The Complete Agent System

You’ll finish this four week workshop with a streamlined client management portal customized to your business. Through four individualized one-on-one sessions with a committed expert, you will not only establish but optimize systems for both buyers and sellers—from the initial contact to well beyond the closing phase. These encompass comprehensive checklists, interview blueprints, buyer and seller guides, vendor lists, communication strategies, and a repository of processes and email templates. Tailored to your unique needs, our systems help you get organized, scale your business, grow a team, and hit larger volume goals.

Julia & Paul have worked out of the Compass DC Logan Circle office for the past five years. Both with backgrounds in customer success and operations, having a thoughtful system in place for any side of a transaction was top of mind when they joined forces. Now, Julia and Paul want to share their Seamless Systems with other agents to help them improve their workflows, onboard new agents, and create time and mental space to grow their businesses.

In your initial introduction call, Julia and Paul will discuss why they built this system and how they use it. Following this, you’ll engage in four personalized sessions with Danni, who will guide you through the intricacies of the entire system. Subsequently, you can adapt each phase to align with your current operational practices and seamlessly integrate the J&P system where operational gaps exist.

Introductory call with Julia & Paul

Week 1: Buyer & Seller workflow overview

Week 2: Building and Customizing your Buyer Board

Week 3: Building and Customizing your Seller Board

Week 4: Implementation

At the end of four weeks, you’ll walk away with a complete buyer and seller process that includes 16 checklists, 10 email templates and a buyer and seller guide that you can implement into your business immediately.”