Module 2 – Team Operations & 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!

Document Downloads

  • Complete hire and onboarding system
    • WBNL Coaching Hiring Model
    • Sample Ads (Admin, Marketing, TC)
    • Sample Job Description – Admin Asst
    • Sample Job Description – Marketing/TC
    • Email 1 – Take the DISC assessment
    • Email 2 – Task/Project
    • Interview questions (phone)
    • Interview questions (in-person)
  • Licensed vs. Unlicensed general guidelines
  • Sample Admin employment agreement
  • Assistant Task Checklist Template
  • Performance Reviews

 

  • Team production, escrow tracking forms
    • 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 2 Downloads

Click the links below to access the workbook, slide decks, and documents associated with ALL of the lessons in Module 2.  You only need to download these items once.  All of your downloaded items will be located in the RETB Downloads page which you can accessed from the main menu above

Module 2 Workbook

Module Icon - Workbook

Module 2 Slide Deck

Module Icon - Slidedeck

Module 2 Documents

Module Icon - Documents

Module 2 - Lesson 1

Choosing Your Team Model and Org Chart

Module 2 - Lesson 2

Team Member Compensation Plans

Module 2 - Lesson 3

Customize the WBNL Team Operations Manual

Module 2 - Lesson 4

Team Member Job Descriptions and Agreements

Module 2 - Lesson 5

Hiring & Onboarding System

Module 2 - Lesson 6

Team Reporting and Tracking

Module 2 - Lesson 7

Team Software Solutions

Module 2 - Lesson 8

Let’s Get to Work!

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