8 to 12 weeks
Scoped by the number of people, offices, and data involved.
This work is written for two kinds of leaders.
One owns a boutique brokerage, where everything still runs through the owner. The other runs a large organization: operating principals, brokers, managers, and team leaders working across offices. Neither of you has to fit the other's situation.
I work inside your organization, and I start by listening. That means one-to-one conversations with the people doing the work.
From there I look at how the organization actually runs: onboarding, training, SOPs, the events calendar, the recruiting process, and the production numbers. I'm looking for the patterns that explain what you're already seeing.
You get the full picture back in a findings and plan session. The work then continues with the people who lead your agents day to day, on their real agents and their real situations.
Find what everyone else is missing. Get to the root. Build something better.
Your leaders and coaches were taught to coach, and they coach the way they were taught. When it doesn't produce the result, the industry's standing answer is that the agent doesn't want it badly enough. Nobody has shown your leaders why it isn't working.
My work starts from a different finding. Much of what traditional training and coaching teaches actually triggers the very behaviors it's trying to correct, because the agent isn't being understood from a psychological perspective and the material isn't taught in a way the agent can receive. That's the question this work answers.
Scoped by the number of people, offices, and data involved.
No surveys. Real conversations with the people doing the work.
Onboarding, training, SOPs, the events calendar, the recruiting process, and the production numbers.
Everything I found, what's underneath it, and what to build next.
After the assessment, the ongoing phase is month-to-month work with your leaders: teaching managers and supporting implementation.
For a boutique brokerage, the work begins with a diagnostic look at the brokerage and its systems, followed by a written proposal. The shape of the engagement is defined in that proposal, around what your brokerage actually needs.
Most boutique owners have only ever been an agent inside the market they started in. Expanding is different, whether that means more locations in your own area or operating in more than one state, and it's hard to know how a larger operation gets organized until you've built one.
I've done that work, running state-level operations for national brands. Advising you through scaling can be part of the engagement.
“I’ve had the privilege of working alongside Angela at multiple companies, collaborating closely with her to develop and elevate high-performing sales teams. Angela is an exceptional Sales Growth Strategist with a rare talent for driving transformation and unlocking the full potential of every team member. Her approach goes far beyond numbers; she’s deeply committed to redefining what success means by focusing on sustainable growth, meaningful client relationships, and behavioral change. Angela’s expertise in sales behavior transformation has been invaluable in shaping a team culture rooted in resilience, adaptability, and results. Her ability to coach and empower individuals, combined with her strategic vision, has consistently led to breakthrough performance across our teams. She’s an inspiring leader and true pioneer, always pushing the boundaries of what’s possible. I highly recommend Angela to anyone looking to build a motivated, high-impact sales team that thrives in today’s competitive market. Her insights, dedication, and unwavering commitment to excellence make her an asset to any organization.”
“Angela has an amazing ability to break down the role of each team member, pinpoint areas where inefficiencies exist and help those team members work to become more efficient and effective. For the real estate industry, she has a deep knowledge of every aspect of what we do, as she's been involved in real estate years longer than most agents in the industry. I'd highly recommend Angela and would definitely bring her in to assist my organization again!”
“Angela is EXACTLY what the real estate industry has been in desperate need of for far too long. Unlike other real estate coaches that simply skim the surface and repackage the same tired marketing tactics to rob agents in dire need of help, she delivers an unparalleled commitment to their success in a deep and meaningful way. Her ability to leverage her experience, empathy and unique skill set are nothing short of a godsend to everyone that has the pleasure of working with her or simply crosses her path.”
“I have had the pleasure of working with Angela Kristen Taylor over the past year as my real estate coach. I’ve always owned my own business and consider myself organized, motivated, focused and successful. So why choose a coach and why choose Angela? The simple answer; success is relative. I want to double, then, double my business again. I realized too get there meant I needed to finely hone my skill set and implement the best practices of a professional advisor to learn how to effectively build my organization. After interviewing several coaches, Angela is the best fit for me. She’s intuitive, insightful and has a strong understanding of this market space. Her delivery is calm yet direct with well thought out reason. She is resourceful and always gives me the highest level of honest feedback and direction. She is a trusted advisor who I recommend without hesitation.”
“Angela is an exceptional leader and coach who truly inspires everyone around her. Her wealth of knowledge and expertise is unparalleled, and her guidance has been transformative for me. She has a remarkable ability to teach complex strategies with clarity and patience, particularly when it comes to building meaningful online connections and expanding networks. What sets Angela apart is her genuine care for everyone she works with—she invests her time and energy into ensuring others succeed. It’s rare to meet someone so skilled and compassionate, and I’m incredibly grateful for the impact she has had on my personal and professional growth.”
“Angela has a thorough understanding of the real estate industry: knows the inner workings of the products and services available, stays on top of the latest technology, and understands not only how real estate agents think but also today’s buyers and sellers. This has put her into an excellent position to work with agents by helping them understand the current market in full, how to approach buyers and sellers, and which products and services will work best to achieve their individual goals. I highly recommend her to any agents looking to get a better handle on their business or to any real estate corporations looking for a dedicated leader with a passion for the industry and helping agents succeed.”
In some engagements, the findings point to the agents themselves. When that happens, the Rooted Agent Method™ can be brought into your brokerage for them.
Explore the Rooted Agent Method →Better businesses begin with better questions.