REOS 5-Week Onboarding | Real Estate OS

Welcome to Real Estate OS

This onboarding is designed to remove you as the bottleneck and build automation before scale.

Each Week Includes

• Training Video
• Implementation Instructions
• Required Setup
• Homework
• Completion Checklist

Locked Progress

You must complete each week before moving to the next. This ensures your system is built correctly.

WEEK 1 60 min

The Pipeline Architecture

Build the 12-stage system that controls every deal.

Video 1: The Money Pipeline

What You're Learning

How every deal moves through the system
The purpose of each pipeline stage
Why pipelines are decision stages (not storage folders)
Where 90% of agents lose money

The 12 Pipeline Stages

1 New Leads

2 Attempted Contact

3 Follow Up / Nurture

4 Appointment Set

5 Appointment Met

6 Signed Agreement

7 Marketing Not MLS

8 Marketing in MLS

9 Showing

10 Submitting Offers

11 Under Contract

12 Closed → Lifetime → Rejected

Implementation Assignment

1.Create every pipeline stage exactly as shown
2.Confirm stage order matches training
3.Remove unused or duplicate stages
4.Clean up naming inconsistencies

Homework

Move 10 real leads into their correct pipeline
Identify 3 leads currently misplaced
Write down where you are currently losing money

Completion Checklist

All pipeline stages created

Stage order confirmed

10 leads properly categorized

CRM cleaned

WEEK 2 Locked

Lead Control & Reactivation

Wake up sleeping leads and protect speed-to-lead.

Video 2: New Leads & Attempted Contact

What You're Learning

Speed to lead expectations
When to move leads
How to use Attempted Contact correctly
Reactivation vs Home Reports

System Rules

New Leads

Goal: Appointment within 48 hours

If no response: → Move to Attempted Contact

Attempted Contact

Two options:

• Reactivation Plan
• Home Reports Drip

💡 Key Insight

These are not dead leads. They are sleeping leads.

Implementation Assignment

1.Apply Reactivation Smart Plan to 20 old leads
2.Apply Home Reports to 20 cold leads
3.Clean junk from database
4.Create a habit: Every lead gets action

Homework

Count total leads in Attempted Contact
Estimate potential commission sitting there
Identify your follow-up gap

Completion Checklist

Reactivation applied

Home Reports activated

Junk cleaned

Movement discipline established

WEEK 3 Locked

Appointment Protection & Conversion

Protect show rate and convert meetings to signed agreements.

Video 3: Appointment Set & Appointment Met

What You're Learning

Protecting appointment show rate
Pre-selling before you arrive
Decision logic after meeting

Appointment Set

Automation must include:

• Confirmation text
• Reminder text (24 hrs before)
• Reminder text (day of)
• Pre-selling email

Appointment Met

Decision: Did you get paperwork signed?

YES → Signed Agreement

NO → 12-Month Follow-Up Plan

Implementation Assignment

1.Turn on appointment confirmation automation
2.Apply 12-month follow-up to 5 unsold appointments
3.Audit past 30 days of appointments
4.Move miscategorized deals

Homework

Calculate your appointment-to-signed rate
Identify where drop-off is happening

Completion Checklist

Appointment automation active

12-month follow-up running

Conversion rate calculated

Past appointments audited

WEEK 4 Locked

Active Client Momentum

Move active clients without friction.

Video 4: Sellers & Buyers in Motion

What You're Learning

How to move active clients without friction
Weekly education that drives action

Sellers

Signed Agreement → Marketing Not MLS → Marketing in MLS → Under Contract → Closed → Lifetime

Weekly education drives price reductions and motivation.

Buyers

Signed Agreement → Showing → Submitting Offers → Under Contract → Closed → Lifetime

Weekly education drives offers and urgency.

Implementation Assignment

1.Apply correct smart plan to 5 active sellers
2.Apply correct smart plan to 5 active buyers
3.Confirm weekly messaging is live
4.Review Under Contract automations

Homework

Identify stalled deals
Determine if automation is missing
Document friction points

Completion Checklist

Active seller plans applied

Active buyer plans applied

Weekly messaging verified

Under Contract automation confirmed

WEEK 5 Locked

Lifetime Client & Scale Mode

Turn closings into compounding assets.

Video 5: Database as an Asset

What You're Learning

Turning closings into marketing
Referral loops
Client events
Proper use of Rejected pipeline

Closed

• 5-star review request
• Client gift
• Transition to Lifetime

Lifetime Clients

• Monthly relationship text
• Quarterly value touch
• Event invitations
• Referral ask

Rejected

• Clean database
• Protect deliverability
• Protect focus

Implementation Assignment

1.Apply Lifetime automation to 10 past clients
2.Send 5 review requests
3.Clean 25 bad leads into Rejected
4.Set quarterly event plan

Homework

Count your Lifetime clients
Estimate referral potential
Calculate client value over 5 years

Completion Checklist

Lifetime automation active

Review process implemented

Rejected stage cleaned

Long-term plan established

5-Week Onboarding

Welcome to Real Estate OS

Each Week Includes

Locked Progress

The Pipeline Architecture

What You're Learning

The 12 Pipeline Stages

Implementation Assignment

Homework

Completion Checklist

Lead Control & Reactivation

What You're Learning

System Rules

New Leads

Attempted Contact

Implementation Assignment

Homework

Completion Checklist

Appointment Protection & Conversion

What You're Learning

Appointment Set

Appointment Met

Implementation Assignment

Homework

Completion Checklist

Active Client Momentum

What You're Learning

Sellers

Buyers

Implementation Assignment

Homework

Completion Checklist

Lifetime Client & Scale Mode

What You're Learning

Closed

Lifetime Clients

Rejected

Implementation Assignment

Homework

Completion Checklist

When You Finish Week 5