Introducing…
REAL ESTATE TEAM BUILDER

The Real Estate Team Builder System

We are excited to officially launch the WBNL Coaching Real Estate Team Builder program, designed as a turn-key solution to get your Team up and running smoothly and efficiently. Through a combination of our online library, one-on-one coaching, and actual written systems (including a complete operations manual) we are confident that you will be on the right path.

Here is what you’ll receive:

  • Online, On- Demand Real Estate Team Builder Training  
  • Lifetime Access to the Recorded Videos and Documents 
  • Complete Package of Documents, Admin Forms
  • Real Estate Team Builder Procedures Manual 
  • 90 Day Onboarding & Agent Training Manual
  • Team Project management, accountability, communication system

We’ve just concluded 12 weeks of Tips for Team Building LIVE on Facebook.  Visit our blog to view the archived videos.

Real Estate Team Builder Tip 9

We Specialize in Real Estate Team Building

 

ARE YOU A FIT?

  • You are interested in building a profitable team or brokerage
  • You already have a team and want expert team building training & coaching
  • You just want to learn how to implement effective business systems and hire an assistant
  • You want to discover whether or not agent team building is for you

OUR PROVEN SYSTEM

  • Decide on a Team Model, Compensation & Structure
  • Implement Effective Team Systems
  • Recruit, Hire and Retain the Right Team Members
  • Coach, Manage and Lead a Succesful Team
  • Build an Asset and Create Your Exit Strategy
  • Leverage Team Leader Best Practices

EXPERIENCE & RESULTS

  • We have been coaching and training real estate professionals for more than 20 years
  • Our coaches have been licensed real estate agents/brokers/managers for over 20+ years
  • Our philosophy is to guide you to run your business as a real business
  • It starts with getting your house in order and systems in place; then hiring agents to plugin to your effective systems.

NO, REALLY! A COMPLETE TURNKEY SYSTEM is what you get ...

Let us guide you every step of the way to implement the Real Estate Team Builder system.  We have done all the work – all you need to do is customize the procedures and documents for your business and market.  Take a look at the details below…

Training Modules & Lessons

Documents & Forms

Tech & Bonus Videos

Real Estate Team Builder is a turnkey system ~ click the tabs below to see the course curriculum plus all of the documents, forms, videos, manuals, and extras that come with the program:

 

WBNL Coaching Real Estate Team Builder- Module 2Module 1– The Big Picture

In this first module, we will lay the foundation and cover in greater detail the philosophy and core components of real estate team building.

  • Lesson 1: Introduction to Real Estate Team Building
  • Lesson 2: Primary Focus Areas for Team Building
  • Lesson 3: The Four Archetypes and How They Fit
  • Lesson 4: Six Components of a Successful Business
  • Lesson 5: Two Critical Keys to Team Building
  • Lesson 6: Agent Team Models
  • Lesson 7: Know Your Company Policies & State Requirements
  • Lesson 8: Let’s Get to Work!

 

 

 

 

 

WBNLCRETB - Module 2Module 2 – Team Operations and Admin

This training module will cover the team administrative set-up and essential operational systems including:

  • Lesson 1: Choosing Your Team Model and Organization Chart
  • Lesson 2: Team Member Compensation Plans
  • Lesson 3: Customize the WBNL Team Operations Manual
  • Lesson 4: Team Member Job Descriptions and Agreements
  • Lesson 5: Hiring & Onboarding System
  • Lesson 6: Team Reporting and Tracking
  • Lesson 7: Team Software Solutions
  • Lesson 8: Let’s Get to Work!

 

 

 

 

 

Module 3 – Implement Effective Team SystemsWBNL Coaching Real Estate Team Builder- Module 3

This module takes the essential real estate business systems (training is included in our WBNL Wanderers Club online membership platform) and shows you how to make the necessary adjustments for the team.

  • Lesson 1: Team Real Estate Business Plan & Goals
  • Lesson 2: Your Vision, Purpose and Brand 
  • Lesson 3: Attracting Perfect Clients & UVP
  • Lesson 4: Marketing and Advertising 
  • Lesson 5: Your Database & Referral System
  • Lesson 6: Listing and Farming System
  • Lesson 7: Buyer, Escrow and Transaction Management System
  • Lesson 8: Lead Generation and Follow-up Systems
  • Lesson 9: Internet and Social Media Marketing
  • Lesson 10: Leveraging Technology and Productivity Apps
  • Lesson 11: Mobile & Paperless Operations
  • Lesson 12: Business and Financial Systems
  • Lesson 13: Let’s Get to Work!

 

 

 

 

Module 4 – Recruit, Hire and Retain the Right Team MembersWBNL Coaching Real Estate Team Builder- Module 4

In this module, you will learn our proven recruiting and retention strategies to attract the right team members including:

  • Lesson 1: The 7- Step Attraction Model
  • Lesson 2: Create Your Affiliation (Recruiting) Proposal
  • Lesson 3: Leverage a Career Page & Social Media
  • Lesson 4: Five Steps to an Effective Interview
  • Lesson 5: 90 Day Plan to Onboard New Team Associate
  • Lesson 6: Retaining Quality, Productive Professionals
  • Lesson 7: Let’s Get to Work!

 

 

 

 

 

Module 5 – Coach, Manage and Lead a Successful Team

Discover and learn the power of coaching and empowering your team WBNL Coaching Real Estate Team Builder- Module 5 members in this module.  We will also cover team accountability, production tracking and overall productivity strategies.

  • Lesson 1: Coaching Agents To Success 
  • Lesson 2: Leadership & Culture
  • Lesson 3: Team Leads, Production and Escrow Tracking
  • Lesson 4: How to Run an Effective Team Meeting
  • Lesson 5: Productivity, Accountability & Project Management Tools
  • Lesson 6: Let’s Get to Work!

 

 

 

Module 6  – Build an Asset and Create Your Exit Strategy

WBNL Coaching Real Estate Team Builder- Module 6We will conclude the Real Estate Team Builder training with this comprehensive module on how to build an asset (your team and overall real estate business) and design your exit strategy.

  • Lesson 1: Exit Strategy Guide and Checklist
  • Lesson 2: Team Business Plan and Key Business Metrics
  • Lesson 3: Determining the Value of Your Business
  • Lesson 4: Review of Exit Strategy and Buyout Options
  • Lesson 5: Let’s Get to Work!

 

 

 

Real Estate Team Builder

List of Documents, Forms, Manuals7

Module 1– The Big Picture

  1. Real Estate Business System Assessment
  2. Partnership Checklist
  3. Sample Partnership Agreement
  4. Non Disclosure Agreement
  5. eMyth Revisited Key Points
  6. What’s Your Time Worth Worksheet
  7. Getting Things Down (GTD) Worksheets
  8. Let’s Get to Work: Team Planning Worksheet & Checklist

Module 2 – Team Operations and Admin

  1. Complete Hire and Onboarding System
    • System Checklist
    • Sample Ads (Admin, Marketing, TC)
    • Sample Job Description – Admin Asst
    • Sample Job Description – Marketing/TC
    • Online Application Form Template
    • Email 1 – Take the DISC assessment
    • Email 2 – Task/Project
    • Interview Questions (phone)
    • Interview Questions (in-person)
    • Onboarding Checklist
  2. Licensed vs. Unlicensed General Guidelines
  3. Sample Admin Employment Agreement
  4. Assistant Task Checklist Template
  5. Employee Performance Review Forms
  6. Payroll Costs Worksheet
  7. Team Accountability and Production
  • Team Production Tracking Template
  • Team Commission Tracking Template
  • Lead Tracking Report
  • Lead Conversion Tracking Form
  • TA Commission Disbursement Form
  • Escrow Tracking Report
  • Team Annual Production Wrap-Up Worksheet
  • Database Growth Tracking Worksheet
  • Vacationing Agent Form
  • Internal Team Referral Examples


Module 3 – Implement Effective Team Systems

  1. Real Estate Business System Checklists (Team Versions)
    • Team Real Estate Business Plan and Goal-Writing 
    • Your Brand and Value Proposition
    • Identifying Your Perfect Client
    • Marketing and Advertising
    • Your Database/Past Client/Referral System
    • Listing & Farming System
    • Buyer/Escrow System
    • Lead Generation and Follow-up System
    • Internet & Social Media Marketing Strategy
    • Technology, Mobile Operations
    • Business Financial Basics for the Real Estate Agent
  2. Rainmaker Business Plan
  3. Team Associate Business Plan & Goals Template
  4. Top Producer Action Plans
  5. WBNL Coaching Emails/Letters
    • Your Database (3)
    • Introducing New Team Associate (2)
    • Settlement Statement
    • Testimonials & Reviews
    • Farming Series
  6. Pre-Listing Package List
  7. Sample Buyer Consultation Guide
  8. Evernote Buyer, Listing, Escrow Templates

Module 4 – Recruit, Hire and Retain the Right Team Members

  1. Recruiting Goals Template
  2. Recruiting Production Tracker
  3. Recruiting Action Plan Template
  4. 50 Recruiting & Attraction Ideas
  5. Recruiting Conversion Tracking form
  6. Broker-Manager Perfect Week
  7. Team Associate Sample Ads/Job Posting
  8. Recruiting Scripts & Dialogues
  9. Team Associate Interview template
  10. Interview Hire Template
  11. Team Member Application Form
  12. Team Associate Screening Emails
  13. Team Associate Onboarding Checklist
  14. Affiliation Proposal PowerPoint template
  15. Sample Team Associate contract addendum to ICA
  16. Sample Team Associate Compensation Models
  17. Team Associate 90 Day Onboarding & Training Manual
    50+ Documents Included in this Training Manual

Module 5- Coach, Manage and Lead a Successful Team

  1. Coaching Agents to Success Guide
  2. Team Meeting Guidelines & Agenda
  3. List of Team Meeting Ideas/Topics
  4. Sales & Productivity Contest Ideas
  5. Guide to Team Events, Retreats, Advance Meetings
  6. Team Recognition & Awards Guide

Module 6  – Build an Asset and Create Your Exit Strategy

  1. Business Budget Template
  2. Real Estate Business Plan
  3. Profit & Loss Statement
  4. Marketing ROI Worksheet
  5. Balance Sheet
  6. Checklist for Sale of a Business
  7. Letter of Intent – Business Transaction
  8. Sample Agreement to Sell Business
  9. Bill of Sale with Quitclaim
  10. Exit Strategy Checklist

 

 

 

 

 

 

 

WBNL Coaching Real Estate Team Builder- ExtrasBonus Videos & Extras

  1. Top Producer 8i Tutorials
  2. Evernote overview
  3. Dropbox folder setup
  4. How to Use Google Drive
  5. Google Tools for Business
  6. Recommended Productivity APPS
  7. Online Reputation Management
  8. LinkedIn All-Star Profile
  9. Master LinkedIn for Business
  10. LinkedIn for Business eBook
  11. Social Media Guide for Business eBook
  12. Technology-Apps-Resource Guide

 

 

WBNL Coaching Real Estate Team Builder - Ops ManualRETB Team Operations Manual

  1. Customizable tasks, procedures, docs for the online manual:
    1. Listings (Sellers)
    2. Sales (Buyers)
    3. Lead Gen – Database
    4. Lead Gen – Farms
    5. Lead Gen – Social Media, Internet
    6. Lead Gen – Networking
    7. Team Admin
  2. Implementation Guide/Checklist
  3. Google Drive setup (Video)

 

 

I am a broker of over 33 years in the Real Estate Industry. I am so impressed with the programs WBNL Coaching provides. Jan is helping me build my small company into a professional organization. Jan, is always available to answer my concerns and insecurities. The program is a systematic system and all in place and makes perfect sense. On a personal level I cannot express how grateful I am that Jan has come into my life, she is a good person and we need more like her. I highly recommend this program to each and every person in the real estate business to better themselves.

Pamela Robinson

Owner-Broker, Seiko Properties, San Diego, Ca

The Team Tasks & Procedures Guide is just one of the resources that you have provided me with that will change the landscape of my business. There is a level of personal client care laced throughout these tasks that would leave any client feeling incredibly valued. WBNL Coaching exceeds my expectations in every way.  Your one-on-one help that leverages my efforts to help me reach my goals has surpassed what I could have ever imagined. I get the benefit of the hundreds, probably thousands of hours that YOUR training, professional network and pursuit of technology has given you. I am truly grateful!

Sheri Page

Realtor® ABR, CRS, GRI, e-PRO, Team Page - Realty ONE Group

I had been searching for a coach with a training program that wasn’t one size fits all. One that could assess where I was and what the next step in my team’s growth should be. Jan and I clicked on our first phone call. She listened, was able to identify what steps needed to be taken and then mapped out a strategy that incorporated our teams values and goals. I appreciated her organization, the ability to move through the WBNL modules at the time I needed them, but most of all her willingness to go above and beyond in helping me find the best resources for my team so that we could move forward. She has proven to be an excellent sounding board when at a cross roads and can quickly discern the better path to take. I can wholeheartedly recommend Jan and the WBNL Coaching program. If you are searching for a structured business plan with a coach that will guide you through solid systems while still enjoying a personal life. You have found it!!

Marie Tanabe

Realtor, Certified Luxury Home Marketing Specialist, GRI, at Marie Tanabe Group,, Illustrated Properties

It has been a breath of fresh air working with Jan. With the ever changing market she has given me the knowledge and tools to stay ahead of the curve. Along with her expertise of the industry, I appreciate her investing her time and efforts into seeing my business grow. I feel our meetings have been personally tailored to my style and I look forward to future endeavors.

Jackie Valiente

Team Leader, TEAM VALIENTE, Realty ONE Group

Meet the WBNL Coaching Team

 

Jan O'Brien

Jan O'Brien

Co-Founder, WBNL Enterprises | Business & Real Estate Coach

As a real estate broker, coach and industry leader for over 23 years, Jan is keenly aware that the single biggest obstacle in any business is implementation of the basic systems and activities that are the foundation of a prosperous and long-lived career.  With this in mind, Jan builds programs and systems around that and gets the fear out of the way.  Once that is accomplished, the sky is the limit and she has guided 100’s of top producing real estate sales professionals, teams and business owners to implement effective systems that allow them to thrive.

Matt Emerson

Matt Emerson

Co-Founder, WBNL Enterprises | Travologist | Business Coach

Matt’s philosophy in life and business can be summed up with ease; look for the best in people, listen more than you talk, be inclusive, create balance, and make each day better than the day before.   This has served him well during his 29 years of leading individuals, teams, and companies to success. Understanding what motivates someone and how they can best reach their personal goals and improve their quality of life has always come easy to Matt and he enjoys being a part of that journey.   Taking charge of your destiny is the most freeing & empowering thing you can do – let’s get to work!

Two Package Options Available for Your to Maximize Your Time and Results

Package 1

Full program and training
$1,497
  • Online Video Training Module
  • Lifetime Access to the Recorded Videos and Documents
  • Complete Package of Documents, Admin Forms
  • RETB Team Procedures Manual
  • 90 Day Onboarding & Agent Training
  • Team Project management, accountability, communication system
  • Access to updates and revisions
  • Enrollment in WBNL Coaching Basic Membership, which includes a comprehensive Business Planning Program along with weekly Coach Tips called WBNL 52!
Purchase Now

Not Ready for Team Building?

At WBNL Coaching we offer a wide variety of training for anyone who wants to grow their business including; Connecting Your Real Estate Business (Online course), 2 Live training Webinars Monthly, Monthly Group Coaching Call, Monthly Marketing Kit, Weekly Business Coaching Tips, and much more.

Learn More

Webinars and Live Workshops

To tell you the truth, we really enjoy coaching and training ~ so beyond our Members Only Webinars we schedule online and in-person workshops throughout the month and across the country.  Check our Events Schedule often and we hope to connect with you soon!

View the Calendar
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Subscribe and Get Your Free Copy of the Real Estate Business Assessment

Join our mailing list to receive the Assessment, which will walk you through the state of your business.  Discover if you are ready for team building with this self-assessment of your essential real estate systems.

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