What you'll learn
Course content
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01:00Value proposition, code of ethics, brand standards, commission model, support structureComing Soon
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01:00Weekly activity targets: daily prospecting hours, listing meetings, site visits, follow-upsComing soon
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01:00Scorecard & accountability (template + tracker)Coming soon
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01:00Communication, meeting etiquette, dress code, turnaround times, brand-safe social postingComing soon
Course Description
Orientation & Success Plan is the foundation phase designed to eliminate confusion and accelerate execution. Instead of overwhelming new agents with theory, this module focuses on clarity, systems, and measurable action.
Agents begin by understanding the value proposition, ethical standards, commission structures, and operational support model. They then move into a KPI glossary that demystifies critical business metrics such as MQL, SQL, pipeline stages, CAC, conversion rates, GMV, GCI, and net take-home — ensuring they think like business owners, not just salespeople.
The Tools & Stack Setup section walks agents through CRM pipeline management, task tracking, WhatsApp workflows, calendar booking systems, and digital file organization. Lead source mapping provides visibility into paid ads, portals, referrals, and local farming strategies so agents understand where opportunities originate.
The core of the program is the 90-Day Sprint Plan. Agents receive weekly activity targets for prospecting, listing meetings, site visits, and follow-ups, supported by a structured scorecard and accountability tracker.
Professionalism 101 reinforces communication standards, meeting etiquette, personal presentation, and brand-safe social behavior.
The module concludes with a knowledge check and a personalized 90-day action plan submission, ensuring agents leave with clarity, commitment, and execution discipline.
