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

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• Vision

• Goals

• Plan for a huge machine today

• Keep the machine personal

Phase 1: Build the Plans

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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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• 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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Revisit the MREA models and how to scale in

each model.

• Lead Generation

• Budget

• Economic

• Organization

Plan for a Huge Machine Today

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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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• Make customer service a strategic advantage.

• It’s a relationship business – invest in

relationships.

• Build your systems.

Keep the Machine Personal

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2016

Phase 2: Create the Engine

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2016

• Create the systems

• Create the admin team

• Create the sales team

Phase 2: Create the Engine

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• The key aspects of systems:

• Documentation

• Repeatability

• Efficiency

• Personal focus

Create the Systems

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• Training process

• Growth paths

• Standards

Create the Admin Team

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Top admin tools

1. Tracking spreadsheet

2. Listing checklist

3. CTC checklist

4. Post-close script

5. Weekly call script

Create the Admin Team

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1. Tracking Spreadsheet

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2. Listing Checklist

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3. CTC Checklist

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4. Post-Close Script

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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

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1. Dialer

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2. Data

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3. Scripts

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4. Presentations

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5. Collateral Material

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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

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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

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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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1. Build repeatable, scalable lead generation.

2. Develop Empire Builders.

3. Develop Empire Protectors.

Set Growth on Autopilot

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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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