Course curriculum
-
1
Book Club
-
Atomic Habits by James Clear - Part 1 (58:30)
-
Atomic Habits by James Clear - Part 1, Call notes
-
Atomic Habits by James Clear - Part 2 (58:52)
-
Atomic Habits by James Clear- Part 2, Call notes
-
Boundaries: When to Say Yes, How to Say No to Take Control of Your Life by Henry Cloud and John Townsend - Part 1 (8:00)
-
Boundaries: When to Say Yes, How to Say No to Take Control of Your Life by Henry Cloud and John Townsend - Part 1, Call notes
-
Boundaries: When to Say Yes, How to Say No to Take Control of Your Life by Henry Cloud and John Townsend - Part 2 (8:42)
-
Boundaries: When to Say Yes, How to Say No to Take Control of Your Life by Henry Cloud and John Townsend - Part 2, Call notes
-
Dare to Lead by Brene Brown - Part 1 (59:44)
-
Dare to Lead by Brene Brown - Part 2 (48:22)
-
Perfection Detox by Petra Kolber - Part 1 (51:48)
-
Perfection Detox by Petra Kolber, Call Notes
-
Perfection Detox by Petra Kolber - Part 2, Call Notes
-
The Big Leap by Gay Hendricks - Part 1 (10:56)
-
The Big Leap by Gay Hendricks - Part 1, Call Notes
-
The Big Leap by Gay Hendricks - Part 2 (3:32)
-
The Big Leap by Gay Hendricks - Part 2, Call Notes
-
The Founder and the Force Multiplier by Adam Hergenrother and Hallie Warner - Part 1 (1:01:36)
-
The Founder and the Force Multiplier by Adam Hergenrother and Hallie Warner - Part 1, Call Notes
-
The Founder and the Force Multiplier by Adam Hergenrother and Hallie Warner - Part 2 (1:01:05)
-
The Founder and the Force Multiplier by Adam Hergenrother and Hallie Warner - Part 2, Call Notes
-
White Fragility by Dr. Robin DiAngelo - Part 1, Call Notes
-
White Fragility by Dr. Robin DiAngelo - Part 2, Call Notes
-
-
2
Book Club Resources
-
3 Unsettling Truths about Neighborhood Segregation
-
Atomic Habits Resources
-
Boundaries - Study Guide
-
Communication Tools - Founder and Force Multiplier
-
Daily Accountability Questions - Founder and Force Multiplier
-
Dare to Lead - Braving
-
Dare to Lead - Story Rumble Process
-
Daring Greatly - Leadership Manifesto
-
DISC Assessment Cheat Sheet
-
Images of Successful Habits
-
Myintent.org Word Finder Quiz
-
Resources for REALTORS
-
Strategic Partner User Manual - Founder and Force Multiplier
-
StrengthsFinder Paid Assessment
-
The Perfection Detox: Petra Kolber - TEDxSyracuseUniversity
-
VIA Institute on Character Free Assessment
-
-
3
Book Reviews
-
4,000 Weeks by Oliver Burkeman - Book Review by Kathleen Metcalf (1:53)
-
Atomic Habits by James Clear - Book Review by Dr. Laura Sims (6:51)
-
Burnout: The Secret to Unlocking the Stress Cycle - Book Review by Marika Belusa (2:13)
-
Chop Wood Carry Water: How to Fall in Love with the Process of Becoming Great by Joshua Medcalf - Book Review by Kathleen Metcalf (4:17)
-
Contagious Culture by Anese Cavanaugh - Book Review by Dr. Laura Sims (4:14)
-
Dare to Lead by Brene Brown - Book Review by Haley LoBosco (4:34)
-
Fierce Conversations by Susan Scott - Book Review by Dr. Laura Sims (4:07)
-
High Performance Habits by Brendon Burchard - Book Review by Haley LoBosco (3:13)
-
How to Begin by Michael Bungay Stanier - Book Review by Kathleen Metcalf (5:07)
-
Profit First by Mike Michalowicz - Book Review by Dr. Laura Sims (4:27)
-
Rocket Fuel by Gino Wickman and Mark Winters - Book Review by Dr. Laura Sims (6:21)
-
The Book of Boundaries by Melissa Urban - Book Review by Dr. Laura Sims (4:15)
-
The Buddha and the Badass by Vishin Lakhiani - Book Review by Haley LoBosco (7:35)
-
The Four Agreements by Don Miguel Ruiz - Book Review by Kathleen Metcalf (7:17)
-
The Go-Giver by Bob Burg and John David Man - Book Review by Kathleen Metcalf (9:27)
-
The Leader Assistant by Jeremy Burrows - Book Review by Tiffany Lawson (3:28)
-
Unreasonable Hospitality by Will Guidara - Book Review by Kathleen Metcalf (3:42)
-
-
4
Customer Service
-
Admin End of Year Checklist - 2019
-
Best Practices for Client Care Follow-Through (58:57)
-
Best Practices for Client Care Follow-Through, Call Notes
-
Buyer Accepted Offer Letter Template
-
Continuity - How to Follow Up with your Agent and Clients to Give Great Customer Service! (49:51)
-
DISC Profile Cheat Sheet
-
Gratitude: "Hug your Customers" and "Hug your People" by Jack Mitchell (1:01:17)
-
Gratitude: "Hug your Customers" and "Hug your People" by Jack Mitchell, Call Notes
-
How Can You be Adding Even Greater Value? (52:42)
-
How to Write for Real Estate - Attract Clients and Sell Property with Clarity, Polish and Purpose in your Writing Skills (58:21)
-
How to Write for Real Estate - Attract Clients and Sell Property with Clarity, Polish and Purpose in your Writing Skills, Call Notes
-
How Can You Be Adding Even Greater Value, Call Notes
-
Hug Your Customers Study Guide and Quiz by Jack Mitchell
-
REA 101 Module 3: January Closing Statement Letter Template
-
Sarah Weaver's Building a Profitable and Prodcutive Team using the DISC 2
-
Year-End Admin Checklist (1:01:15)
-
Year-End Admin Checklist, Call Notes
-
-
5
Efficiency
-
4-1-1 worksheet
-
Client Events Task List
-
Efficiency - Build the Foundation so You Can Play with Margaret Smith (57:16)
-
Efficiency - Build the Foundation so You Can Play with Margaret Smith, Call Notes
-
How to Create Predictability in Your Business with Ross Novotny, Call Notes
-
Managing Projects and Timeframes (39:45)
-
Managing Projects and Timeframes, Call Notes
-
PNW Admin Mastermind - The Promise
-
Predict How People May React with Vanessa Rosenblum-Inglese (48:31)
-
Predict How People May React with Vanessa Rosenblum-Inglese, Call Notes
-
Predictability and Productivity for Balance and Compassion (1:05:47)
-
Predictability and Productivity for Balance and Compassion, Call Notes
-
Predicting Your Business with Dana Browning (58:21)
-
Predicting Your Business with Dana Browning, Call Notes
-
Success Habit “Efficiency” - Planning Client Events (1:00:17)
-
Success Habit “Efficiency” - Planning Client Events, Call Notes
-
Third Degree Leverage - How to Create Predictability in Your Business (54:45)
-
Weekly Meeting Agenda
-
-
6
Excellence
-
Daily Schedule - Agents
-
Daily Schedule - Family
-
Diamonds are Made Under Pressure: How to Use this Moment to Create Habits for Excellence (58:19)
-
Empower Workshop REbox & KM- How to WOW Your New Boss
-
How to Use this Moment to Create Habits for Excellence, Call Notes
-
How to WOW Your New Boss (1:09:15)
-
Level - Working with your Virtual Specialist
-
Practicing Excellence in Real Estate through Working with a Virtual Assistant, Call Notes
-
Practicing Excellence in Real Estate through Working with a Virtual Assistant (1:00:08)
-
Sample Coronavirus Update to Clients
-
Solutions and Support for Doing Business NOW (1:02:51)
-
Solutions and Support for Doing Business NOW, Call Notes
-
Work from Home Schedules for Admins
-
-
7
Goal Setting
-
12 Habits for Success in 2020
-
Admin Personal Goals for 2020
-
Admin Year-End Checklist
-
Agent Monthly Lead Tracker
-
Combining the Goals of the Business with YOUR Goals (53:35)
-
Combining the Goals of the Business with YOUR Goals, Call Notes
-
Communication Tools
-
Daily Accountability Questions
-
Future Self
-
Goal Check-In with Projects and Skill-Building Mid-Year (48:42)
-
Goal Check-In with Projects and Skill-Building Mid-Year, Call Notes
-
Goal Setting Update (37:03)
-
Goal Setting Update, Call Notes
-
Monthly Goal Tracker
-
Personal Goal Setting for Admins (51:41)
-
REA 101 Module 4: Sample Team Meeting Agenda
-
Sample Vision Statements and Values
-
Strategy Meeting to Set Goals with your Agent(s) (51:20)
-
Strategy Meeting to Set Goals with your Agent(s), Call Notes
-
Worksheet - Admin Personal Goals
-
Your Plan vs Reality
-
-
8
Marketing
-
90 Days Content Ideas
-
Catch the Video Marketing Wave (47:52)
-
Catch the Video Marketing Wave, Call Notes
-
Catch the Video Marketing Wave Cheat Sheet
-
Catch the Video Marketing Wave Video and Email Resources
-
Connecting with Clients and Leads while Working From Home, Call Notes
-
Dominate Your Niche With Podcasting (14:01)
-
Dominating Your Niche With Podcasting, Call Notes
-
Driven Relationships Demo
-
Driven Relationships Demo with Kelly Bohm, Call Notes
-
How to use Facebook Ads for Real Estate (21:53)
-
Elements of Value
-
Engage your SOI with Jes Yeager (51:38)
-
Facebook Social Media Daily Tasks
-
Free List Building Tactics
-
Let's Talk Social Media Strategy (1:02:17)
-
LinkedIn Marketing Campaigns (58:47)
-
LinkedIn Marketing Campaigns, Call Notes
-
Marketing and Social Media Follow-Through (55:21)
-
Marketing and Social Media Follow-Through, Call Notes
-
Marketing Campaigns and Proactive Planning For Your Agent (44:33)
-
Marketing Made Simple Free Download
-
Marketing Plan in Action - How to market your agent's brand and the seller's listings you represent (1:02:56)
-
Marketing Plan in Action, Call Notes
-
Sample Marketing Plan
-
Social Media Content Planning Template
-
Social Media Marketing (57:40)
-
Workbook - Defining Your Target Market for Real Estate Professionals
-
Workbook - Using Facebook for Real Estate Professionals
-
Workbook - Using Instagram for Real Estate Professionals
-
YouTube Channel Development (54:55)
-
YouTube Channel Development, Call Notes
-
-
9
Mindset & Professional Development
-
12 Success Habits of 2021
-
A Messy Conversation: Talking About Race and Real Estate (55:19)
-
A Messy Conversation: Talking About Race and Real Estate, Call Notes
-
Atomic Habits Session
-
Big Rocks - Covey
-
Bold Laws
-
Building Teams with Margaret Smith (38:33)
-
Checklist to gather documents
-
Confidence with Ande Dunn & Courtney Welsh (53:00)
-
Confidence with Ande Dunn and Courtney Welsh, Call Notes
-
Confidence with Margaret Smith (57:05)
-
Confidence with Margaret Smith, Call Notes
-
Confidence with Tiffany Lawson (44:55)
-
Confidence with Tiffany Lawson, Call Notes
-
Conscious Communication - Nicole Sarenpa
-
Cultivating Joy with your Clients & Team with Kathleen Metcalf and Tiffany Lawson (10:23)
-
David Breckheimer's 5x5
-
Decisiveness with Kathleen Metcalf - Part 1 (51:29)
-
Decisiveness with Kathleen Metcalf - Part 1, Call Notes
-
Decisiveness with Kathleen Metcalf - Part 2 (31:09)
-
Decisiveness with Kathleen Metcalf - Part 2, Call Notes
-
Decision Making Process
-
Discipline with Amanda Churchwell (57:04)
-
Discipline with Amanda Churchwell, Call Notes
-
Disaster Preparedness Checklist
-
Extreme Ownership: How U.S. Navy SEALs Lead and Win
-
Famous Guest Speakers on Success (58:36)
-
Famous Guest Speakers on Success
-
Fearlessness with Amanda Doll (54:55)
-
Fearlessness with Amanda Doll, Call Notes
-
Fearlessness with Kathleen Metcalf (38:34)
-
Fearlessness with Kathleen Metcalf, Call Notes
-
Finance Tracker Template
-
Financial Discipline (56:23)
-
Financial Discipline, Call Notes
-
Finding the Lessons in Everything with Kathleen Metcalf (21:32)
-
Finding the Lessons in Everything with Kathleen Metcalf, Call Notes
-
Fostering a Culture of Gratitude in Your Business (55:11)
-
Fostering a Culture of Gratitude in Your Business, Call Notes
-
Gratitude with David Breckheimer (56:33)
-
Gratitude with David Breckheimer, Call Notes
-
Gratitude with Dr. Ellen Albertson (55:13)
-
Gratitude with Dr. Ellen Albertson, Call Notes
-
Goals for 2021, Word for the Year with Kathleen Metcalf and Tiffany Lawson (1:22)
-
Goals for 2021, Word for the Year with Kathleen Metcalf and Tiffany Lawson, Call Notes
-
Habit Tracker
-
Hire LAB - Time and Motion Study Form
-
How First Time Managers Can Become Great Leaders
-
How Long to Keep Important Papers - Suzanna Edit
-
How to LEAD in your role, Call Notes
-
How Your Body Impacts Your Life and Your Work (1:00:41)
-
Leadership with your Agent - How to shift from reactive to proactive in your role as an admin (56:53)
-
Make it Happen: Tracking Your Progress (1:00:49)
-
Make it Happen: Tracking Your Progress, Call Notes
-
Managing Your Energy IQ (58:39)
-
Managing Your Energy IQ, Call Notes
-
Managing Your Energy IQ Handout
-
Make Fear Your Friend (59:23)
-
Make Fear Your Friend, Call Notes
-
Make Fear Your FRIEND Challenge
-
Maslow's Hierarchy of Needs
-
Meet Your Future Self - Guided Meditation (10:14)
-
Mindset: Progress not Perfection (54:04)
-
Mindset: Progress not Perfection, Call Notes
-
Monthly Goal Tracker
-
MyIntent WORD WYW-Board Questions
-
Ownership with Kathleen and Tiffany (1:37)
-
Ownership with Kathleen and Tiffany, Call Notes
-
Ownership with Matthew McKenna (10:30)
-
Ownership with Matthew McKenna, Call Notes
-
Owning your Self-Care with Margaret Smith (54:23)
-
Owning your Self-Care with Margaret Smith, Call Notes
-
Personal Preparedness (13:43)
-
Personal Preparedness, Call Notes
-
Positivity with Kathy Welch & Maggie Reed (53:53)
-
Positivity with Kathy Welch and Maggie Reed, Call Notes
-
Positivity Spiral
-
Positivity with LuAnn Miller (4:37)
-
Positivity with LuAnn Miller, Call Notes
-
Predictability with David Breckheimer (57:22)
-
Predictability with David Breckheimer, Call Notes
-
Raising Your Vibe with Positivity (53:01)
-
Raising Your Vibe with Positivity, Call Notes
-
REA 101: Sample Listing Appointment Checklist
-
Relay Race - Transitions in the Workflow (3:07)
-
Relay Race with Kathleen and Tiffany, Call Notes
-
Sarah Troske Handout
-
Scheduling for Joy with David Breckheimer (57:41)
-
Scheduling for Joy with David Breckheimer, Call Notes
-
Spark! Life Binder Table of Contents Sample
-
Stories of Fearlessness (58:35)
-
Stories of Fearlessness, Call Notes
-
Taking Care of Yourself: Conscious Communication (1:00:08)
-
Taking Initiative - Empowerment
-
Taking Initiative and Empowerment w/ Margaret Smith (1:05:07)
-
Taking Initiative and Empowerment w/ Margaret Smith, Call Notes
-
The Miracle Morning: The Not-So-Obvious Secret Guaranteed to Transform Your Life (Before 8AM)
-
The Only Place You Need To Be Is Here
-
Transitions with Clint Muhlenberg (58:41)
-
Transitions with Clint Muhlenberg, Call Notes
-
Understanding the Drama Triangle vs. Presence (3:21)
-
Values
-
Wellness Journey, Call Notes
-
Where are your strengths and what do you want to learn? (53:59)
-
Where are your strengths and what do you want to learn?, Call Notes
-
White Supremacy Culture Tema Okun
-
Your Brain on Fire: Learning and Growth Mindset (57:08)
-
Your Brain on Fire: Learning and Growth Mindset, Call Notes
-
Zig Ziglar Attitude Makes All The Difference (9:28)
-
-
10
Systems Procedures
-
Agent REbox Compliance Q&A
-
Agent REbox Marketing and Design Media Kit
-
Bookkeeping with Will Hepworth (49:35)
-
Bookkeeping with Will Hepworth, Call Notes
-
Building an Infrastructure - what processes do you need to strengthen? (39:13)
-
Building an Infrastructure - what processes do you need to strengthen?, Call Notes
-
Creating a Punch List Project Plan (45:10)
-
Creating a Punch List Project Plan, Call Notes
-
Business Circle and Punchlist Project Plan
-
Business Circle - REA 101 Module 1
-
Continuity Script for Agents
-
Discipline with Pam Saxman (55:15)
-
Discipline with Pam Saxman, Call Notes
-
Follow Through - Early Detection System: Avoid mistakes with simple checks and balances (56:47)
-
Follow Through - Early Detection System: Avoid Mistakes with Simple Checks and Balances, Call Notes
-
How to Effectively Use Social Media Platforms (54:45)
-
How to Effectively use Social Media Platforms with Karen Liz Albert, Call Notes
-
Social Media Strategic Best Practices by Karen Liz Albert - Workbook
-
Jen Stalcup Slides
-
Kathleen MM Sample Audit
-
Managing the Money Flow in the Business (57:35)
-
Managing the Money Flow in the Business, Call Notes
-
Operations Procedure Manuals - how you can organize and create yours (55:56)
-
How to Create and Edit an Operations Procedure Manual, Call Notes
-
Procedures Manual - Pro R.E.A. Staffing
-
REA Bookkeeping handout
-
REA Bookkeeping Manual
-
Sample Listing Checklist Template
-
Take your Listing Checklist to the Next Level (52:22)
-
Take your Listing Checklist to the Next Level, Call Notes
-
Transactly TC - Checklists
-
Transactly Demo
-
Transactly Demo, Call Notes
-
-
11
Team Dynamics
-
Admin Group Coaching Call, Call Notes
-
An Agent's Perspective on Adding Value (53:19)
-
An Agent's Perspective on Adding Value - Call Notes
-
Are they JCG+T
-
Business Retreat Outline
-
Close the Loop: Follow-Through on Teams (1:01:00)
-
Close the Loop: Follow-Through on Teams, Call Notes
-
Developing Team Dynamics through Fierce Conversations, Call Notes
-
Developing Team Dynamic Through Fierce Conversations (58:21)
-
Gratitude for Diversity (42:36)
-
Gratitude for Diversity, Call Notes
-
Hire LAB Interview Steps
-
Hire LAB - Job Requisition Form
-
Hire LAB - Time and Motion Study Form
-
How to make having difficult conversations as easy as possible! - Call Notes
-
Learning to Hire for Growing Teams (1:02:21)
-
Learning to Hire for Growing Teams, Call Notes
-
The Doctor is in: Symptoms, Problems, and Solutions for Teams (35:44)
-
The Doctor Is In_ - Symptoms of Team Dysfunction and Treatments for Success
-
Year-End Team Meeting (52:46)
-
-
12
Technology
-
Acuity Scheduling Demo
-
Asana Demo with Raquel Elisha
-
Asana Demo with Raquel Elisha - Call notes
-
Chime Demo
-
CRMs and a Front App Demo
-
Follow Up Boss Demo
-
Google - How to create a Table of Contents in a Google Doc for your Operations Procedure Manual
-
Lead Management and Vulcan7 Demo
-
Listing Presentations and HighNote Demo
-
Marketing an Agent's Listings and Brand
-
Real Geeks and Tracking Lead Sources
-
SISU Demo with Olivia O'Toole
-
SISU Demo with Olivia O'Toole - Call notes
-
Scheduling Showings and Team Communication Recording
-
Sisu Demo and Listing Presentations
-
Top Producer Demo
-
Trello - Learn more about how to use this tool!
-
Trello, Part 2 - Acuity, Front, and Recap Session
-
Workflow Management and AppFiles Demo
-
-
13
Thrive Together Masterclass
-
The Life-Changing Magic of an Empowered Executive Assistant
-
A Heart-Centered Approach to Agent Leadership
-
Boost Your Production with Automation
-
Behind the Scenes: How to List Property at High Volume
-
Secrets to Delivering Exceptional Client Care
-
The Art of Sales Leadership (1:00:30)
-
The Science of Sales Leadership (51:40)
-
Unleash Sales Success: Optimize your CRM for Outstanding Results (38:11)
-
-
14
Transaction Management
-
"Ask the Expert" (29:54)
-
Contracts, Obligations and Contingencies (38:12)
-
Disclosures, Closing / Title, and Lending (48:02)
-
How to work with a Transaction Coordinator (TC) for your pending to closing process (55:48)
-
How to work with a Transaction Coordinator (TC) for your pending to closing process - Call notes
-