Free playbook for real estate team leaders and owners
Get your time back through people, not by doing more.
The Ops Playbook is the operating system that stops your team from feeling one bad week away from falling apart.
- Find out why your team is capped, and it isn't your people or the market
- Replace your reactive meetings with four that run without you chasing anyone
- Install the whole system in 30 days with a Google Sheet and a calendar
What's inside
Every page is a tool you can use Monday morning.
No theory and no pep talk. Charts, scripts and checklists you can print and tape above your desk.
The 5 mistakes capping your team
The same five show up in 5-agent shops and 200-agent operations. Most leaders count at least three of their own, starting with "you are the system."
Your first ops hire, with the math
Ops Specialist or virtual assistant? Real hourly rates, the $2,400 a month gap, and why the cheaper hire usually costs you more.
The relay handoff
Four stations, one baton. Who touches a client file, when they let go, and the 24-hour rule that ends "who owns this?"
The weekly rhythm
The four meetings you need, who runs each one, and how long they take. One of them isn't yours to run at all.
The 5-number scorecard
Thirty seconds to see who's green, yellow and red. Includes a sample team and the exact move to make for each status.
The RACI chart
Who owns what, on one page. Includes the two rows marked "never you" and a one-day audit that finds where your time leaks.
Accountability scripts, word for word
Three conversations most leaders avoid, written out for you: the week-one yellow, the week-one red, and the formal decision talk. Plus the three sentences you should never say.
The 90-day agent roadmap
Producer or passenger by day 90. Clear checkpoints at days 14, 30 and 60 so the hard conversation takes four minutes.
Your 30-day install plan
Week by week: build the scorecard, set the cadence, run real one-on-ones, review. Plus the one thing to do first.
The cost of doing nothing
What one agent at 50% costs you, and what 15 hours a week of your own ops work adds up to over a year.
About the author
Lauren Rathgeb-Holland
Director of Client Experience, Reside Platform
Lauren Rathgeb-Holland is the Director of Client Experience at Reside Platform, where she specializes in optimizing real estate team operations, coaching and training administrative and virtual assistants, and developing scalable standard operating procedures (SOPs).
At Reside, she leads initiatives in onboarding, agent services, client meetings, operations, and admin coaching. With a strong background in executive and operational support, she offers strategic counsel to Real Estate Admin and Virtual Assistants worldwide, focusing on fostering leadership, enhancing client onboarding processes, and delivering exceptional client experiences.
Get your copy
Stop being the bottleneck.
Tell us where to send The Ops Playbook and start with the scorecard this week.
- The full playbook as a PDF, free
- Scorecard, RACI chart, weekly rhythm and 90-day roadmap
- Three accountability scripts you can read out loud
- A 30-day plan that needs no new software
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