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Welcome to the Smart OPS Store
Proven tools & systems to help you work smarter, not harder.
Featured Training
VIP & REFERRALS MASTERCLASS
Join us LIVE via Zoom on June 25th! Class will also be recorded.
đĽ Struggling with follow-up? Get our proven VIP & Referrals System
Learn how to create raving fans, grow your VIP list, and generate consistent referralsâwithout chasing clients. This 2-hour masterclass walks you through the exact system we use to stay top-of-mind, simplify follow-up, and turn happy clients into loyal advocates. Our business is consistently 80-85% repeat and referral year after year, and we'll teach you how!
đPerfect for agents, assistants, and small business owners ready to build (or refresh) their referral systems. You'll get the strategy and the tools: trackers, templates, and a VIPÂ touch strategy you can start using right away.
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Ready to level up your operations game even more?
Join our exclusive OPS Insider mini-membershipâgiving you access to LIVE weekly coaching support, dozens of templates and tools, plus weekly trainings and help with implementation. Get everything above and more for just $12.99/month!
đ YES, I WANT EXTRA MONTHLY SUPPORTCourses & Trainings for Real Estate Professionals
Profitable Systems Made Simple: The Complete Series
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Profitable Systems Made Simple (PSMS) is your complete framework for building a scalable real estate business! This 4-part course series gives you the tools, templates, and strategies to streamline your operations, strengthen your back end, and finally run your business like a true CEO. Choose the complete series for the full blueprint, or select the individual module (see below) that fits your current stage of business growth.
$399
đť GET THE COMPLETE COURSEOnly Need Part of the Series?
Choose the topic(s) that best match your business needs right now.
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Foundations Built to Scale
Build the framework that holds everything together from company culture to business planning to system management tools.
Marketing That Converts
Create a simple, repeatable marketing system that attracts the right people and turns visibility into actual leads.
Transaction Coordination 101
Get the core TC workflow, expectations, and systems so you can manage files with clarity, consistency, and fewer fires.
Run It Like a Real CEO
Set up the leadership rhythms, dashboards, and team systems to run your business like a CEO, not an exhausted worker bee.
Master Your Calendar
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A free 60-minute training for real estate agents and operations professionals who want more structure, more focus, and less schedule chaos! Learn to identify your top 20% priorities (by role), protect your peak energy hours, build effective time blocks plus white space, audit your calendar, and more. You'll also get copies of a few of our favorite templates to make time management and scheduling easier.
Free
đ GET ME BACK ON TRACK
Database Reset Masterclass
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Your database is one of your biggest business assets â but only if it's clean, organized, and actually working for you. In this 90-minute class, we'll walk through how to reset, organize, and activate your database so you stop leaving money on the table. Includes templates, trackers, checklists, follow-up drip campaigns, and a step-by-step action plan.
$29
âď¸ RESCUE MY DATABASE
Effortless Transaction Coordination Course
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In just over 60 minutes, this step-by-step mini course walks you through every phase of the transaction processâfrom pre-listing prep to post-close follow-up. Designed for both new and experienced Transaction Coordinators, you'll learn how to confidently manage every detail with ease, streamline communication, and create a seamless client experience. The course includes 5 essential checklists, 15+ plug-and-play email templates, and bonus tools to support your workflow from start to finish. Sign up for lifetime access to the training and downloadable resources!
$99
đď¸ I WANT EASIER TRANSACTIONS
Navigating the Rainmaker & Admin Relationship
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During this 60-minute class, we do a deep dive into the ever complex duo of the Rainmaker and Admin. Learn to master communication in this work relationship, by getting clarity around realistic expectations, defining job roles, conflict resolution tactics, and more!
Free
đ UNLOCK A SMOOTHER WORKFLOWHosting Client Events on a Budget
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We want you to excel and be excited about hosting events as part of your business plan! Learn to host high-impact client events that don't break the bank. Plus, get a copy of our Marketing & Event Calendar template, and also a One-page handout filled with event ideas to add to your planning toolkit!
Free
đ IT'S PARTY TIME! (WITHOUT GOING BROKE)
The Real Estate Agent's Guide to Social Media Success
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Unlock this free 60-minute class designed for real estate professionals! Discover smart social media strategies, define your ideal client, get content ideas, and explore the tools that make posting easier. Includes 4 plug-and-play templates (content calendar, marketing templates, CTAs, and more) to boost your brand faster!
Free
đ˛ LET'S GET SOCIAL AND GROW ONLINE
How to Create and Grow a Niche Facebook Group For Your Real Estate Business
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An in-depth training on how to start and grow your own exclusive facebook group, and gain market exposure among your database! Includes a step-by-step guide on "HOW TO" set up a facebook group.
Free
đŻ YES, I WANT A FB GROUP THAT CONVERTS
Learn How to Build a Google Site
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During this 75 minute class Replay, we walk you through how to build a digital hub for the operations side of your business. This is an interactive workshop so be ready to dive in with your laptops/ desktop computers! Download the step-by-step workbook before you get started.
$29
đť TEACH ME YOUR GOOGLE SITE WAYSThe A.I. Agent Lab
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Learn helpful AI tools and tips to save you time, work more streamlined, and truly level up your real estate business! Watch the replay of The AI Agent Lab Class taught by The Real Estate Operations Institute. Download the free AI Prompt Guide and AI Prompt Builder Spreadsheet.
Free
đ¤ ELEVATE YOUR A.I. SKILLS
Overcoming Overwhelm
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A 60-minute class tailored for real estate professionals and entrepreneurs who are ready to overcome overwhelm, and achieve a newfound sense of balance and productivity in their careers. Register now to get instant access to the replay and resources shared.
Free
đ TIME TO BREATHE + BUILD BETTERInstant Downloads to Streamline Your Business
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Scalable Systems Toolkit $197
Real Estate Templates- Done FOR You!
đ¨ď¸Â Digital Download
50+ Real Estate Templates & Resources: Checklists, Trackers, Email Templates, CRM organization, Canva Templates, Transaction Resources, Social Media Planning, Mini Systems Audit, Event Planning Systems, and More!
đ˛ DONE-FOR-YOU? DON'T MIND IF I DO
The Ultimate Transaction Coordinator Toolkit $29
Full Suite of Transaction Templates to Streamline Your Real Estate Business!
đ¨ď¸Â Digital Download
Stop starting from scratch! The Ultimate Transaction Coordinator Toolkit includes 20+ ready-to-use templates, checklists, spreadsheets, and step-by-step guides pulled directly from our Effortless Transaction Coordination course.
From pre-offer to post-close, youâll have the tools you need to stay organized, communicate clearly, and keep every detail under control!
đ START CLOSING WITH EASE
Leadership & Productivity Journal $7.99
A guided journal to help you stay focused and take purposeful action daily.
đ¨ď¸Â Digital Download
Print out a copy of this journal each month to help you build consistent success habits daily. The journal includes pages for goal setting, leadership development tools, daily productivity trackers, and more!
đ READY TO RESET, REFLECT, + REFOCUS
Google Form Templates - Essentials Bundle $29
Professional-Grade Client & Business FormsâReady to Customize and Use in Minutes.
đ¨ď¸Â Digital Download
The 4 must-have Google Forms every real estate professional needs in their toolkit. Stop wasting time building forms from scratchâjust copy, personalize, and start sending!
This Essentials Bundle includes:
- New Lead Submission Form
- Client Intake Form
- Client Closing Survey Form
- Giveaway / Event Opt-In Form
Google Form Templates - PRO Bundle $49
Save Time. Stay Organized. Look Polished! Built for Scaling Businesses That Need More Than Just the Basics.
đ¨ď¸Â Digital Download
Level up your systems with 8 fully customizable Google Forms designed to improve workflows, and deliver a next-level agent and client experience.
This PRO Bundle includes Everything in the Essentials Bundle PLUS...
- Team Member Questionnaire Form
- Offer Request Form
- Listing Request Form
- Blessing Baskets Sign-Up Form
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@realestateoperationsinstitute
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