Mission Statement WELCOME TO THE CANNON TEAM
"Our mission is to create a place where every team member feels supported, developed, and inspired to dream big, grow strong, and reach their fullest potential both in life and in business. We bring white glove service with heart, making every client feel seen, valued, and celebrated. Together, we build lasting relationships, enrich communities, deliver unforgettable experiences, and leave a legacy of excellence, integrity, and genuine care."
The Cannon Team Core Values
Serve With Integrity
We serve our buyers, sellers, and agents with honesty, transparency, and accountability in every interaction.
Trust is the foundation of everything we do… we commit to doing what is right,, because it is the right thing to do
Grow People, Not Just Production
We believe success starts with personal and professional growth. Through intentional training, mentorship, and leadership development, we create an environment where agents are empowered to sharpen their skills, expand their confidence, and build sustainable career.
Adapt, Evolve, and Lead
The market changes and so do we.
We foster a flexible, innovative, and forward-thinking culture that embraces change, pivots with purpose, and stays ahead of market trends to better serve our clients and agents.
Community First
We are stronger together. We cultivate a community rooted in respect, kindness, and collaboration, where every individual is valued, supported, and treated with dignity. How we treat people matters always.
Impact Beyond Transactions
Real estate is about people, not just properties. We are committed to helping agents, clients, and their families achieve their goals, build stability, and create opportunities that positively impact their lives and futures.
Serve With Heart
We lead with empathy and care for our agents, our clients, and our community. We believe meaningful success comes from serving others at the highest level.
The Cannon Team Leadership
Christie Cannon Owner and Team Leader
Janie Donnelly VP of Growth and Development
Nader Jichi Team Leader
Southlake
Kevin Cannon Owner and Team Leader
Sanju Surtani VP of Sales
Vince Link Team Leader Flower Mound
The Cannon Team Success Team
Jamie DeHaven Director of Operations
Jessica Alonzo Williams
Listing Coordinator
Emma Hilton Transaction Coordinator
Veronica Anderson Listing Coordinator Southlake Office
Adam Miranda Leads Coordinator
John Photography
Natalie Brown Marketing/Social Media
Daniel Low Onboarding
Taylor Curtis Listing Coordinator
Margarita Arena Transaction Coordinator
Rachel Olson Office Administrator
2026 Holiday Schedule (Office Closed)
New Year’s Day - Thursday, January 1st
Good Friday - Friday, April 3rd
Memorial Day - Monday, May 25th
Fourth of July - Friday, July 3rd
Labor Day - Monday, September 7th
Thanksgiving - Thursday, November 26 and Friday, November 27th th
Christmas - Thursday, December 24 and Friday, December 25th th
Technology and Systems Guide
Simple system map explaining what each tool is for:
My Agent Dashboard - Training Library
Follow Up Boss → CRM
HouseWhisper → AI follow-up prompts
Sisu → Goals & KPI tracking
Dotloop → Contracts & compliance
Zillow → Lead platform
Slack → Team communication
Login and Passwords
WIFI - CANNON TEAM
Password - cct.5000
MY AGENT DASHBOARD - CHRISTIECANNON.TECH
Login: Password:
FOLLOW UP BOSS (FUB) - CLIENT DATABASE
Login: Password:
DOTLOOP - CONTRACTS
Login: Password:
SLACK - INTEROFFICE MESSAGING SYSTEM
Login: Password:
GMAIL
Login: Password:
LPT DASHBOARD
Login: Password: NTRIES
Login: Password:
BACKDOOR ACCESS
Code:
Cannon Team Dashboard
Your Central Hub for Success
The Cannon Team Dashboard is your one-stop hub for tools, training, and resources to help you grow your business. It is designed to make connection easy, support self-driven education, and give you quick access to everything you need when you need it.
What’s Available
Home Page: Search for Homes + Sell My Home resources
Production: Track performance and stay aligned with your goals
Training Library: On-demand training to support your growth
Contracts: Everything about the contract + Sample Contracts
Presentations: Listing and Buying Presentations for client meetings
Resources Library: Tools and documents to support daily business
Marketing: Logos and branded materials
Team Directory: Connect with leadership and team members
Zillow Home Loans: Access tools and resources for client financing
Vendor List: Trusted partners to support your transactions
Technical Support: Help with systems and platforms
Direct Access: Quick links to key platforms (FUB, Sisu, LPT, etc.)
Why It Matters
The Dashboard keeps everything in one place so you can:
Work efficiently
Stay organized
Continue learning
Serve clients at the highest level
Use it daily to stay connected, informed, and set up for success.
10am - 11am
Fast Track Training
Block for 100 Days of Success
10am - 11am
Fast Track Training
Block for 100 Days of Success
CALENDAR
Week 1 and 2
11am - 12pm
10am - 11am
10am - 11am
Block for 100 Days of Success
Team Meeting 11am - 12pm
Team Meeting
Block for 100 Days of Success
Block for 100 Days of Success
Fast Track Training 10am - 11am
Fast Track Training
Block for 100 Days of Success
Fast Track Training 10am - 11am
Block for 100 Days of Success
Fast Track Training 11am - 12pm
Block for 100 Days of Success
Weekly Meetings: How to Connect
Team Meetings - Every Tuesday Morning 11am in office or via zoom
link provided in General Tab in Slack
Mastermind - Every Friday Morning 11am in office or via zoom
link provided in General Tab in Slack
Block for 100 Days of Success
Mastermind 11am - 12pm Mastermind
Block for 100 Days of Success
100 Days of Success – Fast Track Program
The Fast Track Trainings are built around our 100 Days of Success, designed to help agents build strong habits, develop mastery of real estate fundamentals, and accelerate their production
These training modules will also be available on-demand through the Cannon Team Dashboard, allowing agents to review content at their convenience and revisit key topics as their business grows.
Our expectation is that every agent will fully engage with these training opportunities and take ownership of their professional development The agents who lean into the training, practice the skills, and apply the systems consistently are the ones who build the most successful and sustainable businesses.
The 100 Days of Success includes modules focused on:
Real Estate Foundations and Industry Knowledge
Lead Generation Strategies and Daily Business Development
Buyer Consultation and Needs Discovery
Listing Presentation and Seller Strategy
Contracts, Compliance, and Transaction Management
Negotiation Skills and Offer Strategy
Communication, Scripts, and Objection Handling
Time Blocking, Productivity, and Business Planning
Technology Systems (CRM, Sisu, FUB, and Team Platforms)
Client Experience and Relationship Building
Personal Branding and Professional Conduct
Mindset, Resilience, and Long-Term Career Growth
The goal of the program is simple: to equip every Cannon Team agent with the skills, confidence, and systems needed to deliver exceptional service and build a thriving real estate business.
Cannon Team New Agent Requirements & Success Framework
Welcome to the Cannon Team! Our goal is to support you with the systems, mentorship, and structure needed to build a successful and sustainable real estate career. The guidelines below help ensure compliance, collaboration, and your long-term success.
1.Submit Contracts Through the FastTrack Channel
All contracts and contract-related documents must be uploaded to the FastTrack Channel, including: Contracts Repair Amendments Addendums that Apply Terminations
Contract-related questions
Why submitting through FastTrack matters:
As a brokerage, we are required to review contracts for all new agents. It ensures accuracy, compliance, and proper documentation. It allows leadership to respond quickly and efficiently. It creates a learning environment where the entire team benefits from shared knowledge.
Once your documents have been reviewed and corrected, walk-through the contract details with your buyer or seller.
After the contract is fully executed by all parties: Create documents in Dotloop
Complete the required JotForm in Follow Up Boss and upload all documents (Contract, amendments, or addendums that apply)
2.Master Follow Up Boss (Your CRM)
Follow Up Boss is the central hub of our business operations and must be used consistently.
Why using Follow Up Boss matters:
It verifies that leads are being properly communicated with It provides clear documentation of conversations with buyers and sellers in case issues arise
It tracks your daily activities and progress toward your goals in Sisu. Helps you see how you are converting.
It integrates with HouseWhisper, helping prompt meaningful follow-up conversations and notes.
Strong CRM habits create consistent follow-up and stronger client relationships
3. Bi-Weekly Success Check-Ins
You will meet bi-weekly with your Team Lead to review:
Production goals
Lead management
Conversion strategies
Growth opportunities
You will also collaborate with Adam and Anthony to ensure you are meeting the requirements for lead assignments.
4.Complete the Contracts Training (Required)
All new agents must complete the 3-Hour Contracts Class via MetroTex (On Demand).
Why this matters:
The contract is the single most important document protecting our clients.
A deep understanding of the contract ensures:
Confidence in negotiations
Protection for your clients
Accuracy when submitting contracts for review
Gain CE credit
5. Zillow Lead Readiness
Once you demonstrate proficiency in Follow Up Boss and have mastered ALM, leadership will review your readiness to receive Zillow leads.
Approval is determined by the Cannon Team leadership team.
We ask that you only work the number of leads assigned to you so every buyer receives the attention they deserve.
Our goal is to ensure each client is served with a deep understanding of their goals, needs, and vision for their new home.
6.Invest in Your Growth
Your success is self-driven, but you will never do it alone.
We encourage new agents to spend time in the office during the first several weeks to:
Build relationships with the team
Learn our systems and culture
Accelerate your growth through collaboration
Remember: “Slow = Fast.”
The more time you invest upfront learning the systems, the faster your confidence, skillset, and production will grow.
Our Commitment to You
The Cannon Team is committed to guiding, mentoring, and supporting you every step of the way.
When you follow the systems, ask questions, and stay engaged with the team, you will build the foundation for a thriving real estate career.
Welcome to the Cannon Team we are excited to grow with you.
Professional Appearance & Communication
First impressions matter in real estate Every time you meet a buyer or seller, you are being interviewed not only for your knowledge, but for your professionalism, confidence, and attention to detail.
A simple question to ask yourself before every appointment is: “What would I wear if I were going to an important job interview?”
Your appearance should reflect the level of service and professionalism that clients expect from a trusted real estate advisor. Dressing professionally shows respect for your clients, your business, and the brand you represent.
Equally important is how you communicate. Always strive to communicate with clarity, professionalism, and composure, even if others do not In challenging moments, professionalism builds trust and strengthens your reputation
At the Cannon Team, we believe that how you present yourself both in appearance and communication—sets the tone for the entire client experience. Our goal is to deliver service that always reflects the highest level of professionalism
Daily Success Framework
What does a top agent’s calendar include to ensure production and conversion. Morning Momentum / Gratitude practice
CRM follow up
Lead response standards
Appointments / showings
Market knowledge
Prospecting & relationship building
End-of-day CRM updates
Success isn’t a surprise it’s scheduled. Block your day like a boss. Here is an example of a calendar that has been blocked:
Wakeup!,6am
Morning Routine
6:30 - 8:15am
PrepareformyDay,8:15am 1Dayfrom100DaysofSucc
MorningMomentum&9:18
Script Practice, 9:30am Onthephones!BuyerPond 10-11am
Onthephones!FollowUp 11am-12pm
Lunch/MindsetBreak,12pm
Continue Follow Up and Follow Through 12:30 - 2:30pm
Mindset Break, 2:30pm
APPOINTMENT TIME (SEE NOTES)
3 - 7pm
Wakeup!,6am
Morning Routine
6:30 - 8:15am
PrepareformyDay,8:15am 1Dayfrom100DaysofSucc MorningMomentum&9:18
Script Practice, 9:30am Onthephones!BuyerPond 10-11am
Onthephones!FollowUp 11am-12pm
Lunch/MindsetBreak,12pm
Continue Follow Up and Follow Through 12:30 - 2:30pm
Mindset Break, 2:30pm APPOINTMENT TIME (SEE NOTES) 3 - 7pm
Wakeup!,6am
Morning Routine
6:30 - 8:15am
PrepareformyDay,8:15am 1Dayfrom100DaysofSucc MorningMomentum&9:18 Script Practice, 9:30am Onthephones!BuyerPond 10-11am
Onthephones!FollowUp 11am-12pm
Lunch/MindsetBreak,12pm
Continue Follow Up and Follow Through 12:30 - 2:30pm
JournalandPrepareforTomorrow
JournalandPrepareforTomorrow
Mindset Break, 2:30pm APPOINTMENT TIME (SEE NOTES) 3 - 7pm JournalandPrepareforTomorrow Wakeup!,6am
Morning Routine
6:30 - 8:15am
PrepareformyDay,8:15am 1Dayfrom100DaysofSucc MorningMomentum&9:18
Script Practice, 9:30am Onthephones!BuyerPond 10-11am
Onthephones!FollowUp 11am-12pm
Lunch/MindsetBreak,12pm
Continue Follow Up and Follow Through 12:30 - 2:30pm
Mindset Break, 2:30pm
APPOINTMENT TIME (SEE NOTES) 3 - 7pm
Wakeup!,6am
Morning Routine
6:30 - 8:15am
PrepareformyDay,8:15am 1Dayfrom100DaysofSucc MorningMomentum&9:18
Script Practice, 9:30am Onthephones!BuyerPond 10-11am
Onthephones!FollowUp 11am-12pm
Lunch/MindsetBreak,12pm
Continue Follow Up and Follow Through 12:30 - 2:30pm
Mindset Break, 2:30pm
APPOINTMENT TIME (SEE NOTES) 3 - 7pm
JournalandPrepareforTomorrow
Lead Handling Standards
At the Cannon Team, leads are not just opportunities they are people trusting us to guide them through one of the most important decisions of their lives. Our responsibility is to respond quickly, communicate clearly, and serve every client with professionalism and care. These standards ensure that every lead receives consistent, high-quality service while helping you build stronger relationships and convert opportunities into successful closings.
1. Speed to Lead
Time is critical when responding to new inquiries.
Standard:
New leads should be contacted as quickly as possible, ideally within 90 seconds.
If you are unable to answer immediately, follow up with a call, text, and email as soon as possible.
Why this matters:
Clients often reach out to multiple agents.
Quick responses demonstrate professionalism, reliability, and commitment.
2. First Contact Expectations
Your first conversation sets the tone for the entire relationship
Focus on:
Building rapport
Understanding the client’s motivation
Asking thoughtful questions
Setting the next step (consultation or showing)
Remember:
Your goal is not to sell a house on the first call — your goal is to build trust and secure the appointment.
3. CRM Documentation (Follow Up Boss)
Every conversation and interaction must be documented in Follow Up Boss (FUB).
Standard:
Log all calls, texts, emails, and notes
Update client status and stages appropriately.
Schedule next follow-up tasks in the system.
Why this matters:
Provides clear documentation of communication
Ensures consistent follow-up
Helps track activities tied to your goals in Sisu
Allows leadership to support you when needed
4. Follow-Up Consistency
Many clients are not ready to act immediately, which makes follow-up essential.
Standard:
Continue consistent follow-up until the client clearly communicates they are no longer interested.
Use meaningful conversations rather than generic check-ins.
Provide value by sharing market updates, listings, or helpful information
Success in real estate is built on consistent and thoughtful follow-up.
5. Lead Ownership & Responsibility
Leads are assigned with the expectation that they will be worked with care and professionalism.
Standard:
Work only the leads assigned to you.
Maintain consistent communication.
Document in FUB if a lead becomes unresponsive, needs reassignment or needs to be placed back in the pond.
Our goal is to ensure that every client receives the attention and service they deserve.
6. Professional Communication
Always communicate with clarity, professionalism, and respect, whether through phone, text, email, or in person.
Even in challenging situations, professionalism reflects your personal brand and the reputation of the Cannon Team.
7. Continuous Improvement
Lead conversion is a skill that improves with practice.
Agents are encouraged to:
Participate in script practice
Attend training sessions
Seek guidance from team leaders and mentors
The more you invest in mastering lead conversations, the more confident and successful you will become.
Remember:
Speed, consistency, and genuine care for people are the foundations of successful lead conversion. When you focus on serving clients and building trust, the results will follow.
Responsible Social Media & Public Posting
As a real estate professional, your online presence is an extension of your personal brand and the Cannon Team brand. Buyers and sellers often research agents online before deciding who they want to work with What you post publicly can influence whether a potential client chooses to trust you with their business
Our goal is to create an environment where all clients feel respected, welcomed, and comfortable working with our team.
Be Mindful of Political & Controversial Content
While everyone is entitled to their personal opinions, posting strong political views, controversial topics, or provocative content on public platforms can unintentionally create barriers with potential clients
Buyers and sellers come from many different backgrounds, beliefs, and perspectives. Public posts that express divisive opinions may cause someone to feel uncomfortable reaching out for help with their real estate needs.
When representing the Cannon Team, it is best to keep your public professional presence focused on serving people, building relationships, and providing value.
Consider How Your Posts May Be Perceived
Before posting, ask yourself:
Would this post make a client feel uncomfortable working with me?
Could this come across as disrespectful to someone with different views?
Would I be comfortable discussing this post in a professional meeting with a client?
If the answer is uncertain, it may be best not to post it publicly.
Maintain a Professional Online Image
Your social media should reflect the professionalism and integrity expected of a trusted real estate advisor
We encourage agents to share content that highlights:
Market knowledge and real estate insights
Community involvement
Client success stories
Educational information for buyers and sellers
Positive moments from your real estate journey
This type of content builds trust, credibility, and connection with your audience.
Respect Builds Relationships
In real estate, relationships are everything. Maintaining a respectful and professional public presence helps ensure that all clients feel comfortable approaching you for guidance.
At the Cannon Team, we believe in serving people with integrity, professionalism, and respect, both in person and online. A thoughtful approach to social media helps protect your reputation and keeps the focus where it belongs helping clients achieve their real estate goals.
Contract & Compliance Guidelines
Real estate contracts are the foundation of every transaction. They protect the interests of our buyers and sellers, establish clear expectations between parties, and ensure that all agreements comply with Texas Real Estate Commission (TREC) regulations.
At the Cannon Team, we hold a high standard when it comes to accuracy, documentation, and compliance Following these guidelines helps protect you, your clients, and the brokerage
1. Use the Correct TREC Forms
All transactions must be completed using the most current Texas Real Estate Commission (TREC) forms.
Examples include:
One to Four Family Residential Contract (Resale)
Buyer Representation Agreements
Listing Agreements
Third Party Financing Addendum
Amendment to Contract
Termination of Contract
Property Condition Notices
HOA Addenda
Other required disclosures
Important:
Agents should never alter the language of TREC forms. If a situation arises that requires additional terms, consult your team lead or broker before proceeding.
2. Submit Contracts Through the FastTrack Channel
All contract documents must first be submitted to the FastTrack Channel for review before being sent for final execution when possible
This includes:
Purchase contracts Amendments
Repair amendments
Addenda Terminations
Any contract-related questions
Why this process exists:
Ensures compliance with brokerage requirements
Allows leadership to review for accuracy
Helps prevent costly errors or delays
Provides learning opportunities for agents
Our goal is to catch and correct issues early so transactions move forward smoothly
3. Verify Key Contract Details
Before submitting a contract for review, agents should verify that all critical information is correct.
Important items to confirm include:
Buyer and seller legal names
Property address and legal description
Purchase price
Financing terms
Earnest money amount and delivery timeline
Option fee and option period
Closing date
Title company information
Required addenda
Special provisions accuracy
Taking a few extra minutes to verify details can prevent contract delays or amendments later.
4. Avoid Unauthorized Practice of Law
Real estate agents must be careful not to engage in the unauthorized practice of law.
Agents may:
Explain contract provisions
Guide clients through contract terms
Provide factual information
Agents may not:
Interpret legal consequences
Draft custom legal language
Provide legal advice
If a client has a legal question beyond the scope of your license, recommend that they consult with a qualified real estate attorney.
5. Document Everything
Accurate documentation is essential in every transaction.
Agents must ensure that:
All signed documents are uploaded to Dotloop
Communication and notes are documented in Follow Up Boss
Required forms are completed and submitted through JotForm
Clear documentation protects both the client and the agent should questions arise later in the transaction.
6. Deadlines Matter
Contracts contain multiple important deadlines that must be carefully tracked
Examples include:
Earnest money delivery deadlines
Option period expiration
Financing approval deadlines
Repair amendment timelines
Closing deadlines
Missing a deadline can have serious consequences for the client. Agents must stay organized and proactive to ensure every timeline is honored.
7. Ask Questions Early
Real estate transactions can present complex situations. If you are unsure about any part of a contract or transaction:
Ask your team lead
Use the FastTrack Channel
Consult leadership early
Asking questions early prevents mistakes and ensures that our clients receive the best guidance possible.
8. Protecting Our Clients and Our Reputation
Contracts are not just paperwork they represent the trust our clients place in us.
Accuracy, professionalism, and compliance are critical to maintaining the reputation of the Cannon Team and our brokerage. When we handle contracts carefully and thoughtfully, we create smoother transactions, stronger client relationships, and long-term success.
Attention to detail in contracts reflects the level of care we provide to every client we serve
Connect
Your Hub to Access All Systems
LPT Connect is your central hub for accessing the systems, tools, and resources you need to support your business.
Support
Need help or have a question? Use the ticketing system for support requests, broker questions, and general assistance.
Agent Development
LPT Connect also provides access to live and virtual training opportunities designed to help you grow your knowledge, skills, and business.
Weekly
Training Opportunities
Motivational Mondays 10:00 AM Central Time
Stay connected, stay informed, and take full advantage of the support and development resources available to you through LPT Connect.
*LPT will be sending login instructions.
7 Days at The Cannon Team Goals
30 Days at The Cannon Team Goals
90 Days at The Cannon Team Goals
1. Submit Contracts Through the Fast Track Channel
2 Master Follow Up Boss 3. Bi-Weekly Success Check-Ins 4. Complete the Contracts Training
Zillow Lead Readiness
Invest in Your Growth
Team Agent Requirements and Success Framework: Contract and Compliance Guidelines 1 Use Correct Trec Forms
Handbook Acknowledgement
1. Speed to Lead
Lead Handling Standards
2 First Contact Expectations
3. CRM Documentation (FUB)
4. Follow Up Consisitency
5 Lead Ownership and Responsibility
6. Professional Communication
7. Continuous Improvement
Professional Appearance and Communication
Responsible Social Media and Public Posting