Keep in Tou...
Farming Plan
Geographical Farming – Own Your Area Step 1: Shift Your Mindset • Commit to a 5-year plan •...
Google Keep
Google Keep is a simple but powerful tool that allows agents to organize and access their check...
Reminders
Objective To use the built-in Reminders app on my iPhone or Android as a personal assistant fo...
Google Drive
Objective This section outlines how I use Google Drive to keep my business organized, a...
Using Google Calendar for Appointments, Time Blocking, Recurring Events, and Reminders
Purpose This guides real estate agents in using Google Calendar to manage appointments, ...