Operations
Team Operations Checklist
An audit of the systems a real estate team should have documented, with space to note who owns each one.
Free
Team Leaders
PDF + editable docWho it's for
Team leaders who suspect their operations live in people's heads and want a clear picture of what is documented and what is not.
What's inside
- The core systems every team runs, listed by function
- An owner column for each system
- A documented / partly documented / undocumented status column
- A review-date column
- Prompts for deciding what to fix first
How to use it
Fill it in honestly in one sitting, then fix the undocumented system that costs the most time each week before moving to the next.
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Read first
- How to Build a Real Estate Team Operations System — A practical framework for connecting people, process, and technology so your team runs the same way every week.
- Creating a Team Operations Manual — How to assemble your systems, SOPs, and policies into one reference your team will actually open.