Kristine was hand-selected from a pool of 150+ agents by her broker to act as office trainer and mentor to new agents and agents seeking support. In working with these agents, Kristine identified a common learning gap: the initial Buyer Agency Process. After interviewing new agents and evaluating needs and goals, Kristine set out to create materials that could be presented in small group instruction to foster collaboration among new and experienced agents.
Kristine identified learning objectives and outlined a lesson structure that allowed for collaboration and discussion.
Kristine created a lesson presentation designed to engage and one that she could present to agents in a group setting. With the incorporation of guided presenter notes and the use of the familiar format of PowerPoint, Kristine was able to share the presentation with other Berkshire offices and brokers. This enabled managers in multiple locations to meet the needs of their new local agents through their utilization of her created materials.
Kristine created guided notes and provided handouts to accompany the learning presentation enabling agents to take away information including a script so that the support continues beyond the initial presentation.
Agents provided feedback citing their increased confidence in their ability to apply knowledge gained during the presentation to their next conversation with potential clients. Agents felt empowered by the inclusion of script practice. By providing questions and a step-by-step approach to the Buyer Interview Process, agents gained understanding of the importance of following an action plan.