Module 2 ~ Lesson 3

Lesson 3: Customize the WBNL Team Operations Manual


Download the latest version of the Real Estate Team Builder Operations and Procedures Manual (Excel Workbook):


RETB Team Operations Manual

Customize the written procedures for tasks in the manual based on how you conduct business:

  • Listings (Sellers)
  • Sales (Buyers)
  • Lead Gen – Database
  • Lead Gen – Farms
  • Lead Gen – Social Media, Internet
  • Marketing Networking
  • Hire-Onboard
  • Team Admin

As the Procedures Manual is so unique for each team or brokerage, we have determined it does not make sense to share a Google Drive version.   Instead, we encourage you to explore the option of using Google Drive as a place to store, edit and collaborate on your operations manual.


Go to the Bonus Video and Content for: Google Drive for Business

Watch this Demo of Google Drive


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!

If you have not already done so, go to the Module 2 Overview page and download the Workbook, Slide Decks, and all related Documents for this module.

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