Week 3 Success Plan - 2025 Def PS

Your agent onboarding plan

Welcome to our family!

Our tailored onboarding plan guides you through everything essential to kickstart your journey with our products and services.

Week 3

Make sure to check in with Dwayne weekly to stay on track

Weekly & Daily Commitments

Continue contacting 15 new people by next week

Log all data into VAC

Set your Daily Revenue Commitment (DRC)

Complete a calendar for next week

Time block your activities

Share your weekly calendar with your Manager

Refer to Week 1 Packet

Send out 10 thank-you notes each week

To SOI, vendor partners, recent conversations

1 Time Management

2

Set Weekly DRC (Daily Revenue Commitment)

Complete and time-block next week’s calendar

Share weekly calendar with manager

Resource/Info: Week 1 Packet

CRM & Marketing

3

4

Add all current contacts to drip campaigns

Monthly Newsletter, Neighborhood Reports

Resource/Info: VAC > Documents Tab > Training Videos

Training & Development

Practice scripts daily (Elevator speech, New Agent scripts)

Resource/Info: Week 1 Packet

Attend training classes

Resource/Info: VAC Calendar

5

6

Buyer & Open House Activities

Host at least 1 open house per week

Includes door knocking, prep, high-impact hosting

Bring buyer checklist and documents to open house

Resource/Info: This week’s materials

Create fictional “Dream Home” and write contract

Search MLS, bring all docs to next meeting

Lead Generation Strategy

Identify where you will prospect

Cold calls, open houses, door knock, geo-farming, businesses, etc.

Buyer Presentation & Communication

Practice buyer scripts daily

Use audio or role-play with partner

7

Practice buyer interview daily

Use audio or role-play with partner

Role-play buyer presentation

With manager or mentor

Escrow & Planning Knowledge

Review Life of an Escrow and Buyer Guide

With manager and title company

Review Lifestyle Planning Guide

Resource/Info: Resource Center 8 Lender Partnerships

Establish lender relationships Start with Prosperity Mortgage 9

WORKING WITH BUYERS

Buyer’s Agent Job Duties & Responsibilities

Prospect for both seller and buyer leads, convert leads to appointments & close for buyer broker agreement.

Conduct a thorough needs analysis to ensure fiduciary service to all buyer clients.

Ensure that buyer clients are pre-qualified with mortgage lender.

Show homes to prospective home buyer clients.

Identify homes to show that meet buyers’ criteria.

Schedule showings of homes with buyer clients, listing agents and/or home sellers.

Refine buyers’ criteria and select additional homes to show as necessary.

Write & submit all offers to purchase homes for buyer clients.

Negotiate offers to purchase and oversee the entire negotiation process.

Schedule and attend on-site property inspections with clients and vendors.

Negotiate all inspection repairs.

Provide buyer clients access to homes under contract as needed for measuring, inspecting & etc.

Promptly return all buyer client telephone calls, texts and/or emails.

Gather and answer buyer questions about potential homes and local community information.

Provide buyer clients pricing information and market research.

Educate buyer clients about home buying process.

Update info on your CRM for client.

Close buyer clients to written offers to purchase.

Communicate diligently with administrative staff to ensure the highest level of service to buyer clients from initial contact through contract to close.

Attend all office training for working with buyer clients.

WHAT TO SAY BEFORE OPEN HOUSE (DOOR-KNOCKING)

*SCRIPT*