Video summary

The Cheapest & Best Way to Grow an Effective Business Unit (EBU) đŸ€Ż Wingman

Main summary

Key takeaways

Business

Core business idea: “Effective Business Unit (EBU) / Super Team”

  • Use a belt-ladder/team scaling model (karate/taekwondo metaphor) to move lead agents off “low-dollar productive” 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 “Black belt”)

  • More assistants as sales targets grow.

“Black belt” benchmark

  • Approximately $2M GCI (sales production)
  • Typically supported by 3–4 people
  • The agent spends time on high-value work while the team handles execution/admin.

Why agents “can’t” hire yet (the dilemma)

Agents often feel:

  • overwhelmed
  • unsure they’re earning enough to justify support staff

Reframe:

Without a PA, you’re the PA—you’re the bottleneck doing tasks your team should do.

Sales targets and capacity logic

  • Claim: to do 5–6 sales per month, you can’t do it on your own.
  • Longer-term aspiration (referenced): ~300 sales/year (with “320” mentioned in-text).
  • Operational logic: shift time from admin execution into activities that directly drive:
    • listings
    • deal flow
    • sales production

Role design: two PA “colors” (operating playbook)

Red PA (admin-focused)

Responsibilities include:

  • maintaining files
  • coordinating diaries
  • executing marketing plan tasks
  • CRM/admin cleanup so operational clutter doesn’t land on the lead agent

Salary reference:

  • Sydney/Melbourne: ~$70–80k/year
  • Elsewhere in Australia: ~$45–60k/year

Blue PA (growth-focused)

Responsibilities include:

  • helping create more listing presentations
  • supporting buyer inquiries from Realestate.com.au / Domain and open home leads

Wingman’s specific solution: offshore “Remote Professionals”

Wingman positions itself as backend/assistant support for:

  • real estate sales
  • property management

Branding choice

  • They discourage calling offshore staff “VAs” (stigma)
  • Preferred term: “Remote Professionals (RPs)” to signal career value and employee mindset

Offshore differentiator

Wingman argues it’s not only about cost—it’s about:

  • Philippines team culture/fit
  • belief that this leads to better service and loyalty than purely local alternatives

Training + onboarding “academy” (process playbook)

  • RPs undergo 3–4 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 (“teething”) and brings competence close to local quality.

Operational integration process (3-step approach)

Wingman emphasizes that success is not just hiring—it’s integration:

  1. Train the RP
    • platforms, processes, systems
  2. Onboard/integrate into the Australian business
    • treat like an employee, not an AI bot
  3. 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 clearly—there’s no “mental telepathy.”

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 5–6 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 ≈ $480/week (tax-deduction framing mentioned)
  • emphasis: avoid “locking contracts” (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 “22” 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 don’t have a PA, you’re the PA—move admin/system tasks off your plate
  • Integrate, don’t just “assign”:
    • 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 George’s (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)

Original video