December 14, 2018

I’m Going To Say Something Provocative

I’m going to say something to team owners and agents that may be a bit provocative. (Of course – that’s like saying “a bit pregnant” – either you are or you’re not.) So here goes:

Is it about you or is it about them?

Around this time each year, I see a bunch of Facebook posts asking what other agents do for their assistants to thank them. Lots of ideas are posted. (I polled the assistants themselves and you can scroll down for results.) The agents are often looking for something “fun” and “splashy” – something they will feel good doing in the moment – you know, like a surprise shopping spree at the mall or a scavenger hunt with envelopes of cash. I love that people want to appreciate their support teams. Their intentions are golden…and assistants totally appreciate being appreciated.

And while these ideas are often good, I can also tell you, without a doubt, there is one thing an Ops Boss™ (EA, DOO, COO or any other letters you want to use to describe an administrative professional in real estate) wants more than anything, and that is your TIME. Isn’t that the same with anyone who cares about you – your spouse, your kids, your good friends? And who spends more time focused on your success than your assistant? Probably not too many people.

Over and over and over on coaching calls, and in the private Facebook groups I participate in, I hear your assistants lamenting the fact that they cannot get a regular, standing meeting with you. Meetings are forgotten, canceled, rescheduled, and bumped. Or the meeting becomes just another seagull dump for the team owner. (Now, I know there are some who do meet regularly. Our coaching clients learn how to make that happen! Just know, if you do, you’re among the minority, and your Ops Boss™ appreciates you!) After 23 years in real estate, and 10 more in the mortgage biz, I know things often “come up”, and that “meetings” don’t feel like a priority. However, when you constantly miss meetings with your Ops Boss™, you’re sending the message that they are low on your priority list.

Recently, I was preparing my own 2019 business plan, and I decided to go back and re-read what Gary Keller (Chairman of the Board of Keller Williams Realty, and author of the NY Times Best Seller “The One Thing”) had to say about prepping for the New Year. I remembered reading it several years back and the part where he talks about calendaring totally changed my life. (At that time, I was a workaholic who had not taken a vacation in several years. So, when I read that Gary blocked his time off as his first priority, I decided to do that, too. I now follow his advice to book and pay for my vacations a year ahead, and it’s been transformational for me and for my family. We’ll be spending a month in Paris next year and I can’t wait. But THAT is another blog post!)

The “time off” part was not what struck me when I read the blog post this year, though. Here’s an excerpt (note – this is how Gary writes; these are not typos):

“ i go to my calendar with that answer for each goal and i time block out the year to make sure those things get done. first, i time block all my time off – vacations, days off, short days, etc., so that i make sure they don’t get left out. if i intend to work hard then i’ll need this time to renew. next is, my meetings with the people who report to me. next, i make sure i have my time to plan out every week. (i’ve done this so long on a sunday night that i don’t even block it anymore), usually an hour a week on a sunday. then it’s all about work. so, for example, if lead generation is your number one business action then you time block it for 5-6 days a week for 3 -4 hours a day before noon. for me it’s writing so my goal is to just make sure that gets done – then i’m open to the possibilities of everything else. my motto is “until my number one priority on my list is done each day all else is a distraction”! (You can read the full blog post here.)

What struck me was just one short line in Gary’s email: “next, is my meetings with the people who report to me.” Time with the people who report to him is the second most important thing he blocks on his calendar – just after his time off and BEFORE his “One Thing”!

WOW. That hit me like a ton of bricks. He wrote a whole book about how important your “One Thing” is. He spent years before that researching it and living it. Yet, more important than your “One Thing” is your PEOPLE.

Now, I realize that’s kind of obvious. Of course our people are important. But do our schedules mirror that, and do our actions reflect it?

I can tell you unequivocally that, while there are many things your Ops Boss™ would appreciate, your TIME is probably on top of that list. To make 2019 the best year you’ve ever had, make it about them, not you. Giving splashy gifts is fun in the moment, so do those fun things. Your people have worked hard and earned the rewards. But also commit to consistently showing up. THAT will impact you both in a positive way all year long.

When you do meet, here are some ideas for agenda items:

 

  •   Weekly 4-1-1s (Goal Setting Worksheets) – (Do you know their goals? Do they know yours? Is there accountability around the “big rocks”?)
  •   Team GPS (1 Goal – 3 Priorities – 5 Strategies) (Do you look at the GPS weekly or monthly? Do each of you own pieces of it? Do your 4-1-1s reflect the priorities and strategies of the 1-3-5?)
  •   Brainstorming (Do you work “on” the business together? Or are you just task allocating when you meet?)
  •   Communication (Have you each verified the other’s KPA, DISC, or whatever behavioral profile your team uses? Have you laid your charts side by side to see where you have big differences and talked about how to bridge the gaps and leverage your differences? Do you know each other’s love languages?)
  •   Read a leadership book together and discuss it. (My favorite for a team owner and Ops Boss™ to read together is Rocket Fuel. You can find more book suggestions here.)
  • Ask your Ops Boss™ what they need from you. Let THEM create the agenda weekly. (I should have listed this first!)

 

In the meantime, there is definitely a place for tangible gifts to thank your Ops Boss™ during the holidays (or anytime!). I surveyed a number of Ops Bosses and came up with this list:

  * Invest in Training or Personal Development for Them

Hire a one-on-one coach who is operations focused just for them. Send them to “Be A Boss! 10 Secrets of a Mega EA“, Tony Robbins, Inman Connect, Family Reunion or Ops Boss™ Leader Retreat.

  * Upgrade Their Work Environment

Give them a gift card to shop for new office decor, a stand-up desk, a flexible schedule, the ability to work from home one day a week, unlimited vacation, or a private office.

  * Money, Money, Money

Gift cards, shopping spree, bonus.

  * Appreciation & Time

Write a handwritten note – something specific and meaningful. Commit to meeting with them weekly and really do it! Your Ops Boss™ may appreciate that as much as any of the items listed above.

Cheers to a Fabulous 2019!

Christy Belt Grossman

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From Customer Service to Customer Experience: 6 Lessons for Ops Bosses® and Agents In the world of business, the difference between customer service and customer experience can often be subtle, yet profound. Understanding this distinction is crucial for fostering lasting relationships with clients. Recently, I had the opportunity to experience both aspects firsthand when I visited Alimond Studio to record a podcast and get new headshots. Here’s a glimpse into my visit and the valuable lessons I learned about the opportunities to elevate customer interactions. The Backstory: A Referral and a Brilliant Strategy My journey to Alimond began with a referral from a wonderful coaching client who had previously been a guest on their podcast “The Alimond Show”. The podcast, which has excellent info for entrepreneurs, also serves as a lead generation tool for the studio. (Brilliant, right?!) Guests are invited to be interviewed for the podcast, then offered the opportunity to take headshots. If they fall in love with the photos, they can purchase them. Additionally, the studio provides video clips for social media use, making the entire experience a win-win for both the studio AND the podcast guest. I greatly appreciated the referral and was eager to see what this unique approach had to offer. Lesson: Leveraging referrals and creating win-win scenarios can significantly enhance client engagement and business opportunities. The Warm Welcome: Setting the Stage for a Great Experience From the moment I booked my appointment, the photographer’s team demonstrated exceptional systems and processes. (You KNOW we love systems here at Ops Boss® Coaching!). Each step of the journey—from inquiry and interview, to appointment setting and appointment reminders, and post-photo shoot follow-ups—included scripted texts, videos and emails. Prior to my arrival, I even received a video that showed where to park and how to find their office on the second floor. This thoughtful touch made my visit stress-free and set a positive tone. The messages ensured 100% clarity around what was happening at each stage AND set the stage for great expectations of what was to come. Lesson: Clear communication that leaves nothing to chance significantly enhances the overall customer experience. Personal Touches: Enhancing the Customer Journey Upon reaching their studio, I was greeted by a personalized welcome sign at the top of the stairs. Seeing my name on that sign instantly made me feel valued and special. This small but significant detail exemplifies the difference between standard customer service and a memorable customer experience. The team guided me to an adorable private dressing room with full length mirror, great lighting, places to hang my outfits and an adorable “quote” wall. Signs encouraged selfies and Instagram posts. They offered me a cold drink, which was especially appreciated on a scorching hot day. These thoughtful gestures highlighted their commitment to creating a comfortable and fun experience. Next, we went downstairs to record the podcast. While they mic-ed me up, two people explained what we’d be doing and I was made to feel as comfortable as possible (well as comfortable as you can feel as an introvert with TWO cameras on you – HAHA!) However, recording the podcast was a breeze thanks to their clear explanations of the process. This level of preparation ensured I felt confident and at ease throughout the recording. Lesson: Thoughtful, unexpected touches (even when systematized) set a positive tone, make clients feel valued and turn customer service into an EXPERIENCE. The Photo Session: Balancing Efficiency with Personalization After the podcast, it was time for the photo session. While the process was efficient, there was one aspect that could have been improved: personalization. They didn’t ask why I was getting the headshots done, which resulted in generic poses and advice. It was only after I requested more fun shots in a second outfit change that I truly felt the photos reflected my personality. During the photo selection process, the person assisting me did ask personal questions (like when my birthday was). I’m sure this information will be incorporated into their follow-up touch program—a smart move for fostering long-term client relationships. Throughout my visit, I interacted with three different employees. (I already felt like I knew them because I had received an intro video prior to my visit.) Each one explained their role and seamlessly handed me off to the next person. Their approach made me feel like I was with an expert at each stage rather than being passed around. One person handled check-in and check-out, another recorded the podcast and took the photos, and a third interviewed me for the podcast. All these elements combined to create a cohesive and special experience, offering a welcome break from my day-to-day routine. Lesson: Personalization, questions and expert handoffs ensure clients feel understood and cared for at every stage of their journey. The Departure: A Lesson in Customer Care After making my photo selections and settling the payment, I was sent home with a lovely gift. However, as I left with my hands full of clothing, shoe changes, my laptop, and the fragile gift, I faced a small challenge. Navigating two flights of stairs with all these items proved difficult. I made it down safely and placed the gift on the roof of my car so I could juggle loading everything else. Unfortunately, two streets later, the gift was still on my roof and smashed in a million pieces as I accelerated. An offer to help carry my belongings down would have been a simple yet impactful way to conclude the experience on a high note. Lesson: Small things matter. Your final interaction is a great opportunity to do something simple and appreciated to set you apart. Conclusion: Striving for Excellence in Customer Experience This visit underscored the importance of going beyond good customer service to create an exceptional customer experience. The systems and hospitality at the photographer’s studio were impressive. There were areas for improvement that could have made my visit even more memorable. AND overall, they really did knock it out of the park. For real estate agents (AND their real estate administrative professionals, executive assistants, small business Ops Bosses® and directors of operations), the key takeaway is to pay attention to every detail of the customer journey. Personalized interactions, proactive assistance, and thoughtful systematized touches transform a routine service into a remarkable experience. ACTION ITEM: We all experience poor, good and great service in the interactions we have daily. Reflect on those experiences. What have you learned as a customer that you can implement in the business you work in to drive excellence, customer loyalty and REFERRALS?! An Example: A Personalized WOW Touch for Real Estate Teams Here’s an example of personalization that I implemented when I was DOO of a real estate team. When you list a home and send the photographer out, ask them to be on the lookout for pets. If the sellers have pets, have the photographer snap some candid shots of them. You can then take the best picture and order a canvas wall print to present to the sellers. This surprise gift often results in a “WOW” moment that is both personalized and deeply appreciated, showcasing the extra mile your team is willing to go to make clients feel special. I guarantee you that pet owners LOVE their animals like part of the family. When you do this, they will tell everyone they know about their amazing Realtor®. THAT results in referrals! And THAT is bossy!

From Customer Service to Customer Experience: 6 Lessons for Ops Bosses® and Agents In the world of business, the difference between customer service and customer experience can often be subtle, yet profound. Understanding this distinction is crucial for fostering lasting relationships with clients. Recently, I had the opportunity to experience both aspects firsthand when I visited Alimond Studio to record a podcast and get new headshots. Here’s a glimpse into my visit and the valuable lessons I learned about the opportunities to elevate customer interactions. The Backstory: A Referral and a Brilliant Strategy My journey to Alimond began with a referral from a wonderful coaching client who had previously been a guest on their podcast “The Alimond Show”. The podcast, which has excellent info for entrepreneurs, also serves as a lead generation tool for the studio. (Brilliant, right?!) Guests are invited to be interviewed for the podcast, then offered the opportunity to take headshots. If they fall in love with the photos, they can purchase them. Additionally, the studio provides video clips for social media use, making the entire experience a win-win for both the studio AND the podcast guest. I greatly appreciated the referral and was eager to see what this unique approach had to offer. Lesson: Leveraging referrals and creating win-win scenarios can significantly enhance client engagement and business opportunities. The Warm Welcome: Setting the Stage for a Great Experience From the moment I booked my appointment, the photographer’s team demonstrated exceptional systems and processes. (You KNOW we love systems here at Ops Boss® Coaching!). Each step of the journey—from inquiry and interview, to appointment setting and appointment reminders, and post-photo shoot follow-ups—included scripted texts, videos and emails. Prior to my arrival, I even received a video that showed where to park and how to find their office on the second floor. This thoughtful touch made my visit stress-free and set a positive tone. The messages ensured 100% clarity around what was happening at each stage AND set the stage for great expectations of what was to come. Lesson: Clear communication that leaves nothing to chance significantly enhances the overall customer experience. Personal Touches: Enhancing the Customer Journey Upon reaching their studio, I was greeted by a personalized welcome sign at the top of the stairs. Seeing my name on that sign instantly made me feel valued and special. This small but significant detail exemplifies the difference between standard customer service and a memorable customer experience. The team guided me to an adorable private dressing room with full length mirror, great lighting, places to hang my outfits and an adorable “quote” wall. Signs encouraged selfies and Instagram posts. They offered me a cold drink, which was especially appreciated on a scorching hot day. These thoughtful gestures highlighted their commitment to creating a comfortable and fun experience. Next, we went downstairs to record the podcast. While they mic-ed me up, two people explained what we’d be doing and I was made to feel as comfortable as possible (well as comfortable as you can feel as an introvert with TWO cameras on you – HAHA!) However, recording the podcast was a breeze thanks to their clear explanations of the process. This level of preparation ensured I felt confident and at ease throughout the recording. Lesson: Thoughtful, unexpected touches (even when systematized) set a positive tone, make clients feel valued and turn customer service into an EXPERIENCE. The Photo Session: Balancing Efficiency with Personalization After the podcast, it was time for the photo session. While the process was efficient, there was one aspect that could have been improved: personalization. They didn’t ask why I was getting the headshots done, which resulted in generic poses and advice. It was only after I requested more fun shots in a second outfit change that I truly felt the photos reflected my personality. During the photo selection process, the person assisting me did ask personal questions (like when my birthday was). I’m sure this information will be incorporated into their follow-up touch program—a smart move for fostering long-term client relationships. Throughout my visit, I interacted with three different employees. (I already felt like I knew them because I had received an intro video prior to my visit.) Each one explained their role and seamlessly handed me off to the next person. Their approach made me feel like I was with an expert at each stage rather than being passed around. One person handled check-in and check-out, another recorded the podcast and took the photos, and a third interviewed me for the podcast. All these elements combined to create a cohesive and special experience, offering a welcome break from my day-to-day routine. Lesson: Personalization, questions and expert handoffs ensure clients feel understood and cared for at every stage of their journey. The Departure: A Lesson in Customer Care After making my photo selections and settling the payment, I was sent home with a lovely gift. However, as I left with my hands full of clothing, shoe changes, my laptop, and the fragile gift, I faced a small challenge. Navigating two flights of stairs with all these items proved difficult. I made it down safely and placed the gift on the roof of my car so I could juggle loading everything else. Unfortunately, two streets later, the gift was still on my roof and smashed in a million pieces as I accelerated. An offer to help carry my belongings down would have been a simple yet impactful way to conclude the experience on a high note. Lesson: Small things matter. Your final interaction is a great opportunity to do something simple and appreciated to set you apart. Conclusion: Striving for Excellence in Customer Experience This visit underscored the importance of going beyond good customer service to create an exceptional customer experience. The systems and hospitality at the photographer’s studio were impressive. There were areas for improvement that could have made my visit even more memorable. AND overall, they really did knock it out of the park. For real estate agents (AND their real estate administrative professionals, executive assistants, small business Ops Bosses® and directors of operations), the key takeaway is to pay attention to every detail of the customer journey. Personalized interactions, proactive assistance, and thoughtful systematized touches transform a routine service into a remarkable experience. ACTION ITEM: We all experience poor, good and great service in the interactions we have daily. Reflect on those experiences. What have you learned as a customer that you can implement in the business you work in to drive excellence, customer loyalty and REFERRALS?! An Example: A Personalized WOW Touch for Real Estate Teams Here’s an example of personalization that I implemented when I was DOO of a real estate team. When you list a home and send the photographer out, ask them to be on the lookout for pets. If the sellers have pets, have the photographer snap some candid shots of them. You can then take the best picture and order a canvas wall print to present to the sellers. This surprise gift often results in a “WOW” moment that is both personalized and deeply appreciated, showcasing the extra mile your team is willing to go to make clients feel special. I guarantee you that pet owners LOVE their animals like part of the family. When you do this, they will tell everyone they know about their amazing Realtor®. THAT results in referrals! And THAT is bossy!

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