kwyp presents: autopilot systems that replace...
TRANSCRIPT
KWYP Presents: Autopilot – Systems that Replace You
Tim Heyl
Tim HeylAustin, Texas
Mega Agent
FAMILY REUNION
2016
Phase 1: Build the Plans
Phase 2: Create the Engine
Phase 3: Track Everything
Phase 4: Automate the Machine
Autopilot
FAMILY REUNION
2016
Phase 1: Build the Plans
FAMILY REUNION
2016
• Vision
• Goals
• Plan for a huge machine today
• Keep the machine personal
Phase 1: Build the Plans
FAMILY REUNION
2016
• Set a vision that is:
• Specific enough for others to follow.
• Big enough to change lives.
Vision
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Vision – Map It Out!
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2016
• Goals connect your vision and actions.
• Set big goals.
• Allow others to participate in setting goals.
• Leverage tools to connect goals to actions:
• 1-3-5
• 4-1-1
Goals
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2016
Revisit the MREA models and how to scale in
each model.
• Lead Generation
• Budget
• Economic
• Organization
Plan for a Huge Machine Today
FAMILY REUNION
2016
Keep the Machine Personal
Myth: The bigger the team, the worse the
customer service.
Truth: Big teams have the resources to do
excellent customer service.
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2016
• Make customer service a strategic advantage.
• It’s a relationship business – invest in
relationships.
• Build your systems.
Keep the Machine Personal
FAMILY REUNION
2016
Phase 2: Create the Engine
FAMILY REUNION
2016
• Create the systems
• Create the admin team
• Create the sales team
Phase 2: Create the Engine
FAMILY REUNION
2016
• The key aspects of systems:
• Documentation
• Repeatability
• Efficiency
• Personal focus
Create the Systems
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2016
• Training process
• Growth paths
• Standards
Create the Admin Team
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2016
Top admin tools
1. Tracking spreadsheet
2. Listing checklist
3. CTC checklist
4. Post-close script
5. Weekly call script
Create the Admin Team
FAMILY REUNION
2016
1. Tracking Spreadsheet
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2. Listing Checklist
FAMILY REUNION
2016
3. CTC Checklist
FAMILY REUNION
2016
4. Post-Close Script
FAMILY REUNION
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5. Weekly Call Script
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• Training
• Growth
• Junior associate plan
Create the Sales Team
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Sales tools
1. Dialer
2. Data
3. Scripts
4. Presentations
5. Collateral material
Create the Sales Team
FAMILY REUNION
2016
1. Dialer
FAMILY REUNION
2016
2. Data
FAMILY REUNION
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3. Scripts
FAMILY REUNION
2016
4. Presentations
FAMILY REUNION
2016
5. Collateral Material
FAMILY REUNION
2016
Phase 3: Track Everything
FAMILY REUNION
2016
• Connect goals to actions
• Gamification
• Financial success
Phase 3: Track Everything
FAMILY REUNION
2016
• Track activities that drive goals.
• Reward those activities.
Connect Goals to Actions
FAMILY REUNION
2016
1. Set the rules of the game.
2. Make it inclusive and interactive.
3. Track the results fairly and regularly.
4. Celebrate wins!
Gamification
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1. Care about the success of your people.
2. Track victories!
Financial Success
FAMILY REUNION
2016
Phase 4: Automate the
Machine
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• Set growth on autopilot.
• Set staffing on autopilot.
Phase 4: Automate the Machine
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2016
1. Build repeatable, scalable lead generation.
2. Develop Empire Builders.
3. Develop Empire Protectors.
Set Growth on Autopilot
FAMILY REUNION
2016
1. Build a great place to work.
2. Care deeply about the financial success of
others.
3. Build leaders.
Set Staffing on Autopilot
FAMILY REUNION
2016
Thank You!
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