September 7, 2022
Project ROI Worksheet
Project ROI Worksheet A project ROI worksheet can make a proposed project, software purchase or marketing spend easier to evaluate. Start by making the decision explicit: what are you considering,
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Insights
September 7, 2022
Brokerage Modeling Excel File
Brokerage Modeling Excel File A brokerage model is useful when a leader can see how assumptions affect the company’s possible economics. The worksheet described here is designed for a brokerage
September 7, 2022
Testimonial Recruiting Campaign
Testimonial Recruiting Campaign A testimonial recruiting campaign gives prospective agents a clearer view of how current team members experience an organization. The strongest stories are specific, approved by the person
September 6, 2022
Skill Building vs Training
Skill Building vs Training Lecture can explain an idea, but changing how an agent behaves requires practice. Skill building puts the person into a realistic situation, gives them useful feedback
August 26, 2022
Brand Awareness and Recruiting Plan
Brand Awareness and Recruiting Plan A recruiting plan gives prospective agents a coherent way to understand how a brokerage works. Build the message around the values, benefits, proof and invitations
August 26, 2022
Luxury Real Estate Business Plan Weekly Overview
Luxury Real Estate Business Plan Weekly Overview The Business Plan Weekly Overview is an 11×17 worksheet for turning a broad business plan into a short list of actions for the
August 18, 2022
When Should Someone Start a Team?
When Should Someone Start a Team? Starting a team changes the work, cost structure and responsibility of a successful agent. Before adding people, answer three questions about the reason for
August 18, 2022
Changing the Momentum in your Team
Changing the Momentum in Your Team Team momentum changes when leaders make the next useful action visible and repeatable. A focused sprint can interrupt drift, expose unfinished handoffs and show
August 18, 2022
Building a Top Team
Building a Top Team A strong team needs both operating discipline and attention to how people learn, contribute and make decisions. Metrics and goals provide a useful frame; leadership turns
August 18, 2022
Breaking a Business Plateau
Breaking a Business Plateau A growing brokerage or team can reach a point where the leader spends the day resolving fires, answering people questions and maintaining systems. More activity does