Real Estate Team OS

Talk or type with our new Team Bot: https://realestateteamos.com/botShawn Getty sold 186 homes in the first half of his third year in real estate, including a stretch of 60 homes in 60 days. And he did it all with $0 in ad spend.Shawn started the team-building process 6 or 7 times before getting the traction he has today (including losing 27 agents all at once). But Getty Group, brokered by eXp Realty in Calgary, has grown from 4 to 48 agents in an 8-month window this year.Learn his tactics for agent attraction, the structure of his recruiting conversation, and many hard-learned lessons from the fits and starts of building his real estate team.Listen to this Real Estate Team OS episode with Shawn Getty for insights into:- Two basic truisms of team success- Multiple false starts on the team-building journey- Building an education-based and skills-based team of people who hunt together, rather than alone- Growing agent count by 12x (from 4 to 48) in under 8 months- How to attract agents using Instagram- The specific conversation structure to bring agents onto your team- A free social media tactic drives 30-40% of their business (and that other agents make fun of)- A free social media tactic to become top of preference, not just top of mind (with a specific example)- The two ways he’s working on the main bottleneck in his business today- Why teams will be bigger, more prominent, more impactful, and more needed in the futureAt the end, learn about “the uniform of the wealthy,” “the champion sweater that can’t be beat,” and the balance in being all on or all off.Shawn Getty:- https://www.instagram.com/shawngetty- https://www.gettygroup.ca/Real Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribeFour and a half years ago, Kyle Draper started Serene Team (brokered by eXp Realty in Los Angeles) with two agents he’d mentored earlier in his career and an admin.Today, the team is more than 40 agents strong - and growing. As you’d expect, the path was filled with hard-learned lessons and supported by the guidance of mentors. Those initial team members? They’re all still contributing. Learn about the challenges in the 7- to 12-agent range, the nuances of a transaction management system they put into place, and which tools and tech have been vital to turning online leads, past clients, and sphere opportunities into closed transactions - including video.Watch or listen to Ep 046 with Kyle Draper for insights into:- Setting and managing expectations- Three hurdles for new agents to clear in the first 21 days before earning a spot and a mentor on the team- What he had to put down before fully committing to real estate and starting a team (at the onset of COVID)- Which staff positions he’s hired locally and which he’s hired internationally- Finding your right team size and the specific challenges in the 7- to 12-agent range- Why and how he stepped back into sales production- Inside the transaction model he’s running, including its nuances, benefits, and challenges- Balancing investment of time, energy, and focus on online leads, past clients, and sphere - especially when the latter two drive most of your business- How the FUB-Ylopo pairing helps the team create and close more opportunities- When, why, and how his team uses video email, video messages, and screen recordings - including very specific stories, use cases, and wins- Two reasons teams will get bigger in the futureAt the end, learn about two competitors receiving flowers, cutting a car payment nearly in half, and the two sides of a wonderful weekend.Kyle Draper:- https://www.instagram.com/thekyledraper/- https://www.zillow.com/profile/Kyle%20DraperReal Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

Talk or type with our new Team Bot: https://realestateteamos.com/botChase Whitney is doing geographic farming activities today that he was doing as a pre-teen to support his parents' real estate business. After more than a dozen years as an agent himself, Chase still does many hands-on, in-person, face-to-face, and human-to-human activities that can’t be scaled or leveraged. But he’s also passionate about tech and improving The Whitney Team’s marketing and finances through that passion.Learn how they expanded from a father-mother-son trio to an 8-person team, the 5 pillars of their tech stack (and his preferred vendors for each), what he learned using 7 different CRMs in 7 years, how he overcame shiny object syndrome, and much more!Watch or listen to this Techtember episode with Chase Whitney to learn: - The when-you-know-you-know aspect of team culture- Moving from a father-mother-son real estate business to the fits and starts of building out their real estate team- Why old-school, manual, hands-on, and human-to-human marketing is so valuable in a tech-enabled age- Overcoming the challenge of being drawn toward shiny objects- The five core pillars of your real estate tech stack and the two rules that support them all- What he learned by migrating their database through seven CRMs in a seven-year period- Tips for improving your retargeting ads and alleviating ad fatigue in your target audiences- How their direct mail strategy is targeted and tracked with tech- Why front-facing IDX is irrelevant and what to look for in a real estate website solution- Ways to leverage your best asset - property! - to create more valuable conversations- The two main problems or questions that agents and team leaders reach out to him withAt the end, learn about bleeding red and gold, hours of research to save $2, and the problems with audiobooks.Connect with Chase Whitney:- https://consultwithchase.com/- https://4realestatehelp.com- https://www.instagram.com/chasewhitney_re/Check out the book we talked about but couldn’t remember the title of:- https://www.amazon.com/Oversubscribed-How-People-Lining-Business/dp/0857086197Check out Real Estate Team OS episodes with people Chase mentioned:- Ep Elena Kee https://www.realestateteamos.com/episode/real-estate-crm-elena-kee-technology- Ep 043 Chelly Herren https://www.realestateteamos.com/episode/techtember-operations-real-estate-tech-stack-chelly-herren- Ep 028 Jeffery McGonigle https://www.realestateteamos.com/episode/real-estate-agent-proficiency-jose-samano-jeffery-mcgonigle- Ep 041 Justin Benson https://www.realestateteamos.com/episode/techtember-shaping-tech-to-your-way-of-doing-business-with-justin-bensonConnect with Real Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribeDeep experience with transaction coordination and operations.Roles on mega teams and small teams alike.A passion for and understanding of technology.Lisa Vo brings more than a dozen years of industry experience and specific strengths and insights to this Techtember conversation.Watch or listen to this Techtember episode of Real Estate Team OS to learn:- The need to challenge flexibility with standardization- A 13-year journey into real estate through multiple roles and teams, including four of the main roles she takes on now- The key questions she asks to diagnose a team’s tech stack and CRM- How to know if you’re using too little tech or too much tech in your business - and advice for both types of people- How to untangle a Franken-stack of too much real estate tech- Specific tools you can use for efficiency and convenience … even if you don’t know how to write code- Benefits of joining a real estate team, including a done-for-you tech stack- Keys to a great TC function- Distinct stages of tech implementation for transaction coordination - and which tools you need as you progress- Trends toward real estate teams and teamerages- Advice for someone who fears or hates tech in general and AI in particular- Why she’s most excited about industry-specific solutions when it comes to AIAt the end, get fun stories about YouTube, a MacBook Pro, and Astros.Follow Up Boss Success Community:- https://www.facebook.com/groups/followupbosscommunityLisa Vo:- https://lisalovesfub.com- https://simplyclosed.house- https://huzi.aiReal Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

Talk or type with our new Team Bot: https://realestateteamos.com/botFrom studying supply chain management to running operations for a team from 0 to 100 agents to becoming COO of a real estate team committed to per-agent productivity, Chelly Herren’s seen, tried, learned, and achieved a lot - especially in the zones of real estate tech and real estate ops.And she’s here to share it with you.- How to simplify your tech stack for more efficiency and less redundancy. - A disciplined approach to evaluating the true cost and true benefits of new technology.- Specific tactics to increase agent understanding, buy-in, and adoption. It’s all here in one helpful and engaging conversation!Listen to this Techtember episode with Chelly Herren to learn:- 3 reasons people join team leaders (not just join teams)- Her path to COO of The Hyland Group, including helping build a team from 0 to 100 agents in a couple of years and a couple of markets- The profile and structure of a highly productive team, including a leader closing 100+ transactions per year- Her two-step process for evaluating the tech the team had in place and redesigning it to reduce redundancy and increase per-agent productivity- Transparency and efficiency gains from managing transactions inside Follow Up Boss- The most common tech theme, question, or problem she encounters (consolidation / simplification)- The 3 main questions she asks when evaluating whether, when, and how to add new tech to their operation- A caution and question to help you consider the full cost of new tech and weighing it against the benefits- Specific tactics for better agent buy-in and adoption of new tools and tech (including an SOP library and agent tools website)- How she keeps up with trends in real estate operations and technologyAt the end, learn about Swifties, Zonies, leftovers, designer purses and wallets, information saturation, and pilates vs beaches.Connect with Chelly Herren:- https://chellyherren.com/- https://www.prescottareaproperty.com/Guests mentioned in this episode:- Ep 016 with Emily Smith https://www.realestateteamos.com/episode/emily-smith-intrapreneur-entrepreneur-teamerage- Ep 023 Christy Belt Grossman https://www.realestateteamos.com/episode/operations-leadership-real-estate-assistant-coo-christy-belt-grossman-ops-boss- Ep 041 Justin Benson https://www.realestateteamos.com/episode/techtember-shaping-tech-to-your-way-of-doing-business-with-justin-benson- FUBCON Session with Jon Cheplak https://www.realestateteamos.com/episode/jon-cheplak-real-estate-teams-traditional-brokeragesConnect with Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribeReal estate agent. Operations leader for a real estate team. Partner in a real estate brokerage. Real estate tech consultant.These are just a few of the roles Lee Adkins has played and seats he’s been in over the past couple of decades in the industry.  He’s the Co-Founder and Chief Partnership Officer of Amplified Solutions, a team that designs, implements, and manages your team’s Follow Up Boss leads and systems.  We invited him into this Techtember episode to help you assess and audit your real estate tech in general and your real estate CRM in particular.  And many of the insights are simpler and more analog than you’d expect.  Watch or listen to this Techtember episode to learn:- The fundamental and often overlooked importance of a plan- How he went from touring musician in a band to real estate tech consultant- The two most common problems he encounters when assessing the tech stack of a team or brokerage (with a nod to the “I didn’t know it could do that” problem)- Specific questions to help you find and implement new tech effectively- Using a pencil and a piece of paper for your business plan, operations manual, or tech stack- Why to click through all the Admin tabs of your CRM- Setting, forgetting, and benefitting from the Follow Up Boss pixel- Why to set all your reporting to the same time frame- Knowing who to talk to, getting to Smart List Zero, then getting out to connect with people and earn commissions- Where to get hours of in-account, on-screen, show-and-tell training on Follow Up BossAt the end, learn how a rock band is like a real estate team, how fast $9.95/month racks up, and how to help your team unplug.Follow Up Boss resources:- https://www.youtube.com/playlist?list=PLDmR8fGtgojAuhaYlB6n8xn8yJwkPCLPU- https://www.facebook.com/groups/followupbosscommunityAmplified Solutions:- https://AmplifiedSolutions.com- https://www.instagram.com/amplifiedsolutions/Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

Talk or type with our new Team Bot: https://realestateteamos.com/botWhen set up properly, your technology should be shaped to your real estate team’s way of doing things. It should support your vision and your dreams. It should enhance and improve your SOPs.But often we get things turned around and allow our tech to dictate how we operate. Instead of adding efficiency and profitability, our tech can add unnecessary cost and frustration.For advice on turning this around and to kick off Techtember, we bring you this incredibly helpful conversation with Justin Benson, Founder and CEO of Bara Agency and of Shilo.ai.Before starting Bara, a fraction Chief Technology Officer agency, he helped build Gluch Group, helped expand it to three states, sold hundreds of homes himself, and created their tech stack.Justin shares the three pieces of tech every team needs, ways to think about your tech budget, the most important question to ask when evaluating new and existing tech, and much more!Listen to this Techtember episode with Justin Benson to learn:- Why great salespeople are the bedrock of your team- His path from med school to tech startups to real estate agent and team leader operating in 3 states to fractional Chief Technology Officer- Where many ops leaders get stuck or reach their limit with technology- The most important question to ask as you’re evaluating your tech- How to plan your tech budget- The three key elements of every tech stack, no matter your size- Avoiding the danger of changing too much tech too quickly- Specific ways to increase agent adoption of new tech- The promise of AI while it’s still in its infancy- How to find the right person to lead your tech initiatives- Places he goes to keep up on tech trends and announcementsAt the end, learn about the enduring value of underdogs, chartering a jet, struggling to relax, and predicting the future based on the past.Connect with Justin Benson:- https://baraagency.com- https://shilo.ai- https://www.instagram.com/justinbensonConnect with Real Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribeYour customer is your North Star. They're the reason you're in business. They're the source of revenue and referrals. You may have personal motivations and goals for yourself and your team, but none are achieved if you don’t attract the right people and deliver exceptional customer experience.So how do you build a customer-centric culture, then sustain and protect it for years to come?Go inside the company and culture that brings Real Estate Team OS to life every week! Get warmed up for the Techtember series that kicks off next week!Learn about tech, teams, customer centricity, and customer-led education with Follow Up Boss Co-Founder and CEO Dan Corkill!Watch or listen to Ep 040 with Dan Corkill for insights into:- Attracting agents, staff, and consumers alike to your experience by being thoughtful and intentional- The self-enforcing dynamics of a strong company culture- Ways to decide - as your business is growing - who to hire and when (in short: look for where the pain or bottleneck is)- How Dan decided to focus and niche down to serve the real estate community - How the puzzle of online leads became an opportunity for teams and a problem to solve- The big difference between AI and automation (and how both are useful)- A quick preview of who and what is ahead in the Techtember series of this show- Staying focused on your customer, not your product, by investing in customer-led educationFor Dan’s responses to our three pairs of closing questions, check out this Fireside Chat at FUBCON 2023: https://youtu.be/ad-_sgeko6s?feature=shared&t=2315Follow Up Boss:- https://followupboss.comReal Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

Talk or type with our new Team Bot: https://realestateteamos.com/botIn recent years, The Duncan Duo Team has been twice the size and done twice the transactions. Today, they’re in a healthy spot between a small SEAL team and a mega team - and Owner Andrew Duncan is back in, hands-on, every day.Leadership changes. Marketing changes. Buyer agency changes. Andrew speaks to them all in this conversation. He shares how and why he’s serving as Sales President, diversifying revenue streams, and shifting agents to be more listing-based.Be sure to listen for their shifts to a more listing-based business, including things “every smart real estate team leader” should be doing and how brokerages will operate more like car dealerships over the next five years.Listen to Episode 039 with Andrew Duncan to learn:- The path from top salesperson in a Fortune 500 company to a real estate agent who sold one house in his first year (kinda)- Why building a team was necessary and why - years later - he chose to get hands-on “blow some things up” in the business- Playing to your strengths and core competencies- Their 12-month production goals as they sit between SEAL team and mega team- How and why they’re shifting resources to help agents be more listing-based- Why more teams and brokerages will look like car dealerships five years from today- The origin and benefits of their Guaranteed Sale program- Tips for profitably leveraging mass media and advertising- Their leadership structure and his role as Sales President- What he’s doing Monday-Friday from 9am-5pm- Why teams will grow more aggressively over the next couple of years and why more agents should consider themAt the end, learn what the Lightning, Warriors, and Lakers have in common, the threshold for coupon code hunting, and next-level networking at real estate conferences and masterminds.Connect with Andrew Duncan:- https://www.instagram.com/theduncanduo/- https://www.instagram.com/theandrewduncan/- https://duovermovement.com/Connect with Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribeAn incredibly valuable part of your team operating system: the ISA function, your ISA team, and your Inside Sales Manager. Here in Episode 38, Lisa Ryan, Director of Opportunities at Exquisite Properties LLC, an independent teamerage in San Antonio, Texas, shares her path from ISA and Inside Sales Manager into her current role. You’ll learn how they build trusting partnerships with agents, how they compensate ISAs, which daily activities are expected, what metrics they track, how they manage handoffs to agents, when ISAs take opportunities back from agents, the role of AI in opportunity development, their training cadence for agents and ISAs, and much more!Watch or listen to Episode 038 with Lisa Ryan to learn:- The benefits of modeling behavior in-office and in-person- The path in and out of ISA and Showing Assistant positions and why the ISA position isn’t “entry level”- The language and mindset of opportunity- Keys to a healthy agent-ISA relationship- How they compensate ISAs on buyer and seller transactions and with bonuses and incentives- Core activities in the role, including 1,000 calls per week- How they manage handoffs from ISA to agent (and exactly when and why ISAs are empowered to take those opportunities back)- Key metrics they pay attention to besides calls and appointments- What their training schedule looks like- The pros and cons of AI in lead engagementAt the end, you’ll hear about fantasy football, ramen noodles, family walks, and “adult cartoons.”Connect with Lisa Ryan: - https://www.instagram.com/exquisitepropertiessa/- https://www.tiktok.com/@isasofsa- Email: Lisa @ ExquisiteSA . comConnect with Real Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe