Level Up Group Opportunities Guide

OUR MISSION OUR VALUES OUR VISION

WELCOME

Welcome to Level Up Group Powered by PLACE designed to power the top 1% of agents and teams. We are looking for the Navy SEALs of real estate.

We recognize that great companies are not built just to make money, but for a purpose. The purpose of PLACE is to provide you with limitless opportunities to grow your real estate business, build wealth and live an experiential life.

YOUR productivity is the heart of our business. Our operational systems, lead generation models, technology platforms, and marketing programs power your production while creating consistency in both your income and the consumer experience. Our goal is to create simple solutions for your business while simultaneously providing more transparency to our customers. While doing so we build stronger relationships through greater value to the consumer. Through our comprehensive home services, your clients can find solutions to all their home buying and selling needs, all in one place.

We created the PLACE Lead Generation Model that provides a consistent flow of business, the PLACE Leverage Model to provide a path to increased productivity and income, and the PLACE Opportunity Model to provide a career path built around growth.

Level Up Group Powered by PLACE offers company-subsidized health insurance, retirement planning, wealth building and investment opportunities. You will have everything you need to grow a big business, take care of your family, maximize your net income and prepare for retirement.

Your dreams are our dreams. As you step through this guide, we will help you design a plan to achieve those dreams.

Come on in. Look around. Get to know our PLACE.

Michael Minson | Team Owner michael@levelupgroup.com

Ben Kinney | Co-founder ben@place.com

Chris Suarez | Co-founder chris@place.com

IT'S ABOUT YOU

YOURNEEDS

YOURDREAMS

YOURQUESTIONS

YOURTIMELINE

YOUR CAREER

We will get to know you - your goals, your dreams, your motivation. It’s not just about your career, it’s about building your experiential life.

YOUR GOALS

BUSINESS

FINANCIAL

PERSONAL RELATIONSHIP

HEALTH

WELCOME HITTING YOUR BUSINESS AND FINANCIAL GOALS

We’ll show you how working with us enables you to net more every year

$ #

GROSS INCOME LAST 12 MONTHS

DO THE MATH

$ $

UNITS TO REACH NET GOAL

NET INCOME LAST 12 MONTHS

$ $

AVG PRICE TO REACH NET GOAL

NET INCOME GOAL NEXT YEAR

AVG COMMISSION TO REACH NET GOAL

WHY SHOULD YOU CONSIDER JOINING OUR TEAM?

01 03

LOW TO NO EXPENSES MORE TIME

Most real estate agents spend 40-90% of their commission on expenses to run their business. These expenses typically include salaries, technology, marketing and advertising, supply costs, signage, photography, lead generation, training, coaching and systems. With PLACE, your gross income is your net income.

Systems make the ordinary extraordinary. As a member of our team, the combination of systems and leveraging all of the team’s resources means you have more time available to do what you get paid the most for - listing appointments and buyer consultations. Spend the remainder of your time doing the things you enjoy most with the people you love the most

02 04

DO MORE BUSINESS OPPORTUNITY

The combination of our training, technology, systems, leads, accountability, coaching, and brand will give you the tools to outperform the average agent with 10 years of experience The top new agents on our team consistently close between 24 and 75 homes in their first full calendar year on the team. Contrast that with the national agent average of 10 to 12 deals per year after a decade in the industry

Our unique Opportunity Model is designed so that every team member can build a team within our team that is more profitable and successful than the largest teams in the US Imagine having your own showing specialist, administrative support, ISA, and listing agent - all while working with us Additionally, our most successful agents earn the right to become partners in business and in real estate

WELCOME LOW TO NO EXPENSES

The average agent with 10 years of experience closes 10 to 12 deals per year The PLACE model includes online, traditional, and international marketing and exposure that enable you to close 24 to 36 deals - or more - in your first full year. By following the model and using the proven systems, you have the opportunity to earn more with the lowest possible expenses

SALARIES

Administrative Staff

Transaction Coordinators

ISA’s Operations

Marketing / Designers

LEAD GENERATION

Online Buyer & Seller Leads

Design & Print Mail

Campaigns

Data (FSBOs, Expireds, etc.)

Sphere Touches & Events

CRM

Transaction Management

IDX Website

Dialer

Home Valuations

TECHNOLOGY SIGNAGE TRAINING & COACHING

Private Coaching Calls

Group Coaching Calls

Industry Events

Online Training Library

Listing Signs

Open House Signs

Directional Signs

Riders

KWKLY Lead Capture Signs

MARKETING & ADVERTISING

Listing & Buyer Presentations

Social Media Graphics

Listing Marketing (Digital/Print)

Brand Promotion

PHOTOGRAPHY

Listing Photography

3D Tours

Aerial Photography

Videography

BUSINESS SYSTEMS

Activity, Production & Income

Tracking

Proprietary Campaigns

Payroll & Insurance

Virtual Assistants

DO MORE BUSINESS

Our systems produce incredible results By using our scripts, presentations, processes, technology, and lead sources, you’ll generate more leads and close more deals.

Even our brand new agents consistently out-produce the top agents in their market in their first full year in the business

0-1

Average Agent

5-8

6-12 Closings in first year Closings in first year Closings per year

Average Agent after 10 years

LEVEL UP GROUP Team Agents

AGENT LEAD GENERATION MODEL

Our proven Lead Generation Model is a true partnership - with both an agent component and a team component By plugging into our systems, following our models, and utilizing our tools, we expect you to generate and close 1-2 transactions per month from your sphere connections, open houses, and prospecting levers (cold calls, circle prospecting, For Sale By Owners, Make Me Move, Expireds, Canceled, etc) If you complete your weekly lead generation activities and regularly attend our PowerUp/Stand-Up and scripts, you qualify for team leads from websites, digital advertising, sign calls, our inside sales division, referrals, etc. This should contribute an additional 1-2 transactions per month.

PROSPECTING

ISA & OTHER

HAVE MORE TIME

We leverage our admin and technology to remove more than 75% of the daily tasks an individual agent must complete just to close a buyer or seller transaction.

Lead generation is easier when you can use proven scripts, professional presentations, and state of the art technology.

This leads to more free time for you and more consistent closings every month of the year

WELCOME LIMITLESS OPPORTUNITY

Opportunities abound for agents powered by PLACE who aspire to something more than being “just an agent” for the rest of their career Driven individuals earn the ability to launch an expansion team, invest in a brokerage, invest in real estate together with Ben Kinney, Chris Suarez and their business partners, become a trainer, take leadership positions, and build wealth

01 02

LEVERAGE MODEL

OPPORTUNITY MODEL

LEVERAGE MODEL

We only want to get into business with the best of the best When we do, we give top agents the opportunity to earn and apply more leverage, grow their business, and partner with us. Learning how and when to add leverage is a key part of our agent’s development schedule. In addition, team members will experience coaching for personal growth, health/well-being, wealth building, and relationship building They will also have the opportunity to give back

OPPORTUNITY MODEL

AGENT

$0 - $9M Per Year

Up to $2.5 M in Closed Volume per Quarter

STANDARDS/ACTIVITIES

20 Real Estate Conversations per day

Attend Team Meeting

Attend Listing Review Calls when you have a listing

Attend Power Ups & Group Coaching

Calls

Attend Friday Place All Hands Call

Attend Quarterly Business Review

Attend the Annual Business Planning

Complete Place Launch

Participate in Team Lead Gen Events

Utilize team branding and agent branding style guidelines

INCENTIVES UNLOCKED

Business Development:

Pond and Internet Leads

Open Houses

Client Concierge (quarterly service calls to past clients)

Half Registration to one of the following: Family Reunion, Built How, MegaCamp

Weekly Team Meetings, Friday PLACE

Calls, Power Up Scripts Practice, Group

Coaching from DOS

Quarterly Business Reviews, Team Trainings

Our PLACE Intranet for training, coaching and collaboration Brivity University

Quarterly Business Review

Level Up Training Library

Access to extensive list of vendors for listings, buyers and yourself

Team of agents across the bay area (Napa, Sonoma, East Bay, Peninsula)

Back up for vacation, time off or emergencies

Agent Title

INCENTIVES UNLOCKED

Marketing:

Marketing program design with Marketing Coordinator (Farm, Social Media, BtoB, SOI)

Standard open house marketing materials (flyers, social media posts)

Templated social media graphics

Complementary invites to team events w/social media and email support

Tailored email templates monthly Complementary business cards, AFrame open house signs, website, headshots, email signatures, professional bio

Operational Support:

Complementary CRM Access

Complementary Tools: G-Suite, Docusign, MyTheo, Vulcan-7, Slack Full operational support for all listing logistics, marketing, open house setup/breakdown, key inventory

Complementary BRLG Legal Support

Personal:

-One free transaction every 12 months for friends or family after 3 closed sales. Team agent pays all marketing costs, legal & transaction fees

OPPORTUNITY MODEL ASSOCIATE INCENTIVES

$10- $19M Per Year

UNLOCKED

All Agent Benefits PLUS:

$2.5 - $5M in Closed Volume per Quarter Business Development:

STANDARDS/ACTIVITIES

20 Real Estate Conversations per day

Attend Team Meeting

Attend Listing Review Calls when you have a listing

Attend Power Ups & Group Coaching

Calls

Attend Friday Place All Hands Call

Attend Quarterly Business Review

Attend the Annual Business Planning

Complete Place Launch

Participate in Team Lead Gen Events

Utilize team branding and agent branding style guidelines

1:1 Coaching with the Director of Sales Associate Title

Marketing:

1 hour per week of dedicated Marketing Coordinator support $500 total per month marketing allowance Video newsletter/blog production support Complementary personalized listing and buyer books

Personal:

-PLACE Stock Purchase Plan (Invest up to 10% of commissions earned, eligible for 20% off PLACE Stock w/20% Company Match)

PLACE Revenue Share - 1% of GCI earned for agents recruited

OPPORTUNITY MODEL PARTNER

$20M- $29M Per Year

INCENTIVES UNLOCKED

All Associate Benefits PLUS:

$5M - $7.5M in Closed Volume per Quarter Business Development:

STANDARDS/ACTIVITIES

20 Real Estate Conversations per day

Attend Team Meeting

Attend Listing Review Calls when you have a listing

Attend Power Ups & Group Coaching

Calls

Attend Friday Place All Hands Call

Attend Quarterly Business Review

Attend the Annual Business Planning

Complete Place Launch

Participate in Team Lead Gen Events

Utilize team branding and agent branding style guidelines

Preferential Buyer Leads

Preferential Buyer & Seller Leads for area(s) of specialty

Full Registration to one of the following: Family Reunion, Built How, MegaCamp PLACE Partner Mastermind

Showing Assistant

Partner Title Marketing:

3 hours total per week dedicated Marketing Coordinator support $1,000 total per month marketing allowance

Personal: Subsidized health care plan

OPPORTUNITY MODEL

SENIOR PARTNER

$30M- $39M Per Year

INCENTIVES UNLOCKED

All Partner Benefits PLUS:

$7.5M - $9.75M in Closed Volume per Quarter Business Development:

STANDARDS/ACTIVITIES

20 Real Estate Conversations per day

Attend Team Meeting

Attend Listing Review Calls when you have a listing

Attend Power Ups & Group Coaching

Calls

Attend Friday Place All Hands Call

Attend Quarterly Business Review

Attend the Annual Business Planning

Complete Place Launch

Participate in Team Lead Gen Events

Utilize team branding and agent branding style guidelines

Registration & Flight to one of the following: Family Reunion, Built How, MegaCamp

Opportunity to become a FORWARD

Coach (complete coaching training; earn coaching income)

Senior Partner Title

Operational Support

20 hours per week Brivity VA (supported and trained by Marketing Coordinator)

Marketing

Customized marketing program w/ Marketing Agency Services

$2,000 total per month marketing allowance

Personal:

PLACE Operator Referral Stock Option Program (income from referring operators to PLACE)

OPPORTUNITY MODEL MANAGING PARTNER INCENTIVES

$40M- $99M Per Year

$10M in Closed Volume per Quarter

STANDARDS/ACTIVITIES

20 Real Estate Conversations per day

Attend Team Meeting

Attend Listing Review Calls when you have a listing

Attend Power Ups & Group Coaching

Calls

Attend Friday Place All Hands Call

Attend Quarterly Business Review

Attend the Annual Business Planning Complete Place Launch

Participate in Team Lead Gen Events

Utilize team branding and agent branding style guidelines

UNLOCKED

All Senior Partner Benefits PLUS:

Business Development:

Preferential Luxury Buyer & Seller Leads ($2 5 million+)

All Expense Paid Trip to one of the following: Family Reunion, Built How, MegaCamp Complimentary MAPS Coaching

Annual Business Strategy Session w/ Michael and Ben or Chris (in person) Managing Partner Title

Operational Support

40 hours per week Brivity VA (supported and trained by marketing coordinator)

Marketing

$4,000 total per month marketing allowance

WHAT SETS LEVEL UP GROUP POWERED BY PLACE APART FROM

ALL OTHER COMPANIES?

1.

COMMUNITY 2. LEVERAGE 3. TRAINING & COACHING

Being part of a community is a basic human need The PLACE community extends far past just our local team It includes our daily network-wide online collaboration, weekly consulting, and international partnerships We have curated a community of top producers within the real estate industry in which members continue to build relationships and a culture of supporting one another across all roles.

Our unique Leverage Model allows our agents to focus on what they do best and is most important - taking care of clients and closing deals Leverage includes systems, tools, and people. Leverage is a learned skill and PLACE provides not only a path and platform, but also a sequential process to follow as you continue growing.

At PLACE, what we do and how we do it are equally important to how hard we work In order to continue our consistent growth and stay ahead of market shifts and industry changes, we provide real estate training, individual accountability, and businessbuilding coaching to help each of our partners hit their goals and continue on their growth path.

4. TECHNOLOGY 5. EXPOSURE 6. TRACK RECORD

Our businesses and our relationships are built on proprietary software and technology. Having built the bestin-industry CRM, PLACE eliminates the need for multiple technology platforms. This not only streamlines our processes and communication, it also helps us to build big businesses while also building strong long term relationships with our customers.

Our custom, comprehensive marketing, outreach and engagement strategy delivers best-in-class exposure for our clients It includes digital, social media, and print communications that allow our agents to win business and, more importantly, allow our clients to win when it’s time to sell, buy or invest in real estate.

Our track record speaks for itself. No need to list awards, rankings, recognition or acknowledgments We all want to be part of a winning team Winners attract other winners PLACE’s goal is to continue to grow with the top 1% real estate agents in North America

COMMUNITY

The PLACE community continues to grow and expandlocally, nationally, and now globally As important as that may be for our collaboration and wealth building, it is equally important to our customers and clients.

The world-wide network of PLACE real estate agents, offices, and platform enables us to deliver the same experience to buyers and sellers consistently, regardless of location We connect and refer our clients to our global partners with confidence, knowing the level of service they will receive will be second to none.

INTERNATIONAL COMMUNITY

PLACE continues to build its global presence which creates opportunities worldwide

Our companies, leaders, and agents own brokerages across the US, Canada, Europe, Central and South America.

HOW WE HELP AGENTS WITH LEVERAGE

Leverage is a learned skill

Level Up Group Powered By PLACE has created a platform of growth by coaching our agents through our Leverage Model while offering them the support of a high performing team When you are part of a PLACE real estate business you unlock the power of leverage

We recognize that a real estate agent needs leverage in operations, technology, marketing, contract to close, and even licensed activity Each part of our team leverage will allow you to sell more real estate and save more time.

PLACE TRAINING

PLACE is consistently creating content to educate, train, coach, and consult our partners

Our training gives you access to the systems, strategies, and scripts that Ben and Chris have used to build a thriving business of 13,000+ deals a year.

We also offer professional coaching for hiring and organizational growth, as well as personal coaching on subjects such as life mastery and wealth building.

CLASSES COACHING

PLACE TECHNOLOGY

We have built or acquired some of the top real estate technology companies in the world (including ones we’ve purchased from companies like Zillow) for optimum results in real estate sales

EXPOSURE / MARKETING

Marketing and exposure is critical for your clients and for your brand With marketing across digital media, social media and print media, you will be generating leads and building a brand simultaneously. Our technology and advertising team can help you find the right buyers and sellers and market your listings for a fraction of the cost.

OUR TRACK RECORD OUR RECOGNITION

Our track record shows that we have a recipe for success

13,500+

Homes sold in the last year

$6 BILLION

Closed Volume

4.9/5.0

Average client satisfaction rating

Our sales teams, brokerages, and technology companies are consistently recognized for exceptional performance and growth.

THE WALL STREET JOURNAL

INC 500

INMAN

T3 SIXTY MOST INFLUENTIAL

RIS MEDIA FUTURIST

OUR TRACK RECORD OF GIVING

PLACE is committed to giving back to our communities Our passions are around solving homelessness and hunger in our communities - especially when it affects children. Here are some examples of the places we support:

Alzheimer’s Association

American Cancer Society

American Heart Association

American Kidney Foundation

American Red Cross

Austin Child Guidance Center

Austin Pets Alive

Bellingham Food Bank

Bethlehem Community Fund

Big Brothers Big Sisters

Breaking Bread

Canine Companions

Center for Disability Services

Children’s Cancer Association

Christian Medical Mission

Clark County Food Bank

Coats for Kids

Community Cancer Center

Community First Village

Cuidando Los Niños

Donate to CASA

Epilepsy Foundation

Fathers in the Field

Feeding Tampa Bay

Folsom’s Hope

Hudson Humane Society

Idaho Food Bank

Jesuit High School Scholarship Fund

Josh Bidwell Foundation

Keep Austin Fed

Leukemia Lymphoma Society (LLS)

Make a Wish America

Malta Veterans Association

Mary & Martha House

Mary Gilbert Seehawer Foundation

Mary’s Place - Homeless Shelter

Meals on Wheels

Mercy Housing

Miracles In Progress

No Kid Hungry

North Texas Cancer Support Community

Northwest Children’s Outreach

Operation Blue Santa

Our Calling Project Transitions

Roadrunner Food Bank

Rose of Charity Orphanage

Safe Haven Maternity Home

Saratoga Center for the Family

Save a Warrior

Senior Services of South Sound

Skookum Kids

South Street Children’s Cafe

St. Jude Children’s Hospital

Stop Soldier Suicide

The Family Place

The Phoenix Center

The Service Board

West Texas Food Bank

Westside Baby

Whatcom YMCA

Xperience Giving

YMCA Women’s Shelter

COMMITMENT TO THE STANDARD

A commitment to consistently doing the activities and following the systems that make our top agents so successful.

A commitment to be the most informed person in the room. To know and master the models, processes and systems that make our team so successful

04

A commitment to generating listings and pendings in the first 30-60-90 days Your commitment to the team, your loved ones, and yourself is to produce at the highest level possible.

Leaders show up This is why we want your commitment to participate in our daily activities, training, and events

FIRST STEPS

COMPLETE GOALS AND GPS

The most successful people in business and life have written goals You will complete the goals worksheet and create your first GPS prior to your first day

REVIEW AND SIGN STANDARDS AND TEAM AGREEMENT

We ask that you commit to generating listings and pendings in the first 30-60-90 days, and to produce at the highest level possible.

ATTEND SCRIPTS AND ROLE PLAY

All of our agents attend daily script practice When you role play, you will learn about the team, our culture, and your future opportunity. Prior to launching with our team you will make 1,000 prospecting dials

MEMORIZE MISSION, VISION AND VALUES

The Mission, Vision and Values of the PLACE create the foundation of our business and help us in every decision that we make Your goal is to be able to recite it, by memory, on your first day, in front of the team.

COMPLETE GOALS AND GPS

On your first day of work you must provide a sphere spreadsheet complete with at least 200 names, each with at least one piece of contact information

PICK START DATE

Once all of your brokerage paperwork, licensing, and homework is complete, you can report for your first day

We expect you to arrive prepared on day one with 1 buyer lead, 1 seller lead, and the names of 3 people who would be interested in a career in real estate