Running The Ultimate Team With The Right Systems And Assistants

Today, teams are becoming more prevalent because the complicated nature of the business, as well as the agents desire to provide excellent customer service while still having a life. Business owners today search for technology to streamline processes as well as talented people to run those systems. The goal of leveraging both people and process stems from the need to excel in both business and in life. Most agents fail in hiring assistants because they don’t take the time to create systems, and move what they do so well from their minds to a system. This becomes frustrating to the assistant and to the leader as neither can get on the same page. There are three things to consider when deciding what to do or what to delegate:

  1. If you do any task three times you must create a system for it. To scale your team you must have duplicatable systems for all redundant processes in order to teach others how to do things as well as you. For example: the pre-listing process, the listing process, Open Houses, when a listing goes under contract, when a buyer goes under contract, client appreciation events and more. These are often called work flows or action plans. Once you work through the activities in each area and document it, you then have a system that can be duplicated. We suggest using to record yourself doing the process and document it for the person who will be doing the tasks going forward.
  2. Your focus as a team leader should be in two areas business development, and people development. If you are doing task that you could hire someone else to do for $15-20.00 per hour they you should stop immediately and outsource those tasks. While you could do many of those tasks and you honestly believe that you are better than anyone at those tasks, that thought process is the limiting belief that will keep you producing your current level and will not allow you to be present when you are with your loved ones. Dare to delegate and your life will be improved.
  3. Hire for 30 days at a time. When you don’t believe that you can afford to hire an assistant for $30-40K a year, the best thing to do is hire for 30 days at a time. You have to make the commitment that with your assistant hired your behavior will move to dollar productive activities. If you spend the 20 hours a week prospecting, working your database, and meeting with buyers and sellers, you won’t be able to afford to let your assistant go. The key is you have to change your behavior and focus on the right things which also means you have to let your assistant do their job.

Running a team is all about creating leverage and intentionally creating the life that you desire. You can have it all; A great business, amazing client support and a great life outside of work. But to achieve it, you must decide to leverage your technology and human resources.

By Verl Workman


Verl Workman is the founder and CEO of Workman Success Systems (385-282-7112), an international speaking, consulting and coaching company that specializes in performance coaching and building successful power agents and teams. Contact him at

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