Sarah Santa Ana

World Class Admin Assistant Sarah Santa Ana

Club Wealth's World Class Admin Assistant book is meant for administrative assistants who want a guidebook specific to working with a real estate agent or team. We also encourage Team Leaders who want to improve their organization to share this book with their admins. Co-written by powerhouse agent and Club Wealth Coach, Sarah Santa Ana, who developed the Club Weath's Admin Assistant Bootcamp, which is a impactful training for all assistants (general admins, transaction coordinators, marketing managers, listing and buyer agent admins) - and by Tara Hellickson, who is the Rockstar Office Manager and Client Care Specialist for the Club Wealth organization, and has over 20 years in working in the real estate industry. This hands-on guide is a MUST HAVE for Real Estate Team Leaders and their assistants. It has practical advice and dozens of ready-made forms, detailed checklists, and tools including: -Plans for Setting Goals and Developing the Perfect Daily Schedule-Telephone and Email Training, including answering techniques and words to avoid-Advice on establishing a World Class Office Procedures and Policy Manual, including job roles and descriptions-Open House Management-Planning Client Events, Team Huddles, and Staff Meetings-Onboarding & Offboarding Procedures and Admin Training-Managing your Database The World Class Admin Assistant book will identify the key roles of a real estate assistant while breaking down the precise workflow of each when serving as a general admin, office manager, listing and buyer agent admin, transaction coordinator, marketing director, and bookkeeper. Readers will discover how to organize everything from their workspace to meetings and events, and they'll gain a better understanding of their organization style preferences for space and time. For the Team Leader or Solo Real Estate Agent, using admin assistants can help increase your production and free up time for sales, yet most real estate professionals lack the knowledge and experience to hire, train, and supervise a World Class Admin Assistant. Each chapter has a Team Leader Insight section which advises what your assistant must know to keep your office running smoothly so you can focus on generating business, following up on leads, conducting appointments, writing offers, and negotiating contracts. Our Club Wealth motto..."No success in the world can compensate for failure in the home."