Practical systems for the work you do
Explore templates, workflows and learning resources designed to support consistent day-to-day work.
50+
Playbooks
20+
Training Modules
Weekly
Live Sessions
Monthly
Updates
Stop Reinventing the Wheel
Our playbooks give you instant access to battle-tested systems that top producers have refined over decades.
Playbook Categories
Lead Generation
Proven systems to attract and capture new business.
- Open House Systems
- SOI Outreach Cadences
- Expired Listing Scripts
- FSBO Approach Strategy
Buyer Systems
End-to-end processes for exceptional buyer experiences.
- Buyer Consultation Checklist
- Showing Prep & Follow-up
- Offer Strategy Framework
- Negotiation Playbook
Listing Systems
Comprehensive guides for winning listings.
- Pre-Listing Presentation
- Pricing Strategy Guide
- Staging Guidelines
- Weekly Seller Updates
Transaction Management
Step-by-step processes for smooth closings.
- Under Contract Checklist
- Closing Coordination
- Post-Close Follow-up
- Referral Request Scripts
Database & CRM
Systems to maximize your sphere of influence.
- Contact Tagging System
- Follow-up Cadences
- Sphere Nurturing Plans
- Anniversary Touches
Marketing
Templates for consistent, effective marketing.
- Social Media Templates
- Email Campaign Library
- Direct Mail Schedules
- Video Content Playbook
See What Our Playbooks Look Like
Every playbook includes clear objectives, step-by-step actions, scripts, and success metrics.
Open House Follow-Up System
Objective: Convert open house visitors into active clients within 7 days through strategic, personalized follow-up.
Success Metrics
Open-house follow-up
Focus
Personal outreach
Workflow
Contact preferences
Review
Buyer Consultation Framework
Objective: Build trust, uncover true needs, and secure signed buyer agreements in a single 60-minute meeting.
Success Metrics
Buyer goals
Focus
Consultation planning
Workflow
Client questions
Review
Pre-Listing Presentation
Objective: Win the listing by demonstrating expertise, building trust, and presenting a compelling marketing plan.
Success Metrics
Listing strategy
Focus
Seller follow-up
Workflow
Market positioning
Review
These are just 3 of 50+ playbooks available to Bean Group agents.
Training Resources
Video Training Library
On-demand courses at your own pace.
Weekly Live Sessions
Timely topics and market strategies.
1-on-1 Coaching
Personalized mentoring.
Mastermind Groups
Share strategies with top producers.
How We Build Systems
Learn from Experience
Gather practical ideas from experienced agents and current resources.
Document & Systematize
Turn useful practices into clear workflows.
Train & Implement
Provide training and support.
Review & Adapt
Adjust the approach as your business and market change.
Ready to Systematize Your Business?
Schedule a conversation to see our full playbook library.
Schedule a Confidential Planning CallReady to systematize?