OPERATIONS + SYSTEMS FOR REAL ESTATE AGENTS
Inside the CEO Agent—Ops
SOPs, workflows, automation, and AI to run a profitable, system-driven business—without burnout.
Do the operations in your business feel a bit duct-taped together? The CEO Agent Ops gives real estate agents and small teams the operational playbook you’ve been missing: ready-to-use SOPs, checklists, transaction coordination workflows, CRM pipeline standards, and automation + AI to save hours every week, reduce errors, and drive predictable, profitable growth.
If you’ve ever said, “I just need someone to show me how to run this business like a business”—this is it.
REAL ESTATE OPERATIONS AREN’T SEXY BUT THEY ARE ESSENTIAL
In this course, we take the guesswork out of organization, systems, and execution—so you can stop reinventing the wheel and start running your business to scale. You’ll clarify your vision, streamline your tech, set up scalable workflows, and put powerful systems in place to gain time back.
WHAT YOU’LL LEARN
Peek Inside the Ops Course
01 Master Business Planning
Build a profit-first real estate business plan that ties expenses, pricing, and margins to weekly KPIs. We’ll map revenue targets per lead source, set appointment goals, track pipeline velocity, and gross-to-net profit, so every decision is data-driven and aligned with predictable, sustainable growth.
02 Tech Check
Audit your real estate tech stack and keep only what earns its keep. We’ll streamline CRM, e-sign, TC, calendar, email, storage, and automation tools, integrate what matters, and cut the rest—so systems are lighter, faster, and ROI-positive.
03 Email + Calendar Productivity
Take back hours each week with email processing rules, canned responses, best practices, and calendar workflows that protect your focus. Set time blocks, automations, reminders, and handoffs so communication is timely, consistent, and tied to your operations rhythm.
04 Centralized Organization
Eliminate digital chaos with centralized file structure, standardized naming conventions, and secure document workflows. Create a single source for forms, disclosures, marketing assets, and SOPs—easy to find, share, delegate, and audit across your team and vendors
05 Workflow Masterclass
Install SOPs and workflows for every stage of business—lead → appointment → contract → close. Use our templates and checklists to reduce errors, speed turn-times, and make delegation effortless, so scaling becomes a system, not a scramble
06 Communication Masterclass
Elevate the client experience with clear, timely, and consistent communication. Communication blueprint— email and text templates, meeting agendas, milestone updates, and handoff checklists—so key details are never missed + expectations are always met from inquiry to close.
07 Database Mastery
Turn your real estate database into your most profitable asset. Segment by timeline, motivation, source, and past-client status; tag and score leads; then deploy nurture sequences, reactivation campaigns, newsletters, and AI-assisted follow-ups that lift open rates, replies, referrals, and appointments—without adding busywork. I’ll show you exactly how to uncover $100K in missing income hiding in your database with smart segmentation, consistent cadence, and system-driven outreach that converts.
WAIT—THERE’S MORE
When you join the CEO Agent Academy, you don’t just get the Ops course—you get:
→ Marketing
→ Weekly coaching
→ A private agent community
→ Monthly implementation workshops
→ A full library of plug-and-play marketing + team tools
→ A photographer + videographer bi-monthly to shoot all the social media content you need for two months
→ In-person events, content days, and collabs through Hello Culture
→ Access to Agent Concierge Services— an on-demand marketing + ops team
Ops FAQ
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Nope! Forget the idea of hustling harder. We’re here to make your life easier, make your business more efficient and more profitable. Our systems are all about creating breathing room and operating at higher level.
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We’re here for you! We host a regular Monday morning meeting that all community members are welcome to attend. You can also always email us at support@rebeccagreen.co.
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We are completely membership based which means the converations are ongoing.
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A ton of it! Our CEO Agent— Marketing is another 7-lesson course that covers almost every aspect of marketing. Click here to learn more.