Sales Associate & Agent's Assistant
01 · 31Free preview

The associate's day, hour by hour

01 · The associate operating rhythm · Masterclass · 12 min

A strong associate's day runs on blocks: 7:30-8:30 admin and diary lockdown, 8:30-10 buyer follow-up calls, mid-morning campaign tasks, afternoon appointments support, evening open home prep. We walk through why the sequence matters — admin first means nothing falls through when the lead agent starts calling at 8:31, and why buyer follow-up before 10am catches people before their own workday swallows them.…

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31 lessons, scored knowledge checks and AI role-play — unlocked on enrolment.

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Locked in this program
  • Where your role starts and the lead agent's startsReading
  • The weekly planning cycle that keeps campaigns on trackReading
  • Setting up your systems: CRM, diary, task boardMasterclass
  • Knowledge check: The associate operating rhythmKnowledge check
  • Defending the lead agent's diaryMasterclass
  • Anatomy of a campaign timelineReading
  • Building the vendor touchpoint calendarReading
  • Juggling multiple live campaigns without dropping oneMasterclass
  • Knowledge check: Diary and campaign managementKnowledge check
  • The first-response window that wins the buyerMasterclass
  • The five questions that qualify a buyer properlyReading
  • Handling a vague online enquiryAI role-play
  • Segmenting buyers in the CRM so nothing goes coldReading
  • Knowledge check: Buyer enquiry handlingKnowledge check
  • Setting an open home up in 30 minutesMasterclass
  • Why every single visitor signs the registerReading
  • Running the room without hoveringMasterclass
  • The same-day follow-up sequenceReading
  • Knowledge check: Open home executionKnowledge check
  • CRM note standards: what a good note looks likeReading
  • Preparing a vendor report the agent can present as-isMasterclass
  • Coordinating photography, copy and portal uploadsReading
  • Tracking the marketing spend against the campaign budgetMasterclass
  • Knowledge check: CRM hygiene and vendor reportingKnowledge check
  • Tracking a contract from offer to unconditionalReading
  • A buyer pushes you for a decision the lead agent hasn't madeAI role-play
  • Managing the lead agent's priorities upwardReading
  • What you can say — and what always goes back to the agentMasterclass
  • The path from associate to listing agentMasterclass
  • Knowledge check: Contracts, authority and career pathKnowledge check