Relevant prior modules

Setting up your work environment

Top Tips

Ongoing training and Development

The ideal week

Detailed Calendar examples

Note: These guidelines provide structure, but focus on what’s most important to succeed as a PAA. For instance, prioritise reporting and presenting your current properties before sourcing new ones.

The power of a great database

What to do when time is running out without connects targets achieved?

Learning Competency Checklist

1. Time Management & Schedule Adherence

• Consistently follows the SPAA or PAA weekly schedule structure

• Completes daily tasks within designated time blocks

• Maintains 90% or higher schedule adherence over a 4-week period

• Frequent deviation from scheduled time blocks

• Tasks regularly overflow into incorrect time slots

• Less than 80% schedule adherence

2. Attio Management

• Has all Attio views saved as favourites

• Property Pipeline: All properties allocated within 24 hours

• Buying Pipeline: Detailed notes on all client interactions

• Agent List: Complete documentation of all agent interactions

• 100% accuracy in data entry and updates

• Cannot locate individual PAA views for each pipeline in Attio

• Properties remain unallocated beyond 24 hours

• Missing or incomplete client interaction notes

• Outdated agent information

• Data entry errors exceeding 5%

3. Communication & Email Management

• Appropriate use of templates for cold, warm, and hot agents

• Personalization of bulk emails

• Consistent follow-up within prescribed timeframes

• Professional tone and error-free communication

• Template misuse or inappropriate categorization of agents

• Generic, non-personalized communication

• Delayed or missed follow-ups

• Grammar or formatting errors in communication

4. Leadership & Team Support

• Consistently purchases 8+ properties monthly

• Actively contributes to system improvements

• Provides effective coaching to team members

• Demonstrates problem-solving initiative

• Falls below 8 properties monthly

• Passive approach to system improvements

• Ineffective or absent coaching support

• Relies on others for problem resolution

5. End of Day Reporting

• Complete EOD submitted by 4:30 PM daily

• Comprehensive metrics reporting

• Detailed activity documentation

• Balanced reporting of wins and challenges

• Late or missing EOD submissions

• Incomplete metrics reporting

• Vague or minimal activity documentation

• One-sided reporting (only positives or negatives)

6. Buddy System Participation

• Regular engagement with assigned buddy

• Proactive seeking of guidance when needed

• Effective implementation of received advice

• Contribution to buddy system improvement

• Minimal interaction with buddy

• Passive approach to seeking guidance

• Failure to implement feedback

• No contribution to system improvement

What am I sending and who to?

SPAA - One of the leaders of the team.

Buddy System

End of Day (EOD)

When and how do I complete my EOD?

👉

So what’s the difference between a great and not so great EOD?

Expectations

Learning Competency Checklist

1. Work Environment Setup and Resource Bookmarking

• Competency: Demonstrate the ability to set up a productive work environment by bookmarking essential tools and resources.
• Pass Criteria:
• Effectively identifies and bookmarks all required links and resources.
• Fail Criteria:
• Fails to bookmark or access the critical tools and resources.

2. Application of Top Work Practice Tips

• Competency: Understand and apply key work practice tips (e.g., maintaining consistency, proactive communication, avoiding undue pressure, using appropriate pacing, and sending recap messages).
• Pass Criteria:
• Demonstrates an understanding and application of the recommended work practice tips.
• Fail Criteria:
• Does not recognize or apply the essential work practice tips in daily activities.

3. Participation in Ongoing Training and Development

• Competency: Recognize the importance of continuous learning and actively participate in scheduled training sessions.
• Pass Criteria:
• Identifies and understands the different training sessions (Growth Sessions, Power Sessions, Experience Sessions, and Weekly Team Trainings) along with their frequency.
• Fail Criteria:
• Lacks awareness of the available training sessions or does not value ongoing development.

4. Understanding and Implementing the Ideal Week Structure

• Competency: Understand the concept of an ideal weekly schedule for PAAs and SPAAs and implement a structured approach to daily tasks.
• Pass Criteria:
• Demonstrates knowledge of the ideal week structure and its significance for productivity.
• Fail Criteria:
• Is unable to outline or follow the recommended weekly scheduling and task prioritization.

5. Database Management and Attio Mastery

• Competency: Understand the importance of maintaining an accurate and organized database in Attio, including property and agent pipelines.
• Pass Criteria:
• Clearly identifies the key components required for effective database management in Attio.
• Fail Criteria:
• Fails to manage or update essential elements in the database.

6. Bulk Email Process in Attio

• Competency: Demonstrate knowledge of how to effectively execute a bulk email campaign using Attio.
• Pass Criteria:
• Understands and can articulate the step-by-step process for selecting recipients, composing personalized emails, enabling mass send, and adhering to sending limits.
• Fail Criteria:
• Is unable to describe or follow the correct process for sending bulk emails in Attio.

7. Agent Communication and Tailored Messaging

• Competency: Demonstrate an understanding of agent categorization (cold, warm, and hot) and the ability to tailor communications and templates based on the relationship history.
• Pass Criteria:
• Clearly differentiates between the various agent types and adapts messaging appropriately.
• Fail Criteria:
• Does not differentiate between agent types or applies a generic approach regardless of the relationship.

8. SPAA Leadership and Role Differentiation

• Competency: Understand and articulate the additional responsibilities and qualities that distinguish a Senior Property Acquisitions Analyst (SPAA) from a Property Acquisitions Analyst (PAA).
• Pass Criteria:
• Accurately explains the leadership responsibilities, performance expectations, and team support functions associated with the SPAA role.
• Fail Criteria:
• Is unable to clearly differentiate the leadership aspects of the SPAA role from the standard PAA responsibilities.

9. Buddy System Utilization

• Competency: Demonstrate knowledge of the buddy system's purpose and benefits for both new team members and senior staff.
• Pass Criteria:
• Clearly articulates the benefits for both the mentee and the mentor, and explains how to effectively utilize the buddy system during onboarding and beyond.
• Fail Criteria:
• Fails to identify the purpose or benefits of the buddy system, or cannot describe how it should be used.

10. End-of-Day (EOD) Reporting

• Competency: Understand the importance of comprehensive end-of-day reporting and know how to execute it effectively.
• Pass Criteria:
• Describes the key components of a complete EOD report, including metrics, activities, wins, and challenges, and recognizes the value of detailed commentary.
• Fail Criteria:
• Omits critical information or submits vague, one-sided EOD reports that do not capture the full scope of daily activities.

11. Alignment with Company Expectations and Culture

• Competency: Demonstrate a clear understanding of InvestorKit’s expectations, core values, and the importance of aligning personal performance with the company’s mission.
• Pass Criteria:
• Articulates the key behaviors, work ethics, and accountability measures expected of team members, and shows how these contribute to the overall vision.
• Fail Criteria:
• Is unable to clearly explain the company’s cultural and performance expectations or misaligns with the stated values.