Balanced Agent Blueprint

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Balanced Agent Blueprint Roadmap & Training
Team Collaboration

Welcome to Balanced Agent Blueprint!
How to Best Use This Course
The Balanced Agent Blueprint - Private Mastermind Facebook Group
Tech Set Up - Getting Your Systems Organized
Citrus Templates Marketplace Coupon Code
BONUS: ChatGPT for Real Estate Agents Course
The 8 Systems You Need in Your Real Estate Business
The Balanced Agent Blueprint - Roadmap
BONUS: 1:1 Mastermind Group Call (May 2023)
🛑 CHECKPOINT: Welcome + Introduction

Creating Your Balanced Agent Vision
Connecting Your Personal Life To Your Business
Creating Your Business Vision from Your Core Future Memories
Watch This Video If You Have a Spouse or Significant Other
4 Types of Real Estate Business Models Preview
The Balanced Agent Blueprint - Roadmap (Round 2)
What to Work on Next - Your Business Audit
🛑 CHECKPOINT: Your Business Vision

Your Lead Generation Systems - Overview
Lead Generation Systems - Checklist
Lead Generation Strategy - Assessment Template
Lead Generation Strategy - Yard Marketing
🛑 CHECKPOINT: Lead Generation Systems

Your Lead Conversion Systems - Overview
Creating a Real Estate Script Book
The Buyer Lead Conversion Process
Buyer Consultation Templates
The Buyer Consultation Appointment
The Seller Lead Conversion Process
Creating Your Unique Home Selling System
Seller Listing Presentation Templates
The Listing Presentation
Monthly Market Update - Set Up & Examples
Featured Listings Email - Set Up & Examples
🛑 CHECKPOINT: Your Lead Conversion Systems

Your Contract to Close Systems - Overview
[Trello] Trello Walkthrough + Overview
The Buyer Contract to Close Process
The Seller Contract to Close Process
Tips for Using the Buyer & Seller Trello Templates
[Notion - Trello Alternative] How to use Notion for Your Contract to Close Process
🛑 CHECKPOINT: Your Contract to Close System

Your Client Appreciation System - Overview
How to Set Up a System for Your Client Appreciation Plan
[Template] Your Client Appreciation System - Annual Plan
[Template] Your Client Appreciation System - Event Plan
2 Years Worth of Client Appreciation Event Ideas
Your Essential Guide to Pop Bys
What to Say - Scripts for Your Client Appreciation Events
Accessing the Citrus Templates Marketplace - Client Appreciation Event Plans
🛑 CHECKPOINT: Your Client Appreciation Program

Tech Tools & Automation - System Overview - DRAFT
Your CRM Goldmine
[Google Drive] - How to Set Up Your Folder System
[Google Sites] Your Operations Manual - Template Overview
[Google Sites] How to Copy and Edit the Operations Manual Template
[Slack] Using Slack for Team Communication
🛑 CHECKPOINT: Tech Tools & Automation

Tracking Your Numbers - Overview
Free Trackers Available in Citrus Templates Marketplace
Tracking Your Expenses & Profit/Loss - DRAFT

Team Collaboration - Overview
The Hiring Process - Overview
Team Collaboration - Checklist & Templates

How to Choose Your CRM - Introduction
How to Choose a CRM - Module Checklist
The CRM Feature Assessment Template
How to Choose Your CRM - Basic Features
How to Choose Your CRM - Intermediate Features
How to Choose Your CRM - Advanced Features
How to Choose Your CRM - Team Features
How to Choose Your CRM - Other Considerations & Tips
Do I really need a website or IDX?
How Lead Follow Up Works In Your CRM
[Follow Up Boss] Introduction and Contact Walkthrough
[Follow Up Boss] Lead Filtering and Follow Up
[Follow Up Boss] Send Email to Past Clients
[Follow Up Boss] Email Templates, Integrations, Metrics and Other Features
[Follow Up Boss] Exporting Contacts
[Wise Agent] Introduction & Contact Walkthrough
[Wise Agent] Dashboard, Filters, and Lead Follow Up
[Wise Agent] Adding a Follow Up Email Drip Campaign
[Wise Agent] Integrations
[Wise Agent] Adding a Landing Page
[Wise Agent] Exporting Contacts