Registration + Opening Cocktail Reception

6:00pm - 10:00pm PT

Join us for a private reception in the Egyptian Ballroom at the Fox Theatre - lavishly decorating with sweeping columns and ornamentation.

Come for the hand-crafted cocktails and stay for the incredible people that you'll quickly befriend.

Turn Your Data Into Dollars

Ricardo Bueno

Head of Partnerships, Follow Up Boss

Congratulations on your list of names, addresses, and emails. You've built the core of your CRM's database. Now what?

In this session, Ricardo will teach you how to segment your database, how to work those segments using 3 high-conversion scripts, and how to hand off "busy-work" to automation.

Operation "Love On Your Database" 💝

Jason Pantana

Coach, Tom Ferry International

As salespeople, one of the primary reasons you lose a deal is because of a lack of follow up. That goes for real estate professionals, too.

We lose opportunities to generate new referral and repeat business after a transaction closes due to a lack of follow up. We simply move on to the next one and forget to implement an effective "keep-in-touch" strategy.

In this session Jason Pantana is going to teach us how to "love on our database" by sharing a multichannel marketing roadmap that'll help you spike your repeat/referral business!

Conquer Your CRM By Leveraging Automations, Tags, & Action Plans

Albert Vasquez
Team Leader, AV Home Experts

Ultimately, the effectiveness of your CRM is only going to be as good as the mastery that you put into it.

How well have you organized your database? Is it easy to segment and find the right information?

Are you "staying in touch" by regularly sending action plans?

Are you leveraging better/faster workflows by enabling automations?

In this session, power house Team Leader Albert Vasquez will give us a look under-the-hood for how to leverage automations to drive better agent accountability and give you some best practices for getting your systems and lead flow dialed in.

Stop Drowning In Tasks & "Busy Work" - Leverage Your Time By Working Your Smart Lists

Gabe Cordova

CEO, CORE Group Boise & Realtor In Residence at YLOPO

Smart Lists help you prioritize your time so you can efficiently and confidently contact the right people at the right time.

In this session Gabe Cordova will show you how his and other top teams have created custom Smart Lists to eliminate most tasks and to only focus on contact's that are worth your time.

Mastering Your Deal Stages & Reporting In FUB: How the Funk Collection Is On Pace to Close 300 Transactions With 1 Transaction Coordinator

Jeffrey Funk
Co-Founder, The Funk Collection

Managing a transaction from start to finish can be complex. In this session you're going to learn how the Funk Team has mastered the process through deal stages, reporting, custom fields, and Action Plans all within the Follow Up Boss System!

They're managing things so well that they're on pace to close 300 transactions with just 1 transaction coordinator.

Post Close & SOI 36-Touch Plans

Renee Funk
Co-Founder, The Funk Collection

The deal closed - well done! Take a minute to celebrate your win. Now, what's next? Are you going to just move on to the next one? Not so fast. It's time to turn the amazing service you just delivered into real growth, via referrals and repeat business. In this session, I'll show you exactly what to do post-close to stay connected and build your SOI.

Goals, Plans, and Priorities

Brian Icenhower

President & CEO,

Icenhower Coaching & Consulting

You can't have a high performing team without a vision for what you want your team to be and an action plan for making it happen. I've helped hundreds of top producers lay the foundation for their high-performing teams, and in this session I'll share the most important things you can do for yours.

Documenting Follow Up Boss and On-Demand Training

Lee Adkins
Head of Growth, Amplified Solutions

This session will cover how to create simple but powerful tools to train your company on Follow Up Boss.

We'll review creating a simple Follow Up Boss handbook and an on-boarding checklist for your new agents gaining access to and training on FUB basics.

At the end of this session you'll walk away with a thorough understanding of how the top teams and brokerages create and document Standard Operating Procedures and how they leverage those to train their agents.

Mastering Your Business Operations: A Pathway to Scaling & Profitability

Insights from the #1 RE/MAX Team in the World!

Debra Beagle
Managing Broker,

The Ashton Real Estate Group of RE/MAX Advantage

"In the past, I would say to new agents that you should be able to get a deal within 6 months. Now with Follow Up Boss, most are getting something under contract within 6 weeks!"

It's all about systems, process, and accountability.

But how do you hire & setup systems for success?

We know how difficult it can be to find the right person and then train them up on your business. In this session you'll get Debra's insider playbook for hiring a team of high-converting real estate agents that'll lead you to the top in your market!

Maximizing Conversions & Agent Accountability

Scott Hull
VP of Sales & Business Development

Scott started as the first Inside Sales Associate for the Gary Ashton Real Estate Group. Now, he manages a team of 10 ISA's and oversees marketing operations and sales for the #1 RE/MAX Team in the world.

When you have proper tracking and accountability in place, that's going to lead to increased conversions.

In this session, you'll learn how Scott oversees agent accountability, manages lead flow, and maximizes conversions.

Building and Managing A Dream Team of High Producing Agents

John McCarthy
Sales Manager, Spyglass Realty

Real estate team leaders don’t have it easy knowing that only 13% of agents have what it takes to succeed. So there comes a point when a broker has to decide:

• Do you want to host a wall for agents to hang their licenses?
  

• Or are you ready to step up, become a real leader, and find agents eager to put their blood, sweat and commission splits into your business?
  

Attracting these types of “unicorn” agents to your team may feel like fishing without bait at times. But with the right strategies, you can build your dream team of productive agents ready to live your company values.

Structure of A Top Performing Team

Kris McDonagh
Broker-in-Charge, Jeff Cook Real Estate
#1 Real Estate Team in the Carolinas

Kris McDonagh is the Broker-in-Charge of the #1 Real Estate Team in the Carolinas. Featuring 200 agents with 8 brick and mortar locations, 27 operations staff, and closed 1701 transactions in 2021.

In this session, you're going to learn:

- Their approach to attracting, hiring, and training agents

- How they hold agents accountable

- Overview of their general infrastructure

- How their sister companies help strengthen their brokerage

Rapid Fire Truth Bombs 💣

Moderated by Stacey Soleil
Head of Community & Industry Relations, Follow Up Boss

Join Stacey Soleil In this Q&A-style discussion where we’ll highlight some of the community's most-asked Follow Up Boss questions and have an all-star panel tackle them head on.