Lunch&Learn Schedule
(Lunch&Learn Playbook)
11:00 am (30 min) – Education starts at 11:05 sharp 🙂 folks may trickle in
11:30 am (20 min) – Room reopens for folks to get lunch and love one another
11:50 pm (10 min) – Sponsor (Sponsor Emcee: Re-welcome and intro)
12:00 pm (40 min) – Presentation (Speaker Emcee: intro)
12:40 pm (2 min) – Close (Speaker Emcee: announcements)
— Thank you for coming
— We do this every week, so come back next week and bring a friend for lunch
– If the person that invited you is not here, please come to me and I’ll be happy to help answer your questions
1:00 pm – Exit feeling happy, energized & enthusiastic to come back the following week with a guest.
* Room available from 11-1 only 🙂
Rolls
One person can/should be responsible for multiple roles
Educator
Presenter
Sponsor
Greeter 1
Greeter 2
Emcee for Educator
Emcee for Sponsor
Emcee for Presenter
Room Engineer (Music, Lights)
Room Monitor (Room Layout and Clean-up)
Room/Location Coordinator
Sponsor Coordinator
Speaker Coordinator
Education Coordinator
Money Person
Educator List
Ad (Name, Phone, Email) (who added)
- Chris Weaver, Growing Business, 972-338-0763 Chris1234Weaver@gmail.com (Bettina)
- Trae Williams 214-597-9364 trae@williamsgroup.us
- Brian Rouseau 909-697-5766
- Shelley Homer 817-891-3835 Shelley.Homer@exprealty.com
- Steve Cowan 214-435-1281 Steve Cowan@exprealty.com
- Jay Kinder
- Ian Flanigan
- Bettina Sastoque – 214-683-6746
- Dr Hank
Educator Guideline
- Do provide an actionable tool to help an agent grow in reale state
- Do Not Self Promote
- Do Not ask for contact information from non-eXp agents
- If a non-eXp agent is present, give the info to the person that invited them to forward to their guest
Presenter List:
(Name, Phone, Email) (who added)
Qualifier – Presenter gives presentation at least 3Xs a week
- Ian Flanigan, 214-213-1737, Ian.Flannigan@eXpRealty.com (Bettina)
- Trae Williams 214-597-9364 trae.william (Bettina)
- Bill Raushauer 972-342-4988 raushauser@gmail.com(Tucker)
- Bettina/Juan Sastoque 214-683-6746/469-231-1057 Bettina@homestarsellers.com (Tucker)
- Eric Golden 352-267-5276 solidgolden@gmail.com (Tucker)
- Jay Kinder
- Brian Rouseau 909.697.5766 brian.rouseau@exprealty.com
Presenter Do’s & Dont’s
- Do present multiple times the week before lunch & Learn
- Do Not ask for contact information from non-eXp agents
- If a non-eXp agent is present, give the info to the person that invited them to forward to their guest
- No self-promotion of books, coaching. classes
- 35-40 minute presentation
- End meeting eXplaining that the person who invited them to lunch will be the sponsor the name to put on application
Greeters:
(Education AND Presentation)
- Terry Touchstone 972-408-7172 Terry.Touchstone@exprealty.com
- Tucker
- Brian Rouseau, 909.697.5766
- Louis
- Chris
- Tucker
Greeters Guideline 🙂
- Arrive at 10:55
- Greets Sponsors,
- Stand at entrance & right inside & greets EVERYONE.
- Directs Guests to pick up lunch and mix and mingle before finding seats
Sponsor Emcee:
(Eric to train)
- Brian Rouseau, 909.697.5766, brian.rouseau@exprealty.com
- Eric Golden, 352.267.5276, SolidGolden@gmail.com
- Bill
- Ian
Sponsor Emcee Guideline 🙂
- Thank you for finding your seats so quickly
- Excited to see new faces
- Introduce Sponsor 1
- Introduce Sponsor 2 (if needed)
- Arrive at 10:55
- Thank you for coming
- So excited to see everyone today
- Please Take Your Seats, & if this is your first time, please sit upfront
- We have amazing sponsors today and we will introduce them as soon as everyone has a seat 🙂
Presenter Emcee:
General outline when introducing speaker.
First Greet
Please get out your phone and put it on silent, and let’s treat this like a $million listing appointment.
I am excited to introduce….
What ____ is going to share with you today is changing the real estate industry and ____ is fantastic at sharing this information so that you can clearly understand it.
Keep an open mind and what you will learn today could possibly change the way you view your business, your commissions and your life forever.
I’m so excited to introduce my good friend…
- 1
- 2
- 3
Without further ado, my dear friend John Doe.
Presenter Emcee Guideline 🙂
- Thank the fabulous speaker
- Thank guests and the agents for inviting them
- We meet every Thursday at 11:00 for education, 11:30 for lunch, and 112 noon for The Future of Real Estate presentation
- Please join us next week and bring a friend
- Please speak with the person who invited you to get your questions answered and have them connect you to others at eXp who you may relate to
- If the person that invited you is not here, please get with me and I will happily answer your questions (text the potential sponsor about the guest’s attendance)
- Thank you again for coming, it’s great to see all of you today
Trained Speaker Emcee List:
(Name, Phone, Email)
- Eric Golden, 352.267.5276, SolidGolden@gmail.com
Trained Speaker Emcee Guideline 🙂
Room Coordinator:
(Terry to train)
- Brian Rouseau, 909.697.5766, brian.rouseau@exprealty.com
- Terry Touchstone 972-408-7172 Terry.Touchstone@exprealty.com
Room Monitor Guideline 🙂
- Ensure the trash is thrown away
- Ensure tables and chairs are put away
- Turn Off Lights and Shut Door
- Say Goodbye to the doorman, and confirm that there is nothing else to do
Music/Lights:
(Eric or Bill25 to train)
- Music Starts at 11:30
- Turn off music for Emcee to Speak
- Start music at conclusion of presentation (lower volume/background)
- This was the music Bill used for our Dallas Rev Share event. I have no ties to music, just wanted upbeat stuff with no profanity.
Music/Lights Guideline
Trained Room Engineer List
(Name, Phone, Email)
Room Engineer Emcee Guideline
Trained Room/Location Coordinator List
Help Tucker offset the $200/mo cost by sending $$ to Venmo @Reading-Overstreet
- Terry Touchstone 972-408-7172 Terry.Touchstone@exprealty.com (Bettina)
- Tucker Reading 214-354-8333 Reading@ReadingOverstreet.com (Bettina)
Coordinator Guideline 🙂
Trained Sponsor Coordinator List:
Terry Touchstone 972-408-7172 Terry.Touchstone@exprealty.com (Bettina)
The luncheon sponsor will provide:
- Biz cards and information on their company.
- A sign in sheet for agents/brokers to sign in for their follow up. (Optional)
- Enough food, bottled water, plates, plastic wear, napkins for XX people.
- Good idea to have a bowl (container) for the sponsor to collect cards and have a drawing for a gift card.
- Show up with everything at least 20 to 25 minutes prior to their introduction. (Set up and mingle time.) In some cases, as
time permits, we will stay on or meet somewhere close to talk about deals and individual needs.
Speaker Coordinator List
—One person should be in charge of this function for a set period of time—
–Schedules Speakers and put on Shared Schedule for a rolling 30 days
-Confirms Speakers the week and day before the presentation
- Terry Touchstone 972-408-7172 Terry.Touchstone@exprealty.com (Bettina)
- Tucker Reading 214-354-8333 Reading@ReadingOverstreet.com (Bettina)
Coordinator Guideline
Sponsor List
Sponsor Guideline 🙂
The luncheon sponsor will provide:
A. Biz cards and information on their company.
B. A sign in sheet for agents/brokers to sign in for their follow up. (Optional)
C. Enough food, bottled water, plates, plastic wear, napkins for XX people.
D. Good idea to have a bowl (container) for the sponsor to collect cards and have a drawing for a gift card.
E. Show up with everything at least 20 to 25 minutes prior to their introduction. (Set up and mingle time.) In some cases, as time permits, we will stay on or meet somewhere close to talk about deals and individual needs.
… for this to work beautifully, like a Disney experience…
— NO shop talk 10:30-2:30 … we are providing an experience, and the Characters are real… if Disney can create magic out of nothing… imagine what we can do with something as great as eXp…
— we MUST edify eXp vs uplines… no “Hatfields and McCoy” talk in the Plano lunch and learns… let’s stick to Disney magic where all of the characters dance together, around the castle….
~Big Hugs, Bettina
Please be reminded of the following: We have the space reserved for 2 hours, so please do not linger and clean up as we leave. Thanks so much.
Please pass this Updated Luncheon etiquette along to your teams (this seems elementary, but, this is “Our Business”.)
And, it should be from 11:30 to 1:00PM (in Dallas), we will introduce the Luncheon Sponsor at about 11:50/55 so that they have enough time to introduce themselves and the product that they represent.
Lunch and Learn, professionalism rules:
1. Show up on time. (Make sure your guests do too. Invite 3 and bring one.)
2. Dress appropriately, for the sake of our luncheon sponsors, do not wear any polo shirts or name badges for any other company besides eXp. And if your guest has a name badge on, ask them to put them in their pocket. (As a courtesy, especially if we have a competing sponsor.) If there is not a luncheon sponsor, please pay for your meal and your guests.
3. Turn off the ringer on your phone, do not take or make ‘text messages’ during the presentation, it is unprofessional and it doesn’t send the right message to every one. Don’t eat or get up for any reason, this is distracting to others and our presenter. This is our company, let’s make it great.
4. Be positive, stay on point and know your other eXp’ers stories, so that when you introduce them to your guest, they feel more comfortable. (During small talk, we suggest that you talk about how technology is changing your life and the world. Remember that this is part of our ‘Agent Attraction’ side of our business.)
5. Know that EVERYTHING we do, should be duplicatable.
6. Make sure that the GUESTS EAT FIRST (just in case there are more people who show up than food). Unlikely, but please.
7. Guests should sit up front (obviously with you), close to the monitor and speaker. (If there are not enough seats, eXp’ers should volunteer their seat to guests.)
8. Luncheon eXp agent that procured Luncheon Sponsor introduces them 7 to 8 minutes prior to …. an other eXp agent should introduce the speaker.
9. Send out that afternoon, appropriate thank yous to your guests and any information you promised them.
The luncheon sponsor will provide:
- Biz cards and information on their company.
- A sign in sheet for agents/brokers to sign in for their follow up.
- Enough food, bottled water, plates, plastic wear, napkins for XX people.
- Good idea to have a bowl (container) for the sponsor to collect cards and have a drawing for a gift card.
- Show up with everything at least 20 to 25 minutes prior to their introduction. (Set up and mingle time.) In some cases, as time permits, we will stay on or meet somewhere close to talk about deals and individual needs.
Thanks y’all for helping make eXp Realty the best ever!
Preferred Vendors / Sponsors
| Name | Business | Phone # | Note | ||
New Roll: Treasurer
Provide a transparent checks and balance system…
Tucker is a tenant in the room at $200/month which allows him access to the room for free.
Wilco & Tucker will set up a paypal payment system to receive money and pay for things.
