Sherry Wilson Team - Team Summit 2007

Real Estate Agent with RE/MAX Leaders

Sherry Wilson Team - Team Summit 2007

 The Sherry Wilson Team meets every year to discuss goals and prepare for the upcoming year. Usually we have a speaker come to our office. This year we decided to each take a topic about something that can make our team better, or that needs improvement, and teach it to each other. We all decided on our topics, and then did the research and instruction preparation on our own.

The event was awesome! We never fully understood the amount of talent we had on our team until this very moment. We came up with some tremendous ideas for 2008 , and we all had a very good time being together as a team.





Here is the outline from our Team Summit Workbook. 

Sherry Wilson Team Summit

  • 9:00 Review & Analysis:
  • Welcome, Mission Statement review -  Sherry / Dorothy
  • 9:10 Accomplishments -  Dorothy
  • 9:20 Where or business came from -  Cindy
  • 9:30 Team Morale Boosting - Matt & Crystal
  • 9:40 Benefits of Goal Setting - Vicky
  • 10:00 Power vs. Force - Marge
  • 10:15 Accountability & Goal Setting - Karen & Travis
  • 10:45    Morning Break
  • 11:00 Selling to Generation X - Jodi & Kim
  • 11:15 Grow Your Sphere - Ron
  • 11:30 Social Media / Web 2.0 - Travis & Ron
  • 12:15   Lunch
  • 1:15 Agent Office - Tasks & responsibilities - Dana & Arianne
  • 1:35 Contracts - Department Improvements - Stacy
  • 1:50 Recognition Program - Gena & Stacy
  • 2:05 WV Contract & Leads - Jeanne
  • 2:20 Yearly Community Activities Planning - Nancy & Carmelle
  • 2:35 Advertising - Susan
  • 2:50 Afternoon Break
  • 3:10 Scripting - Sherry
  • 3:50 New sales meetings - Dorothy
  • 4-4:30 One Page Business Plan & Personal Goals

I will post chapters from the workbook for anyone that is interested. I think it might be a great help to any team that wants to try something like this. The topics were picked by our agents and admin, and are very specific to the market, and the challenges we have had, working in it.


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John Stauffer
John Stauffer MBA, E-pro,CRS, ABR, GRI, SRES - Battle Creek, MI
Sherry - It is obvious by looking at the titles of the topics you are going (or did) discuss that you and your team are on top of the market and unlike many trainings I have recieved in the past (Like franchise traning that was trying to teach us how to get listings when we already have them coming out our ears). You are speakinig to the topics that will make a difference in your success ratio for next year. Congrats - and I bet that based upon your meeting you will have yourself well insulted for the pitfalls that will face many Realtors in 2008
Dec 19, 2007 05:00 AM #1
Sherry Wilson
RE/MAX Leaders - Leesburg, VA

Thank you for the comment John. We have experienced many "franchise" training events also. They are effective in some situations, but not this time. The team understood what needed to change and how we were going to go about it. The meeting was also the catalyst for many new ideas we are hoping to implement.

I wish you much success in 2008!! Stay in touch.


Dec 19, 2007 05:12 AM #2
Frances C. Rokicki
Fran Rokicki Realty, LLC - Bolton, CT
Such good stuff!  This is a good example for others to see!  Dealing with current market issues is what will make your success continue for years to come.
Dec 19, 2007 07:20 AM #3
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