RESOURCES PAGE

Exclusive for OPS Insider General Access Members

Annual Planning Tools

GPSĀ Template

Simplified GPS Version

411 Template

12 Week Yr Template

50+ Touch Plan

Marketing & Events Calendar

Quarterly Reflection Worksheet

Time Management Tools

Daily Task List

"Menu for Success" (Brittney McAllister)

15 Minute Time Tracking Exercise

Morning Momentum Checklist

Communication & Database Tools

AnnualĀ DTD2 Schedule

2026 Client Touch Plan Guide

CRM Clean-up Tracker

Database Reset Checklist

Buyer Consultation Resources

Sample Questionnaire

House Hunting Checklist

Buy-Opoly Template

Transaction Coordination Tools

Mini Guide to Master Transactions

Pending Transaction Tracker

TC/LM Delegation Checklist

Sample January Homestead Letter

Sample Moving Checklist Handout

Guide to Staying Motivated/ On-Task

MREA Tools

Growth Plan Template

MREA Energy Plan

Economic ModelĀ Printed

Budget Model Printed

Marketing Tools and Canva Designs

Social Media Planning Bundle

30 Day Content Calendar 2.0

Social Media Templates & 90-Day Content Calendar

25 Caption Starters

100 CTAs for Social Media Posts

Template:Ā Monthly Newsletter

Template: St. Patty's Pop-By Letter

Template: Blessing Baskets Flyer

Template: Gratitude Game, Thanksgiving

Template: Gratitude Game, Christmas

Template:Ā Santa Letter with Instructions

Event Planning Tools

Full Page Handout of Client Event Ideas

Suggested Event Planning Timeline

Marketing & Events Calendar

Custom AI Prompts

AI Prompt Builder Spreadsheet

AI Agent Lab Prompt Playbook

Prompt forĀ Lead Gen Ideas You Enjoy

Prompt for Creating your 1-3-5/ GPS

Tone Prompts to create your AI's Public "Personality"

Prompt for Buyer Seminar 8x8 Follow Up Campaigns

Prompt forĀ TC & Ops Workflow/SOPs

Prompt toĀ Create Virtually Staged Photos

Miscellaneous Extra Resources

2026 Leadership Growth Journal

Playbook: How to Create a Facebook Group

Ā "Neighborhood Map"Ā  Ā (Nichole Gaunt)

10 Steps - Bsns Planning Meeting Prep

Kids Activity Pack (Coloring Pages)

TREOI Booklist Vol.1

Top 5 Systems Audit Guide

Hiring Search Tips

Golden Letter Example

Set Up Your Google Business Page

Break the Pattern Challenge

Your Seamless Brokerage Switch Guide

Google Form Templates (Copy and Duplicate)

Quick Edit Guide

Lead Form

On-boarding Questionnaire

Closing Survey

Sign-In-to-Win Giveaway Entry Form

Mini Video Tutorials

How to Create Gmail Email Templates

How to Create Google Forms

How to Save a URL shortcut to Mobile

Promise Script