Training & Workflow Blueprint
Tailored training and onboarding for you, your agents, or team members—real estate assistants, client concierges, transaction coordinators, new or existing hires—designed to streamline processes, empower your staff, and support your business with a real estate blueprint of checklists, calendars, and systems built for your daily workflow. Custom packages available for teams, offices, or high volume. Looking forward to working with you.
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Claudia Castillo
Real Estate Simplified
206-670-5281
Custom packages available for teams, offices, or high volume.
What's Included
A complete roadmap—combining training with a customizable blueprint, calendars, and checklists—to support every listing and transaction, designed to fit seamlessly into your workflow.​
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Tech & Systems: Email, communication, cloud systems, MLS, ShowingTime, Supra, Transaction Desk
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Admin: Brokerage paperwork, commissions, calendar management, daily operations, gifts, testimonials, and organizational processes
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Calendar Hub: Daily–yearly planning, deadlines, and milestones
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Clients: CRM, referrals, leads, follow-ups, client presentations, listing prep, and showings
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Listings & Closings: Checklists for listing and transaction coordination
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Third Parties: Title/escrow, lenders, inspectors, and vendor rolodex; effective collaboration strategies
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Social Media & Marketing: Profiles, content, listing marketing, templates, branding workflows
''Working with Claudia was definitely a must do for me and saved me countless hours of frustration and headache. I was in a big transition of my company has recently completed a buyout of two partners and needed someone to step in and hire new people and audit all current systems and procedures and put things in order and Claudia did just that.''
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RE Office Owner.
How It Works
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Book a consultation. New trainees complete an online questionnaire, then a 30-minute Zoom onboarding sets up their training sessions.
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Training Process:
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Intake: Assess trainee’s current skills, workflows, and priorities to identify training focus areas
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Implementation: Tailored, interactive sessions with hands-on, actionable steps to help trainees refine and apply processes directly within their workflow
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Final Review: Evaluate progress, address questions, and ensure the trainee can perform efficiently and independently
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Available via Zoom or in person for Seattle-based clients
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Duration: Typically 2–4 weeks, depending on learning style and workflow complexity
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Ongoing Support: 30 days post-training, up to 30 minutes/week for follow-up, clarification, and fine-tuning
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Tools & Deliverables: Materials provided in Word, Google Docs, or Canva—flexible, easy to update, and ready to integrate into your workflow or management systems
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For New Hires: Agents handle hiring at their own cost; I support with job ads, hiring process guidance, and training
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New Hires/Agents: Starting at $900 per person.
Existing Hires/Agents: Starting at $1,500 per person.