Coaching & Workshops

This is for you, if…

• You are feeling stuck and your business isn’t growing, you struggle with recruitment, retention and engagement, and you can’t find time to train your team.
  
• You’re looking for advice on how to get from where you are, to where you want to go.

Inclusions

• A deep dive (up to 3-hour discussion) into your business, followed by you completing a Typeform survey.
  
• I will then provide a high-level report with suggested quick wins.
• Extra:
  If you would like help implementing any of the recommendations, I can assist.
  Get in touch for a custom package

Outcomes

This is for you, if…

• You are experiencing high turnover of staff.
  
• There are interoffice cultural issues.
• Clients are complaining about your team.
  
• Culture seems to be going well, but you would like to take things to the next level.

Inclusions

• One on one meetings with key people (up to 6 staff).
  
• A culture survey.
  
• A team Culture Playbook workshop (up to 2.5 hours).
  
• Written report of recommendations.
  
• Extra:
  Development of and 3 month implementation of Culture Playbook for your team.
  $4,700

Outcomes

The report will summarise key findings from the survey and one on one meetings. It will capture the main messaging from the workshop and provide suggestions to adjust/implement/make changes culturally.

This is for you, if…

• You want to prioritise positive messaging and actions for mental and physical health in the workplace
  
• You are experiencing high turnover of staff
• You want to become an attraction business
  
• The growth and success of your team is important to you

Inclusions

• A 60-minute call with you or your relevant team member(s) to understand current state.
  
• A report of suggestions and recommendations relating to workplace health and wellbeing.
  

Outcomes

The report will provide recommendations on the physical workspace/ office environment, WFH processes, rules and guidelines, health and wellbeing education and suggestions for staff, EAP advice, a health and wellbeing guide and training program.

Implementation of recommendations will result in improved staff retention, fewer sick days, improved performance standards and a healthier, more engaged team.

This is for you, if…

• You can’t find the time to train your team
  
• You’re not sure how to structure training
• Training is the last priority because everyone is busy
  
• You are experiencing high turnover of staff
  
• You want to become an attraction business
  

Inclusions

• A 60-minute call with you or your relevant team member(s) to understand current state.
  
• Design and planning of role-based training (up to 3 roles), an annual team based training plan, supporting KPIs and the development of an awards and recognition program.
  
• Extra:
  Want me to run the programs for you? I can do this too.
  1:1 sessions: $190p/h  
  Team sessions: $350p/h
  

Outcomes

The training plans will be designed for you to either implement yourself or appoint others to run on your behalf.

The plans will enable you to create a consistent and valued training focus in your business, which staff find beneficial and worth their time, resulting in improved focus, performance and staff retention.

This is for you, if…

• You haven’t reviewed your current tech stack in over 12 months.
  
• Staff complain about limitations, friction points or issues with the systems they use.
• You don’t have visibility of the work your team do.
  
• You don’t have automations set up within your platforms.
  
• You still have paper files in office.
  
• You don’t have technology driven processes for pivotal touch points such as keys in/out.
  

Inclusions

• A 60-minute call with you or your relevant team member(s) to understand current state.
  
• Report on the current state of your technology stack including efficiency, integrations, costs, automations, usage, staff knowledge and recommendations for improvements.
  

Outcomes

Implementation of recommendations will result in improved productivity, time savings, improved client experienced, improved employee experience and mitigate risk in your business.

This is for you, if…

• You haven’t reviewed your workflows and processes in over 12 months.
  
• There is no structured plan for the team’s working week.
• If someone goes on holidays, is off unwell or leaves the business, you’re not sure where things are up to in their portfolio.
  
• There is overlap of responsibility/double up of work resulting in inefficiency.
  
• Processes seem clunky and slow.
  
• You’re not sure how to scale your business.
  
• You think you’re at a size now where you need to employ another team member.
  

Inclusions

• A 60-minute call with you or your relevant team member(s) to understand current state.
  
• Half day audit and review of your existing systems and processes.
  
• A written report on the current state of your workflows and processes within your business including recommendations such as the introduction of ideal weeks, job descriptions, an org chart, recruitment forward planning, meeting agendas for 1:1s and team meetings, onboarding and offboarding staff.
  

Outcomes

Implementation of recommendations will result in financial savings, improved productivity, time savings, improved client experience, improved employee experience and retention and mitigating risk in your business.

This is for you, if…

• You don’t have a clear lead management strategy.
  
• You’re unsure what your BD’s lead pipeline is.
• You are not across their close rate.
  
• You don’t have KPIs in place for their role.
  
• You are not growing as quickly as you would like.
  
• You find the BD is not converting business.
  
• Your PMs (or sales staff) are not referring to the BD.
  
• You’re a PM only business and are unsure how to increase leads inbound.
  

Inclusions

• A 60-minute call with you to understand current state.
  
• A 60-minute call with your BD for their feedback.
  
• A 15-minute call with a PM and/or sales agent for their feedback.
  
• Review of current lead management and lead capture resources.
  
• Review of your pitch material and onboarding flow.
  
• A written report will provide a summary of findings from the above, and recommendations for improvements in the business development space
  
• Extra:
  BD 3 x 1 hour coaching sessions.
  $190p/h
  
• Extra:
  Written report with advice on implementing referral networks and fee uplift on new business opportunities.
  $4,300
  

Outcomes

Implementation of recommendations will help improve your BDs lead generation, lead management and lead conversion and build confidence within the team to refer to them.

This is for you, if…

• You haven’t reviewed your email templates, letters and automated communication in over 12 months.
  
• You don’t have a newsletter and/or aren’t publishing blogs/content regularly.
• You don’t have a CRM with automated comms being triggered at certain milestones.
  
• You are getting poor feedback from clients.
  
• You want to build trust and become the trusted advisor.
  
• You want to be able to cross sell and upsell other products/services in time.
  

Inclusions

• A 60-minute call with you or your relevant team member(s) to understand current state.
  
• A review of all comms, templates and client touch points.
  
• A written report will provide a summary of findings from the above, and recommendations for improvements and quick wins.
  

Outcomes

Implementation of recommendations will result in financial savings, improved productivity, time savings, improved client experience, improved employee experience and retention and mitigate risk in your business.

This is for you, if…

• You haven’t reviewed your website forms/functionality and content in more than 12 months
  
• You have been in business for 3+ years and haven’t done a brand refresh
• You don’t have a social media strategy, or post inconsistently
  
• You don’t have social media rules and guidelines for your team
  
• You don’t have brand tone guidelines
  

Inclusions

• A 60-minute call with you or your relevant team member(s) to understand current state.
  
• A review of your website and social footprint plus any online review platforms such as Google or Rate My Agent.
  
• A written report will provide a summary of findings from the above, and recommendations for improvements and quick wins including revisiting your value proposition, brand positioning, competitor analysis, service guarantees, social media strategy and a suggested marketing plan complete with a draft budget to meet your needs.
  

Outcomes

Implementation of recommendations will result in increased inbound leads, create increased brand awareness and referral opportunities and help make you appear as an attraction business.

This is for you, if…

• You are unclear on the financial performance of your business against benchmarking.
  
• You want to improve your profit margins.
• You don’t have clear job roles or KPIs in place.
  
• You don’t have a clearly documented budget or P&L or you haven’t reviewed it in the last 4 weeks.
  

Inclusions

• A 60-minute call with you to understand current state.
  
• A review of your PM software system reports, budget and P&L.
  
• A written report will provide a summary of findings, and recommendations for improvements for profit margin targets, cost reduction and income targets.
  
• A review of your key documents such as your Instructions to Act can be included, to provide recommend changes/adjustments to uplift income through fee optimisation and referral payments.
  

Outcomes

Implementation of recommendations will result in improved clarity on the performance of your business, set financial targets, mitigate risk and make you more money.

This is for you, if…

• You are unclear on your goals for the year.
  
• You don’t feel like you are growing the business.
  
• You can’t get to do all the things that are important.
  
• There isn’t enough time in the day.
  
• You feel like you are constantly putting out fires.
  
• You want to lead with clarity.
  
• You want to make an impact for your team.
  
• You are unclear on your goals for the year.
  

Inclusions

• A deep dive (up to 3-hour discussion) into your vision for your business and what you’d like to achieve, followed by you completing a Typeform survey.
  
• I will design a 6-week bespoke program for you, which may include sessions on goal setting, planning your own ideal week, health and wellbeing, including nutrition, your own leadership audit and values review, business and financial management support and how you can show up to be the best version of yourself.
  
• The weekly sessions (6 x 1 hour) can be held in person or remotely, depending on timing and where your business is located.
  

Outcomes

Completion of the program will result in you having a clear vision of what success in your business looks like and the tools, framework and resources to enable you to achieve it.

Implementation of the learning will help you be a more engaged, present leader, be clear on your values and subsequently help lift the performance of your team.