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Course: The Client Experience Roadmap™

Agent Annie > Course: The Client Experience Roadmap™

Ready to Deliver Exceptional Client Experiences That Build a Thriving Repeat and Referral Business?

The Client Experience Roadmap™ is your step-by-step guide to transforming from feeling unprepared and overwhelmed to confident and fully equipped to deliver exceptional, 5-star client experiences—from the initial meeting to post-closing day tasks. 🚀

 

You’re Only 1 Course Away From Raving, 5-Star Client Reviews ✨

 

Real estate success isn’t just about closing deals; it’s about creating unforgettable experiences that clients rave about.

 

Right now, you may feel:

 

❌ Unprepared—unsure of where to begin or how to guide clients

❌ Confused—overwhelmed by the complexities of real estate transactions

❌ Embarrassed—worried you don’t know how to do the job or confidently explain the process to clients

❌ Frustrated—lacking a clear plan or process to rely on

 

🪄 Now IMAGINE this… by the end of this course, you’ll:

 

✅ Throw away the post-its—no more relying on scattered notes or guesswork

✅ Gain the knowledge and clarity you need to confidently navigate the under-contract process from start to finish

✅ Have a clear, repeatable process for every step of the client experience

✅ Deliver exceptional service that leads to glowing reviews and repeat business ✨

 

I believe EVERY agent deserves access to comprehensive, high-quality training that sets them up for success from the very start. That’s why I’m sharing our brokerage’s proven internal training program with agents everywhere—no matter what state you’re in or which brokerage you belong to.

 

The Expedite Your Expertise™ program is thoughtfully designed and divided into three transformative courses, with Step 2 being the Client Experience Roadmap™—a 55+ lesson course packed with:

 

✨ Resources to streamline your workflow

✨ Step-by-step processes for every stage of the client journey

✨ Proven systems and templates

✨ Scripts to help you confidently communicate at every touchpoint

 

This course equips you to deliver repeatable, 5-star client experiences every time!

Because EVERY agent deserves the tools to succeed—and now, they’re at your fingertips.

 

Ready to have a clear, step-by-step process for delivering exceptional client experiences? The Client Experience Roadmap™ was built for you if you’re ready to feel confident, knowledgeable, and fully equipped to guide your clients—creating 5-star experiences that lead to success and referrals! 🎯

JOIN NOW

{This course is included in the Expedite Your Expertise™ Membership, offering $11,111+ worth of expert training, resources, and support— all designed to help you skip the struggle and fast-track your real estate success.}

If you could wave a magic wand and instantly gain 10 years of experience, proven step-by-step systems, and streamlined processes—would you? 🪄

 

The real estate transaction is far too important to leave anything to chance. Missing or forgetting even small details can derail a deal or leave clients feeling disappointed. That’s why I’ve spent 8 years refining our client experience process to ensure nothing slips through the cracks.

Skip the frustrating “figure it out on your own” struggle. I’ve done the hard work, made the mistakes, and refined the process so you don’t have to. Your shortcut to confidence, clarity, and success starts here. 🚀

The Results Speak for Themselves

Our Signature Client Experience Process has Resulted in

HUNDREDS of ⭐⭐⭐⭐⭐ Client Reviews!

 

By following this proven framework, you’ll be able to create raving client reviews like these:

 

Google Reviews Video EWR by amanda.zaddock

🖥️ This course delivers the essential training, knowledge, and step-by-step framework to create exceptional client experiences—without spending years figuring it out on your own! 🚀

 

At Agent Annie, we leave no stone unturned.

If you are ready to take the shortcut and learn from my experience, then…

It’s time to empower yourself!

 

Explore What’s Inside the Course

 

The Client Experience Roadmap™ includes 55+ lessons, covering:

✅ Mindset Magic: Build the mental resilience and positivity you need to thrive

✅ Lead Generation & Building Relationships: Master strategies to attract and nurture leads while building relationships for a thriving referral-based business

✅ Buyer Consultations & Showings: Learn how to prepare for consultations, schedule showings, and confidently guide buyers to finding the property for them

✅ Listing Appointments & Consultations: Prepare standout CMAs, listing presentations, and marketing strategies to win listings

✅ Offers & Negotiations: Gain step-by-step guidance for writing, negotiating, and handling offers like a pro

✅ Under Contract to Closing: Follow detailed task checklists to seamlessly manage the transaction process for both buyers and sellers, with each task thoroughly explained to ensure you have a solid understanding

✅ Post-Closing Relationships: Build lifelong relationships to drive repeat and referral business with confidence!

 

Empowering You to Expedite Your Success 👏

Real estate has the power to change your life 💯—I know because it completely transformed mine.

When I passed my real estate exam, I felt unstoppable—ready to conquer the world! But that excitement quickly turned into uncertainty. Where do I begin? How do I actually do this?

Thankfully, I joined an incredible brokerage and sold 29 homes in my very first full year. 🏡

🚀 Two years later, just as I got married, we moved to a small town with a population of 6,000—where I knew almost no one. Fueled by determination (and a lot of hard work), I opened my own brokerage, driven by a vision to create something special: a company known for exceptional client experiences and a comprehensive training program for new agents.

That vision is now a reality! Today, we’re one of the top brokerages in NW Wyoming, with two office locations, $160MM in brokered sales experience, hundreds of 5-star client reviews, and a passion for helping new agents succeed.

Now, I’d love to help YOU 🚀

With the right training, guidance, and support, you can build a thriving real estate career. Let’s make it happen together 🔥

This course is valued at $997 but now included in the Expedite Your Expertise™ annual membership!

Inside the membership, you’ll have instant access to $11,111+ worth of expert training, resources and support—because I believe EVERY agent deserves comprehensive training—no exceptions. Quality education shouldn’t be out of reach {and I’ve made it my mission to ensure it isn’t}.

With The Expedite Your Expertise™ membership, you’ll be able to skip the struggle and gain 10 years of real estate expertise, resources, processes, and proven systems in just 4 weeks!

GAIN INSTANT ACCESS

YOU GET ALL OF THIS INSTANTLY:

 

With 55+ comprehensive lessons, The Client Experience Roadmap™ is thoughtfully organized into easy-to-follow modules, designed to guide you from the initial client consultation all the way through post-closing day tasks! It provides the clear direction and strong foundation you need to confidently launch your new career and succeed in real estate.

 

Module 1: Welcome to The Client Experience Roadmap™ ✨

Start your journey with the right mindset and tools

✅ Welcome to The Client Experience Roadmap™: Meet your guide and get inspired!
✅ How to Navigate This Course: Maximize your learning experience to hit the ground running.
✅ Course Resources: Access all the tools and guides you’ll need along the way.
💡 Mindset Magic: Develop the mental resilience and positivity to thrive in your real estate career.

Module 2: Buyer | Lead Generation & Relationship Building ✨

Attract the right clients and build lasting connections

✅ Building Relationships 101: Cultivate meaningful relationships that turn into business.
✅ Marketing Fundamentals: Learn strategies to position yourself as the agent of choice.
✅ Relationship Nurturing: Turn one-time clients into lifelong referral partners.

Module 3: Buyer | Buyer Agency and Showing Homes 🏠

Confidently guide buyers through the home-buying journey

✅ Preparing for Buyer Consultations: Learn what to review and how to set expectations.
✅ Scheduling & Conducting Showings: Ensure a seamless experience for your buyers.
✅ Showing Etiquette & Lockboxes: Master the professionalism needed to make a great impression.
✅ Special Situations: Navigate FSBO properties and brokerage-listed homes with ease.

Module 4: Buyer | Offers & Negotiations 🤝

Handle offers with confidence and professionalism for both buyers and sellers

✅ Writing & Presenting Offers: Step-by-step guidance for every detail.
✅ Negotiation Tips: Advocate for your clients and secure the best outcomes.
✅ Handling Multiple-Offer Scenarios: Confidently manage competitive situations.
✅ Rejection or Fallout Management: Learn how to close out a deal when things don’t go as planned.

Module 5: Buyer | The Under Contract to Closing Process 🗂️

Manage every transaction with precision and clarity

✅ Task Checklist for Buyers: Follow a detailed step-by-step guide to ensure every aspect of the transaction is covered.
✅ Property Inspections: Confidently guide clients through the inspection process and address any concerns.
✅ Appraisals 101: Learn how to understand, explain, and utilize appraisal reports effectively.
✅ Title & Escrow Companies 101: Break down the role of title and escrow companies to provide clarity for your clients.
✅ Understanding Title Commitments: Gain the ability to read and interpret title commitments with confidence.
✅ Closing Day Expectations: Prepare your clients for a smooth and successful closing day.
✅ Detailed Explanations for Each Task: Develop a clear understanding of every step to ensure nothing slips through the cracks.

Module 6: Buyer | Post-Closing Relationships 🤝

Turn one-time clients into lifelong referral partners

✅ Building Lifelong Relationships: Keep the connection alive with thoughtful follow-ups.
✅ Generating Referrals: Leverage happy clients to grow your business.

Module 7: Seller | Lead Generation & Relationship Building 🏘️

Master strategies to attract and engage seller clients

✅ Finding Seller Leads: Proven techniques to bring in new business.
✅ Relationship-Building Techniques: Earn trust and loyalty from potential sellers.

Module 8: Seller | Listing Appointments, Agreements & Showings 📋

Win over sellers with standout presentations and strategies

✅ Initial Listing Appointment Preparation: Conduct thorough property previews to prepare for success.
✅ Creating a CMA: Master the art of crafting a comparative market analysis that sets you apart.
✅ New Listing/Seller Consultations: Build trust and set clear expectations to secure listings.
✅ Marketing Your Listings: Implement strategies to showcase properties effectively and attract top-dollar offers.
✅ Scheduling Showings: Manage showings seamlessly and gather valuable feedback to keep clients informed.

Module 9: Seller | Offers & Negotiations

Handle offers with confidence and professionalism to secure the best outcomes for sellers

✅ The Offer Process: Step-by-step guidance from offer receipt to acceptance.
✅ Multiple Offer Situations: Learn strategies to navigate competitive scenarios and advocate for your client.
✅ Reverse Offers: Understand how to present and negotiate offers initiated by the seller.
✅ Negotiation Mastery: Hone your skills to effectively represent your client’s interests.
✅ Closing Out a File: Manage rejected offers or deals that fall through with professionalism.

Module 10: Seller | Under Contract to Closing Process

Streamline the transaction process to ensure a smooth experience for sellers

✅ Task Checklist for Sellers: Follow a clear, step-by-step guide to manage every aspect of the process.
✅ Property Inspections: Guide sellers through the inspection process with confidence.
✅ Appraisals 101: Explain the appraisal process and handle potential issues with ease.
✅ Title & Escrow Companies 101: Help sellers understand title commitments and escrow procedures.
✅ Closing Day Expectations: Prepare your clients for a seamless and successful closing.

Module 11: Seller | Post-Closing Relationships

Build trust and loyalty to turn one-time clients into lifelong referral partners

✅ Task Checklist for Post-Closing: Ensure every detail is handled to maintain a professional impression.
✅ Building Lifelong Relationships: Implement strategies to nurture relationships beyond the transaction.
✅ Generating Referrals: Leverage satisfied clients to grow your repeat and referral business.

25+ Resources + Editable Templates Included:

General Resources:

    • Checklists & Zipforms Templates Guide

    • Relationship Database Spreadsheet

    • Post-inspections Postcard Template

    • Inspectors & Trade Services List

    • Agent Annie’s Appraisal Spreadsheet & Cover Page

Buyer Experience Resources:

    • Buyer Guide

    • Vacant Land Purchase for New Build Considerations

    • Buyer Email Templates

    • Initial Consultation & Onboarding Docs Checklist

    • Initial Buyer Consultation Appointment Sheet

    • Client Onboarding Task Checklist

    • Offer Preparation & Review Guide

    • Deal File Docs Checklist & Offer Summary

    • Commission Agreement Verbiage

    • Offer Optimization: Boosting Your Chances of Offer Acceptance

    • Under Contract to Post-Closing Task Checklist

    • {Double Sided} Under Contract to Post-Closing Task Checklist

Seller Experience Resources:

    • Seller Guide

    • Seller Email Templates

    • Initial Consultation & Onboarding Docs Checklist

    • Initial Seller Consultation Appointment Sheet

    • Client Onboarding Task Checklist

    • Offer Preparation & Review Guide

    • Deal File Docs Checklist and Offer Summary

    • Multiple Offer Comparison Spreadsheet

    • Under Contract to Post-Closing Task Checklist

    • {Double Sided} Under Contract to Post-Closing Task Checklist

    • Courtesy Move-out Cleaning Checklist

 

What Makes This Program Unique? 🌟

✨ Practical: Real-world tools and actionable steps you can implement immediately.
✨ Comprehensive: Covering every aspect of the client experience for buyers and sellers.
✨ Supportive: You’re not alone—ask questions and receive guidance every step of the way.

By the time you finish, you’ll feel confident, knowledgeable, and fully equipped to deliver exceptional client experiences that lead to glowing 5-star reviews and a thriving referral-based business! 🚀

 

PLUS ACCESS

to the Expedite Your Expertise™ Membership

for an Entire Year!

For a fraction of just *one* commission check you’ll gain $11,111+ worth of expert training, proven systems, and plug-and-play templates developed from over 500 transactions—eliminating years of trial and error, avoiding costly mistakes, and unlocking a proven and repeatable client experience process that consistently delivers raving 5-star client reviews.

 

Your Annual Membership Includes:

  • Annual Membership with full access {$11,111+ worth of courses, resources and mentorship!}

  • Independent Study – Learn at your own pace!

  • Access to ALL Courses & Resources

    • The Foundational Training Vault {$397}

    • Universal Contract Confidence {$397}

    • Wyoming Contract Confidence {$697}

    • The Client Experience Roadmap {$997}

    • Bonus Courses {$324}

    • Resource + Templates Library {$697}

  • The Agent Training Bible™ – included as a digital download {$299}

  • Ongoing Support from Amanda – Questions? Gain access to our members-only Facebook group and ask away! (with lifetime access to the group!) {$8,000}

 

👉 Ready to join?

Click the button below and secure your spot and begin your year long transformation to a wildly knowledgeable, supported and successful agent!

 

GAIN INSTANT ACCESS

Frequently Asked  Questions

Why is the price so low?

I firmly believe that EVERY agent deserves access to high-quality training, no matter their budget. That’s why I’ve priced this program to be affordable while still delivering exceptional value.

Real estate changed my life, and I want to give new agents the opportunity to build a strong foundation for their careers without breaking the bank. I’ve poured my years of experience, proven systems, and attorney-reviewed content into this program to ensure it’s both accessible and transformative.

This isn’t just an investment in training—it’s an investment in your future, and I’m here to make sure it’s within reach for anyone ready to take their career to the next level. 💯

Why should I choose Agent Annie for my agent training?

Agent Annie was created to provide EVERY agent with the training and resources they deserve to build a thriving real estate career.

I’m an experienced Responsible Broker from Northwest Wyoming, and my true passion is helping agents like YOU succeed. Watching my team grow into top agents and seeing how real estate changes their lives is the best part of my job. Now, I’m here to help you do the same!

What makes this program trustworthy and high-quality?

I believe so strongly in the importance of quality training that I’ve had many of my lessons and courses reviewed and approved by Mike Lansing, an attorney who also provides legal counsel to the Wyoming Association of REALTORS®. My goal is to create an exceptional agent training program so you can thrive in your career with confidence and professionalism.

How will I get support throughout the training?

When you join Agent Annie, you’re stepping into my virtual office! My door is always open, and I encourage you to ask questions—no question is too small or silly. You can ask questions directly from each video lesson, or send me an email— all questions come directly to me, and I’m here to support you however I can.

What if my Broker doesn’t approve of outside training?

Agent Annie is designed to complement your existing brokerage relationship, not interfere with it. Throughout the course, you’ll find helpful notes prompting you to “ask your Broker” when necessary. Our goal is to empower you to grow and thrive within your current brokerage.

Is this the Perfect Fit for Me?

This is for you if:

* You’re a new real estate agent in the United States
* You’re ambitious and motivated to succeed
* You want to avoid learning the hard way and having to figure it all out by yourself
* You are driven to be an excellent agent
* You value education and strive to offer top notch advice to your clients

If you fall into ANY of the categories above, Agent Annie has been crafted just for you!

One last crucial message for you today as we wrap up:

And it’s this – no matter what you decide, whether you choose to take this course or not…

Please ASK an annoying amount of questions- it’s how you’ll learn the fastest. And from your very first transaction, begin creating a task checklist to build upon with every transaction! Find a mentor or an experienced agent in your office to guide and support you along your journey.

Because your clients deserve your best.

 

AND IF YOU FIND YOURSELF NEEDING TRAINING..

Agent Annie is here for YOU!

 

Starting your real estate career can feel overwhelming—coming in on day 1 with zero knowledge and no formal training leaves most new agents feeling lost and uncertain. But it doesn’t have to be that way.

 

If you’re ready to feel…

✨ Prepared—with a clear, step-by-step process to confidently guide clients through every stage

✨ Knowledgeable—fully understanding the complexities of real estate transactions and able to explain them with ease

✨ Confident—feeling assured in your abilities and ready to handle any situation that comes your way

✨ And Empowered—with formal training and the tools you need to deliver exceptional client experiences

 

I’d love to see you inside The Client Experience Roadmap™! This isn’t just a course—it’s the foundation of your success in real estate. Everything you learn and experience as an agent will build on the solid framework you gain here.

 

By the time you finish, you won’t just feel prepared—you’ll be equipped, confident, and ready to deliver exceptional client experiences that drive your success. 💯

 

Be Equipped. Be Confident. Take Charge of Your Future. 🚀

 

{This course is included in the Expedite Your Expertise™ Membership}

For a fraction of just *one* commission check, you’ll gain $11,111+ worth of expert training, proven systems, and plug-and-play templates developed from over 500 transactions—eliminating years of trial and error, avoiding costly mistakes, and unlocking a proven and repeatable client experience process that consistently delivers raving 5-star client reviews.

 

Your Annual Membership Includes:

  • Annual Membership with full access {$11,111+ worth of courses, resources and mentorship!}

  • Independent Study – Learn at your own pace!

  • Access to ALL Courses & Resources

    • The Foundational Training Vault {$397}

    • Universal Contract Confidence {$397}

    • Wyoming Contract Confidence {$697}

    • The Client Experience Roadmap {$997}

    • Bonus Courses {$324}

    • Resource + Templates Library {$697}

  • The Agent Training Bible™ – included as a digital download {$299}

  • Ongoing Support from Amanda – Questions? Gain access to our members-only Facebook group and ask away! (with lifetime access to the group!) {$8,000}

 

👉 Ready to join? Click the button below and secure your spot and begin your year long transformation to a wildly knowledgeable, supported and successful agent!

INSTANT ACCESS