RESOURCES PAGE
Exclusive Access for OPS Insider Community Members
Annual Planning Tools
GPSĀ Template
Simplified GPS Version
411 Template
12 Week Yr Template
50+ Touch Plan
Marketing & Events Calendar
Time Management Tools
Time Blocking Exercise
Daily Task List
"Menu for Success" (Brittney McAllister)
15 Minute Time Tracking Exercise
Sample TC Schedule for a VA
Communication & Database Tools
Sample DTD2 Schedule
Tags & Lead Sources
Database Spreadsheet
Client Call Notes
Pipeline Tracker
Lead Gen Tracker
2025 Client Touch Plan Guide
Weekly Team Meeting Agenda Template
TestimonialsĀ Tracker
MREA Tools
Economic ModelĀ Printed
Economic Model Worksheet
Budget Model Printed
MREA Energy Plan
Growth Plan Template
Transaction Coordination Tools
Mini Guide to Master Transactions
TC/LM Delegation Checklist
New Buyer Checklist
Pre-Listing Checklist
Listing Under Contract Checklist
Sample Email Templates- Buyers
Utility Info Template (Canva)
Sample January Homestead Letter
Sample Moving Checklist Handout
Pending Transaction Tracker
Marketing Tools and Canva Designs
Canva Brand Kit
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 VIP Paint Party Invitation
Event Planning Tools
One-Page Annual Events Calendar
Vendor Letter -> Send w/ One-Page Calendar
Sponsor Request Letter
Full Page Handout of Client Event Ideas
Suggested Event Planning Timeline
TrainingĀ Tools
Terminology Guide
Team Roles
Mission Stmt Exercise
Admin Best Practices
DISC Personality Types
Lead Form Template Guide
Closing SurveyĀ Template Guide
TCPA Sign-Off FormĀ for Teams
Miscellaneous Extra Resources
2025 Leadership Growth Journal
Full Systems Audit Hand Out from PSMS
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
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
