WEEK 1: Planning and Goal-Setting for the Top-Tier Real Estate Agent
In this first week, we are going to focus on getting organized. Don't be in a rush to jump in and start buying and selling before you have all the pieces in place to be effective, organized, and accountable. Set up the system and start building habits so that you can work smart, not hard.
1. Individual and Team Goals (20 hours)
Win the Day Formula
- Read This: Win the Day
Watch This: Win the Day, Know Your Why – Working By Referral
Expect This: Individual Accountability
- The 30-60-90 Rule
- Sitting Down One-to-One With Rob Every Month
- 15-Minute Check-In Chats Each Week
Do These: How to Time-Block and Manage Daily, Weekly, and Monthly Activities
(Be Sure to Log In First to Your Buffini Account Before Clicking the Links Below)
Day 1
- Video Training: What It Means to Be a Peak Producer
- Complete the Action Steps
Day 2
- Video Training: Building a Dynamic Database
- Complete the Action Steps
Day 3
- Video Training: Creating Referrals
- Complete the Action Steps
Day 4
- Video Training: Working With Buyers
Complete the Action Steps
Day 5
- Video Training: Working With Buyers
- Complete the Action Steps
2. How To Set Up Your CRM (Customer Relationship Management) To Automate and Effectively Manage Your Database (3 hours)
BUFFINI INSTRUCTIONS
Learn This: An Overview of Referral Maker CRM (Day 1)
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- Watch This: Set Up Wizard
- Read This: Referral Maker Instructions
- Referral Maker FAQs
Set Up: Referral Maker CRM in Four Lessons
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- Day 2: How to Set Up Your Referral Maker CRM, Step 2, Part 1
- Day 3: How to Set Up Your Referral Maker CRM, Step 2, Part 2
- Day 4: How to Set Up Your Referral Maker CRM, Step 2, Part 3
- Day 5: How to Set Up Your Referral Maker CRM, Step 2, Part 4
Learn This: Onboarding: Load, Sort and Qualify Your Database, Week 1
Use These: Calls, Notes, Pop-bys, and Tracking Actions in Your Database
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- Resources: Pop-By Tags
3. How To Effectively Communicate Your Schedule With Your Team and To Your Clients (2.5 hours)
Set Up: How to Organize Your Google Calendar
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- How to Use the Commodari Group's Shared Calendar: Read the basics on Sharing a Google Calendar
4. How To Effectively Track Your Financials (1 hour)
Learn This: Recording, Tracking, and Counting Expenses
- Download This: Buffini Monthly Personal Financials
- Track This: Referral Maker CRM "My Business" Record-Keeping
- Count This: Tracking Expenses in Your Referral Maker CRM
5. Personal Growth: Mission, Vision, and Values (1 hour)
Watch This: Mission, Vision, and Values
Live This:
- Vision: To be recognized as the team that provides the best customer service in the business while helping while redefining the way real estate is bought and sold, doing things the right way the first time to eliminate conflict, anxiety, and problems, and making lifetime relationships with our clients.
- Mission: To love, care, and serve our clients in a way that puts them in the best position to either buy or sell a home.
- Values: Customer service, consistent communication, staying positive, respect for team and clients, attitude and energy, market knowledge, transparency, efficiency, honesty, promptness, taking initiative, relationships, teamwork, excellence, doing the right thing always, commitment to growth, family, and integrity. (How do agents at Commodari Group have to behave to reflect those values?).
6. Weekly Check-in With Rob (30 minutes)
Schedule This:
Weekly Accountability Check-ins are generally 15-30 minutes long.
In Week 1, you will review budget and schedule and CRM, and be able to recite mission, vision, and values.