Team Onboarding
Intial onboarding for agents joining teams
Enrollment includes access to the following course materials for 2 years
Schedule a Coaching Call
Stay Connected via our REAL ESTATE AGENT ROUND TABLE Facebook Group
Welcome to Team Onboarding!
VIDEO: How to Create a Real Estate Sphere of Influence List - PART 1
VIDEO: How to Create a Real Estate Sphere of Influence List - PART 2
AUDIO: How to Create a Sphere of Influence List - PART 1
AUDIO: How to Create a Sphere of Influence List - PART 2
WORKBOOK: How to Create a Real Estate Sphere of Influence List
VIDEO: How to Set Up Your CRM
Script: Update Database
SOI Member Contact Form (fillable)
Daily SOI Contact Form (fillable)
Script: Update Database & Direct Message
VIDEO: Who Do You Know
AUDIO: Who Do You Know?
Workbook: Who to Put in Your SOI
Who Do I Know From These Industries? (fillable)
SOI Call & Text Contact Cycle
QUIZ: Module 2 Part 1
QUIZ: Module 2 Part 2
Module 2 Action Steps
VIDEO: How to Contact Your SOI
AUDIO: How to Contact Your SOI
Workbook: How to Contact Your SOI
VIDEO: Create Your SOI Contact Plan
AUDIO: Create Your SOI Contact Plan
Workbook: Create Your SOI Contact Plan
Sample Contact Plans
Sample Plan #1: The Basic
Sample Plan #2: Giving to Get
Sample Plan #3: Social Butterfly
Monthly Mailer Topics
QUIZ: Module 4
Module 4 Action Steps
VIDEO: Get Uncomfortable
AUDIO: Get Uncomfortable
Workbook: Get Uncomfortable
The Comfort Zone PDF
Action Steps
VIDEO: How to Grow Your SOI
AUDIO: How to Grow Your SOI
Workbook: How to Grow Your SOI
VIDEO: Build Your Vendor Database
AUDIO: Build Your Vendor Database
Workbook: Build Your Vendor Database
Script: Asking for Referrals
Script: Update Database & Ask for Referral
QUIZ: Module 6 Part 1
QUIZ: Module 6 Part 2
Module 6 Action Steps
VIDEO: Developing Referral Networks
AUDIO: Developing Referral Networks
Workbook: Developing Referral Networks
Who Do I Know From These Industries Worksheet
Who Do I Know From These Industries Spreadsheet
VIDEO: Growing Vendor Relationships
AUDIO: Growing Vendor Relationships
Workbook: Growing Vendor Relationships
Script: Referral Business Partnership I
Script: Referral Business Partnership II
Script: Follow Up After Referring a Client to a Vendor
Script: To Contact SOI to Grow Vendor List
QUIZ: Module 12
Module 12 Action Steps
VIDEO: Rights vs. Responsibilities
AUDIO: Rights vs. Responsibilities
Workbook: Rights vs. Responsibilities
Rights vs. Responsibilities PDF
Action Steps
VIDEO: Social Media Basics
AUDIO: Social Media Basics
Workbook: Social Media Basics
VIDEO: Social Media Strategy - PART 1
VIDEO: Social Media Strategy - PART 2
AUDIO: Social Media Strategy - PART 1
AUDIO: Social Media Strategy - PART 2
Workbook: Social Media Strategy
Social Media Calendar STAY Strategy for Content
Script: Personal Facebook Direct Message
12-Month SOI Video Touch System
QUIZ: Module 8
Module 8 Action Steps
VIDEO: Scarcity vs. Abundance
AUDIO: Scarcity vs. Abundance
Workbook: Scarcity vs. Abundance
5 Steps to Mastery PDF - full page version
5 Steps to Mastery PDF
5 Steps to Mastery - Social Media Post
Scarcity Vs. Abundance Chart
Action Steps
VIDEO: Real Estate Video Texting
AUDIO: Real Estate Video Texting
Workbook: Real Estate Video Texting
Video Texting Example #1
Video Texting Example #2
Module 9 Action Steps
VIDEO: Facebook Business Page
Workbook: Setting Up Your Facebook Business Page
BONUS HELP: Creating a Facebook Page for Your Business
BONUS HELP: Adding Essential Information to Your Facebook Page
Facebook Description Examples
BONUS HELP: Creating a Professional Cover Image for Your Facebook Page - PART 1
BONUS HELP: Creating a Professional Cover Image for Your Facebook Page - PART 2
BONUS HELP: How to Use Canva Tutorial
BONUS HELP: How to Find Royalty Free Images
BONUS HELP: Stock Photo Download
Facebook Cover Templates
Keyword Research Toolkit
Successful Facebook Ad Examples
VIDEO: Thoughts Control Actions
AUDIO: Thoughts Control Actions
Workbook: Thoughts Control Actions
The Gandhi Circle PDF
6 Rules for Controlling Your Words PDF
Action Steps for Module 16
VIDEO: Open Houses
Workbook: Open Houses
Resource: Open House Prospecting Activities
Resource: Open House Feedback Form (Printable)
Resource: Positive Need Affirmation Sandwich (Fillable)
Graphic: Open House Timeline
Open House System Checklist (fillable)
Open House System Checklist (editable)
VIDEO: Listing E-Alert Updates - PART 1
VIDEO: Listing E-Alert Updates - PART 2
VIDEO: Listing E-Alert Updates - PART 3
AUDIO: Listing E-Alert Updates - PART 1
AUDIO: Listing E-Alert Updates - PART 2
AUDIO: Listing E-Alert Updates - PART 3
Workbook: Listing E-Alert Updates
Listing E-Alert Campaign Promotional Ad (fillable)
Script: Neighborhood Listing E-Alert Email Drip
Script: Geographic Farming Listing E-Alert Email Drip
Script: Seller Lead Listing E-Alert Email Drip
Script: Buyer Lead Listing E-Alert Email Drip
QUIZ: Module 14
Module 14 Action Steps
VIDEO: Embrace Routines & Rituals
AUDIO: Embrace Routines & Rituals
Workbook: Embrace Routines & Rituals
Listing & Closing Checklists
Action Steps for Module 19
VIDEO: Time Management & Tracking
AUDIO: Time Management & Tracking
Workbook: Time Management & Tracking
Daily SOI Contact Form (fillable)
Lead Tracking (fillable)
SOI Member Contact Form (fillable)
Eisenhower Decision Matrix
VIDEO: Daily Schedule & Time Blocking
AUDIO: Daily Schedule & Time Blocking
Workbook: Daily Schedule & Time Blocking
Sample Weekly Calendar
Daily Schedule for Realtors
The Erase and Replace Rule
VIDEO: Activities Over Results
AUDIO: Activities Over Results
Workbook: Activities Over Results
Action Steps for Module 7
VIDEO: Tracking with a Dashboard
AUDIO: Tracking with a Dashboard
Workbook: Tracking with a Dashboard
ICC Team Dashboard - Excel Spreadsheet
QUIZ: Module 19 Part 1
QUIZ: Module 19 Part 2
Module 19 Action Steps
VIDEO: 2 Week Assault Plan Explained
Workbook: Making Initial Contact with Online Leads
Mastering Lead Follow Up - Infographic
The Sales Process - Infographic
Should I Keep Trying - Infographic
They Didn't Answer - Infographic
Converting a Prospect to a Client - Infographic
2-WEEK ASSAULT PLAN For Making Initial Contact with Online Leads
2-Week Assault Plan Phone Call Scripts
2-Week Assault Plan Text Scripts
2-Week Assault Plan Email Template Scripts
2-Week Assault Plan Video Email Scripts
2-Week Assault Plan Facebook and Social Media Scripts
VIDEO: Online Lead Follow Up Plans
"I'll Do You One Better"
VIDEO: How to Be a Professional
AUDIO: How to Be a Professional
Workbook: How to Be a Professional
Keep Emotions Between the Lines PDF
DISC Behavioral Assessment Image
Action Steps for Module 26
Part One: Buyers don't know what they don't know
Part Two: From contact to appointment
Part Three: Buyer and lender consultations
Part Four: Making things official
Workbook: Buyer Lead Conversion & Consultation Process
Buyer Questionnaire & Lead Sheet
Pre-Buyer Consult Video #1 Script
Buyer Consultation Video Script
Scripts: Presenting the Exclusive Buyer Agency Agreement
Scripts: Handling Objections to Signing the Buyer Agency Agreement
Script: MLS Auto-Prospecting
Part One: Overcoming common objections
Part Two: Getting answers
Part Three: The pre-listing packet
Part Four: The kitchen table consultation
Workbook: Seller Lead Conversion & Listing Presentation Process
Seller Lead Sheet
Price Reduction Graphic
Listing Consultation
Pre-Listing Consultation Video Scripts
Pre-Listing Video #1 Script
Pre-Listing Video #2 Script
Pre-Listing Video #3 Script
Pre-Listing Video #4 Script
Pre-Listing Video #5 Script
Virtual Listing Presentation - Luxury Theme
Virtual Listing Presentation - Classic Theme
Listing and Closing Checklists
The Listing Consultation Script
Objections about Finding a Home to Buy Before Listing
Scripts for Listing Consultation Objections about Price
Urgency Objections
Overcoming Objections about Paying a Commission
VIDEO: Fail Forward
AUDIO: Fail Forward
Workbook: Fail Forward
Action Steps for Module 29
VIDEO: Understanding the Needs Analysis
AUDIO: Understanding the Needs Analysis
Workbook: Understanding the Needs Analysis
The Feelings Wheel
Real Estate Trainer Podcast: Episode 196 - Real Estate Recruiting Scripts: Conducting the Appointment
Action Steps for Module 30
VIDEO: Negotiating With a Needs Analysis
AUDIO: Negotiating With a Needs Analysis
Workbook: Negotiating With a Needs Analysis
Buyer Lead Sheet (fillable)
Seller Lead Sheet (fillable)
Action Steps for Module 31
VIDEO: The Mirroring Technique
AUDIO: The Mirroring Technique
Workbook: The Mirroring Technique
Real Estate Trainer Podcast: Episode 184 - NLP Real Estate Scripts for Realtors
Action Step for Module 32
VIDEO: Mirroring & Matching
AUDIO: Mirroring & Matching
Workbook: Mirroring & Matching
Mirror & Matching - Real Estate Negotiation Strategies
Action Steps for Module 33
VIDEO: The Negotiation Blueprint
AUDIO: The Negotiation Blueprint
Workbook: The Negotiation Blueprint
Meet in the Middle Negotiation Model Graphic
The Icenhower Method Negotiation Model Graphic
Action Steps for Module 34
Team Onboarding teaches the strategies and tactics used by successful real estate organizations to onboard agents joining a team. It offers a proven path to success and includes essential checklists, onboarding procedures, training calendar, and materials.
$349.00
One time purchase price
Instructor
I designed Team Onboarding to get new agents joining a team up into production quickly. In this course, we do it two ways.
First, you will learn how to generate and convert leads from potential customers looking to buy or sell a home that you don't know. You'll learn all the top methods with the highest conversion rates so you can generate business right off the bat.
Second, you will learn how to generate business from your own personal sphere of influence (SOI). These are the people you already know. You will learn how to build your book of business, and as it grows over time, so you will find more and more business coming to you as you progress year by year.
This course, which is over 30 modules long, will help you develop your business in those two healthy ways at the same time, so your own book of business is diversified.
Along the way, you'll receive training on other essential topics, like time management, buyer and seller lead conversion, negotiations training, and mindset training.
You'll learn all of these skills and tools (and more) that a new agent should learn to get them into production and selling real estate extremely quickly.