Like many successful, high-growth, The Perna Team had systems and playbooks to support agents with nearly every lead source.

But what about the best source of all … an agent’s sphere? Their SOI?

Sadie Callegari, Director of Coaching and Training of this 120-agent team, gives you all the details of the start, iteration, re-launch, and evolution of their sphere marketing program. It’s her system to keep agents top of mind with their family and friends with done-for-you videos, photos, social posts, emails, calls, and texts.

What they’re writing.
What they’re recording.
Where they’re shooting.
How they’re editing.
When and where they’re posting and sending.
What agents need to do and commit to in order to participate.
All the other details that make agent adoption easy!

Sadie also describes her role, when and why the team needed her role, how she transitioned into it from being a high-performing agent, the structure and duration of the main coaching and training programs she’s developed, and more.

Watch or listen for Sadie’s insights into:

• Staying adaptable (even as a detailed person who loves systems, boundaries, and rules)
• The shift from real estate agent to Director of Coaching and Training
• Top tips after interviewing nearly every team in her market
• Why the Director of Coaching and Training role was needed, how it’s evolved, and pieces you can replicate
• The structure, duration, and details of three of their main programs
• How to keep existing materials updated while still creating and launching new materials
• How they got performant out of the gate as a Zillow Preferred partner
• The problem and opportunity that led to the Sphere Program
• The three main elements of the Sphere Program and how she launched it
• One requirement to participate in the Sphere Program
• The exact structure of their content day, what they shoot, and how they deliver it back to agents for posting
• Why joining teams will increasingly make sense for most agents

At the end, learn about the Montana State Bobcats, necessary flights, a good fiction:non-fiction ratio, and escaping the echo chamber.

Connect with Sadie Callegari:
→ https://www.instagram.com/sadie.callegari/
→ https://www.facebook.com/sltynes

Connect with Real Estate Team OS
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/

The Falcon system to deliver guidance and success.
The tech hub to unify multiple lines of business.
The merged calls to save deals.

A mortgage expert who’s since grown a 100-person organization delivering integrated real estate services, Jordan Vreeland’s constantly building the playbook.

Go inside his athletics-informed philosophy and approach to developing people, unifying teams, leveraging tech, and improving client experience.

Watch or listen for Jordan’s insights into:

• Two reminders and resets when you step onto the court
• Building winners, not just winning games
• When and why a mortgage expert started a now-70-agents real estate brokerage
• Getting turned onto tech, marketing and lead generation
• Choosing to start independent rather than with another brand or brokerage
• The concepts behind their integrated tech stack
• Jordan’s role in the organization
• Example of solving a problem by creating a role that elevates team members
• What more real estate professionals should know about mortgage and how to get there
• How he built a team of overseas ISAs that’s become the defense system and the “lifeblood of the business,” and part of the family - with tips for you to do the same
• Enhanced client visibility and better client conversations with Zillow Pro
• Getting what you give and not falling prey to the sickness of chasing numbers

At the end, learn about three winning basketball teams, lawless psychopaths, friends he’s never met, and family getaways.

Connect with Vreeland Real Estate:

→ https://www.instagram.com/vreelandrealestate/

→ https://www.facebook.com/vreelandrealestate/

Connect with Real Estate Team OS

→ https://www.realestateteamos.com

→ https://linktr.ee/realestateteamos

→ https://www.instagram.com/realestateteamos/

More than 500 transactions last year - 100% by referral.
Nearly $1B in sales over the past five years - working by referral only.

Carol Foderick has built a 20-agent, 15-staff team that exclusively works by referral. Each agent owns their database and relies on the camaraderie of the team and the leverage of the staff. Go inside the structure of her team and get the numbers behind working by referral.

How many marketing activities does it take to produce a referral? How many referrals does it take to produce a closed transaction? What is each outbound call or text worth? Carol can tell you - and she does in this episode!

Watch or listen to Carol’s insights into:

• The fuel for your real estate team
• What lead generation looks like on her team
• How she became a team leader before she started her own team
• Who shouldn’t start a real estate team
• The structure and key roles in her company to support high per-agent productivity
• Why her agents’ databases have no value to her
• How to retain top producers on your team
• A systematic and measured process for working by referral (last year 226 actions drove two referrals and one closed transaction)
• A specific example that points to $300 or so as the value of each call
• Three main activities and five love languages for working by referral
• How to find agents who can work by referral
• Where we are in the teamification of the real estate industry

At the end, learn about truth telling by the home team, expensive rocking chairs and cheap airplane seats, and the challenges of being perpetual.

Connect with Carol Foderick:

→ Carol at CarolFoderick dot com

→ https://www.instagram.com/carolfoderick

Connect with Real Estate Team OS

→ https://www.realestateteamos.com

→ https://linktr.ee/realestateteamos

→ https://www.instagram.com/realestateteamos/