RESOURCES PAGE
Exclusive for OPS Insider General Access Members
Annual Planning Tools
GPSĀ Template
Simplified GPS Version
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
Sample DTD2 Schedule
2025 Client Touch Plan Guide
CRM Clean-up Tracker
Database Reset Checklist
MREA Tools
MREA Energy Plan
Growth Plan Template
Transaction Coordination Tools
Pending Transaction Tracker
Mini Guide to Master Transactions
TC/LM Delegation Checklist
Sample January Homestead Letter
Sample Moving Checklist Handout
Guide to Staying Motivated/ On-Task
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
Custom AI Prompts
Prompt forĀ Lead Gen Ideas You Enjoy
Prompt for Creating your 1-3-5/ GPS
Miscellaneous Extra Resources
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
Promise Script
How to Save a URL shortcut to Mobile
