Checklists & Systems

Ready-to-go checklists and systems for making your business processes more straight-forward.

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Agent Car Kit

Have this kit of tools in your car and you will always be prepared!

Agent Car Kit Checklist

You wouldn't believe how impressed potential buyers and sellers will be by how prepared you are when you implement this car kit!

All Parties to the Transaction Checklist

Selling agent? Check! Title Company? Check! Keep track of them all with this checklist

Buyer Offer Checklist

Create a checklist to guide your buyers through the offer process. Make sure you update with your local MLS forms!

Buyers Checklist

Make sure your buyers have everything in line with this buyers checklist. PLEASE NOTE: This checklist contains references to Northwest MLS forms. If you are in a different MLS, be sure to change the form numbers.

Checking Your Checklists

Do you find yourself "winging it" every transaction? Or is your entire process in your head? Whether you are just getting your list of "to dos" together or have been in the business for years, redefining and refining your process can save you time and headaches. We are going to go over creating your very own checklists for the following processes: new listings, New buyers, buyer offers, pending to closing for both buyers and sellers.

Client Appreciation Event Checklist

Remember your save the date cards and check in with your vendor! What else? Oh! Don't forget the thank you notes! We cover all of this and more in this easy-to-follow checklist for client appreciation events.

Client Intake Form

If you file by paper, then use this handy form for your client intake to make sure that you cover all your bases when you add a new potential client to your database.

Client Outcome Form

Don't let the details of a transaction or client's activity escape from memory. If you like to keep paper records, use this form to save those important details for when you need them.

Club Call - Making Moving Day Memorable

Listen to this month's Club Zebra coaching call where Denise presents on how to make your client's moving day a special one that will have them telling their friends and new neighbors all about you. Guest speaker Laurie Way adds her experience and suggestions too. If you're seeking a way to transition your client relationship from active to referrer, you won't want to miss this!

Club Call - Your Command Center

It's always a great time to clean and reorganize your office. However, so many office space solutions don't stick because they are too complicated and things still don't have a home. Join us as we discuss the most important nine square feet of real estate around your seat.

Countdown to Moving Day Checklist

Week-by-week, from 8+ weeks down to moving day, a list of things your clients need to do to prepare for a move. Great content for your buyer or listing package, as a buyer or seller class resource, or as a value-added expertise piece to keep potential buyers and sellers engaged.

Denise Live! A Day in the Life of a Successful Agent

Marketing, education, product knowledge, developing relationships, lead generation, client management, and more all compete for your attention. What is the right mix of activities that will set you on a trajectory to business nirvana? Denise examines how peak performing agents prioritize and organize for success by the day, week, and month.

Denise Live! Adventures in Advertising

Traditional face-to-face and information-based marketing works, but that leaves a lot of room for how you actually do it. Should your marketing journey include networking, homebuyer classes, farming, social media sound-bites, or something else? Join us for a buffet of marketing ideas, duds to avoid, what it takes to make them work, which is the best fit for your personality style, and more.

Denise Live! Creating a Communication Calendar

Do you wing it when it comes to communicating with your clients? Between keeping content straight between your database, farm, and social media, it can be confusing to remember what you did, what you have to do, and when! Coach Denise Lones will be showing you how to organize a communication calendar that will keep your communication on track.

Denise Live! Finding Your Technology Fit

Many agents struggle with knowing what the right level of technology is for their business. With all the temptations on the internet promising to be your silver bullet, it is easy to be pulled in too many directions and get nothing done. Combat your fear of missing out and make peace with your technology fit!

Denise Live! Signage, Hidden Opportunities in the Wide Open

Most real estate professionals don’t think too much about signage. We call the sign company to install a for sale sign or we put out open house signs on the weekend - but when was the last time you really thought about your signage strategy? We are talking about yard arms, riders, sandwich boards, car decals, fun sign props, call-outs, QR codes, and more. There are uses for signs that you probably have never even heard of!

Homeowners Association Checklist

Buying or selling in an HOA adds another level of complexity on a transaction. Make sure you have all the information at your fingertips.

How To Do More Work In Less Time With Systems That Grow Your Business Automatically

Every successful business has one thing in common. Every failing business probably lacks the very same thing. I'm talking about systems. Systems are standardized procedures and plans that run, for the most part, automatically. They free you from the tasks of your business so you can concentrate on providing five-star service.

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