Lunch and Learn 09 · Systems, Team and Leadership
Build an Internal Team Dashboard for Your Agents
One link where your agents find listings, marketing requests, brand assets and what is due this week.
Ninety minutes
How the time goes.
What agents ask for over and over, and where the admin hours go
Build the dashboard live
Rollout, ownership and keeping it current
What agents walk out with
Finished, not noted.
- A working dashboard, built during the session, not a mockup
- The four sections every office dashboard needs and the ones that go stale
- A rollout plan for getting agents to actually open it
Best for
Who should be in the room.
Brokers, team leaders and office managers. Bring whoever currently fields the questions.
What the office provides
- A room with tables, seating your group comfortably
- Guest wifi your agents can get on
- A screen or TV with HDMI, plus power access for hands-on sessions
- Fifteen minutes before start time for setup
- Lunch, hosted by the office. Urban Marketing Edge can help coordinate
Good to know
- Ninety minutes total, including questions. Casey holds to the clock
- Works best at 8 to 40 agents. Above 40, hands-on blocks become demonstrations
- Agents bring a laptop and phone for the working sessions
- Handouts and prompt sheets provided for every attendee
- These are not continuing-education accredited sessions
Five stars, every review
What clients say on Google
★★★★★ 5.0 rating from brokers, teams, investors and business owners Urban Marketing Edge works with.
“Quite impressed with Casey and the entire Urban Marketing Edge agency. They've created loads of custom, personal content for my business. More importantly, Casey is the most responsive marketing collaborator I've ever worked with, by far.”
“Casey has brought much-needed clarity to our marketing efforts. He is thoughtful in his approach. He doesn't just execute; he takes the time to get to know our brand and our heart. He cares deeply about representing us with authenticity and always treats our mission and our vision as if it were his own. He makes Meraki Real Estate look good. I'm so grateful he's part of our team.”
“I own and operate a STR real estate business. Their creativity and marketing expertise make my properties look like luxury estates. The photos, videos and presentation are top-notch. I couldn't be happier with the results.”
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10 Phone to Published · 11 Your Next Ten Deals Are Already in Your Phone · 12 Recruiting and Retention Marketing · Full catalog
Next step
Bring session 09 to your office.
Pick a date, host lunch, and Casey brings the session. Ninety minutes, eight to forty agents, hands on.
Book a session