Real Estate Team OS

By: Ethan Beute Follow Up Boss
  • Summary

  • Real Estate Team OS is your guide to starting, growing, and optimizing a real estate team. Weekly episodes give you stories, insights, decisions, and hard-learned lessons of team leaders, operations leaders, brokerage owners, and real estate agents at every stage of business growth from solo agent to mega team.
    © 2024 Follow Up Boss
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Episodes
  • [Inside Whissel Realty] Omnichannel Marketing with Max Bolanos
    Nov 22 2024

    [Episode 7 of the Inside Whissel Realty series on Real Estate Team OS]

    New to Whissel Realty Group and new to the real estate industry, Max Bolanos is drinking from a fire hose. And he was kind enough to join us in this series just 90 days into that journey as the team’s new Director of Marketing.


    Learn how Max developed a strategic, structured approach to omnichannel marketing and how the #1 team in San Deigo and a top team in the US and in eXp Realty globally will benefit from this experience.

    Listen to this Inside Whissel Realty episode with Max for insights into:

    - The benefits of pressure and intensity

    - How a memorable ad campaign (and a less-than-desirable letter grade) launched his marketing career

    - A definition and example of an omnichannel marketing campaign

    - The challenges of marketing attribution, especially in real estate

    - How he joined Whissel Realty Group and what the plan was for his first 30, 60, and 90 days

    - The power of a creative brief and intake form for new listings

    - A valuable change to your project management process

    - Honoring different creative visions

    - Balancing marketing and branding

    - Getting more out of in-person events

    - Leveraging the ACE team (Agent Concierge Experience)


    At the end, learn about a diverse, healthy, structured, and aligned team.


    Max Bolanos:
    - https://www.linkedin.com/in/maxbolanos/

    - https://www.instagram.com/thewhisselway
    - https://thewhisselway.com

    Real Estate Team OS:

    - https://www.realestateteamos.com

    - https://linktr.ee/realestateteamos

    - https://www.instagram.com/realestateteamos/

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    33 mins
  • [Inside Whissel Realty] Three Pillars of Content Strategy with Bryan Koci
    Nov 19 2024

    [Episode 6 in our Inside Whissel Realty Series on Real Estate Team OS]

    Besides Kyle Whissel, CEO and Team Leader of Whissel Realty Group brokered by eXp Realty in San Diego, very few people have been on this team’s journey longer than Media Manager Bryan Koci. How long? Nearly a decade!

    In this conversation, Bryan brings you the strategies and tactics behind their agent-facing content like the Media Mayor Mastermind and The Whissel Way podcast, as well as their consumer-facing content for the top, middle, and bottom of the sales funnel.


    You’ll also learn how the media team serves agents, how and why to balance “low production” (iPhone) with “high production” (studio), why they have multiple YouTube channels, Instagram handles, and Facebook pages and groups (and why you might, too), and how all of this evolved over the past decade.


    Listen to this Inside Whissel Realty episode with Bryan Koci for insights into:

    - The modular studio he built that we recorded the series in

    - How the structure provided by EOS took the team “to the next level”

    - How the evolution of the company and the media team introduced him to the challenges and questions that every team leader faces

    - The importance of balancing “high production” and “low production” of your video content - and the role of each in helping your business

    - The three pillars of their content strategy - agent-facing, mid- to bottom-of-funnel consumer-facing, and top-of-funnel consumer-facing

    - Specific distribution tips for Facebook and YouTube all under the theme of “separate channels for separate audiences”

    - How and why to bring Collaborators into your Instagram content

    - Doing things because it’s right or good, not just because of the ROI


    At the end, learn about camera gear that never gets used, shared Netflix logins, and boxes of cords and cables.


    Bryan Koci:

    - https://instagram.com/bryankoci

    - https://thewhisselway.com/


    Real Estate Team OS:

    - https://www.realestateteamos.com

    - https://linktr.ee/realestateteamos

    - https://www.instagram.com/realestateteamos/

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    42 mins
  • [Inside Whissel Realty] Getting Right-Fit Agents Into Production with Katy Carlson
    Nov 15 2024

    [Episode 5 in the Inside Whissel Realty series on Real Estate Team OS]

    After managing a yoga studio for a decade, Katy Carlson joined Whissel Realty Group brokered by eXp Realty in San Diego as a real estate agent. In her first 18 months, she became a mentor and helped mature the mentorship program. She then shifted to the admin side as Head of Agent Development.


    Today Katy serves as Agent Success Manager.


    Learn what her role entails and how she helps get right-fit agents into active production quickly.

    Get details on their full-time, two-week training program, their mentorship program, the three main tools agents have to learn, the balance of different types of training methods, and more!


    Watch or listen to this Inside Whissel Realty episode with Katy Carlson for insights into:

    - Everyone following the same sequence and heading in the same direction despite different skill levels and paces

    - The scope and mission of the Agent Success Manager role

    - How she chose Whissel Realty Group as an agent after interviewing four other companies

    - Training energy regulation, sales skills, and mindset

    - The design of the first three months of agent onboarding, including the full-time, two-week training program, the mentorship program, and the green-lit/on-probation/cut-from-the-team outcomes for agents

    - The three main tools agents use (and get trained on)

    - The limited changes to buyer agent training

    - The types of training - role-play, refresh, required, optional, virtual, in-person, etc

    - The three things she’s focused on for 2025


    At the end, learn about one-way tickets, new people, and beautiful experiences.

    Whissel Realty Group:
    - https://thewhisselway.com/
    - https://www.instagram.com/thewhisselway/
    - https://whisselrealty.com/

    Real Estate Team OS:
    - https://www.realestateteamos.com/subscribe

    - https://linktr.ee/realestateteamos

    - https://www.instagram.com/realestateteamos/

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    37 mins

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