Resources & Templates

In keeping with our mission of helping you build a business you absolutely love, we want to do some of the heavy lifting for you. Building a brand is hard work and if we can help with some of the basics - we’re all about that. Browse our library of resources, downloads, templates, and so much more. Many of the items included in this library are commonly referred to by Alyssa in her coaching sessions. If you’re unsure of which resource she was referencing, simply drop us a line here.


Business Management

Time Tracker

Administrative Assistant Job Description

Buyer Agent Job Description

Listing Manager (Pre-listing Lanagement) Job Description

Transaction Coordinator (Contract to Close) Job Description

Inside Sales Agent Job Description

Showing Assistant Job Description

Implementing Profit First

Profit First Instant Assessment

2020 Business Plan Template


Working With Sellers

How To Win More Listings - A Step-By-Step Guide

Initial Seller Questionnaire

Listing Walkthrough Notes

Pricing Strategy Best Practices

New Listing Under Contract

Preparing For Pictures/Showings

10 Questions to Ask An Agent


Follow Up Plans

12-Month Renter Follow Up

12-Month Buyer Follow Up

12-Month Past Client Follow Up


Client Servicing

Moving Checklist

Closing Gift Best Practices

Asking for Testimonials