Operations

WATCH THE OPERATIONS & AUTOMATION WEBINAR

Learn how to create an onboarding flow.
Track your agent's progress, milestones and licensing.
Manage your team activities and appointments.
Create your client pipeline and trigger emails, notifications and thank you cards.

CRACK THE CODE TO MANAGING YOUR BUSINESS

Client Workflows

Centralized Hub

Automation Flow

Team Onboarding Emails

Agent Worlflows

Mass Team Communication

INCREASE EFFECIENCY

COMPONENTS OF A STRUCTURED BUSINESS

Hub & Landing Page

A place to host all the vital information your team needs to continue to operate.

Input & Forms

Create input and fillable webforms to help you collect the information you need.

Flows & Processes

Having clearly defined outcomes is a start. Establishing a porcess for recruits and clients to expedite the processes.

Database

Hosted in the cloud and accessbile 24/7 to your operations team.

Backend Automation

The oil that makes all of your work happen behind the scenes ``quickly and effeciently. Triggered by events.

Management

Delegate the proper responsibilities to the right departments and teams

Tools

Utilize each tool to help maxmize the A-Z's of the business. No more double work!

Jesus Villalobos | Senior Marketing Director

Like you I started as a Training Associate and over the course of learning everything there is to know about the business, I can say I've mastered a few areas. Here are my stats:

13 Years in Business
Ring Earner
Promoted 7 SMDs
I have 7 Ring Earners