90 Days to Thrive is a 12-session training and implementation program for lead agents and their new hires.
90 Days to Thrive Session Topics
Session 1 – TEAM
1. Team Communication Systems – Close the loop, have a schedule, be an ambassador
2. Prioritization – What’s your one thing?
Session 2 – ADMIN
1. Time Management – Set up your calendar with time blocking
2. Zones of Genius – Admin vs. agent responsibilities
Session 3 – AGENT
1. Delegation – Communicate deadline, priority level, how long it will take
2. Measure Progress – Build confidence, make corrections, have fierce conversations
3. Transparency – How you know the status of things
Session 4 – ADMIN
1. Problem-Solving – Find solutions and make recommendations
2. Workflow – CRM, lead gen systems, project management
Session 5 – TEAM
1. 30-Day Plan Update
2. Meetings – Have an agenda, make decisions, build trust
Session 6 – ADMIN
1. Take Ownership – Building confidence, taking responsibility
2. Client Service – Setting expectations, anticipating needs, resolving issues
3. Mindset – Don’t take things personally, focus on what you can control, practice gratitude
Session 7 – AGENT
1. Feedback – Give constructive feedback, show appreciation, don’t take back the job
2. Accountability – Inspect what you expect
3. Leadership – Setting and sharing the vision, values, and goals for the business
Session 8 – ADMIN
1. Predictability – Setting up systems for consistency and scalability
2. Email Management – Organization, managing expectations for response times
3. Auditing Systems – Regular check-ins to evaluate and refine the business systems
Session 9 – TEAM
1. 60-Day Plan Update
2. Team Communication Systems – Mastering the handoff from sales to operations
3. Decision-Making – Responsibility and authority for admins to make decisions
Session 10 – ADMIN
1. Self-Evaluation – Reflecting on progress, setting goals for the future
Session 11 – AGENT
1. Preparing for a Performance Review – Evaluating strengths and achievements,
identifying development opportunities
Session 12 – TEAM
1. 90-Day Plan Update
2. Performance Revie
