Week 7-8

Your Week 7 Checklist: Coaching

1. Meet with your Manager

Review & understand Basic Human Needs (certainty, significance, variety, love/connection, growth and contribution)

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 business

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Go back over previous weeks and work through any areas you did not have time to master

Schedule a 15 min meeting with onboarding to understand any wrinkles that can be ironed out for the agent experience process

Schedule a 15 min meeting with Support to ensure you are tagging people appropriately, answering tickets timely and ask any clarifying questions

Schedule a 15 min meeting with your State Settlement specialist to review your workflow processes and iron out any wrinkles

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