The Broker Manager coaching process is simple, created as an easy transition towards taking the steps necessary for meeting your goals.

Step 1: SPPCI Evaluation (Week 1)

• Strategic Audit of your business
• 12-page questionnaire to determine goals and aspirations
• Competitor Analysis
• Personal Analysis
• Personal and Business Objectives

Step 2: Build Custom Strategic Performance Plan from evaluation and questionnaire – Who, what, where, when & how (Weeks 1-4)

• Develop Mission Statement and define corporate values - Why
• Situational Analysis: SWOT analysis, market share and current status - Where you are right now
• Vision: Define the number of agents, the company dollar revenue, the profit for years 1, 3 &5 – Where you want to go
• Strategies: Defining measurable and specific strategies and proven tactical items – How you are going to do it
• Critical Path: Prioritizing the tactics according to need, urgency and time – When we are going to do it
• Variance Report: Monthly Report that compares the current number and type of agents, transactions, company dollar revenue and listings with the goals established – How we are doing
• Cash Flow Projection Report: Budgeting tool that predicts cash flow based on the goals and vision established – What we can expect
• Create Custom Dashboard: A custom operational report – How are you doing compared to last year

Step 3: Bi-monthly one-on-one coaching and accountability calls (Weeks 5-52)

• Guiding you through the implementation of the Strategic Performance Plan
• Updating current status
• Reviewing action items for the week (tactics from the Performance Plan)
• Operation reports review (monthly)
• Establish new goals for the week and how to execute according to plan
• Review and update Performance Plan