Are You Making This Mistake Training Online?
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Are you making this mistake training online?
You’ve created a course that you present in the classroom. You’re entertaining, you get interaction, and you encourage lots of discussion. Good. So, what’s the problem? That teaching style doesn’t translate well to the online environment. Structuring and presenting an online course is different than designing a ‘live’ course. Here is a fatal mistake presenters make when attempting to adapt their classroom course to an online platform.
Mistake: Talking Through the Hour
In the classroom, you have live bodies (including yours) to energize and exchange ideas. You probably love to hold discussions—and there are some lively ones in your class. It doesn’t bother you that the discussion gets off-topic because it’s interesting.The online presentation is different. You don’t have those bodies to energize and be energized. You don’t have time to get off topic. You don’t have the audience there for discussion. So, how do you interact with your audience and keep them engaged (especially challenging with a real estate audience)?
Solution: Change the way you present to utilize the audience interaction tools available in your online platform. That means you must be able to ‘flex’ your teaching methods to adapt to the online environment.
There are at least 7 ways you can create meaningful audience interaction while teaching online. These include:
- Chats
- Whiteboard
- Questions
- Polls
- Surveys
- Small groups
- rewards
In the webinar below, I’ll discuss which of these methods is easily used as you transform your classroom course into an online environment.
A FREE Online Webinar For Online Course Presenters
On May 14, at 10-11 AM PDT, I’ll be presenting a webinar for those who train. Masterclass: How to Take Your Course from Classroom to Online.
You’ll learn how to structure and present your classroom course for a successful online event. This webinar is created especially for those trainers presenting to real estate professionals.
As a three-decade trainer of real estate trainers, I’ve learned the special presentation methods needed to keep and hold real estate professionals’ attention. I’ll show you how to include these in your online course structure.
Click here to register
Connections, not Sales
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Connections, Not Sales
The biggest change in your agent’s real estate business plan has to be in their short-term goals. All business plans have a lead generation component. That means we’re actively looking for listing leads and buyer leads. Our dialogues and our marketing materials are designed to bring us those leads.
What does that mean? That means our communication needs to be- Supportive
- Positive
- Helpful
- Meaningful
- Relationship-based
That means we’re not looking for that big, money-making result. We’re really in a
“pre-lead” phase.
Why Connections?
Remember Maslow’s Hierarchy of Needs? It states that we must meet the lowest unmet need before we can be motivated to meet higher needs. What are the majority of people’s needs now?
- Comfort
- Shelter
- Enough food and supplies (toilet paper!)
- Fear of sickness
- Fear of losing one’s job—or of making payments
Where are we on Maslow’s Hierarchy? We are close to the bottom—that need to meet very basic needs. Maslow calls those Safety or Security needs. That’s why agents’ messages have to be reassuring. You have to establish trust. You have to provide a safe harbor for your clients and potential clients.
Re-Designing that Business Plan
Instead of thinking ‘how am I going to get leads’? Think ‘how am I going to connect’? Help your agents design messages to their best target markets with connection as their goal. That means, too, that you must identify those markets and make your messages meaningful to those markets.
I just did a complimentary webinar for Real Estate Professionals called “Build Your Business Right Now to Position for Success Later”.
You can see the video and grab the materials at my website. I also have a 60-Day Business Plan template for all attendees so they can easily complete their plans.
Outcomes of a Re-Designed Plan
The irony of this re-design is that your agents are going to create listing and sales opportunities because your client base is looking for that connection now. When they find it, they will walk one step closer to a transaction with you—even when you didn’t ask. The danger in ‘laying out’ (as we say in the music performance business when we’re told not to play) is that you’ll be way behind the curve when the market comes back. Those people agents considered clients found the agents were a ‘secret agent’ when they needed connections and information. They have turned to a new source of connections because you didn’t communicate. Don’t let that happen.
Start Today
From working with hundreds of real estate professionals during this time, I know clients are so grateful for these connections. Each agent has something to offer. Don’t keep it a secret. Help your agents share information, concern, and a positive attitude today. Not only will you reap real estate business in the future, they will feel better for having given value to their clients.
Is This an ‘Interruption’ or an Opportunity’?
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Is this an interruption or an opportunity?
We’ve never faced this kind of situation. Yes, we’ve been through and weathered the slumps. We’ve helped our agents change their strategies from sellers’ to buyers’ markets and back again. But, this is somewhat different.
Consider This a Unique Leadership Opportunity
On April 23, at 10 am PDT, I’ll be presenting a webinar for leadership on how to seize this time as an opportunity to lead.
For many agents (I estimate it’s about 75% or more), this time is seen as an interruption of a great market. These agents have depended on
the market driving their businesses.
Now, in an instant,
the agents must drive the market themselves.
But, most agents are not going to make that shift alone. You need to lead them to the concept that they now drive the market–and show them how to do that.
The Leadership Actions to Reveal Opportunities to Agents
How can you implement specific actions that work now to get your agents back into the business and connecting with their client base? Here are four methods to do just that. In the webinar, I’ll show you how to
- Motivate your team members to communicate value to their client base
- Mobilize your team to gain exceptional support
- Re-focus each of your agents by helping them implement a 60-Day Pivot Business Plan*
- ‘Up’ your communication with specific changes
*You’ll receive my 60-Day Pivot Business Plan as my ‘thank you’ for attending this webinar. I’ll show you how to use this plan to coach your agents.
Special circumstances require special leadership actions. How have you lead your agents from an ‘interruption mindset’ to an ‘opportunity mindset’?

Leadership:
The Right
Actions to
Take
Now to
Assure Profits
Later
Join me for this fast-paced, 45-minute webinar exclusively for leadership April 23 (Thursday), at 10 am PDT. Click here for more information and to register.
Do You Have Your 60-Day ‘Pivot Plan’ In Place?
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Do you have your 60-day pivot business plan in place?
Congratulations to you if you made a 2020 business plan. However, none of us could have foreseen the events of the past two months. Those events have called for a different plan–both for you and for your agents.
5 Big Questions to Answer Right Now
Next Thursday (April 23), I’ll be doing a 45-minute webinar exclusively for leadership on actions to take right now to retain agents and plan for profits. Here’s more information on that.
To prepare for this webinar, here are some questions leadership needs to ask themselves to evaluate whether they’ve got everything they need in place to lead in this uncertain environment.
- What are you doing right now to communicate regularly with each agent in your office? Do you have a schedule? Have you helped each agent with a pivot business plan? (I’ll be providing a template for you to use with your agents after the webinar).
- What’s your agent mix? How many new agents, growth agents, mature agents in your mix? Do you have a plan for each group to move them forward? (I’ll provide you a tool to segment your agents).
- How have you changed your training to continue it without disruption? Are you doing ‘live’ online events, or have you contracted with an outside source to assure your training has continuity?
- Who else have you enlisted to help retain your agents? Do you have any teaming in place?
- What’s the morale like in your office? With each agent? What actions are you taking to improve each person’s outlook so they will continue their business in a meaningful way now?
Answering these questions will prepare you for the actions I’ll be suggesting to you during the webinar next Thursday, April 23, starting at 10 am Pacific Daylight Time.
The good news: This is the time when leaders can LEAD. The feelings of insecurity, of fear of income loss, fear of sickness–all can overwhelm our agents unless we step forward with positive leadership actions. The actions I’ll be suggesting to you next week will build loyalty and retain your good agents, preparing for a market re-emergence.

Leadership:
The Actions
to Take Now
to Preserve
Profits Later
Join me for this fast-paced, 45-minute webinar exclusively for leadership April 23 (Thursday), at 10 am PDT. Click here for more information and to register.
Going Online with your Training? Four ‘Must Haves’
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Your training calendar looked phenomenal. Until now. Why? It was all ‘live’. Yes, ‘live’ training is best, but it’s impossible now. So, how are you going to pivot to effective online training?
Just Turn on the Camera–Not
We can get away with a lot when we are ‘live’. We can wander a bit from the outline the audience will forgive us. After all, we have an audience with whom to interact. We take questions, we create debate, we tell those great war stories.
Is Your Course Really a ‘Course’?
I’ve taught real estate professionals and affiliates how to train for over three decades. I’ve seen dozens of their ‘courses’. Unfortunately, most aren’t courses. They’re streams of information. They’re not well-organized. They don’t have the end in mind–objectives. They don’t have various delivery methods (teaching methods other than that old boring lecture). Even though those problems don’t show up so badly in the live classroom, they show up with a vengeance when going online.
You’ll Need These Four Strategies in your Online Course
How are you going to avoid droning on until you get to the end of that hour you’ve booked to train? Here are the four things you need in your online presentation or course:
- An blazingly good course organization, created from learning objectives (having the end in mind)*
*See my 3 models to create your presentation or course in Train the Trainer, my online version of my training course
2. An easy, engaging process to draw the attendee in and keep him/her interested (methods to avoid droning on forever in a lecture) (self-analysis, reflection, case studies to complete)
3. Interaction and idea exchange with others in the course (adults learn from others)
4. Action plans and reviews so you can see your attendees putting your concepts and skills to work
Before You Choose that Seminar Guru’s ‘Training’ Course
You may decide to go outside your office to find online training. Does that course have those 4 attributes I listed above? Who is the course for? Does it have accountability? Does the course have a method for you to coach the agent to the course? What will the agent accomplish through taking the course?
Choosing the right online training can make the difference between ‘still in recession’ three months from now or ‘back up and running’ to profits.
Call me at 425-392-6914 if you have questions about how to switch successfully to online training.

Why reinvent the wheel right now? Take advantage of my online training program, Up and Running in Real Estate, created from my smash hit, the proven business start-up program for new agents– Up and Running in 30 Days.
Catch a sneak preview here.
This online training for new agents (and seasoned agents who want a jump-start) has the attributes I listed above. There’s one more important component left out of others’ online training:
YOU
I want you to be able to fully support your agents’ success–and grab their loyalty forever. So, I have waived the $99 fee for Coaches Corner (the coaching component of Up and Running in Real Estate) for all who sign up prior to Sept. 1, 2020. To qualify, register at least 1 of your agents in the Up and Running in Real Estate program. See more here.
Lets create success together!
Questions? Call me and we’ll discuss whether this program would be a ‘fit’ for you and your agents: 425-392-6914.
Engagement: How to Drive It in a Screeching-Halt Market
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Engagement: Do you have a plan to drive engagement with your agents in this shifted market? Or, are you waiting for your company, your association, or …… to take over? Or, do you think you just don’t have to engage?
Sometimes it takes years! I don’t want you to lose your agents–or your business.
Concrete Methods to Re-Engage Your Agents
Every week, I’ll be giving you specific actions to take to re-vitalize the communication and the activity levels of the agents in your office. I’m not just drawing these out of a hat. This is what I have done for years to encourage, tell truth, and get agents into action in challenging markets. This will set you up for great profitability, retention, and a wonderful recruiting tool. How do I know? I’ve done it several times. It works.
First: Set Up Your Plan
Don’t wait for your company or some outside force to do this for you. All well and good, but you need to step right in and be the one who literally LEADS right now. That’s right–leads. Oh, boy, I just thought of what I don’t want to happen for you: DON’T just send them to some training guru site and hope all works out (that includes me!).
What Your Plan Should Look Like
First, when I say ‘meetings’, of course I mean via Zoom or Go to Webinar, or a similar program!
As a group (and groups):
- New agent training at least weekly with actionable items they are to complete–must be high accountability
- Advanced agent training at least weekly with guests sharing best practices for this market
- Mastermind groups of various experience and/or production levels
- Office meetings weekly with guests
In other words, your training calendar must
- Address the needs of the various levels of your agents
- Be consistent and well-thought out to serve your agents with actionable items–which you then can get permission to share
- Create a compelling reason why your agents should re-engage frequently
You DO have a training calendar, don’t you?
With individuals:
- Quartile your agents using any weighing variables you feel are important (4 points for production, 3 points for culture, etc.). See who you can help (probably not the bottom quartile, but you make that call. It’s your time and energy. You deserve a pay-off…..)
- Look at what you’ve been urging these agents to get done for the past 6 months (or more!): their website, their bios, their databases, their presentations, etc.
- Choose 5 action items you want to use with each agent, and let each agent prioritize and add to these actions, add dates–so it’s their plan; or, ask each agent to come up with 5 prioritized items
- Set up a schedule with each agent to review actions–I’ll be helping you apply great coaching techniques so they are motivated to keep going!
What I’ll be Providing You
Besides these overview and bigger picture items, I’m going to provide you specific action items (some with templates so you don’t have to reinvent the wheel) that you can drop in in several training/coaching areas
Who Will Survive and Thrive Through this Time
I know today, there are companies and/or managers who have a ‘hands off’ approach: It’s the agent’s business and that agent decides when, how, and how much to do–alone. When the market is going nuts, that works, because the market is driving the agents. But, when the market becomes challenging, the agents are looking for leadership, for guidance, for coaching. They get lost–more easily than they will admit. Those who provide positive, clear, supportive leadership now will come out with a much stronger profit picture, a synergistic team, and a recruiting tool.
Tell me: What are YOU doing to drive action in your office right now?
Let’s Partner to Drive your Success!

Why reinvent the wheel right now? Take advantage of my online training program, Up and Running in Real Estate, created from my smash hit, proven business start-up program Up and Running in 30 Days.
Not just a distance learning program!
No one wants to sit in front of a computer especially now!) and learn neat stuff….
Effective online training has to have 3 things:
- An easy, engaging process to draw the attendee in and keep him/her interested
- Interaction with a real human being once inawhile
- Interaction and idea exchange with others in the course
Ive integrated these 3 critical factors in Up and Running in Real Estate.
- Engaging--I created humor, introspection, and awards to motivate attendees to keep going through the program
- Coaching: I will be personally group coaching agents in the program, and you have a unique opportunity to coach in the program, too.
- Interaction: set up discussion groups so agents can interact and support each other
An Easy Way to Integrate Coaching Your Agents
Your support right now is critical. So, I waived the $99 fee for Coaches Corner (the coaching component of the program) for all who sign up prior to Sept. 1, 2020. To qualify, register at least 1 of your agents in the program. See more here.
Lets create success together!
What’s Wrong with This Training?
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What’s wrong with this training?
Most of us managers train……along with the other 100 things we have to do each day. Too often, we tend to ‘grab and go’……our training is not too well thought out–with good reason!
In my Instructor Development Workshop (live) and my online distance learning version of the course, Train the Trainer, I show attendees how to deliver their courses without droning through them.
case study
In case study, we create a situation that reflects real life. This case study can be rather long and complex. We use it to help students grapple with the ‘gray areas’ –just like we have to do in real life.
What is a ‘case study’?
First, it isn’t what the attorneys tell us. It’s not a case that you, the instructor, talk through and give the answers. Instead, it’s a written situation that asks the students to come to several conclusions.
When is the case study used? It’s used toward the end of your course or module.
What is the case study for? To test the students’ judgment, understanding, and application of what you’ve taught.
Who can (and should) use the delivery method (teaching method) of case study? Anyone who wants to ‘test’ students’ understanding, judgment, and ability to draw conclusions from the course. It’s great for mortgage lenders, title and escrow, attorneys, and home inspectors to use. in my classes, I ask students to create an appropraite case study for their course.
What does a case study accomplish? It throws the accountability to the student. It lets the students interact, to team build, and to learn from each other. It shows you, the instructor, how well you’ve taught and what you need to review.
Here’s that case study for you. Take a look at the case study I use in my train the trainer courses to see how well students have internalized the concepts taught in my classes. I assign the case study at the end of one class, and we debrief in small groups and then generalize in the large group. (And it helps attendees see an example of a case study and how it is used–so they can create their own case studies easily and quickly).
How did you do? Could you name 10 things ‘Sally’ did wrong?
Grab Great Teaching Methods
Get some new training strategies and step your training up to the next level. See my online program, Train the Trainer, in new course software. It’s fun to do and you learn great methods (plus I give you 8 ready-to-use teaching strategies).
Take a Sneak Preview here.
Do They Fall Asleep When You Open Your Sales Meetings?
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Managers: Do they fall asleep when you start your meetings?
Are your sales meetings knocking their socks off? If not, help is here! Start your meeting with the tips here, and watch your agent count go way up for your sales meetings and training presentations.
Who Is a Presenter?
We’re all presenters: Any time we are in front of two or two thousand, our goal is to persuade the audience to our point of view. However, most of the time, we just get in front of people and say whatever we think of first. That lack of attention to presentation organization leads to some big presentation mistakes, and costs us sales. Instead of stumbling through a presentation, why not organize it to grab their attention, persuade them to your way of thinking, and motivate them to action?
Grab Their Attention in the Opening
Have you thought about your opening? Are you hiding in your office because you dread doing that sales meeting?
, like:I won’t take much of your time, but
We have a lot to cover today
We won’t get through the outline
I know you don’t want to listen, but
I’m not really prepared
Attributes of Great Openings
Great openings, yes? Yet, we’ve heard them dozens of times. You don’t have to settle for whatever comes “naturally”. Instead, make your openings
Provocative
Interesting
Different
Engaging
Here are some ideas:
- come in a costume that gets their attention
- Start with a musical group
- Ask a provocative question
- Have 2-3 people do a little playlet at the beginning
- Have a drawing and then use the results to springboard into a discussion
Recently, I was in Napa, California teaching a large home inspection sales company how to create persuasive presentations. I first taught them the process and gave them ideas. Then, we broke into practice groups. Finally, we all meet again and debriefed. They had some great ideas and their practice created team building and sparked creativity.
You don’t have to settle for boring old meetings. Use your creativity and shake things up! You’ll get better attendance AND you’ll involve more people.
Let me know what you come up with!
One Easy Way to Add Pizzazz to Your Next Office Meeting
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Here’s one easy way to add pizzazz to your next office meeting.
As owners and managers, you’re a meeting planner when it comes to your sales meetings. Interestingly, you have dozens of experts right in your midst that you can spotlight to bring insights and excitement to your next event. Yes, those are the great agents and leaders you work with. So, how can you use that expertise right? Hold a successful panel discussion.
But, too many panel discussions go off the tracks because of these five fatal mistakes. I’ve seen these mistakes and have developed a system and the experience as a facilitator to assure that your panel discussion goes spectacularly well.
(Note: At the end of this blog, be sure to grab my one-page panel discussion rules of the road, too. Use these to prepare your participants and create an event they’ll rave about).
The Five Fatal Mistakes–And How to avoid Them
- Too few or too many panelists
The Rule: No fewer than 3; no more than 6. Why? If someone doesn’t show up and you have scheduled only 3 people, you won’t have a panel! And, if you have more than 5-6 people, you won’t have time to drill down with any of them.
- Too general a topic
Choose a topic that’s specific enough that you encourage real action steps and advice that the audience can take. Example: Not ‘How to sell Real Estate’ but “Best Marketing Ideas from the Experts’.
- Not getting the written bios/introductions from the panelists prior to the discussion
One of the facilitator’s jobs is to concisely introduce each panelist. Facilitators need a written introduction to do that properly. Don’t try to wing it! If you do, you may inadvertently make mistakes and a panelist may correct them in front of everyone!
- Not providing enough time for each panelist to talk.
You want a combination of panelist ‘lecturette’ (about 5-10 minutes each) and Q and A between the facilitator and panelists and the audience.
Note: The panel should last about one hour.
- Facilitator talks too much!
It’s not the facilitator’s show! It should shine a spotlight on the panelists. Facilitators should prepare 5-10 questions in advance and share those questions with the panelists, so they know what to expect. You can also ask panelists what they want to be asked.
Avoiding these 5 fatal mistakes will assure you create an exceptional panel discussion, and reap accolades for your event.
Click here to grab my one-page panel discussion guide.
How can Carla help you with your presenters and instructors? She applies the principles she learned as a performing musician to the stage to help presenters and trainers create great presentations, get enthusiastic audience participation, and reduce presentation anxiety. See more at www.carlacross.com or contact her at carla@carlacross.com

Do you arrange and/or lead sales meetings? If you do, you’ve probably seen this happen:
Your presenter rambles into the presentation, wanders around in a vast wasteland of information during the presentation, and then kind of dribbles out of the presentation–no call to action, no close. After that happens a couple of times, your agents don’t want to hear from any more guests or affiliates!
Don’t Assume the Presenter Knows How to Structure his/her Presentation!
I’ve led or attended hundreds of real estate sales meetings. Usually, I find the guest presenter (an affiliate or vendor) is anxious to get up in front of our wonderful team and present.
He/she doesn’t know what interests or challenges the audience. He/she doesn’t know how to begin the presentation to get the audience’s attention, how to build a motivating story, and how to create a call to action.This Presentation Planner Will Help Presenters Organize
After an especially painful group of presentations (5 all in one meeting!), I decided to create a presentation planner for affiliates/guests to use to prepare their presentations. It is based on the concepts and skills I teach in my Instructor Development Workshops and my distance learning version, Train the Trainer.
Note: I just returned from giving my presentation Knock Their Socks Off: Tips to Make Your Best Presentation Ever, to a national home warranty company. I was so impressed because they wanted to learn the skill of crafting persuasive presentations AND they had set aside time to practice the skill and de-brief. Great skill building and team building session.
Three Big Questions to Ask your Would-Be Presenters
- What’s the challenge agents (or your audience) are facing that your product/service will solve?
- Why should the agents (or your audience) listen to your presentation?
- What outcomes will agents (or your audience) have as a result from taking the actions you suggest?
Screen Your Presenters BEFORE You Let Them in Front of your Audience!
Here are three things you’ll want to do to screen would-be presenters:
- Have them complete the presentation planner here
- Ask for a bio from them with testimonials of those who have used their service or product
- If the presenter is going to do a course for you, get the course outline (and not just a PowerPoint presentation!) prior to engaging the presenter, along with at least 10 testimonials of those who have attended his/her session (I learned this the hard way after letting an affiliate teach a ‘class’ to my agents and found the course had no outline and the instructor had no real idea of what he was presenting…..)
Following these guidelines and using my presentation planner will assure your sales meetings are a ‘hit’ and your audience walks away with exceptional value.
Grab your Presentation Planner here.