From Overwhelmed to In Control in Just 6 Weeks
Agent Systems 101
Most Realtors feel a strong desire to figure out the secret to consistency without working 24/7. Systems are the key to feeling confident and ready for your next buyer or seller.
Having set systems in place will not only save time, but also produce repeatable client experiences that lead to repeat and referral business!
Learn how to save time and produce repeatable results
Ready to see big changes in your biz?
How to ask the right questions in your buyer intake process, how to set solid buyer rules and how to prepare a killer buyer presentation for your first meeting.
How to get from the first call to listing appointment in under 30 minutes and how to show up with confidence and win more listings.
Included in the Agent Systems 101 course you will find all of the workflows and checklists ready to use in a Trello template. Grab the free version of Trello and jump right in to tracking your prospects, clients and transaction management in one easy to use place!
How to set realistic goals, track business for repeat results and transform your mindset for sustained success and happiness!
LET'S BREAK it DOWN
“I seriously just have to tell you how happy I am with this systems course!!! Your style of systems is the absolute perfect middle ground between tech and paper. I am such a visual person and with everything being so techy these days it feels so good to have permission to have a few things on paper still, but yet the tools to also stay digitally organized! Every new agent needs this kind of support!!!!! Love love love and will be spreading the word to all my agent friends!
P.S. I’ve been in the business about as long as you have and this is still JAM packed with so much value!”
Here's what you'll get:
You will receive all docs taught including canva templates for each. That includes all workflows, checklists, spreadsheets and trello templates. Trello templates come with all workflows & checklists input and ready to go!
Support, encouragement and questions answered in our student only Facebook group. Our community is seriously fun and makes learning and implementing easier.
Katy Live once per week in the group sharing more examples, tips and answering questions on each module.
Over the course of my 15 year real estate career I have developed a system for just about everything and the truth is I DON'T work 24/7 or feel like I need a whole team just to make it through the day. My love for learning has made a natural transition into teaching and watching my students get results is THE best feeling!
I am a wife, mom to 2 school aged kids, full time Realtor, book shelf styler, podcaster and educator. I love a good sweet tea and a well-made mojito and can't get enough of warm chocolate chip cookies! I can't wait to get to know you and see you transform your business and your life!
Changing the way Realtors view their lives and business is my passion.
Answer new buyer and seller calls confidently and know exactly what to ask to guarantee success.
How does this sound?
Have a system that gets you out the door to a new buyer or seller consult in under 30 minutes.
Have a set business plan with legit numbers, a budget, data informed goals and a clear vision.
The confidence to show up for your clients in a way that they know you are a professional with great value.
Enjoy days off, business hours, boundaries and a life you envisioned the first time you heard someone say Realtors have flexible schedules.
Good news! The course is "go at your own pace" with lifetime access. I will be live for the first six weeks in the Facebook group with replays available.
Frequently Asked Questions
This course is perfect for beginners! You will be able to set up systems from the get go and really cut out a lot of trial and error in the beginning of your career. However, if you are still studying for the licensing exam, you may want to wait until the next offering of Agent Systems 101. The course is available multiple times per year and we certainly don’t want to steal your focus away from passing your licensing exam.
You will get my entire buyer folder with docs and canva links to personalize to you and create your folder. You also get the docs and canva links for my seller folder(which is what I use for my listing presentation). You will learn the "from first call to listing appointment in under 30 minutes" system, as well as what is in my listing binder I leave in listings.
You will receive all workflows and checklists from contract to close on buyers and sellers. You get the spreadsheet template to do a business plan, business budget, etc. On top of that you will receive my Trello templates that will have all workflows & checklists ready to go!
Due to the volume of information, breaking it up by topics over 5 modules allows enough time to actually complete homework and start implementing each system as we go. Module 1: Buyer Systems starting on May 2nd.
Each week I post the timeblock depending on the lessons and homework for the week. On average you can complete all the lessons and live Q&A in about an hour and a half. Homework each week ranges an additional 1-2 hours.
Agent Systems 101 is an open and shut on my business. We go through my buyer process including the intake call, buyer folder, and contract to close workflow. We do the same thing for my seller systems including my "from first call to listing appointment in 30 minutes or less" system. We cover the seller intake call, seller folder, and the contract to close workflow.
We even cover my tips for completing a CMA. In the business modules we go over goal setting, business plans, business budget and how to track your business. I provide docs, templates, and ready to use spreadsheets for all of the systems covered. We cover A LOT of ground and that is why it takes 6 weeks. If you feel you have your biz under control and all of your systems already in place, then Agent Systems probably isn’t for you.
The course is "go at your own pace" with lifetime access. There are two lessons per module released every Sunday and each lesson is 20 minutes or less. Homework is assigned with each module, but there is no deadline to complete it. I will be live in the Facebook group on Wednesdays at 1pm CST for Q&A with additional visual aids for that week's lessons. Those will be recorded and you can certainly watch the replay anytime.
When we think of systems we often think of the vehicle that is doing a job or the tech that does the function for you. IE: A CRM is the system that can be used to keep in touch with your database and typically it costs you money to obtain/keep.
Agent Systems does not require you to purchase or pay for any technology. We do use canva and trello in the course, but the free versions of both of those will work for what we do. If you aren’t techy my systems can all be used from good ole printed up paper.
It’s the whole shabang! Agent Systems 101 is the open and shut process on my business. We go from the first phone call/client intake for buyers and sellers all the way through the closing and beyond.
There is not a group version of the course at this time. If additional agents on your team wish to participate in all of the lessons and Facebook group they will need to purchase the course. Unlicensed assistants are welcome to participate in the course with the purchasing agent.