In real estate, time is your most valuable asset. To help you spend it wisely, we have categorized our professional development into five distinct Training Pathways.
These levels are designed to meet you exactly where you are in your career—whether you are still mastering the basics or scaling a multi-million dollar team. By following these recommendations, you ensure that you are building on a solid foundation rather than trying to "skip a level" and risking burnout or failure.
We want every minute you spend in a classroom or a Zoom session to provide a high return on investment.
Avoid the "Foundation Gap": If a newer agent (Level 1) jumps into a Level 5 training (for example, advance geo farming an established neighbourhood), they may feel discouraged by the complexity before they’ve even mastered their basic buyer workflows.
Respect Your Expertise: If a high-producing Team Leader (Level 5) walks into a foundational Level 1 orientation, they may feel the content isn't advanced enough for their needs.
Use the Suggested GCI and "This Level is For" sections below to identify your current stage. While these pathways are not "restricted"—any agent is welcome to attend any session—they serve as a roadmap for what will be most impactful for your business right now.
Choose the path that challenges you without overextending your systems. Build the foundation, then scale the heights.
Suggested GCI: $0–$50,000
This level is for:
New or returning agents still mastering the basics.
What you should focus on:
How our brokerage operates
MLS, forms, DigiSign
Compliance fundamentals
Simple scripts + communication basics
Intro lead generation
Basic buyer/seller workflows
Your goal:
Get fully competent with the fundamentals.
Recommended Training Pathway:
Orientation with Kendra (LV1) — monthly
Recommended before: everything else
Skyslope 101 (LV1) — once per quarter (Q1 2026 monthly)
Recommended before: paperwork/transaction-heavy topics
New Agent Boot Camp (LV1) — Q1 / Q2 / Q4
Recommended before: Momentum 365, Open House Training, Business Planning Clinic
Open House Training (LV1/2) — Q1 / Q3
Recommended before: deeper lead gen/conversion trainings
Momentum 365 (LV1/2) — Q2 / Q3 (this year)
Recommended before: Business Planning Clinic (especially for newer agents)
Business Planning Clinic (LV1–4) — Q1 / Q3 / Q4
Recommended after: Orientation + Boot Camp (+ Momentum 365 if available)
Score (LV1–4) — Q4
Recommended after: Business Planning Clinic (great as a year-end reset)
Suggested GCI: $50,000–$100,000
This level is for:
Agents who can complete a transaction but need consistency.
What you should focus on:
Listing & buyer presentations
Lead conversion
Marketing basics
Time management
Building reliable prospecting routines
Your goal:
Build predictable monthly production.
Recommended Training Pathway:
Prereq baseline recommended: Orientation + Skyslope 101 + Business Planning Clinic (at least once)
Conversation for Success (LV2/3) — monthly
Recommended before: Think Like a Boss
Think Like a Boss (LV2+) — Q1 / Q4
Recommended before: The Power of People
The Power of People… Growing Through Talent (LV2/3) — Q1 / Q3
Recommended before: moving into leverage/hiring/team growth strategy
Business Planning Clinic (LV1–4) — Q1 / Q3 / Q4
Recommended: repeat when planning the next quarter
Score (LV1–4) — Q4
Recommended after: Business Planning Clinic
Suggested GCI: $100,000–$200,000
This level is for:
Agents with steady business ready to sharpen their skills and systems.
What you should focus on:
Automation + business systems
Advanced negotiation
Branding + advanced marketing
Pipeline building
Business optimization
Your goal:
Run a smarter, more efficient business.
Recommended Training Pathway:
Conversation for Success (LV2/3) — monthly
Recommended before: leadership/facilitation trainings
Think Like a Boss (LV2+) — Q1 / Q4
Recommended before: people/leverage and leadership tracks
The Power of People… Growing Through Talent (LV2/3) — Q1 / Q3
Recommended before: scaling and leverage decisions
Business Planning Clinic (LV1–4) — Q1 / Q3 / Q4
Recommended before: major growth pushes, pricing strategy changes, hiring decisions
Lead the Room — Mastering Facilitation Skills (LV3/4) — Q1
Recommended before: running meetings, teaching training, client events, leadership roles
Score (LV1–4) — Q4
Recommended after: Business Planning Clinic
Suggested GCI: $200,000+
This level is for:
Agents ready to leverage their time and scale their business.
What you should focus on:
Delegation + hiring
Team-building foundations
Investment real estate
Advanced pricing + market strategy
Wealth building + long-term planning
Your goal:
Build a scalable business model with leverage.
Recommended Training Pathway:
Conversation for Success (LV2/3) — monthly
Recommended before: leadership/facilitation trainings
Think Like a Boss (LV2+) — Q1 / Q4
Recommended before: people/leverage and leadership tracks
The Power of People… Growing Through Talent (LV2/3) — Q1 / Q3
Recommended before: scaling and leverage decisions
Business Planning Clinic (LV1–4) — Q1 / Q3 / Q4
Recommended before: major growth pushes, pricing strategy changes, hiring decisions
Lead the Room — Mastering Facilitation Skills (LV3/4) — Q1
Recommended before: running meetings, teaching training, client events, leadership roles
Score (LV1–4) — Q4
Recommended after: Business Planning Clinic
Suggested GCI: Not tied to personal GCI
This level is for:
Existing Team Leaders wanting stronger structure, systems, and culture.
What you should focus on:
Culture building
Clear leadership communication
Accountability systems
Training & development plans for team members
Recruiting + retention
SOPs & scalable systems
Team marketing strategy
Performance management
Strategic team planning
Your goal:
Lead a cohesive, high-performance, scalable team.
Recommended Training Pathway:
Lead the Room — Mastering Facilitation Skills (LV3/4) — Q1
Recommended before: Team Leader Training
The Power of People… Growing Through Talent (LV2/3) — Q1 / Q3
Recommended before: Team Leader Training if recruiting/hiring/building roles
Business Planning Clinic (LV1–4) — Q1 / Q3 / Q4
Recommended before: and alongside TL training
Team Leader Training (LV5) — once per quarter
Score (LV1–4) — Q4
Recommended for: annual planning + accountability alignment