TEAM ONBOARDING - Initial Onboarding for Agents Joining Teams (Client)

Team Onboarding teaches the strategies & tactics used by successful real estate organizations to onboard agents joining a team. It offers a proven path to success & includes essential checklists, onboarding procedures, training calendar & materials.

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Course curriculum

1. Schedule a Coaching Call
2. Stay Connected via our REAL ESTATE AGENT ROUND TABLE Facebook Group
3. Welcome to Team Onboarding!
1. VIDEO: How to Create a Real Estate Sphere of Influence List - PART 1
2. VIDEO: How to Create a Real Estate Sphere of Influence List - PART 2
3. AUDIO: How to Create a Sphere of Influence List - PART 1
4. AUDIO: How to Create a Sphere of Influence List - PART 2
5. WORKBOOK: How to Create a Real Estate Sphere of Influence List
6. VIDEO: How to Set Up Your CRM
7. Script: Update Database
8. SOI Member Contact Form (fillable)
9. Daily SOI Contact Form (fillable)
10. SOI Call & Text Contact Cycle
11. Script: Update Database & Direct Message
1. VIDEO: Who Do You Know
2. AUDIO: Who Do You Know?
3. Workbook: Who to Put in Your SOI
4. Who Do I Know From These Industries? (fillable)
5. QUIZ: Module 2 Part 1
6. QUIZ: Module 2 Part 2
7. Module 2 Action Steps
1. VIDEO: How to Contact Your SOI
2. AUDIO: How to Contact Your SOI
3. Workbook: How to Contact Your SOI
1. VIDEO: Create Your SOI Contact Plan
2. AUDIO: Create Your SOI Contact Plan
3. Workbook: Create Your SOI Contact Plan
4. Sample Contact Plans
5. Sample Plan #1: The Basic
6. Sample Plan #2: Giving to Get
7. Sample Plan #3: Social Butterfly
8. Monthly Mailer Topics
9. QUIZ: Module 4
10. Module 4 Action Steps
1. VIDEO: Get Uncomfortable
2. AUDIO: Get Uncomfortable
3. Workbook: Get Uncomfortable
4. The Comfort Zone PDF
5. Action Steps
1. VIDEO: How to Grow Your SOI
2. AUDIO: How to Grow Your SOI
3. Workbook: How to Grow Your SOI
1. VIDEO: Build Your Vendor Database
2. AUDIO: Build Your Vendor Database
3. Workbook: Build Your Vendor Database
4. Script: Asking for Referrals
5. Script: Update Database & Ask for Referral
6. QUIZ: Module 6 Part 1
7. QUIZ: Module 6 Part 2
8. Module 6 Action Steps
1. VIDEO: Developing Referral Networks
2. AUDIO: Developing Referral Networks
3. Workbook: Developing Referral Networks
4. Who Do I Know From These Industries Worksheet
5. Who Do I Know From These Industries Spreadsheet
1. VIDEO: Growing Vendor Relationships
2. AUDIO: Growing Vendor Relationships
3. Workbook: Growing Vendor Relationships
4. Script: Referral Business Partnership I
5. Script: Referral Business Partnership II
6. Script: Follow Up After Referring a Client to a Vendor
7. Script: To Contact SOI to Grow Vendor List
8. QUIZ: Module 12
9. Module 12 Action Steps
1. VIDEO: Rights vs. Responsibilities
2. AUDIO: Rights vs. Responsibilities
3. Workbook: Rights vs. Responsibilities
4. Rights vs. Responsibilities PDF
5. Action Steps
1. VIDEO: Social Media Basics
2. AUDIO: Social Media Basics
3. Workbook: Social Media Basics
1. VIDEO: Social Media Strategy - PART 1
2. VIDEO: Social Media Strategy - PART 2
3. AUDIO: Social Media Strategy - PART 1
4. AUDIO: Social Media Strategy - PART 2
5. Workbook: Social Media Strategy
6. Social Media Calendar STAY Strategy for Content
7. Script: Personal Facebook Direct Message
8. 12-Month SOI Video Touch System
9. QUIZ: Module 8
10. Module 8 Action Steps
1. VIDEO: Scarcity vs. Abundance
2. AUDIO: Scarcity vs. Abundance
3. Workbook: Scarcity vs. Abundance
4. 5 Steps to Mastery PDF - full page version
5. 5 Steps to Mastery PDF
6. 5 Steps to Mastery - Social Media Post
7. Scarcity Vs. Abundance Chart
8. Action Steps
1. VIDEO: Real Estate Video Texting
2. AUDIO: Real Estate Video Texting
3. Workbook: Real Estate Video Texting
4. Video Texting Example #1
5. Video Texting Example #2
6. Module 9 Action Steps
1. VIDEO: Facebook Business Page
2. Workbook: Setting Up Your Facebook Business Page
3. BONUS HELP: Creating a Facebook Page for Your Business
4. BONUS HELP: Adding Essential Information to Your Facebook Page
5. Facebook Description Examples
6. BONUS HELP: Creating a Professional Cover Image for Your Facebook Page - PART 1
7. BONUS HELP: Creating a Professional Cover Image for Your Facebook Page - PART 2
8. BONUS HELP: How to Use Canva Tutorial
9. BONUS HELP: How to Find Royalty Free Images
10. BONUS HELP: Stock Photo Download
11. Facebook Cover Templates
12. Keyword Research Toolkit
13. Successful Facebook Ad Examples
1. VIDEO: Thoughts Control Actions
2. AUDIO: Thoughts Control Actions
3. Workbook: Thoughts Control Actions
4. The Gandhi Circle PDF
5. 6 Rules for Controlling Your Words PDF
6. Action Steps for Module 16
1. VIDEO: Open Houses
2. Workbook: Open Houses
3. Resource: Open House Prospecting Activities
4. Resource: Open House Feedback Form (Printable)
5. Resource: Positive Need Affirmation Sandwich (Fillable)
6. Graphic: Open House Timeline
7. Open House System Checklist (fillable)
8. Open House System Checklist (editable)
1. VIDEO: Listing E-Alert Updates - PART 1
2. VIDEO: Listing E-Alert Updates - PART 2
3. VIDEO: Listing E-Alert Updates - PART 3
4. AUDIO: Listing E-Alert Updates - PART 1
5. AUDIO: Listing E-Alert Updates - PART 2
6. AUDIO: Listing E-Alert Updates - PART 3
7. Workbook: Listing E-Alert Updates
8. Listing E-Alert Campaign Promotional Ad (fillable)
9. Script: Neighborhood Listing E-Alert Email Drip
10. Script: Geographic Farming Listing E-Alert Email Drip
11. Script: Seller Lead Listing E-Alert Email Drip
12. Script: Buyer Lead Listing E-Alert Email Drip
13. QUIZ: Module 14
14. Module 14 Action Steps
1. VIDEO: Embrace Routines & Rituals
2. AUDIO: Embrace Routines & Rituals
3. Workbook: Embrace Routines & Rituals
4. Listing & Closing Checklists
5. Action Steps for Module 19
1. VIDEO: Time Management & Tracking
2. AUDIO: Time Management & Tracking
3. Workbook: Time Management & Tracking
4. Daily SOI Contact Form (fillable)
5. Lead Tracking (fillable)
6. SOI Member Contact Form (fillable)
7. Eisenhower Decision Matrix
1. VIDEO: Daily Schedule & Time Blocking
2. AUDIO: Daily Schedule & Time Blocking
3. Workbook: Daily Schedule & Time Blocking
4. Sample Weekly Calendar
5. Daily Schedule for Realtors
6. The Erase and Replace Rule
1. VIDEO: Activities Over Results
2. AUDIO: Activities Over Results
3. Workbook: Activities Over Results
4. Action Steps for Module 7
1. VIDEO: Tracking with a Dashboard
2. AUDIO: Tracking with a Dashboard
3. Workbook: Tracking with a Dashboard
4. ICC Team Dashboard - Excel Spreadsheet
5. QUIZ: Module 19 Part 1
6. QUIZ: Module 19 Part 2
7. Module 19 Action Steps
1. VIDEO: 2 Week Assault Plan Explained
2. Workbook: Making Initial Contact with Online Leads
3. Mastering Lead Follow Up - Infographic
4. The Sales Process - Infographic
5. Should I Keep Trying - Infographic
6. They Didn't Answer - Infographic
7. Converting a Prospect to a Client - Infographic
8. 2-WEEK ASSAULT PLAN For Making Initial Contact with Online Leads
9. 2-Week Assault Plan Phone Call Scripts
10. 2-Week Assault Plan Text Scripts
11. 2-Week Assault Plan Email Template Scripts
12. 2-Week Assault Plan Video Email Scripts
13. 2-Week Assault Plan Facebook and Social Media Scripts
1. VIDEO: Online Lead Follow Up Plans
2. "I'll Do You One Better"
1. VIDEO: How to Be a Professional
2. AUDIO: How to Be a Professional
3. Workbook: How to Be a Professional
4. Keep Emotions Between the Lines PDF
5. DISC Behavioral Assessment Image
6. Action Steps for Module 26
1. Part One: Buyers don't know what they don't know
2. Part Two: From contact to appointment
3. Part Three: Buyer and lender consultations
4. Part Four: Making things official
5. Workbook: Buyer Lead Conversion & Consultation Process
6. Buyer Questionnaire & Lead Sheet
7. Pre-Buyer Consult Video #1 Script
8. Buyer Consultation Video Script
9. Scripts: Presenting the Exclusive Buyer Agency Agreement
10. Scripts: Handling Objections to Signing the Buyer Agency Agreement
11. Script: MLS Auto-Prospecting
1. Part One: Overcoming common objections
2. Part Two: Getting answers
3. Part Three: The pre-listing packet
4. Part Four: The kitchen table consultation
5. Workbook: Seller Lead Conversion & Listing Presentation Process
6. Seller Lead Sheet
7. Price Reduction Graphic
8. Listing Consultation
9. Pre-Listing Consultation Video Scripts
10. Pre-Listing Video #1 Script
11. Pre-Listing Video #2 Script
12. Pre-Listing Video #3 Script
13. Pre-Listing Video #4 Script
14. Pre-Listing Video #5 Script
15. Virtual Listing Presentation - Luxury Theme
16. Virtual Listing Presentation - Classic Theme
17. Listing and Closing Checklists
18. The Listing Consultation Script
19. Objections about Finding a Home to Buy Before Listing
20. Scripts for Listing Consultation Objections about Price
21. Urgency Objections
22. Overcoming Objections about Paying a Commission
1. VIDEO: Fail Forward
2. AUDIO: Fail Forward
3. Workbook: Fail Forward
4. Action Steps for Module 29
1. VIDEO: Understanding the Needs Analysis
2. AUDIO: Understanding the Needs Analysis
3. Workbook: Understanding the Needs Analysis
4. The Feelings Wheel
5. Real Estate Trainer Podcast: Episode 196 - Real Estate Recruiting Scripts: Conducting the Appointment
6. Action Steps for Module 30
1. VIDEO: Negotiating With a Needs Analysis
2. AUDIO: Negotiating With a Needs Analysis
3. Workbook: Negotiating With a Needs Analysis
4. Buyer Lead Sheet (fillable)
5. Seller Lead Sheet (fillable)
6. Action Steps for Module 31
1. VIDEO: The Mirroring Technique
2. AUDIO: The Mirroring Technique
3. Workbook: The Mirroring Technique
4. Real Estate Trainer Podcast: Episode 184 - NLP Real Estate Scripts for Realtors
5. Action Step for Module 32
1. VIDEO: Mirroring & Matching
2. AUDIO: Mirroring & Matching
3. Workbook: Mirroring & Matching
4. Mirror & Matching - Real Estate Negotiation Strategies
5. Action Steps for Module 33
1. VIDEO: The Negotiation Blueprint
2. AUDIO: The Negotiation Blueprint
3. Workbook: The Negotiation Blueprint
4. Meet in the Middle Negotiation Model Graphic
5. The Icenhower Method Negotiation Model Graphic
6. Action Steps for Module 34

About this course

Free
252 lessons
15.5 hours of video content

Icenhower Institute

TEAM ONBOARDING - Initial Onboarding for Agents Joining Teams (Client)

Course curriculum

Get Started Here!

Module 1: Create Your Sphere of Influence Database

Module 2: Who to Put in Your SOI

Module 3: How to Contact Your SOI

Module 4: Create Your SOI Contact Plan

Module 5: Get Uncomfortable

Module 6: How to Grow Your SOI

Module 7: Build Your Vendor Database

Module 8: Developing Referral Networks

Module 9: Growing Vendor Relationships

Module 10: Rights & Responsibilities

Module 11: Social Media Basics

Module 12: Social Media Strategy

Module 13: Scarcity Vs. Abundance

Module 14: Real Estate Video Texting

Module 15: Setting Up Your Facebook Business Page

Module 16: Thoughts Control Actions

Module 17: Open Houses

Module 18: Listing E-Alert Updates

Module 19: Embrace Routines & Rituals

Module 20: Time Management & Tracking

Module 21: Daily Schedule & Time Blocking

Module 22: Activities Over Results

Module 23: Tracking with a Dashboard

Module 24: Making Intial Contact with Online Leads

Module 25: Online Lead Follow-Up Plans

Module 26: How to Be a Professional

Module 27: Buyer Lead Conversion & Consultation Process

Module 28: Seller Lead Conversion & Listing Presentation Process

Module 29: Fail Forward

Module 30: Understanding the Needs Analysis

Module 31: Negotiating with a Needs Analysis

Module 32: The Mirroring Technique

Module 33: Mirroring & Matching

Module 34: The Negotiation Blueprint

About this course