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Week 5: Marketing/Culture
1. Video from Marketing - Watch RP Funding/LPT videos on Youtube
2. Go to the Marketing Center and explore products
a. Sign, business cards, etc (vendors)
3. Read the ICA and submit any questions for discussion with 1 on 1 with Manager
4. Connect with Team Leaders in your area, or discussions around agent attraction events,
trade show events etc.
Week 6: Effective Communication: Business Skills/Critical Thinking
1. Watch video on how to think like a CEO
i. Take care of yourself, you are the engine that is driving the business
1. Take care of your body
2. Take care of your mindset. Spend time weekly re-evaluating your
mindset and thinking creatively.
ii. Find systems & tools that you like and will use
1. Trello
2. Asana
3. Loom
iii. Find a work/life balance
1. Make time for your family.
iv. Know where you draw your energy from and do that daily
v. Know your objectives weekly, monthly, annually.
1. What is it you want to accomplish?
2. Break that down into a monthly plan.
3. How do you break that down into your daily activities?
Week 7: Coaching
1. Meet with your Manager
b. Review & understand Basic Human Needs (certainty, significance, variety, love/connection,
growth and contribution)
c. Practice identifying these needs and how you can provide this assurance as a broker
2. Create any State contract templates needed for coaching/mentor of agents
3. Start the database of agents who could benefit from coaching - new, newer, back in the
biz….
Week 8: Review Progress
1. Go back over previous weeks and work through any areas you did not have time to master
2. Schedule a 15 min meeting with onboarding to understand any wrinkles that can be ironed
out for the agent experience process
3. Schedule a 15 min meeting with Support to ensure you are tagging people appropriately,
answering tickets timely and ask any clarifying questions
4. Schedule a 15 min meeting with your State Settlement specialist to review your workflow
processes and iron out any wrinkles
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