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Agent Impact Group

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The Neighborhood

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2 contributions to Agent Impact Group
Welcome to the Agent Impact Group Community!
Welcome, everyone, to the Agent Impact Group Community! 🎉 We’re excited to have you here. This community is designed for real estate agents, lenders, brokers, and service providers to connect, share knowledge, and grow together. Whether you’re a seasoned pro or just starting out, there’s something here for everyone. Let’s kick things off with some introductions. Step 1: Please reply to this THREAD and tell us: 1. What's your name and where are you based? 😃 2. What's your role in the real estate industry? 🤔 3. What immediate help do you need? 📚 Step 2: Read the rules and checkout our free courses and paid programs Step 3: Please make your choice in the poll below 👇
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New comment 7d ago
1 like • Aug 23
Hello! I am Ashley Ricks with Real Broker LLC from Utah! I have been licensed just over a year, and I am enjoying it. I recently moved to a different part of my state, and I have no SOI her, so I kind of feel like I am starting over. I am excited to be here.
Sharing My Playbooks (SOPs) Templates
Hi All! I had a lot of people ask me to share my Playbook templates that I mentioned in a comment I made last week on another post. Instead of one-off sending them out, I am sharing with the entire community here, along with some best practices. These are from my software company, but can be used as a general guide to make your own! I've attached two documents to this post: 1. The Playbook on Building Playbooks -- This is a Playbook on how to make a Playbook. In my company, the first question I always ask anyone on the team is, "Do we already have a Playbook for this?" And if the answer is no, we make one immediately. 2. Our Playbook Template -- This is what we use as a default framework for all of our Playbooks. When time comes to make a new Playbook, we simply "Make a Copy" and then rename the Playbook using the following format: The [Name] Playbook. For example, The Podcast Playbook, The Social Media Playbook, The Publishing Blogs Playbook, etc. BEST PRACTICES: When we create these Playbooks, we want to organize them in a way that whoever needs to find them can, fast and easy. In my software company, we have a Playbook Library broken out by Department, which I outline below, to keep them organized and we put each Playbook under the section that makes the most sense. We also label them according to the department. For example, if we have The Podcast Playbook that goes in the Marketing Department, we'll label that Playbook "MKT09 - The Podcast Playbook." Marketing Sales Onboarding Customer Success/Customer Support Product G&A (General & Administrative) This library is where anyone on the team, current or new, can come to learn about EVERYTHING our company/team does. When we have a new Marketing team member join, this is one of the first places they go to to train themselves on what they'll be doing. The key here is to make a Playbook for LITERALLY EVERY ACTIONABLE ITEM someone does in our company. Yes, even as simple as a Playbook for making coffee (if you still go into the office lol). The idea behind these is that we get 80% done which is 100% AWESOME (see Credit Due below, took that from my coach). This will expedite training and keep us organized, forever.
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New comment Sep 6
1 like • Aug 18
Thank you!
1-2 of 2
Ashley Ricks
1
3points to level up
@ashley-ricks-9756
I am a Real Estate Agent in Utah. I love that I can help so many people with this business.

Active 2d ago
Joined Jun 24, 2024
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