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 Year-End Admin Finale: Prepping for a Stellar 2025

    • Trello Your Way to Real Estate Glory

    • Building Vibrant Teams for Exceptional Results

    • 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