[WBNL 52-37] Real Estate Team Building Tip #4: Your Operations Manual


Our Real Estate Agent Team Building tips series continues with Tip #4: Your Team Operations Manual. Whether you are building an agent real estate team or not, a standard operating procedures and tasks manual for each of the major areas of your business is the cornerstone of your foundation.

The benefits of having a written procedures manual include:

  • Delegation and clarity on who is responsible for specific tasks and systems
  • Allows you to create checklists for your systems and processes
  • Becomes the core Training Document for new hires
  • Allows your Team Associates to easily plugin to your existing systems
  • Serves as a core document for your eventual exit strategy

Create written procedures for each major area of your business.

  • Listings (Sellers)
  • Sales (Buyers)
  • Lead Gen – Database
  • Lead Gen – Farms
  • Lead Gen – Social Media, Internet
  • Lead Gen – Networking
  • Hiring & Onboarding
  • Team Admin

Download these bonus documents to support creating or refining your business systems and procedures manual:


Our turnkey, complete team building system includes all of the materials, supporting documents, checklists and manuals along with the step-by-step implementation training delivered via our on-demand video coaching platform.

Visit www.RealEstateTeamBuilder.com to learn more about our “Team Building in a Box” system to build your profitable real estate team.

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Here is what you’ll receive:

  • Online, On- Demand Real Estate Team Builder Training  
  • Lifetime Access to the Recorded Videos and Documents 
  • Complete Package of Documents, Admin Forms
  • Real Estate Team Builder Procedures Manual 
  • 90 Day Onboarding & Agent Training Manual
  • Team Project management, accountability, communication system