Video summary
The Cheapest & Best Way to Grow an Effective Business Unit (EBU) đ€Ż Wingman
Main summary
Key takeaways
Core business idea: âEffective Business Unit (EBU) / Super Teamâ
- Use a belt-ladder/team scaling model (karate/taekwondo metaphor) to move lead agents off âlow-dollar productiveâ admin work.
- Goal: as agents scale revenue, they build a team (even starting with one assistant) so the agent stays focused on dollar-productive activities such as:
- selling
- listing
- negotiating
- prospecting
- deal management
Belt ladder / EBU levels (real estate context)
Level 1 (Green / Solo agent)
The lead agent handles everything, including:
- listing presentations
- pipeline management
- vendor meetings
- negotiation
- open homes
- buyer inquiry callbacks
- auctions/reserves
- finances
- and other operational responsibilities
Level 2 (Red)
- Add an Assistant / PA to reduce agent workload.
- Typical support starts with admin + file/system management.
Level 3 (Blue)
- Add a second support layer to increase listing presentation volume.
- Includes support for lead-gen and buyer inquiry handling.
Level 4 (Gold / approaching âBlack beltâ)
- More assistants as sales targets grow.
âBlack beltâ benchmark
- Approximately $2M GCI (sales production)
- Typically supported by 3â4 people
- The agent spends time on high-value work while the team handles execution/admin.
Why agents âcanâtâ hire yet (the dilemma)
Agents often feel:
- overwhelmed
- unsure theyâre earning enough to justify support staff
Reframe:
Without a PA, youâre the PAâyouâre the bottleneck doing tasks your team should do.
Sales targets and capacity logic
- Claim: to do 5â6 sales per month, you canât do it on your own.
- Longer-term aspiration (referenced): ~300 sales/year (with â320â mentioned in-text).
- Operational logic: shift time from admin execution into activities that directly drive:
- listings
- deal flow
- sales production
Role design: two PA âcolorsâ (operating playbook)
Red PA (admin-focused)
Responsibilities include:
- maintaining files
- coordinating diaries
- executing marketing plan tasks
- CRM/admin cleanup so operational clutter doesnât land on the lead agent
Salary reference:
- Sydney/Melbourne: ~$70â80k/year
- Elsewhere in Australia: ~$45â60k/year
Blue PA (growth-focused)
Responsibilities include:
- helping create more listing presentations
- supporting buyer inquiries from Realestate.com.au / Domain and open home leads
Wingmanâs specific solution: offshore âRemote Professionalsâ
Wingman positions itself as backend/assistant support for:
- real estate sales
- property management
Branding choice
- They discourage calling offshore staff âVAsâ (stigma)
- Preferred term: âRemote Professionals (RPs)â to signal career value and employee mindset
Offshore differentiator
Wingman argues itâs not only about costâitâs about:
- Philippines team culture/fit
- belief that this leads to better service and loyalty than purely local alternatives
Training + onboarding âacademyâ (process playbook)
- RPs undergo 3â4 months intensive training before deployment.
- Training includes major platforms used in residential sales/property management, such as:
- CoreLogic
- AgentBox / AgentBox Rex
- property management concepts and real estate legislation/lingo
- Claimed outcome: reduces ramp-up (âteethingâ) and brings competence close to local quality.
Operational integration process (3-step approach)
Wingman emphasizes that success is not just hiringâitâs integration:
- Train the RP
- platforms, processes, systems
- Onboard/integrate into the Australian business
- treat like an employee, not an AI bot
- Australian-side onboarding support
- help the lead agent/team use and manage the RP effectively
Key behavioral process:
- Teams must define roles and unmet needs clearlyâthereâs no âmental telepathy.â
Concrete RP activity examples (what they do)
Admin/process execution
- send out agency agreements
- prepare contracts
- organize building & pest inspections
- maintain/prepare office workflows
Sales support
- build sales call lists in the CRM by:
- finding similar properties to recently sold homes
- routing targets to associates/agents
CRM/pipeline support
- overall admin lift for pipeline/prospecting execution
Daily management / accountability routine
Recommended operating rhythm:
- Use a daily working progress agenda (short standup style check-in)
- Example: a 30-minute directional meeting daily via Teams/Zoom covering:
- what happened yesterday / what carries forward
- appointments
- prospecting calls
- buyer calls
- contract milestones
- KPIs
Timezone handling:
- Philippines time is stated as ~2 hours behind Sydney/Melbourne
- RPs work Australian hours and may cover weekends
Weekend/production optimization tactic
- Schedule RP work on Saturday/Sunday so Monday starts faster:
- cross-reference open home data
- produce call lists/reports in advance
KPIs / management focus areas mentioned
Not presented as strict formal KPI targets, but repeated operational metrics include:
- listing presentation volume
- sales production cadence
- ability to hit 5â6 sales/month
- path toward 300/year
- pipeline/prospecting throughput
- call list readiness
- vendor follow-ups
- callbacks
- contracts being signed
- tracked in the daily agenda
Cost and commercial framing (including targets)
Pricing references:
- around $12/hour marketplace rate (presenters)
- packages: 10h/week, 20h/week, 40h/week
Investment reframing:
- 40h/week â $480/week (tax-deduction framing mentioned)
- emphasis: avoid âlocking contractsâ (flexibility; retention based on quality)
Win-win-win claim:
- Business: more listings/sales from freed lead-agent capacity
- Employee/salesperson: more time for relationships and closing
- Customer: faster, efficient, accurate responses
Backed case example (growth claim)
A reference (Tom) cites an ambassador onboarding result:
- a real estate business reportedly went from 0 managements to 2,000+ managements in ~4 years
- (the text references â22â in four years, but the intent is clearly 2,000+ managements)
Actionable recommendations for agents (playbook takeaways)
- Start with role clarity:
- create a position description based on unmet needs
- Delegate low-value work early:
- if you donât have a PA, youâre the PAâmove admin/system tasks off your plate
- Integrate, donât just âassignâ:
- treat RPs like employees
- build a routine (daily agenda + 30-minute directional meetings)
- Define communication and artifacts:
- use agent-standard tools (Zoom/Teams)
- use async videos/recordings for approvals, agreements, and appraisal amounts
- Use weekend production for weekday lift:
- have RPs produce call lists/reports ahead of Monday
Presenters / sources
- Tom (main presenter)
- Jonathan Bill (co-pilot; Wingman)
- Nick Georges / Nick Georgeâs (co-pilot; Wingman)
- Manos (name referenced; participant question about offshore)
Mentions / references
- Henry Ford (historical productivity/role-mix reference)
- Josh Tassin (referenced as a sales-path benchmark)