What’s Involved
A streamlined, high-touch coaching partnership that helps you design, launch, or refine your team concept or current team model with clarity, confidence, and processes that are reflective of the success you visualize for yourself.
Core Coaching Areas:
Vision & Identity
Refine your mission, values, branding, target agent, value proposition, and Team identity.
Business & Financial Structure
Brick-and-mortar team office vs virtual team structure, budgeting, team fee models, start-up costs, break-even planning, Team Funds & benefits, and strategic growth planning.
Team Start-Up Essentials
Entity selection, state filings, TREC requirements for Teams, EIN and tax accounts, banking, MLS/association setup, additional insurance, Team policies, procedures, and sponsorship Requirements with your brokerage.
Systems & Tools
Website and CRM, accounting & tracking tools, document and forms management, internal communication options, Team Resources, calendars, education Requirements, transaction management, and marketing systems.
Foundational Operations
Team roles (agent & staff), Team Agreements, on-boarding Processes & systems, production expectations, New Agent Training Requirements, Team meetings & events, recruiting methods, mentorship & support, personality assessments, Marketing & Branding Requirements, vendor partnerships, lead systems, community involvement, and more.
How Coaching Works
You get one-on-one sessions tailored to your goals, honest feedback, accountability, project assignments with timelines, and ongoing support between sessions.
Simple. Direct. Transformational.
What You Walk Away With
• A fully structured Team blueprint
• Operational systems that scale
• Clear leadership identity
• Strong agent development frameworks
• Compliance confidence and reduced risk
• A business centered on strategy instead of chaos
Perfect For
High-Producing Agents who desire to start a Team or Team leaders wanting to take their current Team to the next level through Evaluation & Feedback that will elevate operations and Transform the Team culture.