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7 Week "Self Guided" Tactical Course
Welcome
Welcome to the Next Seven Weeks
Focus Point
What to Expect and How to Use Format
The Quick Start Guide: Please Watch
Getting Help
Discussions and Recordings
Workbook/Checklists
Prelude to Week One. Week Zero
First Things First
Prelude to Week One: Homework!
Moving the Business Forward: Basic Requirements-Week 1
Existing Business Model
Proposed Business Models
Fly the Plane
Week One Checklists and References
Additional Tools and How to Use them (Avoiding Shiny Objects)-Week 2
Review of Week One
Keeping Track of Goals, Tools and General Decision Making
Streamlining Operations-KPIs
Classes of Tools
Shiny Objects
Week Two Checklist and References
Lead Generation: Marketing SOPs To Track and Measure-Week 3
Review of Week Two
Intro to Week 3
Marketing Numbers-Determining channels and measuring results
What to Measure for Marketing
KPIs for Lead Generation
Determining When to Make Changes
Week Three Checklists and References
Lead Management: Using Automation and Tracking Results -Week 4
Review of Week Three and Intro to Week 4
Purpose of Automation
Where to Implement
Example Automation: Beast Mode/Simple CRM/Google
Workflow Management & KPI's to Role
Week Four Checklists and References
Operations: Hiring and Training SOPs-Week 5
Review of Week Four
How to Navigate this Section
Thing Need Prior to Hiring
Who to Hire and When to Hire Them
Lead Generation-Marketing
Lead Manager
Acquisition
Disposition
Operations (COO)
Accounting (CFO)
Human Resources
Training and SOPs Real Estate Agent
Week Five Checklists and References
Acquisition: Doing the Deals-Week 6
Review of Week Five
Tracking Leads, Time to Contract & KPI's to Watch
Sales Meetings and Office Meetings
Week 6 Checklists and References
Disposition: Contract to Closing Procedures and Processes-Week 7
Review of Week Six and Intro to Week 7
Once Get a Contract, What Should Happen
Disposition Checklist
Week Seven Checklists and References
Pulling it All Together
Your Business Now vs When We Started
Meetings and Numbers
Your Culture Makes the Difference
Things That Go Wrong-Handling Adversity
Being the Boss
Know Thyself
Favorite Things
Must Have Tools
Our Personal Favorites
Next Steps
What Happens Now
Next Steps
Workflow Management & KPI's to Role
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