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- Organizational Structure (Midsize Team)
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- LM1.1 - Oversee all aspects of sellers transactions from initial contact to executed purchase agreement. (2022)
- LM1.2 - Prepare all listing materials (2022)
- LM1.3 - Prepping a property for listing
- LM1.4 - Obtain all necessary signatures
- LM1.5 - Coordinate showings
- LM1.6 - Obtain feedback from showings on our listings
- LM1.8 - Coordinate all public open houses and broker open houses
- LM1.9 - Input all listing information into MLS and marketing websites
- LM1.10 - Submit all necessary documentation to office broker for file compliance (2022)
- LM1.11 Input all necessary information into client database and transaction management systems.
- TC1.3 Coordinate mortgage and appraisal processes.
- TC1.4 Coordinate inspections and coordinate completion of repairs.
- TC1.5 Regularly update & maintain communication with clients, agents, title officer, lender etc.
- TC 1.6 Submit all necessary documentation to office broker for file compliance
- TC 1.7 Coordinate moving/possession schedules.
- TC1.8 Schedule, coordinate & attend closing process.
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- Job Description - Inside Sales Agent (ISA)
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- Job Description - Listing Agent
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- 2023 Job Description - Associate Realtor - "Paper Agent"
- Job Description - Runner
- Job Description - Sales Manager
- Job Description - Showing Assistant
- Showing Assistant 2022
- Compensation Model
- Our Current Team (2023)
- CEO Tasks
- COO Tasks
- CFO Tasks
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- Ads
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- Blog
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Content Marketing Hub and Spoke
- Giveaway Contests (Social)
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- Bombbomb E-Blast
- Market in a Minute
- Our Website - nickfundytus.ca
- Monthly Market Summaries
- Open Houses
- Lead Magnets - How To Create a Lead Magnet
- Paid Promotions Guidelines
- YouTube Best Practices
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- In-House Listing Videos
- Weekly Content Roundup Procedures
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- Ads - Create a Facebook Lead Ad for a Listing (2022)
- Buyer Specialist - People - Getting Into a Routine
- Buyer Specialist - Clients - Showings - Booking Showings
- Buyer Specialist - Clients - Showings - Communicating Showings With Clients
- Buyer Specialist - Leads - Systemic Follow-Up
- Buyer Specialist - People - How to Organize People to Reach Them
- Buyer Specialist - People - How to Lead Generate
- Calls - Reasons to Call Someone
- Client Service - How to do a weekly update.
- Closing - What Forms Are Sent Where
- Commissions - Entering team commissions in NexOne (2023)
- Contests - How to Export from KingSumo to Bombbomb
- Courier - How to Courier an Item or Document
- CRM - Client Record Audit
- COVID-19 - Special Procedures
- Drive - How to Organize Google Drive
- Final Walkthrough - How to Schedule a Final Walkthrough with a Client
- Firm Sale - Sales Assistant Commission
- Firm Sale - Sales Assistant Invoice (OLD PROCESS)
- Forms - Sales Assistant (SA) Invoice (2021) Procedure
- Leads - How to write a calendar invitation to a lead
- Leads - How to write a postcard to a new lead.
- Leads - How to Introduce Yourself to a New Lead
- Listings - Gathering Listing Activity Feedback (2023)
- Meetings - Daily Check-ins
- Meetings - How to Run a "Same Page" Meeting
- People - Accounting and Bookkeeping
- Showing Time - Setting Up
- How to create a YouTube Thumbnail
- Follow Up Boss - How to send a batch email to just your own clients.
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- Prospecting - Power Hours 2024
- How to Record and Publish a Client How-To
- How To - Referral Form
- How to hold an Open House
- Glossary - Definitions and Terms
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- Winning the Listing
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- How to Create an Exclusive Feature Sheet on Beacon.by
- How to Create a Feature Sheet in Beacon.by
- Inputting Information for a New Listing in to Matrix
- Adding Pictures to a Matrix Listing
- Setting Up ShowingTime For a New Listing
- OLD - Putting a New Listing on The Website
- Preparing Documents for Electronic Signing
- Exclusive Listing Phase
- Listing Procedures (Old Procedures for Reference)
- Listing Paid Marketing
- Forms You Will Need - Listing
- Open House ShowingTime & Website Set Up 2022
- How to Cancel a Listing
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- Sales Assistant Invoice
- The Sales Funnel
- Karim's Social Media Profile
- Buyer Specialist - What Do I Do Every Day?
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- Team Forms
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- Agent Resources
- Beacon.by
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- df.ai
- Fiverr
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- Google Tag Manager
- iXact Contact (CRM)
- Keywordsearch.com
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- Nickfundytus.ca
- Prezi
- Showing Time
- Webforms
- Misc. Websites and their uses
- Slack
- Shorby
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- Ottawa Neighborhoods - Districts
- Condo Amenities' Locations
- Fundytus.inc Recording Equipment List
- Contacts and Professional Referrals
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- The Complete Copywriting Course - UDEMY
- CREA Logo Usage Rules - 2022
- Fundamentals of Digital Marketing
- Getting a business online
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- Tom Storey Seminar Notes - 24% Return on Database
- Tom Storey Ultimate Listing Presentation
- YouTube Lessons
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- Podcasts - How to publish an episode to Simplecast from Google Drive
- Creating an Opinion of Value in Prezi Video
- Creating a New Client Folder for Buyer or Seller
- Forms - Buyer Closing Checklist
- Forms - Buyer Intake Form
- Forms - Seller Closing Checklist
- Forms - Seller Intake Form
- Meetings - Weekly "Level 10" Meeting
- Video - How to pitch and record a Client Video
- Referrals - How to send a referral to a Realtor in another market
- Sales Training - Conversion U
- Podcast - Overview of Creating, Publishing and Promoting an Episode (2022)
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- Content - Ottawa This Week
- Content - New Build Experience (2022)
- Content - Home Stuff You Should Know (2022)
- Listing Manager/Transaction Coordinator Schedule - Typical Week, Weekly Schedule (2025)
- Lead Sources and Transaction Types - Definitions (2023)
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- 1YNP - One Year Nurture Plan (2024)
- AEU - Annual Equity Update (2024)
- Client Events (2024)
- Leads - How to Convert New Leads (2024)
- Listings - Leveraging Listings to meet more clients (2023)
- Matrix - Matrix as a Marketing Tool (2024)
- Paperwork - Paperwork as a Marketing Tool (2024)
- Solving Problems - Problems Can be a Marketing Opportunity (2024)
- Referrals - Systems for Generating Referrals (2024)
- W&Q - Weekly and Quarterly Updates (2024)
- WCR - Weekly Content Roundup (2024)
- WNE - What's Next Emails For Each Stage (2024)
- Listings - Preparing and Launching a Listing (2023)
- Team Email Signatures
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- 2024 AP - Set a clear budget (incomplete)
- 2024 AP - Prioritize remarketing and lookalike audiences (incomplete)
- 2024 AP - Block time for reverse prospecting
- 2024 AP - Create Consistency in Seller Follow-up
- 2024 AP - Create Standards for the Closing Process (Incomplete)
- 2024 AP - Clarify what we're measuring
- 2024 AP - Hold each other accountable for the actions that we're taking (Incomplete)
- 2024 AP - Keep FUB Tight and Well-organized
- 2024 AP - Run new ad campaigns
- 2024 AP - Refuse Overpriced Listings
- 2024 AP - Improve the listing process to be more intentional
- 2024 AP - Improve the Buyer Process to be more intentional
- 2024 AP - Hire three new Buyer Specialists in 2023. Keep 2
- 2024 AP - Revise Marketing Spend for Listings
- 2024 AP - Bring 3D Photography In-House
- 2024 AP - Launch Weekly Email
- 2024 AP - Launch Quarterly Print Newsletter
- 2024 AP - Activate Drip Campaign for ALL Leads
- 2024 AP - Print Materials for Listing Launch and Closing Baskets
- 2024 AP Set standards for sending referrals to team members
- 2024 AP - Relaunch Ourbeaconhill.ca (incomplete)
- 2024 AP - "Hire" Volunteers for ourbeaconhill.ca (incomplete)
- 2024 AP - Display our team and individual goals clearly in the office.
- Our Team's Most Requested Resources
- 2025 Team Game Plan
- * NEW *Prop T/X
- 2025 Monthly Themes for Blogs, Marketing and Socials
- 2025 - Realtor Team Member Role Description
- 2025 - OPS and Finance Seat Description
- Client Birthday Recognition Process
- Home Anniversary Recognition Process
- 2025 Wiki Structure for Fundytus Team (in Progress)
- 2025 Core Values Speech (In Progress)
- Gloucester Dragons Marketing Plan
- Ottawa Venues for Client Events
- Agent Expectations - 2025 Processes
- 2025 Fundytus Team Hiring Guidelines
- 2025 - Ideal Realtor Work Week
- 2025 - Open House Standards
- 2025 - Referral Gift Card Standards
Summary
This section lays out a “typical” week of content marketing using the Hub and Spoke model. The nickfundytus.ca blog is the hub (centre) of the strategy with our various social channels as spokes driving traffic to the hub.
Key Notes and Resources
Main Tools
Trello Content Marketing Editorial Board
Google docs
nickfundytus.ca/admin
Design Wizard for graphics.
SocialBee for publishing ads
Philosophy
“Write drunk, edit sober” approach from Blog section.
CASE workflow
Create
Advertise
Social
Email
Example Week
Two weeks before
Lead and admin choose blog topic and title.
Post with link to .doc file on Trello on Content Marketing Editorial under writing column.
Update Trello card with checklist
Admin researches and writes first draft to be complete by the end of the week.
Update checklist and move card to in progress column.
One week before
Lead and admin decide on ads
Lead edits first draft
Use checklist
Moves card to editing and ads column
Updates Trello checklist
Admin creates ads
Email - One blast to publish to appropriate list (NOT Morris marketing main list)
Visual creative for blog header
Facebook Page - One post each weekday
Instagram - One post each weekday
Instagram Stories - One post each weekday
Twitter - One post each weekday
LinkedIn - One short-form blog post
Trello checklist updated
Add ads to Trello card as images or comments
Review ads with Nick
Lead and admin check in and move trello card to Ready to Ship column with publish date.
Week of:
Monday
Admin publishes blog post on nickfundytus.ca
Admin puts ads in Socialbee and dates them
Manually publish Instagram post and Instagram story
Tuesday
Manually publish Instagram post and Instagram story
Pay for ads where appropriate
Wednesday
Manually publish Instagram post and Instagram story
Pay for ads where appropriate
Thursday
Manually publish Instagram post and Instagram story
Pay for ads where appropriate
Friday
Manually publish Instagram post and Instagram story
Pay for ads where appropriate
Move trello card to shipped and complete checklist