The Business Builder System

\We are excited to officially launch the WBNL Coaching Business Builder program, designed as a turn-key solution to expanding your business through hiring and training an assistant so that you can focus on the money making priorities of your business. Through a combination of our online training, one-on-one coaching, an actual written systems (including a customizable operations manual template) we are confident that you will be on the right path.

Here is what you’ll receive:

  • Online, On- Demand Business Builder Training  
  • Lifetime Access to the Recorded Videos and Documents 
  • Complete Package of Documents, Admin Forms
  • WBNL Complete Hiring system
  • Procedures and Operations Manual Template
  • Employee Performance Reviews & Procedures

We Specialize in Business Building


  • If you are ready to make the financial dive into hiring
  • Are you committed to running your business as a business
  • Are you curious about how to implement effective business systems and hire an assistant
  • Do you want to discover whether or not adding staff is right is for you


  • Mindset & Operational Shift
  • Business System Assessment
  • Understanding Personality & Communication Styles
  • Identifying Your Perfect Assistant (s)
  • Onboarding & Training
  • 90 Day Review & Accountability


  • We have been coaching and training real estate professionals for more than 20 years
  • Our coaches have been licensed real estate agents/brokers/managers for over 20+ years
  • Our philosophy is to guide you to run your business as a real business
  • It starts with getting your house in order and systems in place; then hiring the right people to plugin to your effective systems.


Let us guide you every step of the way to implement the Business Builder system.  We have done all the work – all you need to do is customize the procedures and documents for your business and market.  Take a look at the details below…

Training Modules & Lessons

Documents & Forms

Tech & Bonus Videos

WBNL Business Builder is a turnkey system ~ click the tabs below to see the course curriculum plus all of the documents, forms, videos, manuals, and extras that come with the program:



Module 1 – Running Your Business as a BusinessBusiness Builder - Module 1

In this first module, we will lay the foundation and cover in greater detail the philosophy developing a strong team.

Lesson 1: Mindset & Operational Shift

Lesson 2: Business System Assessment

Lesson 3: The Essential Real Estate Business Systems

Lesson 4: You are Ready to Hire an Assistant When…

Lesson 5: Understanding Personality & Communication Styles

Lesson 6: Let’s Get to Work!




Business Builder - Module 2Module 2 – Overview of Admin Assistants

Determining the structure & organization of your business is the key to a successful start.  There are many considerations.  It’s is vital that you really think this through so that you don’t have a series of false starts.  In this module, we will cover:

Lesson 1: Your business model and staff requirements

Lesson 2: Identifying Your Perfect Assistant (s)

Lesson 3: Licensed vs. Unlicensed Assistant/IC, 1099 or VA

Lesson 4: Determine the Job Description & Responsibilities

Lesson 5: Compensation Plans & Considerations

Lesson 6: Let’s Get to Work!




Business Builder - Module 3Module 3 – WBNLBB Hiring & Onboarding System

We have designed a method of attraction and hiring that takes the guess work of of the process.  WBNL Business Builder was created to give you turn-key systems so that you can focus on finding the right talent and then keeping them on board!

Lesson 1:  Overview of the System

Lesson 2: Phase 1 – Attracting & Screening Talent

Lesson 3:  Phase 1 – Conducting the Interview

Lesson 4:  Phase 2 – Onboarding & Training

Lesson 5:  Phase 3 – 90 Day Review & Accountability

Lesson 6: Let’s Get to Work!

Module 3 is loaded with downloads so that you can hit the ground running:

Complete hire and onboarding system

o   WBNL Coaching Hiring Model

o   Application Form

o   Sample Ads (Admin, Marketing, TC)

o   DISC Test Email

o   Real Estate Admin Responsibilities List

o   Interview Template

o   Pre-Interview Task/Project Email

o   Admin Assistant Interview Questions

o   Ideas for Task/Project

o   Broker Assistant Job Description

o   Job Description – Buyers Agent

o   Job Description – ISA

o   Job Description – Listing Manager

o   Job Description – Office Manager

o   Job Description – Admin Assistant

o   Sample Admin employment agreement

o   Assistant Task Checklist Template

o   Licensed vs. Unlicensed general guidelines

Employee Performance Reviews

o   Employee Goals Template

o   Employee Performance Review (Short form)

o   Employee Performance Review (Long form)

o   Employee Self-Evaluation

o   Skills Assessment & Review

Recommended resources, software and solutions list




Business Builder - Module 4Module 4 – Your Admin Leverages Your Business Systems

This module will explore the necessary tools and systems for a thriving business

Lesson 1: Customize Your Operations Manual

Lesson 2: Real Estate CRM & Business Management Software

Lesson 3: Tools, Apps & Systems for Collaboration, Task, Project Management

Lesson 4: Let’s Get to Work!





Business Builder - Module 5Module 5 – Keys to Managing & Retaining Quality Staff

Attracting individuals is one thing, keeping them motivated and happy is another.  Engagement and respect play huge roles here:

Lesson 1: Clear Job Description & Expectations

Lesson 2: Checklists, Reporting & Tracking

Lesson 3: Ongoing Coaching & Training

Lesson 4: Performance Reviews

Lesson 5: Let’s Get to Work!





WBNL BB Document DownloadsBusiness Builder - Downloads

  • The Business System Assessment
  • What’s Your Time Worth
  • WBNL Tasks & Procedures Manual
  • The E-Myth Key Points
  • Complete hire and onboarding system
    • WBNL Coaching Hiring Model
    • Application Form
    • Sample Ads (Admin, Marketing, TC)
    • DISC Test Email
    • Real Estate Admin Responsibilities List
    • Interview Template
    • Pre-Interview Task/Project Email
    • Admin Assistant Interview Questions
    • Ideas for Task/Project
    • Broker Assistant Job Description
    • Job Description – Buyers Agent
    • Job Description – ISA
    • Job Description – Listing Manager
    • Job Description – Office Manager
    • Job Description – Admin Assistant
    • Sample Admin employment agreement
    • Assistant Task Checklist Template
    • Licensed vs. Unlicensed general guidelines
  • Getting Things Done worksheets
    • GTD Daily Sheet
    • GTD Project Manager
    • GTD Project Detail
    • GTD Project List
  • Employee Performance Reviews
    • Employee Goals Template
    • Employee Performance Review (Short form)
    • Employee Performance Review (Long form)
    • Employee Self-Evaluation
    • Skills Assessment & Review
  • Business Planning & Tracking Documents
    • 3 Steps to a Powerful Real Estate business Plan
    • Goal Writing Package
    • Personal- Home Budget
    • WBNL Real Estate Business Plan Template
    • Business Budget
    • Profit & Loss Statement
    • Income & Expenses worksheet
    • Lead Tracking Form
    • Lead Conversion Tracking
    • Escrow Tracking Report
    • Marketing ROI form
  • Recommended resources, software and solutions list




Bonus Videos & ExtrasBusiness Builder - Extras

  1. Top Producer 8i Tutorials
  2. Evernote overview
  3. Dropbox folder setup
  4. How to Use Google Drive
  5. Career Landing Page – Google Forms 
  6. Recommended Productivity APPS
  7. LinkedIn All-Star Profile




I am a broker of over 33 years in the Real Estate Industry. I am so impressed with the programs WBNL Coaching provides. Jan is helping me build my small company into a professional organization. Jan, is always available to answer my concerns and insecurities. The program is a systematic system and all in place and makes perfect sense. On a personal level I cannot express how grateful I am that Jan has come into my life, she is a good person and we need more like her. I highly recommend this program to each and every person in the real estate business to better themselves.

Pamela Robinson

Owner-Broker, Seiko Properties, San Diego, Ca

The Team Tasks & Procedures Guide is just one of the resources that you have provided me with that will change the landscape of my business. There is a level of personal client care laced throughout these tasks that would leave any client feeling incredibly valued. WBNL Coaching exceeds my expectations in every way.  Your one-on-one help that leverages my efforts to help me reach my goals has surpassed what I could have ever imagined. I get the benefit of the hundreds, probably thousands of hours that YOUR training, professional network and pursuit of technology has given you. I am truly grateful!

Sheri Page

Realtor® ABR, CRS, GRI, e-PRO, Team Page - Realty ONE Group

I had been searching for a coach with a training program that wasn’t one size fits all. One that could assess where I was and what the next step in my team’s growth should be. Jan and I clicked on our first phone call. She listened, was able to identify what steps needed to be taken and then mapped out a strategy that incorporated our teams values and goals. I appreciated her organization, the ability to move through the WBNL modules at the time I needed them, but most of all her willingness to go above and beyond in helping me find the best resources for my team so that we could move forward. She has proven to be an excellent sounding board when at a cross roads and can quickly discern the better path to take. I can wholeheartedly recommend Jan and the WBNL Coaching program. If you are searching for a structured business plan with a coach that will guide you through solid systems while still enjoying a personal life. You have found it!!

Marie Tanabe

Realtor, Certified Luxury Home Marketing Specialist, GRI, at Marie Tanabe Group,, Illustrated Properties

It has been a breath of fresh air working with Jan. With the ever changing market she has given me the knowledge and tools to stay ahead of the curve. Along with her expertise of the industry, I appreciate her investing her time and efforts into seeing my business grow. I feel our meetings have been personally tailored to my style and I look forward to future endeavors.

Jackie Valiente

Team Leader, TEAM VALIENTE, Realty ONE Group

We Specialize in Business Building

Jan O'Brien

Jan O'Brien

Co-Founder, WBNL Enterprises | Business & Real Estate Coach

As a real estate broker, coach and industry leader for over 23 years, Jan is keenly aware that the single biggest obstacle in any business is implementation of the basic systems and activities that are the foundation of a prosperous and long-lived career.  With this in mind, Jan builds programs and systems around that and gets the fear out of the way.  Once that is accomplished, the sky is the limit and she has guided 100’s of top producing real estate sales professionals, teams and business owners to implement effective systems that allow them to thrive.

Matt Emerson

Matt Emerson

Co-Founder, WBNL Enterprises | Travologist | Business Coach

Matt’s philosophy in life and business can be summed up with ease; look for the best in people, listen more than you talk, be inclusive, create balance, and make each day better than the day before.   This has served him well during his 29 years of leading individuals, teams, and companies to success. Understanding what motivates someone and how they can best reach their personal goals and improve their quality of life has always come easy to Matt and he enjoys being a part of that journey.   Taking charge of your destiny is the most freeing & empowering thing you can do – let’s get to work!

Ready to Build a Team?

Introducing Real Estate Team Builder, designed as a turn-key solution to get your Team up and running smoothly and efficiently. Through a combination of our online library, one-on-one coaching, and actual written systems (including a complete operations manual) we are confident that you will be on the right path.

Need Real Estate Business Systems Training?

Discover the benefits of membership in the Wanderers Club – (Daily Social Media Posts, Monthly Video Training Workshops, Connecting Your Real Estate Business Course, Connecting with Social Media and Technology Course, Our Complete Archives of Training & Marketing)

Searching for a Coach?

Learn more about our 1-1, customized, hands-on and how-to approach to business and real estate coaching. We offer a coaching package with 10 hours of 1-1 consulting – no long-term contracts or expiration period. Schedule a 30-minute complimentary coaching session to discover more and see if we are a fit.

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