Team LegacyTeam Legacy
Legacy Premier TitleTitle Team

Launch

I'm a new agent

Get licensed, get set up, and get your first appointments.

Build a real estate business that fits your life — not a life that fits your real estate business.

Your first step this week

Finish your setup, then have 20 conversations this week.

Before anything clever: finish onboarding, get your CRM and calendar live, then announce your business to the people who already know you. Appointments come from conversations, not from tools.

Set up once, use forever

Choose Your CRM with eXp

eXp lets you pick your CRM. Six quick questions, then the official eXp toolkit with the current options and terms.

Open the CRM guide →

Learn

Watch this first

Database & SphereBeginnereXp University

Referral Mastery: Organizing Your Database

Build, sort, and nurture a high-quality referral database

Open the training →

Use

Say it and run it

The exact words and the checklist that go with this step.

Script · Sphere

Sphere Check-In (No Pitch)

Hey {name}, no agenda — you popped in my head today. How's {detail}?

Things are busy on my side. I've been helping a few people time their move before rates shift again.

By the way, if anyone at {workplace} ever mentions buying or selling, would you keep me in mind?

Lead with the relationship, close with a soft ask. 20 of these a day rebuilds a pipeline in 60 days.

All scripts →
Playbook · Week-by-week, 30 days

New Agent 30-Day Launch Plan

The first month, sequenced so you finish with a live database, a working CRM, and real appointments.

  1. 01Week 1 — Finish onboardingComplete eXp onboarding, license transfer, board/MLS access, and set up your eXp email and Workplace access.
  2. 02Week 1 — Business setupEntity or sole prop decision, business bank account, expense tracking, and a simple profit target for year one.
  3. 03Week 2 — Tech stackYour eXp CRM of Choice platform set up — login, profile, lead routing, signature — and your calendar linked so appointments can be booked in two clicks.
  4. 04Week 2 — Build the databaseImport every contact from your phone, email, and social. Tag by relationship, not by 'lead quality'.
Open the full playbook →

Get help

Don't do this alone

Ask Amanda

Ask this exact question

“I'm a brand new agent. Build me a first-30-days plan I can actually finish.”

Open Ask Amanda →

Live help

Catch a live new-agent class

Real people, real classes — Team Legacy leaders who work in this lane every week.

Go →

Something else

Working on a different problem?

I need more leadsI want more listingsI need help converting buyersI need a follow-up systemI want to choose a nicheI want to build my brand or social presenceI want to work with investorsI want to grow a team or organizationI'm considering eXp Realty

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