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


Our money back guarantee

My TIME FREEDOM GUARANTEE is that you can achieve a shorter week while increasing your profits in just 60-days.

  

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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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