Clix-Eight
If you are interested in creating REV SHARE, this tool is ideal. Clix-Eight lays out 8 steps that helps you build additional income in real estate.
1 - Create Agent List
📖 Prep
-
Full Name
-
Phone
-
Email
-
MLS/State
-
Annual Production to Date/Source(s)
-
Social Media
-
Contact Date/Type
-
First Meet Up Date/Time/Location
-
First Meet-Up Comments
-
Value Videos Texted
-
Scheduled Zoom Details
-
Not Interested
-
Wants More Info
-
Ready on Onboard
-
Onboarded Date
-
Send Pro Agent Invite
▶️ Action
-
top producers
-
ethical and moral character
-
eager and seems coachable
-
prioritizes growth
-
relatively brand new to real estate
-
in their 20s
-
50+ years old
-
did a deal with you recently and impressed you
-
has a team (large or small)
-
business minded
-
is frustrated, weary, or floundering
-
in another MLS area, state, or country that is any or any combination of the above types
✅ You're Done!
Congratulations! YOU'VE COMPLETED Step 1 - Agent List
💡SMART IDEA: Use the Clix-Eight PROGRESS TRACKER provided to track your progress as you learn new systems and habits for Agent Attraction success. Simply download your updated spreadsheet as a csv. file and then upload it into the progress tracker, next to the step you've completed, and watch your progress move along.
2 - Research Agents
📖 Prep
-
In this step you will complete the following highlighted columns in your spreadsheet:
-
Annual Production to Date/Source(s) - you will enter agent annual production to date by volume and closed units. You will also note in this column the source or sources of the information such as MLS, Zillow or Zillow, Realtor.com, etc...
-
Social Media - you will note the social platforms you find the agent has a presence such as Facebook, Instagram, etc...
-
-
To complete the agent production research part of this step you will need to access agent production information on the MLS and/or via another online resources like Realtor.com.
-
Open and read the attached pdf. file titled, HOW TO RESEARCH AGENT PRODUCTION IN 5 MINS. It provides step by step guidance on how to find an agent's annual production on 4 FREE online resources that are not the MLS.
▶️ Action
-
Look up each agent's annual production to date recorded by volume and closed units. If you can only find one - that is fine.
-
Note each agents' annual production to date and the source where you found the information in the spreadsheet under the corresponding column as explained above in yellow highlight.
-
Research each agent on social media to gauge their online presence.
-
Note all social media platforms the agent is on in the spreadsheet under the corresponding column as explained above in yellow highlight.
✅ You're Done!
Congratulations! YOU'VE COMPLETED STEP 2 - Research
💡SMART IDEA: Use the Clix-Eight PROGRESS TRACKER provided to track your progress as you learn new systems and habits for Agent Attraction success. Simply download your updated spreadsheet as a csv. file and then upload it into the progress tracker, next to the step you've completed, and watch your progress move along.
3 - Make Contact
📖 Prep
-
In this step you will complete the following highlighted columns in your spreadsheet:
-
Contact Date - note in this column the date the initial contact is made to schedule the meet up
-
Meet Up Date/Time/Location - note in this column the date, time, and location of the meet up
-
-
MAKING CONTACT initially is NOT to talk about eXp - do NOT mention eXp at this time.
-
The purpose of this contact is to schedule a time to have coffee or lunch with an agent to:
-
catch up with them,
-
talk about the real estate market,
-
and how they are doing.
-
-
Be prepared if the agent mentions eXp - they could have noticed your brokerage changed:
-
on your social media,
-
in your signature block,
-
or in conversation with another agent.
-
If the agent brings up eXp it's fine - just reply, "Yes, I did make a change, and it's been great.", and then move on from that topic.
-
Open and Read the SCRIPTS FOR MAKING CONTACT CALLS AND TEXTS pdf. that is attached - it provides scripts for phone calls and texting if needed.
▶️ Action
-
Start calling agents on your list, calling in order is best for record keeping.
-
If the agent doesn't answer, leave the following message:
"Hey John, it's Sean Jager, it's been a while, hope you're doing well - I'll try you back later - look forward to catching up."
-
Call until an agent answers the phone and then, in a friendly tone say:
"It's good to speak with you - I've been meaning to contact you for a while - I'd love to catch coffee or lunch this week to hear how you've been and talk about the real estate market for 2026." "Would Tuesday or Thursday this week work for you?"
-
Texting is effective as a communication method; however, it is BEST to call first.
-
If you don't catch the agent on the phone, leave a message and then send a text.
-
-
Your goal for this step is to book a meet-up with the agent - as soon as the meet-up is scheduled, it is best to end the conversation.
-
Send a reminder by text about 24 hours prior to the meet-up date to say, "I'm looking forward to lunch tomorrow - see you at 11:30." You can text a pin or link for the meet up location - but if you do, text it first and then text your reminder, this way it's the last text.
✅ You're Done!
Congratulations! YOU'VE COMPLETED STEP 3 - Make Contact
💡SMART IDEA: Use the Clix-Eight PROGRESS TRACKER provided to track your progress as you learn new systems and habits for Agent Attraction success. Simply download your updated spreadsheet as a csv. file and then upload it into the progress tracker, next to the step you've completed, and watch your progress move along.
4 - First Meet-Up
📖 Prep
-
In this step you will complete the following highlighted column in your spreadsheet:
-
First Meet-Up Comments - put notes in this column regarding the agent's tone, answers to questions, and your general thoughts regarding the agent's attitude about their current real estate situation.
-
-
The purpose of this meeting is:
-
NOT to discuss eXp - if the agent brings it up, tell them the reasons you chose it for yourself
-
keep the conversation focused on matters that pertain to the agent, not you
-
discuss the market, trends they see coming, and any "pain points" they are experiencing
-
be prepared to ask intentional questions as provided below in the ACTION section
-
always leave the meet-up on a positive note
-
▶️ Action
-
Leave for the meet-up with enough time to arrive at least 5 mins early
-
Once seated, partake in small talk until the order is placed and ask the agent how much time they have to meet to assure them time is being considered - this will help keep them focused
-
Once you have uninterrupted time with the agent, begin ask the following intentional questions:
-
What company are you with?
-
How long have you been at this office?
-
What do you like about this brokerage?
-
Is there anything that is frustrating you or missing for you?
-
In addition to processing your transactions, what is your brokerage company doing for you?
-
-
Listen attentively
-
End the meet-up 5 minutes early and thank the agent for coming to meet with you.
-
Walk out with the agent and tell them you'll look forward to the next time and to call you if they want to talk shop or bounce any ideas off you.
✅ You're Done!
Congratulations! YOU'VE COMPLETED STEP 4 - Meet-Up
💡SMART IDEA: Use the PROGRESS TRACKER provided to track your progress as you learn new systems and habits for Agent Attraction success. Simply download your updated spreadsheet as a csv. file and then upload it into the progress tracker, next to the step you've completed, and watch your progress move along.
-
If the meeting goes well and you believe the agent could be a fit:
-
Tell them you'll text a couple of short videos and you want them to watch the videos.
-
Tell them you'll follow up in two days to hear what they liked about the videos.
-
-
Video links provided below.
-
If the agent responds positively to the value videos follow up and wants to learn more:
-
Schedule a 3-way Zoom for the agent with you and Jason Shinpaugh.
-
Jason will answer questions and provide next steps on the Zoom.
-
Let Jason lead the conversation as he will give you credibility and the opportunity more clarity.
-
-
At this stage, one of two possibilities will becoming clear:
-
The agent is not interest - In this case, thank them sincerely and stay in touch.
-
The agent is interest - In this case, determine whether the agent needs more information or is ready to onboard.
-
-
If they need more information, ask them what information they want so you can provide it, and then follow up within 24 hours with the information or a plan for how it will be provided.
-
If the agent is ready, onboard them.
-
Upon onboarding, send the agent an email with the following support links:
-
How long does it take to process a return?
Up to 2 weeks.
-
Can I return my items to a store?
Yes, you can return items to any of our stores.