Templates and Clear Instructions

by | Feb 12, 2026

Most real estate offices operate like small, tight-knit communities.

Agents seem to participate in the community for common reasons but getting them to consistently focus on a set of productive activities can be a challenge.

To overcome this common obstacle, online community expert Rich Millington suggests a simple solution:

If you want better contributions from members, give them clearer instructions and templates to work with. It sounds obvious, but it so rarely happens.

Create a template with clear boxes of what’s expected in each area, give plenty of great examples members can see, edit, and tinker with.

Provide them with simple training they can take. And, most importantly, give them constructive criticism so they can improve.

There is a good chance you’re already using this basic formula to help your agents succeed.

But let me ask you a quick question:

Do you use the same formula to help yourself recruit?

Mundane activities like recruiting go better when you’re following a pre-planned regiment that include scripts, time-blocks, and ways to collect feedback on how you’re doing.

You already know that sloppy execution doesn’t work for selling.

It doesn’t work for recruiting either.

 

The Simple Psychology of Real Estate Recruiting [2nd Edition]

Unlock the secrets of effective real estate recruiting. Revised to include actionable frameworks for sharper execution and to help you turn psychological theory into a repeatable recruiting system.

A More Effective Way to Ask for a Referral

A More Effective Way to Ask for a Referral

“Do you know anyone…?” is open-ended and quite overwhelming. It likely will produce the respectful response:  “Well, I’m not sure, I’ll think about it.” “Who do you know who…?” will likely move your guest into searching their mind for just one person who might be a fit for you.