Summary
Highlights
Michelle introduces the integrative live virtual assistant and ISA training, highlighting the common challenge of getting started and building a foundation in the real estate industry. The goal is to help agents build efficient, productive, and thriving businesses that are not reliant on individual knowledge but on systematic processes.
Michelle shares her extensive experience working with virtual assistants and ISAs for over 15 years, running call centers, large companies, and successfully managing numerous VAs. She sets expectations, emphasizing that the training provides a foundational baseline that can be customized according to individual business needs, and asks VAs to share their name, email, and who they work with in the chat for better communication.
Michelle presents the 'Playbook Library,' a comprehensive Google Sheet acting as a business manual. This library will contain detailed, step-by-step instructions for every task within the business, often with screenshots, similar to a process manual. The VAs will be responsible for building out these task instructions, ensuring that every part of the business has a documented process for consistency and easy onboarding of future team members.
Michelle introduces 'Scribe,' a tool that automates the creation of step-by-step guides with screenshots. Agents are encouraged to use Scribe while performing tasks (e.g., inputting a listing) by recording their screen and verbalizing the steps. This allows Scribe to generate a detailed instructional document, which VAs can then use to build out the playbook and be trained on tasks effectively, saving agents time and ensuring accurate documentation.
The importance of daily communication and reporting between agents and VAs is stressed. Michelle suggests a rolling email report where VAs update their daily activities, questions, and progress on the playbook. She recommends a daily 10-15 minute check-in (a 'rally') and a weekly review of the master playbook. The communication method should allow for calls and screen sharing, with Facebook Messenger being a suggested platform for its dual desktop and mobile functionality.
Michelle discusses future, more advanced aspects of the training, such as tracking Key Performance Indicators (KPIs) to analyze deal sources, costs, and revenues. This will provide agents with a clear financial snapshot of their business, enabling informed decisions for growth. Additionally, VAs will be trained to regularly pull and organize local market data (e.g., using Infospark) to keep agents informed and help them establish themselves as local experts.
Michelle clarifies that there are no strict deadlines for completing all tasks in the playbook. The process is progressive, with VAs learning tasks in layers. The focus is on consistent daily and weekly progress, compound learning, and mastering tasks before adding new ones. This approach acknowledges the learning curve for VAs and ensures a sustainable, growing system for the agents' businesses.