Daily Business Summary

The Daily Business Summary is a tool we use with our Private Clients to help them focus on what is most important.  In our Sales Agent Master Class we break

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Daily Broker/Manager Summary

The Daily Broker/Manager Summary is a tool we use with our Private Clients to help them focus on what is most important.  In our Broker/Manager Master Class we break down

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Competitor Survey

Our competitor survey worksheet was designed out of our Recruiting Mastery program which is available to our Private Client Members.     Analyze your office and company strengths and weaknesses.

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Recruiting Survey

Using a recruiting survey is a great way to reach out to perspective agents.  It serves a few purposes and can be used by the recruiter themselves or an outsourced

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UVP Worksheet

Our UVP Worksheet is designed to help you identify your Unique Value Propositions (UVP’s).  Your business has a specific culture, brand promise and set of UVP’s.  This is true whether

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Referral Recruiting Marketing Campaign

An effective recruiting marketing campaign is incredibly effective at building brand awareness and highlighting your greatest advocates. They feature your current team and create a very human connection with your

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Excel What If Forecaster

Excel What If Forecaster for Teams and Brokerages Our Excel What If tool was primarily designed for Brokers who are looking for the most effective and efficient ways to boost

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Excel Brokerage Modeling

Our Excel brokerage modeling tool was primarily designed for those who wanted to evaluate launching out on their own.  But the model also works for teams to help them see

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Excel Marketing and Advertising Budget

Our excel marketing and advertising budget tool makes it easy to get a clear picture of how much you can afford to spend.  We track ROI on every investment in

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