Welcome to the Resource Library for The Agent Playbook

I’M SO GLAD YOU MADE IT HERE

While I was writing The Agent Playbook, there were so many moments when I thought, If only I could be right there next to you, guiding you through each step!

Throughout the book, you’ll find prompts that guide you right to this page for extra resources and tools! That’s likely how you ended up here.

Everything is organized by chapter, so as tempting as it might be to jump ahead, try to go through it step-by-step. Trust me, trust the process, and let the guidance unfold as you move through the book—at whatever pace feels right for you.

Ready? Let’s dive in!

INTRO

Useful for agents as they set career goals and create a roadmap for success.

CHAPTER 1

Directly ties into choosing the right brokerage based on factors such as culture, training, and commission structures.

CHAPTER 2

This worksheet aligns with building out a team of contacts, including mortgage brokers, CPAs, and other essential team members.

CHAPTER 4

Essential for outlining the business’s financial plan, setting up a budget, and managing expenses.

Helps new agents understand and plan their income after commission splits and brokerage fees.

CHAPTER 6

A great tool for agents to define their target audience.

This helps agents plan and execute their marketing strategies, including social media, local ads, and networking efforts.

CHAPTER 7

As agents develop their sense of self in business, this exercise will help agents define and develop their personal brand.

CHAPTER 8

Perfect for helping agents track and manage each step of a real estate transaction, ensuring nothing is missed from the first meeting to closing.

CHAPTER 9

Useful for agents to find, evaluate, and track mentorship opportunities in their real estate career.