Transcript excerpt discussing the first three Trello boards a small real-estate team should implement: listing coordination, transaction coordination, and operational processes. Emphasis on documenting repeatable operational tasks (logins, vendors, costs, procedures) so knowledge isn't lost when an admin leaves; examples include sending updated databases to a newsletter provider, mailing annual calendars, ordering signs, and team meeting/lunch procedures.
Let's take a small team doing 100 transactions, the team owners doing half of them. They've got a couple agents and an administrator. What are the first three boards you would have them implement?
Listing coordination, transaction coordination and operational processes.
What do you mean by operational processes?
Just basically a board that has any process that you're doing over and over again, just a recording of it, a note of it, something that logs how it's done. It's very, very tough for a team leader when you've had a great admin that leaves and you have no information about anything that they did. It's really challenging that every single thing that's done on your team in your business is documented. So an operational processes board is perfect for that.
Awesome. So give me an example of like two or three operational processes.
What is the system for sending your updated database to your newsletter provider? What is your system for sending out annual calendars to your client database and things like that?
You can almost.
How do you order signs?
It's operational processes, but you could almost organize it. Like marketing sales.
Exactly.
Listing, you know, buyers that. So, like, what's your system for running a team meeting? What's your system for ordering lunch for, you know, when you do anything that.
You do like that. And so that will be a great place to note logins, note what sites know, like, if you order, like, we have branded bags that we use for our buyers and sellers, like, where do we order them from? How much did they cost last time, things like that.
