Phase 1
Resources and homework added after each session
WEL
Welcome Session
Monday, June 15, 2026
Easy Virtual ✨
VA Placement with Candace
Coffee & Contracts ✨
Legal templates for Real Estate agents
Where to Find VA Applicants ✨
Platforms, FB groups & agencies · Google Doc
Toggl ✨
Track your VA's hours · Free tool
Veem ✨
International VA payments · Money transfers
Your Homework
✅ Log into the hub and explore
Get into Kajabi and the Hub, join the community group, find your replays and resources, and make sure you know where everything lives. If anything is confusing, drop a question in the Kajabi chat or the Facebook group right away.
✅ Keep moving on your VA search
If you have not posted yet, post this week. If you have candidates, keep interviewing. Ask for work samples. Watch their videos. Do a second Zoom. Trust what you feel in the room with them.
TS
Tech Support · Claude Projects Part 1
Thursday, June 18, 2026
Your Homework
✅ Complete your project instructions
Fill in all five sections. Start with your Pink Sheet... it covers most of what you need. If you want a different approach, ask Claude to interview you and answer its questions one at a time.
✅ Upload at least three knowledge documents
Aim for your brand voice guide, your branding doc, and at least one neighborhood guide. The more you upload, the better your project performs.
✅ Organize your chat workspace
Create dedicated chats for carousels, Reels, and emails. If you have a listing right now, start a chat for it and upload everything you know about it.
✅ Use your project this week
Do not wait for Part 2 to start. Use it, test it, see what it gives you. Come to the next tech call ready to share what you noticed.
01
Session 01 · Building Your Brand Identity
Monday, June 22, 2026
Brand Voice & Messaging Worksheet ✨
The Pink Sheet · Google Doc
How to Use the Pink Sheet ✨
Step-by-step instructions · Google Doc
Pink Sheet Video Walkthrough ✨
Video tutorial · Google Drive
Canva Branding Guide ✨
Visual brand template · Canva
Your Homework
✅ Build out your visual brand identity
Logo, color palette (two primary, a few secondary), and your font choices. Get these locked in... consistency is everything.
✅ Define your target audience and four content pillars
Who exactly are you marketing to? Write it out. Then pick four content pillars that will guide your posts, emails, and marketing going forward.
✅ Fill out the Pink Sheet and Canva brand kit
Your intro, mission statement, brand buzzwords, mood board... all of it. These are your brand's foundation. Do not skip this.
✅ Audit your social media profiles
Use the business audit checklist. Start with Instagram... your username and profile name need to be searchable. Go fix it if they are not.
✅ Start brainstorming your lead magnet
What is one specific problem your ideal client has? What resource would they hand over their email to get? Think "top 10 list" energy. Just start the idea.
02
Session 02
Monday, June 29, 2026
Buyer Workflow Simple Version ✨
Lead through Close · Google Sheets
Buyer Workflow Full Version ✨
Complete detailed workflow · Google Sheets
Lead Intake Workflow ✨
Google Drive
Buyer Intake Form ✨
Google Form · Make a copy
Elena Kee · Follow-Up Boss Organization ✨
Linktree resources
Your Homework
✅ Duplicate the Buyer Workflow template
Open your copy of the worksheet and start filling in the steps you are already doing for your Buyers right now... every stage, Lead through Close.
✅ Assign tasks to your VA column
Go through each step and mark which ones could be delegated... even if you do not have a VA yet, start building the habit of separating "agent tasks" from "support tasks."
✅ Add anything that is missing
If you bring gifts, print books, or do something personal in your process... add it in. This is YOUR workflow and it should reflect how YOU actually work.
✅ Goal: complete this in one to two 45-minute sessions
Do not overthink it. Done is the goal here.
TS
Tech Support · Claude Projects Part 2
Thursday, July 2, 2026
Strategic Scale · Build My Skill ✨
Skill builder guide · Google Drive
Presentation ✨
Session slides · Google Drive
EHH Listing Skill ✨
Listing content skill · Google Drive
Your Homework
✅ Identify your most repeated tasks
Look at what you do over and over every week and pick one or two to build a skill for first. Start there.
✅ Use SS Build My Skill to build it
Type /ssbuildmyskill in any Claude chat and complete the interview. Don't overthink it... just tell Claude everything you need and it will do the structuring for you.
✅ Test it and refine
Try your new skill out. If something feels off, ask Claude to tweak it. Skills are meant to grow with you.
03
Session 03
Monday, July 6, 2026
Jenna's Systems Session ✨
Google Drive
Buyer's Guide ✨
Google Drive
Seller's Guide ✨
Google Drive
Buyer & Seller Flodesk Workflows ✨
Google Drive
MailReach.co ✨
Email deliverability tool
WisprFlow AI ✨
AI voice dictation tool
Buyer Workflow with Email Templates ✨
Google Sheets · Make a copy
Seller Workflow with Email Templates ✨
Google Sheets · Make a copy
Your Homework
✅ Make a copy of the Seller Flow template and start filling it in
Go to File, then Make a Copy before you touch anything. Fill it in for where your Business is RIGHT NOW, not where you hope it will be. Done, not perfect.
✅ Complete both Buyer and Seller flows by July 27th
That is your deadline. Block TWO separate 45-minute sessions this week: one for Buyer flow cleanup and one for Seller flows. Phone on do not disturb, timer on, and go.
✅ Add questions as you go
As you work through the flows, create a column for questions and drop them in as they come up. Bring those questions to the July 13th session so we can coach through them together.
✅ VAs: if you are new, get yourself introduced
Email the coaching email with your name, your agent's name, and your role. The team will make sure you get access to everything you need and get caught up on all the training.
04
Session 04
Monday, July 13, 2026
Buyer Workflow with Email Templates ✨
Google Sheets · Make a copy
Seller Workflow with Email Templates ✨
Google Sheets · Make a copy
Buyer's Guide ✨
Google Drive
Seller's Guide ✨
Google Drive
Buyer & Seller Flodesk Workflows ✨
Google Drive
Jenna's Systems Session ✨
Google Drive
MailReach.co ✨
Domain warmup · $25/month
AnswerThePublic.com ✨
Content idea research tool
Your Homework
🏠 Realtor Homework
✅ Film ONE video answering your question from today
A few examples: why new construction is not for you, what happens if I sell before I find my next place, I inherited a house now what, should I buy now or wait, the 20% down myth. Send the raw footage to your VA for editing and posting.
✅ Keep building your Seller Flows
✅ Sign up for MailReach if you have not already
Domain warm-up is $25/month and worth it.
✅ Watch Jenna's Systems and Workflow bonus training if you have not yet
💼 Virtual Assistant Homework
✅ Attend ONE Flodesk Tutorial session this Thursday
Come prepared with your Realtor's Flodesk login, password, and full branding kit.
✅ Attend the Tech Support Call this Thursday
This is your VA Superstar Training... if your VA can only attend one thing this Thursday, make it this one.
✅ Cross-post finished videos everywhere
Instagram, YouTube Shorts, TikTok, and LinkedIn for anyone building luxury.
✅ Edit and post your Realtor's video
TS
Tech Support · July 16 · 3 Sessions
Thursday, July 16, 2026
Lead Intake Workflow
Presentation ✨
Google Drive
Flodesk Templates ✨
Google Drive
Flodesk Tutorial ✨
Loom video · External link
Flodesk with Discount ✨
Affiliate link
Lead Intake Form ✨
Google Forms template
Zapier ✨
Automation tool · zapier.com
Newsletter Tutorial ✨
Google Drive
Buyer Workflow with Email Templates ✨
Google Sheets · Make a copy
Seller Workflow with Templates ✨
Google Sheets · Make a copy
Your Homework
✅ Import your brand colors, fonts, and logo into Flodesk before building anything else
✅ Create your Buyer and Seller lead intake forms
Keep them short. Distribute them: Instagram bio, Facebook posts, email newsletters, your website, QR codes.
✅ Set up your Zapier connections
One for Buyers, one for Sellers. Start on the free plan. Use the step-by-step tutorial in the hub when it's added.
✅ Download the Buyer Workflow template, customize all three emails, and set your trigger
Photo, colors, copy, booking link, buyer guide link... then set your trigger to "added to segment."
✅ Duplicate and adapt for your Seller Workflow
Updated language, seller guide, seller testimonials, Zapier segment set to "seller."
✅ Add yourself to the workflow and test everything before going live
✅ Add the newsletter segment action at the end of both workflows
✅ Questions while you're building?
Post in the Facebook group or send an email to the team.
VA 101 Coaching
Your Homework
✅ Start your daily communication routine this week
Send a morning to-do list at the start of your day and a short end-of-week recap on Fridays. It does not need to be long... just enough to keep your Realtor in the loop without them having to ask.
✅ Batch your questions
Write down non-urgent questions throughout the day and save them for the team meeting or send them as one message. Only send something immediately if it's genuinely time-sensitive.
✅ Watch your training recordings more than once
Especially if you're in your first month. The second watch always reveals something you missed.
✅ Download the Task Tracker template and set it up
Fill in your recurring tasks, priority levels, and due dates.
✅ First-week checklist (if you're brand new)
Learn how your Realtor likes to communicate. Shadow before doing anything solo. Write down your questions. Send an end-of-day or end-of-week update. Show up and be present during onboarding.
05
Session 05
Monday, July 27, 2026
Seller Workflow with Templates ✨
Google Sheets · Make a copy
Content Tracker ✨
Google Sheets · Make a copy
Pre-listing Calendar ✨
Google Drive
Your Homework
✅ Keep working through your Seller Flow
Fill in YOUR specific steps for each stage: seller lead, consult, pre-listing. Where are leads coming in from? What does your follow-up process look like? What vendors do you use and in what order? Done, not perfect. Just get your business's version into the document.
✅ Add two specific things to your Seller Flow this week
One: the social media tracking step (which platforms do you want your VA to follow the seller on and add to the CRM?). Two: the lead follow-up nudge (what day do you want your VA to ping you if there is no response, and how do you want to be notified? WhatsApp, Google Chat, text?).
✅ Schedule your weekly team meeting if you have not already
This is non-negotiable. Put it on the calendar today. Start with more frequent check-ins if your VA is still getting up to speed, then taper down as they get the rhythm of your business.
✅ Start a Pinterest board for listing marketing templates
When we get into the marketing prep week content in an upcoming session, you will need your own templated look for new listings, just listed, just sold, and congratulations posts. Start collecting inspiration now so your VA has a clear direction to build from.
✅ Watch tomorrow's bonus session
Come with your questions for Leah ready. Do not skip this one.
★
Bonus Session · Content & Social Media with Leah Behr
Tuesday, July 28, 2026
Instagram Inspiration
Free Videos to Use
Leah's Content Playbook ✨
Initial Message to New Followers
"Hi [name]. Thank you so much for the follow. Out of curiosity, did you follow for Colorado Springs or real estate content?"
AI Prompts · Run These in Order
Prompt 1
"Brainstorming content ideas and I want to know what people want to know when they're moving to [your city] and what they would be searching for on Instagram."
Prompt 2 · run after Prompt 1
"Give me 20 to 30 hook ideas based on the questions above."
Prompt 3 · run after Prompt 2
"Create imagery ideas under each hook for these reels."
Caption Signature
Leah's Opening Line · Adapt for Your Market
"Hi, my name is Leah. If we haven't met yet, I'm a top Colorado Springs Realtor and your go-to gal for the Colorado lifestyle."
Hashtag Rule
Leah adds #ColoradoSpringsRealtor and #ColoradoSpringsRealEstate to every single post without exception. Adapt these for your own market and do the same.
Your Homework
✅ Drop your 2 action items in the Facebook group this week
One for you as the agent, one for your support person. Leah gave us a lot today. Don't let it sit on a to-do list. Commit to two things out loud and let this community hold you to it.
✅ Run the 3-step AI prompt for your own market
Open ChatGPT or Claude, swap in your city, and run through all three prompts. Save the output to a Google Doc and share it with your VA as a starting point for content planning.
✅ Set up your B-roll folders
In your phone and in your Google Drive. Start with the categories that make sense for your market: neighborhoods, restaurants, events, local spots, listings. Give your VA access so she can pull from it directly.
✅ Pick 3 content pillars and commit
They do not have to be perfect. They just have to be three things you can actually post about every single week. Start there.
06
Session 06
Monday, August 3, 2026
Seller Workflow ✨
Google Sheets · Make a copy
How We Set Up Filters & Client Folders in Email ✨
Loom walkthrough
Build Your Beacon ✨
buildyourbeacon.com
Listing Templates ✨
Google Drive
Daily Stories Templates ✨
Google Drive
Your Homework
✅ Finish your Seller flows
Time block this week to complete your flow now that you have the deeper why behind each step.
✅ Meet with your VA
Sit down and explain the why behind at least one part of your flow, not just the what.
✅ Pick your Canva templates
Choose which ones you want (just listed, open house flyers, IG story templates) so your Team can start customizing them for you.
✅ Screenshot and delegate
For a day or two, screenshot the texts that come in and mark the ones your VA could be handling instead of you.
07
Session 07
Monday, August 10, 2026
Your Homework
✅ Post or edit your job description
If it is not live, time block this week to get it posted. If you have got a draft, edit it and get it ready to go out.
✅ Run your own numbers
Take your average commission and your average monthly closings, and do the math we did live today. Know your number before next session.
✅ Have the money conversation
If your spouse handles the books, walk them through the math this week... not the fear, the math.
✅ Map your shadow plan
Think through what the first two to four weeks of training could actually look like... even something as simple as putting them in the car with you.
TS
Tech Support · Claude Listing Project
Thursday, August 13, 2026
Content Tracker ✨
Google Sheets · Make a copy
Claude Listing Project Instructions ✨
Google Drive
Claude Listing Skill ✨
Google Drive
Build Your Skill ✨
Skill builder guide · Google Drive
Listing Templates for Listing Launch ✨
Google Drive
Listing Chat Prompt · Copy and Paste
"Hi! This chat is dedicated to [ADDRESS] only, I won't reference any other listing here. I'm going to share the listing materials now (MLS sheet, Real Scout link/source code, video transcript, whatever applies). Please hold off on generating anything until I say I'm done sharing. Once we start, only use details that are explicitly stated in what I've shared, don't infer or fill in anything that isn't confirmed. If something's missing or unclear, ask me instead of guessing."
Your Homework
✅ Set up your Claude project
If you have not already, get your listings project built. The two Claude classes covering this are on the hub.
✅ Grab today's listing skill, or build your own
Use the one Carol shared today, or run /ssbuildmyskill to make it yours.
✅ Run it on a real listing
Test it out this week so you know it is working before Part 2.
08
Session 08
Monday, August 17, 2026
Resources coming soon
Added after August 17
Resources coming soon
Added after August 17
Your Homework
Homework for Session 08 will be posted here after our call on August 17. Come back and check after we meet.