WEEK 11: Working with Clients and Colleagues — Objectives, Strategies, Hints
As independent contractors, it's key to have a rigorous system to manage revenue and expenses and develop goal-and vision-setting techniques that help us in many aspects of our career.
You also need to know how to think like a "transaction coordinator," which means knowing how to bring a transaction from contract to close. This is one area where performing in extraordinary ways will separate you from the ordinary agent.
1. Financial Systems for the "Self-Employed" (2.75 hours)
- Watch This: How to be a Money Maker
- Complete the Action Steps
2. Setting Objectives And Visualizing Achievement (1.25 hours)
(Rob is on the fence about this one*)
3. Talk Like a "Transaction Coordinator" (6 hours)
- Download This: Contract to Close Checklist and Flow Chart
- Download This: Contract to Close Worksheet
- Learn This: Contract to Close and the Steps to Get There
- Know This: Sellers Checklist Contract to Close
- Know This: Buyers Checklist Contract to Close
- Learn This: MREA Admin — Contract to Close
4. Going the Extra Mile and Staying Motivated (30 minutes)
- Watch This: Go the Extra Mile
- Watch This: How to Stay Motivated
- Watch This: Post-Transaction Relationships
- Watch This: Follow Up Like a Boss! Part 1
- Watch This: Follow Up Like a Boss! Part 2
5. Personal Growth: How to Be the Person Who Makes Others' Lives Easier (10 minutes)
Watch This: How to Be the Person Who Makes Others' Lives Easier
6. How to Establish a Client Connection (30 minutes)
- Learn This: Hold 30 Coffee Meetings to Reconnect
- Learn This: Client Appreciation Parties (how to do them)
- Download This: Making Client Connections, Topics to Talk About
7. BOLD Classes
What is BOLD?
- How It Works: This class costs $800 for you to sign up. However, Rob splits the cost 50/50, and you will be reimbursed by the program on each of the first four deals you close.
- Sign Up Here
8. Weekly Check-in With Rob
Weekly Accountability Check-ins are generally 15-30 minutes long. During this time we will review your understanding of this week's course material, review your goal numbers, and discuss any challenges you are facing.
- 90-Day Goal Check
- Effectively Capturing Buyer Needs
- Conversion Ratio