​Our Plan

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• Pairing & Vetting – One-on-one counseling through the pairing process assuring that Lead Agents and Referring Agents (RAs) can work the system together. This is critical! ($295 per pairing).

• Onboarding – Information and systems on how to set up your relationship and relay that to your sphere. Checklists and tracking throughout the process.

• Database Organization – Methods and techniques to help your new RA reach the most clients.

• Synergy Group – Monthly Zoom MasterMind sharing and training for all in the system.

• Training Resources – Web based video and document training systems to create smooth transitions and keep all informed.

  • Dialogues – Video and text training examples of the “How Tos” of caring for your RA’s clients.

  • Presentations – To customers and clients. How to explain our relationship, who to call with questions.

  • Intro Letters – To other agents introducing Stepping Up! and how it can benefit them.

• Brochures – For recruiting more RAs. Add your own branding. Extra charge for printing.

• Personalized Marketing – Letter templates to use with agents and support personnel (escrow, lenders, inspectors) during transactions and closings.

• An Exit Strategy for REALTORS® - Our eBook designed for reaching out to retiring agents. Hard copies available for extra charge ($6.95 each).

• Contracts – For RAs and the rest of your team.

• Team Management – Strategies in making a Stepping Up! Team work.

• Commission Structures – Guidance on structures and splits.

• Lead Guidance – Best practices for lead distribution within your team.

• Mentoring – Referring Agent & Lead Agent training and follow through for best results.

• Website – Stepping Up! website for recruiting RAs.

• Monthly BombBomb outreaches:

  • RA Recruitment – To your Potential Referring Agent list.

  • Team Building – To your Team and Referring Agents, includes monthly market updates.

  • Broker – To your broker (best source of future Referring Agents).

• Marketing Templates – For Social Media (LinkedIn, Facebook, and others).

• Intro Kit – Mailed out to interested parties. Extra charge for materials and mailing. ($4 each).

• CE Class Outline – Arizona Department of Real Estate approved CE class (Commissioner’s Standards) can be adapted to your state.

• Client Events – How to wow your customers and keep them as loyal referrers forever!

• Stepping Up! CONNECT – Outreach marketing for special Referring Agents (not licensed initially).

• Proven Track Record – Over a decade and still going strong!