Manual Section 1: Who We Are

at Keller Williams Integrity

THE BARTIC GROUP

Team Member Manual

at Keller Williams Integrity

MVV

OUR BELIEF SYSTEM MISSION •

To transform and innovate the way real estate is listed, sold and purchased

VISION •

We believe in putting our clients first and delivering the most exceptional real estate experience on Earth.

VALUES •

PEOPLE: Taking care of the people we serve and the people in our organization is at the heart of what we do. Our clients come first in all aspects of our business.

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PASSION: We are enthusiastic and relentless in our pursuit of helping others achieve their real estate goals. We wake up excited and energetic to make a difference and serve our clients at the highest level.

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PROGRESSION: We are driven to constantly improve and innovate the client experience with the most cutting-edge systems, tools and technology in order to deliver the most modern and exceptional real estate experience on Earth.

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PROFESSIONALISM: Our team is dedicated to positively influencing the lives of our clients and the communities we serve. We go the extra mile to treat everyone with the highest level of dignity and respect.

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PHILANTHROPY: We care about our community. The more families we serve, the more good we can do. We give generously our time, money, effort, knowledge and craft.

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at Keller Williams Integrity

DAILY SCHEDULE OF A TOP PRODUCER

Working 220 days a year means I’ll be working Monday through Friday; 44 weeks a year.

That will allow me three weeks of vacation throughout the year, three weeks of educational conferences, and two weeks for holidays. My schedule will consist of the following:

VISION • 7:30-7:45am: Review scripts, role play, review goals and recite affirmations out loud • 7:45-10:45am: Prospect (call) for expired’s, FSBO’s, Just Listed, Just Sold’s, Rent by Owner’s, NED/Short Sale Lists, and set Listing Appointments • 10:45-11:00am: Break time; drink water, check your phone and emails, update your Fantasy Team, utilize restroom facilities if needed • 11:00-12:00pm: Input leads, follow up leads, and make sure your Real Geeks dashboard is updated 100% • 12:00-12:30pm: Role Play • 12:30-1:30pm: Lunch • 1:30-6:00pm: Listing appointments and buyer appointments, if none are scheduled, continue to prospect and set new appointments A GOAL WITHOUT A ROUTINE IS JUST A DREAM 2

at Keller Williams Integrity

AWARDS CRITERIA The Bartic Group name stands for integrity, commitment and innovation. The Bartic Group Recognition Program honors our peak performers who soar to the highest level of achievement within our company. Through the strength of our individual successes, and those of each and every member of our organization, The Bartic Group will continue to prosper and lead our team into the future.

The Bartic Group is proud to salute the superior selling efforts and outstanding production of our top sales associates. Our award designation reflect our pride in our honorees’ extraordinary level of achievement.

LEGENDS SOCIETY

$26,250,000 in Closed Volume or 75 Total Closed Units

PLATINUM CIRCLE

$17,500,000 in Closed Volume or 50 Total Closed Units

PRESIDENT’S CIRCLE ELITE

$14,000,000 in Closed Volume or 40 Total Closed Units

PRESIDENT’S CIRCLE

$10,500,000 in Closed Volume or 30 Total Closed Units

STERLING CIRCLE

$7,000,000 in Closed Volume or 20 Total Closed Units

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at Keller Williams Integrity

WHERE DOES YOUR LEAD GEN SYSTEM RANK? %

DIRECT MAIL

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PROSPECTING

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8X8 / 33 TOUCH POST CARDS THANK YOU CARDS

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SYSTEMS

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INTERNET

NETWORKING

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COLD CALLS DOOR KNOCKING ROLE PLAY

SOCIAL MEDIA PPC WEBSITE

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CHARITY ALUMNI ASSOCIATION CHAMBER OF COMMERCE

at Keller Williams Integrity

MORNING MASTERY

M A S T E R Y

EDITATION Quiet your mind’s mental chatter with meditation, prayer or focused breathing.

FFIRMATIONS Tell yourself encouraging words to achieve goals and to stay more calm and happy.

CRIPTS Set yourself up for success with script practice.

HANK YOU’S Send 2 thank you notes every day.

XERCISE Go for a walk or a jog. Move your body and get more blood and oxygen to your brain.

EADING Fuel up with new ideas. Pursue personal growth by reading every day.

OUTUBE Treat yourself with a video that feeds your future self.

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at Keller Williams Integrity

CHOOSE SUCCESS SUCCESSFUL PEOPLE + Read every day + Compliment + Embrace change + Forgive others + Talk about ideas + Continuously learn + Accept responsibility for their failures + Have a sense of gratitude + Set goals & develop life plans 6

UNSUCCESSFUL PEOPLE - Watch TV everyday - Criticize - Fear change - Hold a grudge - Talk about people - Think they know it all - Blame others for their failures - Have a sense of entitlement - Never set goals

at Keller Williams Integrity

VISION BOARDS This inspirational collage will serve as your image of the future — a tangible representation of your dreams, your goals and your ideal life.

1. GATHER YOUR MATERIALS ☐

Foam board

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A bundle of old magazines

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Scissors

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Glue

2. CREATE A VISION BOARD ROADMAP ☐

Create a list of goals

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Write down what sparks joy

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Visualize your ideal self

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Define your perfect future

3. BUILD YOUR VISION ☐

Look through your magazines and cut out images that align with your vision

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Lay them out on your foam board

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Glue down the images/phrases

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at Keller Williams Integrity

WHERE WILL YOU BE IN 10 YEARS? Review the following questions to help you describe your vision of your future.

Feel free to use as many or as few of these questions as you choose or to formulate your own.

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Who is with you?

How old are you?

How old is your spouse/significant? (kids, parents, siblings, partners, team members, pets?)

What season of life are you and your people in?

Who have you attracted into your life?

Who has left?

Who’s no longer on earth?

What have you learned?

How have you grown?

What perspective do you have on your life?

What changes have you made?

What has stayed the same?

What have you mastered?

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What are you studying?

What are you teaching?

Who are you helping?

Whose life has been changed by your work?

What challenges have you outgrown?

What problems have you solved?

What insecurities are gone?

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What worries are healed and resolved?

Who have you forgiven?

What kind of leader are you?

What are you giving?

What is your gift?

What impact are you having?

What do you value?

What matters?

What no longer matters?

What big moves have you made?

Where do you live physically?

Where do you live emotionally?

Spiritually?

Where have you traveled?

Who have you traveled with?

What experiences have you created for yourself and others?

What is the state of your health?

What is the state of your wealth?

What is your career like?

How has your work changed or evolved?

Where is your business?

What business or businesses have you started?

at Keller Williams Integrity

PERSONALITY TRAITS TIGER • • • •

Time is money Get to the point Don’t waste time Dirrect communication style

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Results-oriented Firm Strong-willed Forceful

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Optimistic High-spirited Lively Enthusiatic

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Even-tempered Accomodating Humble Patient

DOLPHIN • • • •

Charismatic & outgoing Use humor Tell stories Conversation is important

TURTLE • • • •

Business-like demeanor Thinks objectively Values steadiness Cautious & detail oriented

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at Keller Williams Integrity

30-60-90 GOALS THE BARTIC GROUP AGENT

30-DAY GOALS ☐

Complete on-boarding with trainer

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Enter 15 COI into Real Geeks and process 100%

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Complete 100 just sold calls using the Triple Dialer in Mojo

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Review script manual daily and role play a minimum of 2 times per week

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Starting week 2: send your tracking sheet via Microsoft Teams and submit your numbers to Sisu

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Shadow an open house

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Participate in the client giveaway by answering at least 2 calls and have a minimum of 2 people call in

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Post an Altos report in the neighborhood of your choice on social media

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Attend 4 role play sessions

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Complete lead test out qualifications and test out

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Complete buyer test out qualifications and test out

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Complete Listing Mastery course

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Complete CMA Mastery course and send 2 CMA’s to Operations team

60-DAY GOALS ☐

Hit contacts goal 4x/week for past 6 weeks

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Earn 15 for $500 by completing: ☐ Host 1 open house ☐ 12 money sessions ☐ Participate in the client giveaway by answering at least 2 calls and have a minimum of 2 people call in ☐ Call NC Monthly list — if not at least 50 people on your list, make 100 Mojo calls ☐ Send in 15 tracking sheets on Teams and Sisu

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Memorize The Bartic Group seller options

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Memorize The Bartic Group objection handlers

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Sign 1 buyer client

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Memorize the inspection objection script

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Complete listing test out qualifications and test out

at Keller Williams Integrity

30-60-90 GOALS THE BARTIC GROUP AGENT

90-DAY GOALS ☐

Hit contacts goal 4x/week for past 10 weeks

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Send your tracking sheet to Teams and Sisu 4x/week for past 10 weeks

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Host 2nd Open House

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Complete 50 expired and FSBO prospecting calls in Mojo

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Participate in a role play

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Memorize the just listed call script

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Memorize the inspection objection script

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Confidently present the listing agreement template in CTMe

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Effectively communicate all aspects of the home buying, home selling, under contract and closing process with all buyers and sellers.

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Sign 1 listing client

Target Date

Completed Date

30-Day Goals Completed:

60-Day Goals Completed:

90-Day Goals Completed:

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