Video summary

Outsource to Outperform 🔥 From Ordinary to Top 1% with Daniel Lee & Kevin Dearlove

Main summary

Key takeaways

Business

Business model & problem Wingman solves

  • Real estate agents get “stuck” at capacity: they feel they shouldn’t spend time on admin/database work, but they often can’t budget for full-time staff (frequently because wages cost roughly what they’d earn more—so hiring feels inefficient).
  • Wingman addresses this by positioning remote professionals to multiply output (2–3x income) by shifting teams from:
    • prep/admin work
    • toward high-value revenue activities (calls, listings, closing, brand building)

Who the presenters are (and roles)

  • Wingman Group owners: Jonathan and Nick
    • They run/own Wingman, providing remote professionals
    • They operate across sales and property management enablement
  • Daniel Lee (client of Wingman)
    • Runs Plum Property and Plum Partners
    • Helps agents build brands and run back-end systems
  • Kevin Dearlove (client of Wingman)
    • Selling principal running his agency
    • Actively manages both sales and operations

Remote professional talent strategy (quality + fit)

Talent requirements

  • Every hire requires a university degree or relevant certificate
  • Example qualifications mentioned:
    • A solicitor doing data work
    • Accounting-qualified staff

Compensation/working model

  • Remote professionals work full-time
  • Start times are aligned to business needs with time-zone flexibility
    • Mentioned: Philippines time difference is ~2–4 hours depending on daylight saving; some overlap exists
  • Communication/tools:
    • Zoom / Microsoft Teams
    • Remote staff receive business email accounts
  • The model is framed as work-from-home to improve happiness/productivity
    • Example contrast: long commutes to Manila

Key cultural/behavioral emphasis

  • Remote professionals are treated as employees, not “robot VAs”
  • Wingman emphasizes integration, training, and ongoing involvement
    • not “set and forget”

Playbooks/frameworks & processes described

1) “Golden hours / Platinum hours” operating principle (sales execution)

  • Golden hours: the agent’s time making calls (high revenue activity)
  • Platinum hours: preparation before calls
    • who to call, what to say, targeted outreach lists
  • Remote professionals focus primarily on Platinum-hour preparation, freeing agents for Golden-hour selling

2) Role-based task outsourcing framework (Daniel’s approach)

  • Map each role to tasks, then outsource anything that doesn’t require:
    • physical presence
    • one-on-one client communication
  • Remote staff support tasks such as:
    • templates
    • data work
    • CRM operations
    • CMA preparation
    • database/email/text/letter sending, etc.

3) Training + integration playbook (Wingman model)

  • 3 months of training in Wingman’s academy before placement
  • Training topics mentioned:
    • Australian culture
    • real estate sales & property management
    • CRM training
    • documents/agency agreements
  • After placement:
    • fine-tuning and ongoing support
    • Wingman stresses post-onboarding involvement

Concrete execution examples (what remote professionals do)

Daniel Lee (Sales lead + listing/sale pipeline support)

Remote professionals used a standardized listing process:

  • For each listing:
    • Generate the 100 closest / most similar properties using RP Data + other sources
    • Find owner contact details (phone/email) for those comparable properties
  • Outreach via multiple channels:
    • Email (templated, company branded)
    • Text/SMS (templated; only where mobiles exist)
    • Mail letters (templated on letterhead; generated via CRM and sent as PDFs for printing/posting)
    • Possible phone call follow-up
  • Core impact:
    • removes time-consuming prospecting/prep from associates/agents
    • improves responsiveness via multi-touch outreach (email + text + mail + calls)

Also noted, remote professionals supported:

  • CMA creation
  • market reports
  • templated monthly database outreach

Kevin Dearlove (Property management operations + lead PM scaling)

  • Remote professionals were integrated into the front office/reception for the whole group (example: “Ivory” overseas)
  • Reception/phone handling was done by remote staff at first, rather than pushing immediately to PM/sales teams
  • Emphasis on data-driven, template-driven property management workflows
  • ROI and scaling lead PM capacity:
    • “Great property managers… are hard to come by,” so support staff improves PM throughput and reduces stress

Metrics, KPIs, targets, pricing & ROI signals

Cost & productivity metrics (directly stated)

  • Investment: about $500 per week per full-time remote professional
    • includes training academy + fees
  • Implied hourly cost: ~$12–$14/hour
  • Training timeline: 3 months before placement
  • Income outcome claim:
    • remote professionals can enable “2x maybe 3x” income by enabling better actions (calls + listings + sales)

Business scale metrics (case signals)

  • Daniel: Wingman used for ~13 remote professionals
  • Kevin: agency staff count ~50–60, with growth supported by remote staff
  • Jonathan (property management scale):
    • 2,350 properties in ~4.5 years
    • stated: ~150 acquired, rest organic
  • Kevin: ~750 properties (rent roll referenced; checks implied but not quantified)

Operational / timeline checkpoints

  • Performance progression after remote professional start:
    • Month 1: learning business-specific processes
    • Month 3: typically becomes a full-time asset with fewer/no mistakes

Marketing / sales enablement impacts

  • Multi-touch listing-based outreach supports:
    • listing-to-appointment conversion (prospecting comparable property owners)
    • deal flow generation via targeted, timely CRM-driven communications
  • Indirectly supports personal brand output by freeing agents from admin burdens (mentioned as part of income multiplication early in the video)

Dos & Don’ts (actionable recommendations)

Dos

  • Invest in training and treat the remote professional like a new hire for process learning
  • Use a structured onboarding process:
    • discovery session → candidate testing → match selection → Zoom setup → training + fine-tuning → start date
  • Integrate remote staff into the team’s communication stack (Microsoft Teams/Zoom) and workflows
  • Treat this as a process change (remote work isn’t just a simple swap)

Don’ts

  • Don’t hire and expect instant results
    • best practice is to actively lead integration
  • Don’t assume remote professionals are all the same—not everyone fits
  • Don’t scale expectations too early:
    • Daniel advises evaluating fit around 3 months
    • if it’s not working, reassess; incremental cost over that period is relatively lower than full long-term commitment

Onboarding & selection process (Wingman)

  • Discovery session to understand the business problems to solve
  • Select 1–3 remote professionals based on:
    • video test
    • English speaking test
    • personality test
  • Zoom call between remote professional and agent/leader
  • Onboarding team schedules:
    • onboarding date
    • fine-tuning training 1–2 weeks before start
  • Wingman commits to ongoing involvement after onboarding

Confidentiality & compliance claims

  • Remote staff sign employment agreements with Wingman
  • Security/data handling:
    • access routed through an external server in Australia (cannot download locally)
    • Wingman claims security is stronger than many Australian businesses
  • Addresses HR/payroll administration concerns as part of Wingman’s value add
  • Notes solicitors on remote team/legal safeguards
    • no incidents cited

Addressing commercial sector applicability (high level)

  • Wingman indicates the model applies beyond residential:
    • they train broadly across real estate; commercial is supported
    • example provided: ~10% of clients are in commercial
  • They emphasize that top performers share similar business unit structures (processes/checklists), with domain differences

CRM systems mentioned

  • Sales CRMs:
    • Agent Box
    • PropertyMe (mentioned in Daniel/Kevin context)
  • Kevin noted training “on every single CRM you can think of”
  • Onboarding/compatibility with the agent’s existing stack is emphasized
  • PM integration is repeatedly referenced as a key driver

Sources / presenters mentioned

  • Jonathan (Wingman Group owner)
  • Nick (Wingman Group owner)
  • Daniel Lee (client; Plum Property + Plum Partners)
  • Kevin Dearlove (client; selling principal/agency principal; runs office and manages sales/operations)
  • Tom (host/moderator referenced throughout; no separate business role stated in subtitles)
  • Susan (mentioned in chat/URL prompt; not a presenter)

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