The CEO Agent— Ops
Everything you need to implement a strategic ecosystem for your business
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The Listing Process Playbook
✓ Step-by-step guide designed to ensure a seamless and efficient listing process, from pre-listing preparation to going live
✓ Structured checklist for agents, transaction coordinators, and administrative teams to follow, covering essential tasks such as document preparation, client communication, vendor coordination, and marketing execution
✓ Email templates and best practices to enhance client experience, maintain compliance, and streamline operations
✓ Step-by-step process to position a home for maximum market exposure and a successful sale
Listing to Transaction Roadmap
✓ Comprehensive collection of professionally written emails to keep sellers informed and engaged throughout the listing and transaction process
✓ Key communications to introduce the Listing + Transaction Coordinator, deliver listing paperwork and disclosures, and outline next steps throughout the listing process.
✓ Structured templates for scheduling photography, requesting HOA documents, and delivering essential reports like floor plans and Home Energy Scores
✓ Templates ensure seamless updates for photo delivery, showing feedback, market activity reports, and price adjustment discussions
✓ Leveraging these scripts, ensures clear, proactive, and consistent communication, enhancing the seller experience and fostering trust throughout the transaction
Buyer Roadmap From First Contact to Offer
✓ Curated collection of emails designed to streamline communication with potential buyers throughout their home-buying journey
✓ Key follow-up drip campaign
✓ Buyer Broker Agreement explanation
✓ Structured guidance for setting up property alerts, sharing buyer guides, lender recommendations, and introducing sample contracts
✓ Ensures seamless transaction management with templates for notifying buyers when an offer is sent or submitted
✓ Done-for-you templates + scripts to ensure clear, consistent, and proactive communication, enhancing client experience and increasing conversion rates
Transaction Support From Offer to Closing
✓ Email template archive with pre-written templates for every step of the real estate transaction, ensuring smooth communication from start to finish
✓ From Submitting Winning Offers to Listing Agents, Vetting Mortgage Pre-Approvals, managing Offer Deadlines, facilitating Final Opportunity to Revise, these templates get deals done
✓ Once under contract, use templates for Home Inspection Scheduling, Escrow Opening, Earnest Money Receipts, and Smart Home Feature Requests.
✓ Pre-written messages for delivering essential documents like Seller’s Property Disclosures, Preliminary Title Reports, and HOA Documents, and handling inspections, Appraisals, and Repair Estimates
✓ We even have templates for requesting Proof of Insurance, confirming Repair Completion, and notifying clients of Closing. This library streamlines your workflow and helps ensure a smooth transaction, with additional templates for Referral and Review Requests to celebrate a successful journey.
Seller Roadmap From Meeting to Listing Signing
✓ Email template archive and checklist
✓ Pre-Listing Appointment communication
✓ Pre-Listing Appointment follow-up drip campaign
✓ Comparative Market Analysis (CMA) explanation
✓ Pre-List Home Inspection explanantion, benefits and disclosure explanation
✓ Staging before and after guide
The Closing Roadmap From Offer to Keys
✓ Comprehensive checklist of critical steps to manage a transaction from an accepted offer to a successful closing
✓ Structured process for efficiency, organization, and exceptional client communication
✓ Key components include document management, contract execution, client and agent notifications, inspection coordination, appraisal tracking, contingency removals, and final closing preparations
✓ Email templates for seamless communication with clients, cooperating agents, escrow, and lenders
✓ This roadmap ensures all deadlines are met, required paperwork is completed, and closing process is smooth, ultimately leading to a stress-free experience for agents, buyers and sellers



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Grab All of the Done-For-You Implementation Ops Materials
Valued at $ 3997, Just $497 Today with the Purchase of the CEO Agent— Ops Course
This bundle gives you access to all done-for-you solutions in the CEO Agent— Ops Course including 75 Email Templates, Drip Campaigns, 12 Operations Checklists, Listing Playbook, Buyer Success Roadmap, and so much more.
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