Lead Generation 36:12:3

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K e l l e r W i l l i a m s U n i v e r s i t y

Julie Fantechi and Mona Covey

Lead Generation 36:12:3—Your Mission

Lead Generation

36:12:3

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Notices

While Keller Williams Realty International (KWRI) has taken due care in the preparation of all course materials, we cannot guarantee their accuracy. KWRI makes no warranties either expressed or implied with regard to the information and programs presented in the course or in this manual.

This manual and any course it’s used as a part of may contain hypothetical exercises that are designed to help you understand how Keller Williams calculates profit sharing contributions and distributions under the MORE System, how Keller Williams determines agents

compensation under the Keller Williams Compensation System, and how other aspects of a Keller Williams Market Center’s financial results are determined and evaluated. Any exercises are entirely hypothetical. They are not intended to enable you to determine how much money you are likely to make as a Keller Williams Licensee or to predict the amount or range of sales or profits your Market Center is likely to achieve. Keller Williams therefore cautions you not to assume that the results of the exercises bear any relation to the financial performance you can expect as a Keller Williams Licensee and not to consider or rely on the results of the exercises in deciding whether to invest in a Keller Williams Market Center. If any part of this notice is unclear, please contact Keller Williams’ legal department.

Materials based on the Recruit-Select-Train-Manage-Motivate™ (RSTMM™) system and the

Winning Through Selection™ course have been licensed to Keller Williams Realty International by

Corporate Consulting. KWRI has the exclusive right within the residential real estate industry to market and present material from RSTMM™, Winning Through Selection™, and any derivatives owned by or created in cooperation with Corporate Consulting.

Copyright notice

No part of this publication and its associated materials may be reproduced or transmitted in any form or by any means without the prior permission of Keller Williams Realty International.

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Table of Contents

MINDSET...1

Philosophy of Lead Generation 36:12:3 1

Your Role as an Instructor 2

Concepts of Adult Learning 4

GETTING READY... 5 Blueprint 5

Lead Generation 36:12:3 Calendar 6

Course Preparation 8

Student Preparation 8

HOW TO... 11

Anchor each Power Session 11

Control Pace and Timing of Each Session 12

Make the Most of Stories and Quotes 14

Lead the Exercises 15

Utilize Audio Visual Tools 17

Have Fun 17

PUTTING IT ALL TOGETHER... 19

Key Points for Success 19

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36:12:3 Introduction: The Power of One. Please call students’ attention to it when they encounter it in class. The student will enter their Start Date of Lead Generation 36:12:3 in their profile on the intranet White Pages.

This information will allow KWU and KWRI to track the impact Lead Generation 36:12:3 has on productivity and allow us to continue to make improvements to the training program. Thank you for your assistance in getting this accomplished!

Help us help you!

Please take a moment to let us know that you have enrolled in Lead Generation 36:12:3.

1. Login to http://intranet.kw.com

2. Select White Pages

3. Select My Profile

4. Enter your Start Date for the Lead Generation 36:12:3 program.

Once you provide us with this information, we’ll be able to partner with you as you work towards your productivity goal of 36 transactions in 12 months—through a focus of 3 hours of daily lead generation. Besides providing us with data that we can use to create rewards and recognition for your achievements, this information will help us determine how we can make the course content and design even better!

Please give us your feedback about the course and about your lead generation activities. Send us an email at [email protected].

Thank you!

Keller Williams University

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Mindset

Philosophy of Lead Generation 36:12:3

Thank you for choosing Lead Generation 36:12:3! This course is designed to propel Growth Phase agents into action. It provides the skills-based,

experiential training and guidance in lead generation that the solo agent needs to achieve 36 transactions in 12 months.

The Growth Phase is a critical and exciting time, as agents build upon the skills they developed and the successes they achieved with CAMP 4:4:3.

Completion of Lead Generation 36:12:3 will further increase their momentum as they acquire the mindset and know-how to both achieve the goals of 36:12:3 and position themselves to reach the millionaire achievement level, as defined in The Millionaire Real Estate Agent.

Student Manual

There are 11 two-hour Power Sessions, introduced by a powerful two-hour session on the concept of The Power of One. The first 4 Power Sessions (1-4) are foundational while the others (5-11) provide how-to guidance supported by models, tools, exercises and assignments.

“

The art of teaching is

the art of assisting

discovery.

”

MARK VAN DOREN

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Mindset

Your Role as an Instructor

Thank you for accepting this mission! A broad challenge lies before you. As an instructor of Lead Generation 36:12:3, you are poised to change mindsets, widen horizons, and be the very embodiment of the Keller Williams mission statement, helping agents build careers worth having and businesses worth owning.

Inspire

A new vision—The Power of One

Empower

Change and Growth

Facilitate

How-to, hands-on learning—with tools, models and systems

Give agents the key

To more business, and more profits

It’s easy to be passionate about Lead Generation 36:12:3. Thanks to the innovative models, solid systems, and useful tools that you will share with your students, lives will be changed and the fabric of our industry may never be the same again.

Catch the excitement and share the energy!

“

A teacher who is

attempting to teach

without inspiring the

pupil with a desire

to learn is

hammering on a

cold iron.

”

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Some Practical Tips

1. Read every Power Session

In order to understand how the different elements in the course relate to each other, it is essential to read not only the session you are preparing for, but all of the sessions.

2. Live the Action Plan

An Action Plan is built into the “Putting It All Together” section of each session. As the instructor, you should initially create and follow an Action Plan for yourself. This has two benefits:

• It provides you with the full impact of the session.

• It creates experiences which you can then translate into illustrations

and stories during the class.

3. Make sure your learners are with you

Internalize the key points of delivery so well that you can focus on your learners. Walk around. Make eye contact with everyone in the room. Tune into what they are experiencing—monitor them while they are role-playing or doing small group exercises.

4. Follow the models

Lead Generation 36:12:3 documents proven models of success, and should

be the foundation for information presented in the course. You may use your own experience to enhance the material and you may choose to let the students know how you do things differently, why you made those choices, and what the results have been.

5. Use your voice to transmit enthusiasm

Don’t be afraid to communicate passion through your voice and

gestures. If you bring enthusiasm to your teaching, your students will be more likely to have enthusiasm for the subject matter themselves. While you should be wary of starting off too high—super-charged energy can be hard to maintain for two hours straight—be mindful that you are a “coach” and should transmit excitement and a can-do spirit to your “team.”

6. Learn more about the art of teaching!

By attending Train The Trainer I—a requirement for teaching KWU courses—you will learn more practical teaching tips that will bring greater depth to your skills and help you maximize your natural ability to communicate, lead, and impart knowledge.

“

By learning you will

teach, by teaching you

will

learn.

”

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Mindset

Concepts of Adult Learning

Make the most of the learning experience by applying what we know about adult learners to your instructing style.

Adult Learner Instructor

Adults are motivated to learn because they have a use for the skill or

knowledge being taught

Focus heavily on the application of the concept to relevant problems. Learning should be a means to an end, not an end to itself.

Adults have a need for application and how-to information

Straightforward how-to is the preferred presentation style. Give them tools they can take away and put into action immediately—“grab and go.”

Adults bring a great deal of life experience into the classroom

Tap into this experience—it is an invaluable asset to be acknowledged and used. Ask these questions:

“Will you tell me about your experience with …?” “Are there additional points we should consider?”

“Can you give me an example of when this has happened?” Adults learn well—and a

lot—from dialogue with respected peers

Facilitate discussions and encourage their active participation. The collaboration that results from discussion or group activities provides many perspectives to accelerate discovery. Ask these questions:

“Good question. Would someone like to answer that?”

“Think of someone who … what did they do …?”

“What do the rest of you think? What should you do when . . .?” “If it were up to you, what would you do?”

Adults want new knowledge to be integrated with

previous knowledge

Allow for transition time and focus your efforts on how the new knowledge can be applied. Give confirming feedback when new skills are practiced.

“

To teach is to

learn twice.

”

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Getting Ready

Blueprint

The purpose of the Blueprint is to provide a course overview, outline, and suggested timing for the sessions of Lead Generation 36:12:3. The Blueprint includes

1. Sessions and Objectives

2. Notes on content

3. Title of exercises

4. Timings for the whole session

As you prepare for teaching Lead Generation 36:12:3, start by reviewing the Blueprint to get the “big picture” of what the course is trying to achieve. Each Lead Generation 36:12:3 Power Sessions is timed for two hours. This is the recommended minimum amount of time. However, if you feel it is appropriate for your Market Center, you may decide to expand the length of certain sessions to three hours if they pertain to your needs. This will provide you with more time for demonstration, addressing student questions/concerns, and student practice.

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Getting Ready

Lead Generation 36:12:3 Calendar

Lead Generation 36:12:3 is designed to be offered in 12, two-hour afternoon sessions Monday through Thursday, for three weeks. However, many of the Power Sessions are content-rich, as well as exercise-rich. If there is a possibility of delivering the session in two-and-a-half to three hours, you will have more opportunity for the students to absorb, respond to, and adapt the models and systems.

Why three weeks? Because it takes 21 days to establish a new habit. By following our recommended delivery schedule, you will help agents establish a powerful new lead generation discipline.

The recommendation to schedule Lead Generation 36:12:3 in the afternoons is also significant, as agents must develop the mindset that nothing comes between them and their morning lead generation activities! An afternoon schedule will also provide you, the instructor, with golden opportunities to tie theory and practice together by generating discussion based on what the participants did to lead generate that morning.

As a finale to each of the first two weeks, there is an optional—but highly recommended—time slot for an accountability session with a peer, a

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A Month of Lead Generation

Wk Monday Tuesday Wednesday Thursday Friday

Power of One and Power Sessions 1-3

1

8:00 a.m.-11:00 a.m. Lead Generation 1:00 p.m.-3:00 p.m. Introduction: Power of One 8:00 a.m.-11:00 a.m. Lead Generation 1:00 p.m.-3:00 p.m. Power Session 1: Validity & Positioning

8:00 a.m.-11:00 a.m. Lead Generation 1:00 p.m.-3:00 p.m. Power Session 2: Prospecting 8:00 a.m.-11:00 a.m. Lead Generation 1:00 p.m.-3:00 p.m. Power Session 3: Marketing 8:00 a.m.-11:00 a.m. Lead Generation 1:00 p.m.-3:00 p.m. Accountability Session Power Sessions 4-7

2

8:00 a.m.-11:00 a.m. Lead Generation 1:00 p.m.-3:00 p.m. Power Session 4: Database 8:00 a.m.-11:00 a.m. Lead Generation 1:00 p.m.-3:00 p.m. Power Session 5: Mets 8:00 a.m.-11:00 a.m. Lead Generation 1:00 p.m.-3:00 p.m. Power Session 6: Farming 8:00 a.m.-11:00 a.m. Lead Generation 1:00 p.m.-3:00 p.m. Power Session 7: Open Houses 8:00 a.m.-11:00 a.m. Lead Generation 1:00 p.m.-3:00 p.m. Accountability Session Power Sessions 8-11, Internet Lead Generation

3

8:00 a.m.-11:00 a.m. Lead Generation 1:00 pm-3:00 pm

Power Session 8: FSBOs and Expired Listing

8:00 a.m.-11:00 a.m. Lead Generation 1:00 pm-3:00 pm

Power Session 9: Agent- to- Agent Referral 8:00 a.m.-11:00 a.m. Lead Generation 1:00 p.m.-3:00 p.m. Power Session 10: Lead Conversion 8:00 a.m.-11:00 a.m. Lead Generation 1:00 p.m.-3:00 p.m. Power Session 11: Goals 8:00 a.m.-5:00 p.m. Internet Lead Generation

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Getting Ready

Course Preparation

Any way of preparing your material works if it enables you to do three things.

1. Deliver the content that the learners need to know.

2. Keep the learners engaged and thinking.

3. Adjust for timing.

Myth

If I know the topic, I can teach the class.

Truth

Knowing about the topic is not the same as knowing how to

present the topic in a way that stimulates thought and leads

to learning—and follows the outline. Training takes

significant thought and preparation.

The illustration on the following page is one way to develop your manual to thoroughly prepare for a class. It not only provides you with a road map to deliver what the learners need, but it gives you the “shortcuts” you may need if you get into a timing crunch.

Student Preparation

Master Faculty Instructors have found that students get the most from the classroom experience by coming prepared. With this in mind, pull up a roster of attendees a week or a few days before the class is scheduled to begin and contact each student individually. Ask your students to read the Introduction:

Power of One before attending the session. Also, let the students know exactly

what they should bring for each session. You should refer to the Power Session, but here is a partial list.

1. Student Manual

2. Goals

3. Affirmations

4. Calendars

5. Market numbers (DOM, Volume, Average Prices, etc.)

“

Those who fail to

plan, plan to fail.

”

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Customize Your Instructor’s Manual

Begin with a clean manual—either instructor or student version. Use the PowerPoint to identify the main points of each page.

Identify key points or highlight text you want to remember to cover. Write down stories.

o As scripts, bullet points, or headlines. o In the margins or white spaces.

Write down questions you want to ask. (These are usually best scripted— original inspiration is sometimes lost in the excitement of the moment.) Also, write down ideas for answers.

Note the delivery timing in your manual. o For each Power Session.

o For each major section.

Use colors—a different color for stories, for questions, for timing.

PPT Slide #10

Set up before

class!

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How To

Anchor each Power Session

Each Power Session in Lead Generation 36:12:3 follows the same format in order to maximize the impact of delivery. We call this format “whole-part-whole.” There are three steps:

1. First, kick-off the class with the “big picture”—the whole. Whet their

appetites and prime them to get the most out of the session. This

information will be found in the “Introduction” section and has these four topics:

a. How You Will Learn—the learning and action tools provided for the course

b. Where You Are Today—a gap exercise to determine goals c. Why You Are Here—the purpose or goal of the course,

illustrated in a story or discussion

d. What Will Make This a Great Training Experience— discussion to foster awareness of the different elements of the experience. Possible answers include, “participation,” “high energy,” “humor,” etc.

2. Then each part of the session is taught individually. The main divisions are

the main sections of the Table of Contents. Each section provides information, exercises, a special skill, or insight into the appropriate mindset for the learner to tackle this particular challenge.

3. At the end of the class, wrap up by going over what the students have

learned—the whole—thus propelling them into action. Each Power Session contains a final section called “Putting it All Together” which includes these three exercises:

a. Power Session Aha’s—students share their aha’s from the class

b. Your Lead Generation Action Plan—students identify which activities could help them reach their goals

c. The 3-hour habit—time blocking activity

“

He who dares

to teach must

never cease to

learn.

”

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How To

Control Pace and Timing of Each Session

Take and Maintain “Control”

The key to the instructor role is control. The instructor must balance the presentation of new material, debate and discussion, multimedia presentations, sharing of relevant student experiences, and the clock. Ironically, it seems that instructors are best able to establish control when they risk giving it up. By staying in curiosity, and maintaining a safe environment that allows for student inquiries and challenges, they gain the kind of facilitative control needed for adult learning.

Effectively covering all the content in each Power Session is a fundamental responsibility of a Lead Generation 36:12:3 instructor, as each Power Session contains a wealth of information and exercises. Punctuality, focus, and a firm “hand on the reins” will be essential if the participants are to have a rewarding class and make the most of their learning experience.

Before Class

1. Refer to the Blueprint for guidance on pacing each Power Session. 2. Prepare at such a level that you have internalized the content and flow

of the session, prioritized the topics, and planned your stories, questions, and activities. (The PowerPoint will be a helpful tool.)

Kick-Off

3. Once you are ready to begin instruction, create a firm transition. It can be as simple as “Let’s get started.”

4. Move to the front or center of the room and open with a loud voice. 5. “How You Will Learn” may be skipped if agents have already gone

through it in other Power Sessions. You can ask if they have any questions, and if they don’t, move on.

6. Engage student interest quickly by anchoring the session with the “Why You Are Here” exercise.

“

If you want to

make good use

of your time,

you’ve got to

know what is

important and

then give it all

you’ve got.

”

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During Class

7. Watch the time! Have a clock or other time-keeping device in clear (but not obvious) view.

8. Keep your Blueprint where you can see it and check yourself against it throughout the session.

9. Continuously keep students in touch with where they are in the materials.

10. Respect time for exercises. If possible, use a timer with a loud bell or buzzer to keep everyone on track.

11. Keep your hands on the reins at all times—you control the class; the class does not control you. Be mindful of the time and “rein in” discussions that run long or participants who continuously interrupt. 12. Your PowerPoint is your guide. Each slide will contain the most salient

points to be covered on each page.

Wrap-up

13. Leave enough time to finish strong—lead the Power Session Aha’s, allowing students to summarize what they have learned.

14. Lead the Lead Generation Action Plan exercise.

15. Conclude by having the participants time block the activities they intend to act on right away.

If the reins should momentarily slip from your hands . . .

The goal of planning is to have a target, not a straightjacket. Despite your best intentions, a lively classroom discussion, interruptions, or an opportune teachable moment may create a time crunch. DON’T sacrifice these illuminating insights because you are worried about time, but DO re-prioritize on the fly and get back on track as seamlessly as possible.

1. Limit participation in a positive way, for example, say: “Let’s have three prospecting ideas,” rather

than leaving response time wide open.

2. If there are topics that you had planned to cover in depth that weren’t mentioned as part of the

“What Will Make This A Great Experience For You” exercise, reduce coverage.

3. Resist the temptation to forge through the remaining material in a lecture format. Keep an

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How To

Make the Most of Stories and Quotes

Throughout each Power Session there are many relevant stories and quotes that provide valuable teaching moments. There are, for the most part, instructor notes to guide you as to the use of a story or quote, but ultimately it is up to you to choose how to use them. For example, you may ask for a volunteer to read, out loud, a quote appearing on the page margin.

You may ask the students to read a story on their own, underline a few key points, and then you lead a discussion about the story as related to the content. Optionally, you could read the story to the class, and then lead the discussion. As an experienced agent, you may have your own stories to tell!

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Lead the Exercises

There are four key elements that you will need to lead the exercises.

1. The goal of the exercise.

Each exercise will have a purpose. In some cases, it will be to provide the learner with a safe environment to practice a new skill. In other cases, it will be to allow the learner to explore how they might implement a new practice. Whatever the goal of the exercise is, be sure you understand and articulate it.

2. The time limit for the exercise.

Each exercise has a specific time limit, which must be respected if you are to complete everything in the Power Session. You will need to let the learners know what the time limits are and keep them apprised of where they are in terms of their goal.

3. The instructions for the exercise.

These can include everything from selecting the leader of the group to the specific results that are being sought. Be very clear when giving

instructions and make sure you have the full attention of the class. Make sure that the students understand the instructions before beginning the exercise. More details about giving instructions can be found on the following page.

4. Conclusion for the activity.

Concluding the activity is just as important as setting it up. Once the activity is complete, you need to acknowledge the closure and help everyone remember its purpose. A great way to kick off this closure, or “clearing,” is a simple question—“So, what were your aha’s?” The conclusion not only promotes the learning purpose of the activity, but provides you with an opportunity to transition to the next topic.

“

What I hear, I

forget. What I see,

I remember. But

what I do, I

understand.

”

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How To

Setting up your instructions

If you don’t clearly communicate instructions for the activities, you will end up wasting time as your learners fumble about trying to figure out exactly what it is that you want them to do! The system below—from the Train the Trainer I course—offers a way of setting up your instructions to be sure that they get the most out of the activity.

1 Provide the Goal 5 Make sure they understand 4 Provide the instructions 3 Set up the working groups 2

Set the time limit(s)

"We are now going to ... " When providing the goal, make sure you: 1) Relate it to the topic you are covering and 2) Provide the benefit of doing this particular exercise.

Here you will: 1) Specify the kind of activity (individual, pairs, groups or entire class) 2) Designate roles (in pairs, for example) or choose a leader. Let everyone settle before moving on, especially if physical movement is involved. "We'll spend the next 20 minutes on this." If there are different parts of the activity, specify how long each will take. "You'll have 10 minutes to come up with the list and we'll then spend 10 minutes sharing our results." "First, you will..." "Then you will..." "When we come back together, you will need to have..." Refer to the manual or other visual instructions as available. "Do you have any questions?" To verify: "Can someone remind me of what we are going to bring back?" Stay in the room, but don't hover. If you need to, call out timing

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Utilize Audio Visual Tools

Multimedia tools will bring more life to your course, but they require another level of preparation. Nothing will bring on a cold sweat like standing in front of an expectant audience and finding that your PowerPoint doesn’t work . . . or you don’t have Internet access after all . . . or your power cord or Internet cable isn’t long enough to reach the outlet.

Advance preparation is a must when using technology to teach. • Watch the entire segment of any videos you intend to show. • Know where to find extension cords, projector bulbs, etc.

• Get to the classroom early to allow yourself time to familiarize yourself with the PowerPoint and projector.

• If you need to go online, confirm your Internet access before class time. • Determine whether you will need external speakers, or if you will be able

to use the “house sound” of the facility. Make sure you know how to adjust the volume.

Have Fun

Increasing or maintaining a sense of self esteem and pleasure are strong secondary motivators when adults decide to participate in a learning experience. Using humor to create a relaxed presence will indicate to the learners that this is a pleasant and fun environment.

Myth

If you are having fun, you are not productive.

Truth

Humor is an essential element in creating a comfortable

learning environment. It has positive effects on the mind

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Putting It All Together

Key Points for Success

Lead Generation 36:12:3 is a career-building, business-growing, life-changing course. If agents are not lead generating on a consistent, daily basis, their real estate careers will never leave the ground. As their instructor, it is your mission to deliver the systems, tools, and models that will lead them to success.

• Prepare – internalize the content of the course and map out your lesson plan

• Follow the models – our methods are tried and true • Teach to adults – they have a unique learning style • Anchor each Power Session – start and finish strong

• Take and maintain control – keep a firm hand on the reins to maximize class time

• Use stories and quotes – to reinforce and support the section content • Do the exercises – Lead Generation is designed to be an experiential,

skills-based course • Have fun!

Remember these key points from Train the Trainer I:

As a trainer, you should always: As a trainer, you should never:

Be prepared. Establish rapport. Show enthusiasm.

Make sure the class is comfortable. Make sure the class is on track (timing). Make sure the class is on track (material). Provide feedback.

Maintain control.

Break time agreements. Monopolize conversations. Ridicule or intimidate learners. Speak too fast.

Speak too slowly. Read the material.

Bring your problems into the classroom. Display distracting mannerisms.

“

To teach is to

touch lives forever.

”

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Power Session Objectives Notes on Content Exercises _ExercisesTime for

Intro Power of One Inspires students to adopt the

mindset for successful lead generation. Defines focus and habit—critical ingredients to the daily discipline of 3 hours of lead generation activity.

Notes on Pacing:

Use the PowerPoint to keep you moving through the key points for each page.

• 1.5 hours content delivery

• 30 minutes exercises and discussion

This session involves more lecture than the other sessions that follow. However, it is critical as it sets the tone and establishes the commitment for the rest of the course.

Discuss in depth the myths, and explain the meaning of 36, 12, and 3 as related to lead generation.

Keep the energy high, and get the agents excited with the concept of “wired to win,” and “wired for leads.”

Since this is the first session in the course, and to ensure agents’ understanding of expectations and full commitment to the training, spend some time on the introductory pages that include the first 5 exercises.

Remember to have these on hand: 15 pennies, 15 paper clips, 2 pens, and 2 pieces of paper

1. What Will Make This a Great Training Experience?

2. What Does 36 Mean for You? 3. Where Are You Today? 4. Multitasking vs. Priority Tasking

Demo

5. What Does Intensity Look Like? 6. Power Session Aha’s

1. 5 mins 2. 5 mins 3. 5 mins 4. 10 mins 5. 5 mins 6. 5 mins 1 Validity and Positioning

Allows the agents to reflect and assess personal strengths, validity, and positioning in 5 powerful exercises. Agents will develop a Unique Selling Proposition (USP) comprised of statements that are unique, memorable, and persuasive. Notes on Pacing:

• 30 minutes content delivery

• 1.5 hours exercises

Exercise-rich session in which agents will develop their personal validity, document their features and benefits, and construct their Value Proposition and Unique Selling Proposition.

Cover the content quickly, as most of the session time should be spent in reflection, writing, giving and receiving constructive feedback, and ultimately developing a well-crafted USP.

1. What Will Make This a Great Training Experience

2. Describe Yourself 3. Real Estate Relevant 4. How Others Describe You 5. Testimonials

6. Services 7. Features 8. Share Benefits 9. USP

10. Power Session Aha’s

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Power Session Objective Notes on Content Exercises _ExercisesTime for

2 Prospecting Offers a new perspective on

prospecting—the definition, the benefits, and the methods. Overcome any limiting mindsets about prospecting and discover strategies to find buyers and sellers. Learn the 3 steps to prospect and the 3 ways to directly connect with people.

Notes on Pacing:

• 1 hour content delivery

• 1 hour or more exercises and discussion

Cover the first few sections—The Lead Generation Puzzle and the Myths—quickly.

Cover the section on Approach, Connect, and Ask more thoroughly, emphasizing Ask.

The section on Connecting Directly with People will provide agents with lots of ways to expand on their current prospecting activities. Allow the agents time to explore and discuss these options.

Conclude the Power Session by having the agents time block their 3 hours and commit to new prospecting activities.

1. Where You Are Today 2. What Will Make This a Great

Training Experience

3. Assess Yourself—Prospecting vs. Marketing

4. Your Identity

5. Benefits of Prospecting 6. Approach and Connect 7. Assess Your Current and

Planned Prospecting Activities— Call or Visit

8. Assess Your Current and Planned Prospecting Activities— Join or Host

9. Affirmations

10. How Will You Time Block? 11. Tracking and Accountability 12. Power Session Aha’s

13. Your Lead Generation Action Plan 14. Time Blocking 1. 10 mins 2. 3 mins 3. 5-10 mins 4. 10 mins 5. 5 mins 6. 10 mins 7. 5 mins 8. 5 mins 9. 5 mins 10. 3 mins 11. 2 mins 12. 3 mins 13. 3 mins 14. 3 mins

3 Marketing Takes agents through the

brand-development process to help them effectively attract buyers and sellers through marketing. It offers clear guidelines on how to construct marketing materials and marketing action plans, and it helps them find the best combination of prospecting and marketing for lead generation. Notes on Pacing:

• 50 minutes for content (~1 minute per slide)

• 1 hour, 10 minutes for exercises

This session contains a lot of detailed information on marketing. It is not recommended that you cover all of it in class. So focus on these key elements:

1. Developing your brand

2. The three strategies for building an effective marketing action plan

3. The top twelve designs tips

4. All other lists of tips and principles in the course

Be sure to encourage agents to refer to the resources in the session materials outside of class as they carry out their marketing action plans.

Training Experience 3. Refine Your USP

4. Refine Your Style Analysis 5. Write Your Brand Identity

Statement

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4 Leveraging a

Powerful Contact Database

Reinforces how vital it is to build a database with all the people that agents know. Shows how to put the database to work by using marketing action plans to build relationships that bring in business. Learn to automate your database efforts using a Contact Management System.

Notes on Pacing:

• 1 hour of exercises and discussion

This Power Session is based on four laws: Build a Database, Feed It Every Day, Communicate with It in a Systematic Way, and Service All the Leads that Come Your Way.

Vital concepts for agents to internalize:

1. They absolutely should have a database with every single person they know in it.

2. They should be capturing contact information for new people every day.

3. They should be placing those contacts on 8 x 8 and then 33 Touch plans. Emphasize that the agents need to spend a portion of their lead generation time block planning who to contact and updating their contact information. 4. They should be using a Contact Management

System.

Conclude the Power Session by having the agents time block the beginning of their 3 hours for planning their lead generation activities and the end of their 3 hours updating their database with the contact information they have just captured.

Training Experience 3. Who Knows You Already? 4. Buyer and Seller Data

5. How Much Time Does It Really Take to Manage Your Database? 6. Power Session Aha’s

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5 Working with

Mets

Shows how to make the most of the people agents know through the use of proven systems and models, turning your “Metwork” into a future wealth machine.

Notes on Pacing:

• 1 hour, 30 minutes exercises

• Considering teaching this course in 2½ or 3 hours

This is an exercise-intensive Power Session. Plan to spend more than an hour on exercises.

The sections “Who Are Mets” and “What Is Metworking” establish the mindset and contain fewer exercises. Spend more time here on Myths/Truths, and stories.

The sections “How to Metwork” and “Referrals Through Your Metwork” contain the bulk of the exercises and will give the agents ‘take aways’ they can put into practice immediately, especially the customized 8 x 8 and 33 Touch exercises. Reserve adequate time and make sure there is maximum interaction and participation.

Conclude the Power Session by having the agents time block their 3 hours and commit to Metworking.

Training Experience 3. Let Your Fingers Do the

Walking

4. How Many Contacts Do You Need?

5. The 3 Hour Habit 6. Customize 8 x 8 7. Cost of Metworking 8. Cost of NOT Metworking 9. Customize 33 Touch 10. Who Are Allied Resources 11. Who Do I Give Business To?

(on your own) 12. List Your Advocates 13. Your Core Advocates 14. Educating Your Contacts (on

your own)

15. Asking for the Sale (on your own)

16. Customize Advocate Appreciation 17. Power Session Aha’s

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6 Farming Shows how to drive Haven’t Mets

to the Mets database and develop relationships based on shared interests. Agents will find out how to select a farm that will provide them with enough contacts to support their goals. When working with a farm, agents will be able to narrow their lead generation activities to a specific audience, spend less money, and have a bigger impact.

Notes on Pacing:

• More than 1 hour of exercises and discussion

Watch pacing in this session since there is a lot of important, definitional content on the different farms—geographic, demographic, and

psychographic.

Spend the bulk of the lecture on “Selecting and Working Your Farm,” allowing ample time for agents to work through the exercises.

Training Experience 3. Types of Farms 4. Refine Your Style 5. What Is Your USP? 6. Ideal Size of Your Farm 7. Low/No Cost Giveaways 8. Haven’t Mets

9. 12 Direct (1) 10. 12 Direct (2) 11. Services

13. Your Lead Generation Action Plan 14. Time Blocking 1. 10 mins 2. 3 mins 3. 5 mins 4. 10 mins 5. 10 mins 6. 5 mins 7. 15 mins 8. 5 mins 9. 10 mins 10. 5 mins 11. 3 mins 12. 5 mins 13. 5 mins 14. 3 mins

7 Open Houses Teaches how to capitalize on the

lead generation opportunity of open houses. Learn what activities to do before, during, and after an open house event—planning and promoting, building trust, and qualifying leads.

Notes on Pacing:

• More than 1 hour of exercises and discussion

Key points to stress:

• Ideas presented may provide a paradigm shift for hosting open houses.

• Main goal of open houses: generate seller and buyer leads.

• Prospecting before the open houses is critical to generate leads from neighbors who attend, or those who don’t.

• During the open house, an agent should get the names of potential leads and make appointments with them.

• After the open house, follow-up is the one critical activity that maximizes the open house experience.

Use the testimonial stories to provide an opportunity to build confidence and motivation, plus learn new content. Emphasize the scripts and role-plays and allow time for participation, discussion, and questions.

At the end of the session, allow a full 15 minutes for agents to plan their upcoming open houses.

Training Experience 3. Best Open House Ever! 4. Seller’s Open House Checklist 5. These Signs Need to be Changed 6. Group Discussion: What actions

can an agent take to build trust? 7. Role Model Demonstration 8. Role-Play Scripts

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8 FSBOs &

Expired Listings

Presents a number of ways agents can win with homeowners who have already identified themselves as ready to sell—For Sale By Owners and sellers with Expired Listings. Experts share their tips and scripts for success. Learn how to find, cultivate, and capture these great leads.

Notes on Pacing:

• Spend only a minute or two on each slide in order to have enough time for exercises

• 104 minutes for exercises

• 16 minutes for content delivery

Slides and notes in the instructor guide draw attention to the most important points.

Agents will have to read most of the Power Session outside of class. Practicing scripts and calling FSBOs or Expired Listings is the most important part of the class so make sure you don’t compromise on time allocated for those activities.

Prepare in advance by making sure there is a telephone for making calls during the Power Session. Bring phone numbers for current FSBO and Expired listings. (See instructor note for the exercise at the end of the Power Session).

When teaching in Canada, eliminate time for practicing Expired Listing scripts. That time can be used on FSBO scripts and calls to FSBOs.

Sample forms are in the Appendix and files are on the Toolkit CD. Scripts are also on the Toolkit CD. Note: If possible, consider teaching this session is 2½ or 3 hours.

Training Experience 3. Why Houses Do Not Sell 4. FSBO Contacts

5. Role-Play FSBO Scripts 6. Role-Play Expired Scripts 7. Make Calls to FSBO and/or

Expired Listingss 8. Power Session Aha’s

9. Your Lead Generation Action Plan

10. The 3 Hour Habit

1. 10 mins 2. 2 mins 3. 2 mins 4. 10 mins 5. 20 mins 6. 20 mins 7. 30 mins 8. 2 mins 9. 4 mins 10. 4 mins 9 Agent-to-Agent Referrals

Presents how to tap into one of the greatest, but most overlooked, sources of leads: other real estate agents. Learn how to ensure top-of-mind status with other agents so they consistently refer. Learn to screen and qualify other agents. Discover a variety of ways to prospect and market to other agents, thereby building a database and reaping the rewards of agent-to-agent referrals.

Notes on Pacing:

• 1 hour or more exercises and discussion

Cover the intro quickly.

Cover these sections more thoroughly: “An Untapped Resource,” “Getting Started,” and “Prospecting and Marketing.”

The section on prospecting and marketing will provide agents with numerous ways to rethink their interaction and activities with other agents. Allow time for the agents to explore and discuss these opportunities.

Conclude the Power Session by having the agents time block their 3 hours and commit to new lead generation activities involving relationship building with other agents.

Training Experience 3. An Untapped Resource 4. Getting Started

5. Prospecting and Marketing 6. Power Session Aha’s

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10 Lead

Conversion

Presents top agents’ best practices for converting leads to

appointments. Learn what questions to ask to find out if a lead is ready, willing, and able to do business now. This session is filled with scripts and answers to common objections. Notes on Pacing:

• Prior to teaching the course, estimate the amount of time you’ll spend on each slide to make sure you can get through the material in 2 hours.

• 88 minutes for exercises

• 32 minutes for content delivery

Spend just a couple of minutes on each slide, unless it is an exercise.

Slides and notes in the instructor guide draw attention to the most important points.

Agents will have to read most of the Power Session outside of class.

Some sections, such as “Getting the Most from Internet Inquiries,” are not covered at all in the slides because of time constraints. The best use of class time is role modeling and role-playing scripts, so be sure to leave adequate time for those activities. Sample Lead Sheets are on the Toolkit CD. Agents can modify the Word files to fit their needs. Scripts are also on the Toolkit CD.

Training Experience 3. Behavioral Profiles 4. Role Model and Role-Play

“Questions to Ask Sellers” 5. Role Model and Role-Play

“Questions to Ask Buyers” 6. Role Model “Common Buyer

Questions”

7. Role Model “Answers for Objections and Barriers” 8. Power Session Aha’s

9. Your Lead Generation Action Plan

10. The 3-Hour Habit

1. 10 mins 2. 2 mins 3. 10 mins 4. 12 mins 5. 25 mins 6. 4 mins 7. 14 mins 8. 3 mins 9. 4 mins 10. 4 mins 11 Living Your Goals

Presents ways to plan and achieve goals. In this session, develop a plan with action items that will put the agent squarely on the path to living his/her goals.

Notes on Pacing:

• Approximately ½ hour content delivery

• ½ hour exercises and discussion

• Allow approximately an hour for “Create Your Business Plan” and the closing tracking and accountability segments

Even though this session is at the end, it is certainly one of the most valuable. It also requires work—that is, the agents will need to define their goals, and work through the math of their expected income and projected expenses.

Allow ample time for the agents to work on this entire session, especially the “Business Plan” at the end.

Note: If you, the instructor, are comfortable with Excel, you may want to open up the worksheets that are available online, and teach directly from them.

Training Experience

3. It’s About More Than Paying the Bills

4. The Race to Cap Is On 5. Give Yourself a Raise 6. Create Your Business Plan 7. Power Session Aha’s