Like many successful, high-growth, The Perna Team had systems and playbooks to support agents with nearly every lead source.

But what about the best source of all … an agent’s sphere? Their SOI?

Sadie Callegari, Director of Coaching and Training of this 120-agent team, gives you all the details of the start, iteration, re-launch, and evolution of their sphere marketing program. It’s her system to keep agents top of mind with their family and friends with done-for-you videos, photos, social posts, emails, calls, and texts.

What they’re writing.
What they’re recording.
Where they’re shooting.
How they’re editing.
When and where they’re posting and sending.
What agents need to do and commit to in order to participate.
All the other details that make agent adoption easy!

Sadie also describes her role, when and why the team needed her role, how she transitioned into it from being a high-performing agent, the structure and duration of the main coaching and training programs she’s developed, and more.

Watch or listen for Sadie’s insights into:

0:00 Intro and welcome
1:40 Staying adaptable (even as a detailed person who loves systems, boundaries, and rules)
4:25 The shift from real estate agent to Director of Coaching and Training
9:10 Top tips after interviewing nearly every team in her market
15:30 Why the Director of Coaching and Training role was needed, how it’s evolved, and pieces you can replicate
19:00 The structure, duration, and details of three of their main programs
22:20 How to keep existing materials updated while still creating and launching new materials
25:42 How they got performant out of the gate as a Zillow Preferred partner
29:47 The problem and opportunity that led to the Sphere Program
33:00 The three main elements of the Sphere Program and how she launched it
37:40 One requirement to participate in the Sphere Program
38:33 The exact structure of their content day, what they shoot, and how they deliver it back to agents for posting
48:29 Why joining teams will increasingly make sense for most agents

51:14 At the end, learn about the Montana State Bobcats, necessary flights, a good fiction:non-fiction ratio, and escaping the echo chamber.

Connect with Sadie Callegari:
→ https://www.instagram.com/sadie.callegari/
→ https://www.facebook.com/sltynes

Connect with Real Estate Team OS
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/