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Welcome + Introduction
10 Lessons-
StartWelcome to Balanced Agent Blueprint!
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StartHow to Best Use This Course
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StartThe Balanced Agent Blueprint - Private Mastermind Facebook Group
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StartTech Set Up - Getting Your Systems Organized
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StartCitrus Templates Marketplace Coupon Code
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StartBONUS: ChatGPT for Real Estate Agents Course
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StartThe 8 Systems You Need in Your Real Estate Business
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StartThe Balanced Agent Blueprint - Roadmap
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StartBONUS: 1:1 Mastermind Group Call (May 2023)
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Start🛑 CHECKPOINT: Welcome + Introduction
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Y1: Your Business Vision
8 Lessons-
StartCreating Your Balanced Agent Vision
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StartConnecting Your Personal Life To Your Business
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StartCreating Your Business Vision from Your Core Future Memories
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StartWatch This Video If You Have a Spouse or Significant Other
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Preview4 Types of Real Estate Business Models
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StartThe Balanced Agent Blueprint - Roadmap (Round 2)
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StartWhat to Work on Next - Your Business Audit
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Start🛑 CHECKPOINT: Your Business Vision
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F2: Your Lead Conversion System
12 Lessons-
StartYour Lead Conversion Systems - Overview
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StartCreating a Real Estate Script Book
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StartThe Buyer Lead Conversion Process
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StartBuyer Consultation Templates
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StartThe Buyer Consultation Appointment
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StartThe Seller Lead Conversion Process
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StartCreating Your Unique Home Selling System
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StartSeller Listing Presentation Templates
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StartThe Listing Presentation
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StartMonthly Market Update - Set Up & Examples
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StartFeatured Listings Email - Set Up & Examples
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Start🛑 CHECKPOINT: Your Lead Conversion Systems
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F3: Your Contract to Close System
7 Lessons-
StartYour Contract to Close Systems - Overview
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Start[Trello] Trello Walkthrough + Overview
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StartThe Buyer Contract to Close Process
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StartThe Seller Contract to Close Process
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StartTips for Using the Buyer & Seller Trello Templates
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Start[Notion - Trello Alternative] How to use Notion for Your Contract to Close Process
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Start🛑 CHECKPOINT: Your Contract to Close System
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F4: Your Client Appreciation Program
9 Lessons-
StartYour Client Appreciation System - Overview
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StartHow to Set Up a System for Your Client Appreciation Plan
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Start[Template] Your Client Appreciation System - Annual Plan
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Start[Template] Your Client Appreciation System - Event Plan
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Start2 Years Worth of Client Appreciation Event Ideas
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StartYour Essential Guide to Pop Bys
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StartWhat to Say - Scripts for Your Client Appreciation Events
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StartAccessing the Citrus Templates Marketplace - Client Appreciation Event Plans
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Start🛑 CHECKPOINT: Your Client Appreciation Program
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B1: Tech Tools & Automation
7 Lessons-
StartTech Tools & Automation - System Overview - DRAFT
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StartYour CRM Goldmine
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Start[Google Drive] - How to Set Up Your Folder System
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Start[Google Sites] Your Operations Manual - Template Overview
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Start[Google Sites] How to Copy and Edit the Operations Manual Template
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Start[Slack] Using Slack for Team Communication
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Start🛑 CHECKPOINT: Tech Tools & Automation
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How to Choose & Set Up Your CRM
21 Lessons-
StartHow to Choose Your CRM - Introduction
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StartHow to Choose a CRM - Module Checklist
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StartThe CRM Feature Assessment Template
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StartHow to Choose Your CRM - Basic Features
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StartHow to Choose Your CRM - Intermediate Features
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StartHow to Choose Your CRM - Advanced Features
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StartHow to Choose Your CRM - Team Features
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StartHow to Choose Your CRM - Other Considerations & Tips
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StartDo I really need a website or IDX?
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StartHow Lead Follow Up Works In Your CRM
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Start[Follow Up Boss] Introduction and Contact Walkthrough
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Start[Follow Up Boss] Lead Filtering and Follow Up
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Start[Follow Up Boss] Send Email to Past Clients
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Start[Follow Up Boss] Email Templates, Integrations, Metrics and Other Features
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Start[Follow Up Boss] Exporting Contacts
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Start[Wise Agent] Introduction & Contact Walkthrough
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Start[Wise Agent] Dashboard, Filters, and Lead Follow Up
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Start[Wise Agent] Adding a Follow Up Email Drip Campaign
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Start[Wise Agent] Integrations
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Start[Wise Agent] Adding a Landing Page
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Start[Wise Agent] Exporting Contacts
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Balanced Agent Blueprint
8 Simple Systems for Real Estate Agents
Course Curriculum
