Realtor Coaches: July Call 1 Checklist Walkthrough — Transcript

Full transcript

1. 0:00Hi guys, here is your video on checklist
2. 0:04number one for the month of July. So you
3. 0:06will see that our opening question is
4. 0:08where in your business would consistency
5. 0:11improve if there were a documented
6. 0:13process everyone followed the same way
7. 0:15every time. What we're teaching for the
8. 0:18month of July are SOPs and checklist and
9. 0:21tightening them up across the board in
10. 0:23each department of our business for the
11. 0:25clients and for us. And this is teeing
12. 0:28up to what we will do in August, which
13. 0:30will be teams. So we all know before we
14. 0:33can start looking at hiring, we need to
15. 0:35make sure that we have systems and
16. 0:37things built. So that's what the month
17. 0:38of July is about. So you will see that
18. 0:40we updated our homework section. You now
19. 0:43can jot down everybody's name, check off
20. 0:45what they have, and then have extra
21. 0:46notes next to it. for checklist number
22. 0:49one. The homework due as far as forms is
23. 0:52scorecard, performance tracker, lead
24. 0:54tracker, and anything extra we've
25. 0:56assigned. Um Alan, did you get that? I'm
26. 0:59just kidding. Um teaching the current
27. 1:02play section three. That is the SOP
28. 1:05framework. I'm not going to read all
29. 1:06this word for word, but you guys read it
30. 1:08and you will see that everything in here
31. 1:10we need to teach them about an SOP is
32. 1:13included. Here's something very
33. 1:15important. An SOP is a standard
34. 1:18operating process. It is not the
35. 1:20checklist for a piece of the process.
36. 1:24So, be very clear with our students that
37. 1:26if they have a buyer intake checklist
38. 1:28and a listing checklist and a
39. 1:29pre-listing checklist and a pending to
40. 1:31close checklist, that's all great, but
41. 1:33that's not an SOP. So the purpose of an
42. 1:36SOP is to make sure that anybody that
43. 1:38walks in the door could pick up a
44. 1:40standard operating process and use
45. 1:42whatever checklist applies for that
46. 1:45process and be able to take a piece of
47. 1:47the business front to back without
48. 1:49asking questions. So we know most people
49. 1:53don't have those built and they are
50. 1:55really helpful. Also AI helps us build
51. 1:57them really well when you load a
52. 1:58checklist. So that's teaching the play.
53. 2:01Then we have spot coaching anywhere I
54. 2:03can help you with specifically in your
55. 2:05business. Then we close.
56. 2:08We talk about what's homework is due
57. 2:10next. The homework due before call two
58. 2:12is going to be to turn into us their
59. 2:16buyer intake checklist, their listing
60. 2:18checklist, their contract to close
61. 2:21checklist, and the SOPs. The next forms
62. 2:24for call two will be scorecard
63. 2:26performance tracker, lead tracker, money
64. 2:28tracker, and P&L. Uh, and actually we
65. 2:31know the P&L comes before the money
66. 2:33tracker. And then we want to make sure
67. 2:35we're asking, is there any reason they
68. 2:36can't get this homework done before the
69. 2:38next call for accountability? We also
70. 2:40need to double down on fines. The
71. 2:42lenders are giving lots of fines. We
72. 2:44need to be doing the same thing. So get
73. 2:46ready and prep our students that fines
74. 2:47are coming. Um, lastly, we want to
75. 2:50remind everybody of the next call. Um,
76. 2:54that is going to be dependent on what
77. 2:55date your call is on. And then I want to
78. 2:58start making sure we ask at the end we
79. 3:00leave a closing 4 to 5 minutes max and
80. 3:03we go around and ask everyone what value
81. 3:06did you get from today's call. I think
82. 3:08it is very important that not only we
83. 3:11know we're adding value in every call
84. 3:13but for every student to confirm at
85. 3:15every call they are receiving value.
86. 3:18That's going to increase our retention
87. 3:19that's going to increase our value and
88. 3:21it's going to make sure we're
89. 3:22solidifying that in everybody's brain.
90. 3:24So that's it for call checklist number
91. 3:26one. Number two will be coming soon.
92. 3:28Have a great Fourth of July weekend.