What is the Impact Score, and how does it work?
At InvestorKit, we believe in clear standards, real growth, and meaningful recognition.
The Magnitude of Impact scale exists to help you reflect on your personal contribution — to your peers, your clients, your division, and ultimately, our business.
It is a tool designed to help you understand your current level of influence and impact, based on measurable and observable behaviours.
More than just a reflection of your results, it is about how consistently you live our values and demonstrate the behaviours that define a remarkable member of our team.
Here is James explaining what it is, how it works and how it influences much of what we do here at InvestorKit
How Your Magnitude of Impact Influences Your Career at InvestorKit
At InvestorKit, we believe that excellence should be recognised and rewarded — and that starts with setting clear expectations around behaviours, impact, and outcomes.
Your Magnitude of Impact rating plays a critical role in shaping key career decisions, including pay, promotions, rewards, and recognition.
Here is how your impact influences your journey with us:
- Ongoing employment We are committed to helping every team member succeed. However, if someone remains at an Average impact level or below despite two months of focused coaching and support, a formal performance improvement plan may be introduced. We are building a team of the very best — and we want you to be part of it.
- Full comms dispersal Commissions and bonuses are awarded at the discretion of leadership. If your behaviours drop to an Average or below, even if you meet your KPIs, leadership may choose to withhold some or all commission payments. Living our values and maintaining a high standard of impact is essential to earning full rewards.
- Pay rises Pay increases are tied not just to what you achieve, but how you achieve it. Team members who consistently maintain an impact rating of Great or above will be eligible for pay rise consideration at review time. Those averaging below this standard may not be eligible for salary increases.
- Career Advancements Promotion and progression opportunities are reserved for individuals who reach and sustain a Great impact level or higher. We promote based on impact, values, and contribution — not just tenure.
- Awards, perks and recognition programs Meeting quantitative KPIs alone is not enough to secure awards, perks, or incentives. To be considered for any form of formal recognition, you must also consistently demonstrate a Great impact level or higher.
- Values Awards, Impact and Excellence awards Your Magnitude of Impact rating directly influences your eligibility for our annual Values Awards, Impact Awards, and Excellence Awards at EOFY and Christmas events. Those who live our values and demonstrate Remarkable impact are the ones we proudly celebrate.
Here is a simple breakdown:
Excellent status and above = Higher Pay rises and progression eligibility at discretion
Good status and above = Full comms, awards, standard pay rise ranges, perks and recognition program eligibility, as well as ongoing employment at discretion
Average status and below = Performance management, termination at discretion
How does the Rating Scale work?
The scale is broken down across six key ratings:
Poor, Average, Good, Great, Excellent, and Remarkable.
Each tier includes a list of observable behaviours that you can recognise in yourself and others. These behaviours paint a clear picture of the level of effort, values alignment, and influence you are demonstrating today — and what it takes to reach the next level.
This is about progress, not perfection.
No matter where you start, there is always a path forward.
What does each rating look like?
Below are the high level overviews of what behaviours look like at each level
Poor – Destined to fail
Behaviours you might notice:
- Disconnected from work and the team.
- Resists feedback and change.
- Regularly misses deadlines or delivers poor work.
- Neglects our values and contributes to negativity.
How to move forward: Reconnect with purpose, seek feedback, and focus on small wins to rebuild momentum.
Average – Strives Not to Fail
Behaviours you might notice:
- Completes the basics but rarely goes beyond.
- Stays in the comfort zone and waits for direction.
- Inconsistently applies skills and learning.
How to grow: Start showing small acts of ownership and initiative. Progress begins with one decision at a time.
Good – Strives to Meet Goals
Behaviours you might notice:
- Consistently delivers on responsibilities.
- Applies feedback and works to meet set standards.
- Lives by our company values but does not actively lead by example.
- Shows steady reliability but rarely challenges themselves.
How to move forward: Focus on going beyond your tasks. Proactively suggest improvements, support your teammates, and take on new challenges to grow further.
Excellent – Strives to Innovate and Become the Best
Behaviours you might notice:
- Introduces new ideas and improvements that have a noticeable impact.
- Champions change and inspires others to grow alongside them.
- Mentors and supports colleagues actively.
- Anticipates challenges and solves them before they escalate.
How to move forward: Push your creativity further. Think big, collaborate widely, and challenge yourself to be not just better, but transformational.
Great – Strives to Exceed Goals
Behaviours you might notice:
- Regularly exceeds expectations and produces high-quality results.
- Seeks feedback and actively uses it to get better.
- Lives and breathes our values, becoming a positive influence on the team.
- Takes ownership of outcomes and looks for ways to improve processes.
How to move forward: Look for ways to innovate in your work, mentor others informally, and start thinking about long-term impact, not just short-term wins.
Remarkable – Strives to Be First and Be The Best
Behaviours you might notice:
- Sets new standards of excellence, leading by example at every turn.
- Creates breakthroughs that redefine success for the team and the business.
- Inspires others naturally, inside and outside the organisation.
- Shapes the future direction of the business through innovation and leadership.
How to move forward: Stay focused on legacy building—coaching, influencing, and leading others to perform at their very best, while continuing your own growth journey.
How We Define Remarkable
At InvestorKit, every role expresses Remarkable performance in its own unique way.
The qualities that make an Appointment Setter truly stand out will naturally differ from what defines excellence in a Research Analyst.
However, across every position, there are consistent threads — seven key pillars — that shape how we define and recognise Remarkable performance. These pillars form the foundation of the behaviours and traits we look for in every individual who seeks to make an outstanding impact here.
The seven pillars of Remarkable performance are:
- Setting Standards and Leading with Vision
- Proactive Problem Solving and Innovation
- Delivering Consistent and Exceptional Results
- Building and Elevating Team Culture
- Client-Centric Approach and Long-Term Thinking
- Ownership and Accountability
- Strategic Thinking and Execution
What dose Remarkable look like in my role?
🚀 Marketing Team
A Remarkable Digital Marketing Specialist
Strategic Execution and Innovation as a Digital Marketing Specialist
- Executes high-impact digital marketing strategies while continuously refining and innovating to enhance InvestorKit’s brand visibility, engagement, and lead generation. (Results)
- Confidently brings new ideas to the table rather than solely relying on senior leadership recommendations, demonstrating initiative and a deep understanding of digital trends. (Growth)
- Establishes and exceeds key marketing KPIs, ensuring content, social media, email marketing, and SEO efforts deliver measurable growth. (Results)
Data-Driven Optimisation and Performance Tracking as a Digital Marketing Specialist
- Consistently tracks, analyses, and optimises digital marketing performance, not just listing metrics but communicating why they matter and their strategic context. (Diligence)
- Uses insights to refine website content, email campaigns, and social strategies, ensuring every marketing effort is aligned with maximising lead conversion and brand presence. (Results)
- Ensures marketing performance is not just monitored but actioned, using data as the foundation for continuous improvement. (Diligence)
Audience-First Approach to Content and Engagement as a Digital Marketing Specialist
- Keeps audience engagement at the forefront of all content creation, leveraging data and trends to craft compelling content adapted to each platform. (Results)
- Experiments with new tools, formats, and strategies to position InvestorKit at the forefront of digital marketing excellence. (Growth)
- Lives and breathes content creation, staying ahead of trends and pushing creative boundaries to enhance audience engagement. (Growth)
Confident Communication and Cross-Team Alignment as a Digital Marketing Specialist
- Effectively communicates digital performance insights, ensuring stakeholders understand the why behind key metrics and strategies. (Clarity)
- Maintains transparency in reporting, providing clear, data-backed recommendations that support broader business decisions. (Clarity)
- Aligns digital marketing efforts with InvestorKit’s overall brand and business goals, ensuring clarity and cohesion across all platforms. (Clarity)
Ownership, Initiative, and Proactive Mindset as a Digital Marketing Specialist
- Maintains the belief that there are always improvements to be made, refining marketing strategies without needing direction from senior management. (Humility)
- Takes ownership of results, proactively identifying gaps or opportunities and implementing solutions without waiting for approval. (Humility)
Is fearless in bringing new ideas to the table, whether they succeed or not, fostering an innovative and experimental environment that drives InvestorKit to new heights.
(Growth)
A Remarkable Media Buyer
Driving Performance and ROI as a Media Buyer
- Defines clear, ambitious benchmarks for ROI and consistently strives to exceed them, ensuring InvestorKit’s advertising investments generate maximum returns. (Results)
- Takes accountability for ad spend efficiency, adjusting strategies proactively based on data insights to drive better outcomes. (Results)
- Thrives on hitting and surpassing key performance indicators, ensuring that every campaign is measurable and contributes to InvestorKit’s long-term success. (Results)
Data-Driven Decision Making and Continuous Optimisation as a Media Buyer
- Provides diligent, consistent, and accurate reporting across all relevant areas – including campaign performance, A/B testing insights, and overall marketing analytics. (Clarity)
- Identifies key testing opportunities, refining campaigns and optimising conversion rates to achieve ongoing, incremental gains. (Diligence)
- Proactively analyses data trends and market shifts, using insights to adjust strategies in real-time for maximum impact. (Diligence)
- Maintains a high commitment to precision in tracking and reporting, ensuring the business operates with transparency and data-backed decision-making. (Clarity)
Innovation and Industry Leadership as a Media Buyer
- Continuously refines and advances media buying strategies, ensuring InvestorKit stays ahead of the curve in an evolving digital landscape. (Growth)
- Proactively explores emerging platforms, channels, and advertising innovations, positioning InvestorKit as an industry leader in digital media buying and lead generation. (Growth)
- Leverages collaborations with external agencies and partners as learning opportunities, with the ultimate goal of bringing all media buying operations in-house for greater control and efficiency. (Growth)
- Experiments fearlessly - testing new ad formats, creatives, and campaign structures to find what works best. (Diligence)
Clear Communication and Stakeholder Alignment as a Media Buyer
- Communicates insights and performance updates confidently, ensuring key stakeholders across the business are aligned. (Clarity)
- Provides clear, actionable recommendations from data insights, helping decision-makers understand what needs to happen next. (Clarity)
- Ensures transparency across all paid media activities and presenting strategies into simple, understandable insights, making it easy for leadership to track progress and make informed strategic choices. (Clarity)
Accountability and Ownership as a Media Buyer
- Takes complete ownership of media buying performance, proactively identifying areas for improvement and implementing solutions. (Humility)
- Seeks feedback from peers and leadership, using it as a tool for growth and improvement. (Growth)
- Acknowledges when a strategy isn’t working, pivoting quickly to find a better approach. (Humility)
- Holds others accountable for performance dependencies (e.g., landing pages, creative assets) while maintaining a solutions-oriented mindset. (Results)
🤑 Sales Team
A Remarkable Property Consultant
Setting Standards and Leading with Vision as a Property Consultant
- Establishes ambitious targets for daily inbound call handling, appointment sets, and conversion rates, consistently aiming to exceed them. (Results)
- Works closely with closers, providing detailed insights on each lead’s pain points, motivations, and what would be most helpful for the next conversation. (Clarity)
- Proactively fills whitespace time with follow-up calls, emails, and texts to maximise set opportunities. (Diligence)
- Leads by example with high energy and professionalism, setting a standard for other inbound setters to follow. (Growth)
- Actively seeks clarity on targets and messaging to align inbound efforts with the overall sales strategy. (Clarity)
Proactive Problem Solving and Innovation as a Property Consultant
- Regularly refines inbound scripts based on real-time feedback and what resonates most with leads. (Diligence)
- Develops creative follow-up strategies for leads who express interest but don’t immediately book, such as personalised videos, texts, or case studies. (Growth)
- Identifies and addresses potential objections early in the call to improve appointment show rates. (Results)
- Proactively suggests adjustments to inbound processes that could enhance lead experience or conversion rates. (Diligence)
- Collaborates with marketing to ensure inbound messaging aligns with current campaigns and lead sources. (Clarity)
Delivering Consistent and Exceptional Results as a Property Consultant
- Surpasses targets by setting high-quality appointments that convert, focusing on both volume and lead readiness. (Results)
- Provides closers with comprehensive lead notes, highlighting key pain points, objections, and areas of interest. (Clarity)
- Manages time efficiently to maximise inbound call handling without compromising lead experience. (Results)
- Keeps the CRM updated in real-time with clear and actionable notes, ensuring seamless handover to closers. (Diligence)
- Consistently seeks to collaborate with closers, sharing insights and learning from their feedback to improve lead quality. (Growth)
Building and Elevating Team Culture as a Property Consultant
- Brings high energy to team meetings and huddles, actively engages in role plays, and provides constructive feedback to peers. (Growth)
- Supports team members by sharing successful scripts, handling objections, and follow-up techniques. (Clarity)
- Celebrates team wins enthusiastically, recognising both individual and group achievements. (Humility)
- Actively participates in group chats, driving team engagement and a positive, results-driven culture. (Growth)
- Seeks to mentor newer team members, offering guidance and support to help them ramp up quickly. (Growth)
Client-Centric Approach and Long-Term Thinking as a Property Consultant
- Focuses on building trust and rapport quickly, making leads feel heard and understood rather than just moving to the next call. (Results)
- Provides a warm handover to closers by sharing critical insights about each lead’s needs and concerns. (Clarity)
- Leverages information from marketing and other divisions to add value in calls, demonstrating a comprehensive understanding of InvestorKit’s offerings. (Clarity)
- Proactively seeks to understand a lead’s pain points and aligns the conversation around solving those specific issues. (Results)
- Consistently follows up with leads who cancel or no-show, demonstrating persistence without coming across as pushy. (Diligence)
A Remarkable Senior Property Consultant
Setting Standards and Leading with Vision as a Senior Property Consultant
- Establishes ambitious targets and aligns daily actions with long-term sales goals. (Results)
- Identifies potential issues early and proactively presents solutions to improve team performance. (Diligence)
- Leads by example in call quality, response times, and follow-ups, setting the benchmark for the team. (Results)
- Arrives at every growth and power session with personal numbers, self-evaluation, and areas for improvement. (Growth)
Proactive Problem Solving and Innovation as a Senior Property Consultant
- Continuously refines follow-up strategies, incorporating video pitches, tailored reports, or new touch points for hesitant leads. (Diligence)
- Thinks deeply about client needs and effectively positions InvestorKit’s services in every conversation. (Clarity)
- Identifies untapped opportunities and develops targeted approaches to improve conversion and revenue. (Growth)
- Takes full ownership of mistakes, quickly adapts based on feedback, and drives their own learning. (Humility)
- Comes prepared not just with ideas for improvement, but with clear implementation plans that create real impact. (Diligence)
Delivering Consistent and Exceptional Results as a Senior Property Consultant
- Goes beyond standard follow-ups, leveraging multiple touchpoints to move clients closer to a decision. (Results)
- Consistently surpasses targets and shortens sales cycles. (Results)
- Identifies clients who are not the right fit and advises against moving forward to protect long-term team success.
- Recognises and celebrates team wins without redirecting credit to themselves. (Humility)
- Proactively collaborates with setters to refine lead conversion strategies, sharing successful techniques. (Growth)
Building and Elevating Team Culture as a Senior Property Consultant
- Brings energy and engagement to every training, role play, and team huddle. (Growth)
- Supports the manager in driving team performance and actively mentors new team members. (Growth)
- Strengthens team culture by actively engaging in discussions, problem-solving, and knowledge-sharing. (Clarity)
- Balances empathy and assertiveness on calls, making clients feel heard while confidently guiding them to a close. (Clarity)
Client-Centric Approach and Long-Term Thinking as a Senior Property Consultant
- Keeps CRM updates detailed and accurate, ensuring seamless handovers and visibility across the team. (Diligence)
- Prioritises trust and transparency over quick wins, focusing on long-term client relationships. (Results)
- Demonstrates a deep understanding of client needs, articulating how InvestorKit uniquely solves their challenges. (Clarity)
- Brings insights from other divisions into client conversations, reinforcing the full value of InvestorKit. (Clarity)
Ownership and Accountability as a Senior Property Consultant
- Shows up prepared for every meeting, taking responsibility for results and contributing meaningfully. (Results)
- Takes full ownership of performance, openly addressing lapses and implementing corrective actions. (Humility)
- Takes initiative in self-directed training, consistently improving through external learning and industry insights. (Growth)
- Proactively supports the manager and steps up beyond assigned tasks to help drive team outcomes. (Results)
Strategic Thinking and Execution as a Senior Property Consultant
- Proactively seeks clarity when needed, ensuring alignment before execution. (Clarity)
- Identifies the biggest opportunities to improve sales performance and prioritises efforts accordingly. (Diligence)
A Remarkable Head of Sales
Setting Standards and Leading with Vision as a Head of Sales
- Speaks with passion about our business, its values and our ability to change peoples lives. This passion is infectious and mirrored in their team.
- Holds their team to account, unafraid of being direct and making tough calls that uphold the standards we expect of a high performing team.
Proactive Problem Solving and Innovation as a Head of Sales
- Is constantly curious about ways to improve the sales journey, lives for A/B testing and lets data do the talking over belief and passion. (Growth)
- Can bring a marketing or sales idea to life, no matter how small, and sees it through to implementation and execution.
Delivering Consistent and Exceptional Results as a Head of Sales
- Always knows their numbers and the story behind them, able to talk with depth on the activity of their team, the current active clients and what each individual is doing to sign them up. (Clarity)
- Is genuinely excited about meeting and exceeding targets, and gets a thrill out of not only seeing a client sign up, but their team make comms. (Results)
- Can build and lead a team that delivers consistent results and consistent quality, balancing the rollercoaster. (Diligence)
Building and Elevating Team Culture as a Head of Sales
- Shares ideas and insights readily with their team, calling out great behaviour and using the public space of a team chat to educate others at moments of need, including calling out poor behaviour. (Clarity)
- Loves coaching and is constantly looking for new ways to educate their team on the latest concepts and tools.
- Attracts and hires top talent and makes the right call at the right time on under performers. (Growth)
- Brings PPF goals into the open, setting clear pathways for their team to achieve their goals and can confidently share what every team members ambitions are.
Client-Centric Approach and Long-Term Thinking as a Head of Sales
- Holds other divisions to account by staying across the client journey, always picking up when a client’s experience is below our standard and seeking to fix it.
- Obsesses over the sales experience, always thinking about the perception of our brand on new clients, ensuring our voice to customer remains consistent, compelling but never compromised.
- Protects those downstream by making the right decisions on who the team sign up, celebrating all those we turn away just as much as those we help.
Ownership and Accountability as a Head of Sales
- Seeks out feedback constantly, moving quickly to implement. And provides feedback directly to peers constantly, even when it’s challenging to do so (Humility)
- Is the first to speak up and admit fault, then takes accountability and owns the solution (Humility)
- Follows through consistently, always delivering what they promise and proactively communicating if something changes.
- Actively identifies gaps or issues, taking responsibility to resolve them quickly without waiting to be asked. (Diligence)
- Steps up to support team outcomes, even when it falls outside their direct role, demonstrating ownership for collective success. (Results)
Strategic Thinking and Execution as a Head of Sales
- Is future focussed, takes the time to explore the full potential for an idea and can break it down in to what is needed today, next month, next year.
- Thinks through problems with the big picture in mind and seeks to provide solutions that are simple, require minimal ongoing effort and change in behaviour, all while amplifying the result.
Values Alignment
Results
Follows through consistently, always delivering what they promise and communicating promptly if circumstances change.
Actively identifies gaps or issues, quickly stepping in to resolve them proactively, without waiting to be asked.
Can build and lead a team that delivers consistent results and quality, maintaining balance through periods of high demand.
Diligence
Can bring a marketing or sales idea to life and actively pushes it through to execution, always focused on driving forward momentum.
Is constantly curious about ways to improve the sales journey, lives for A/B testing, and lets data drive continuous improvement.
Attracts and hires top talent and makes timely decisions on under performers to continually raise the team’s capability.
Growth
Loves coaching and is continuously looking for new ways to educate their team, recognising there is always room to grow.
Is the first to speak up and admit fault, taking accountability and owning solutions.
Seeks out feedback constantly, moving quickly to implement improvements.
Humility
Holds other divisions to account, clearly identifying gaps in client experience and driving clarity on solutions.
Shares ideas and insights openly, clearly communicating both positive and constructive feedback in a way that helps others grow.
Always knows their numbers and the story behind them, able to speak clearly and confidently about team activity and client progress.
Clarity
Always knows their numbers and the story behind them, able to speak clearly and confidently about team activity and client progress.
Shares ideas and insights openly, clearly communicating both positive and constructive feedback in a way that helps others grow.
Holds other divisions to account, clearly identifying gaps in client experience and driving clarity on solutions.
♟️ Strategy Team
A Remarkable Portfolio Strategist
Setting Standards and Leading with Vision as a Portfolio Strategist
- Removes barriers, overcomes objections, and reinforces why scaling matters in all their discussions, driving repeat business.
- Leads customers towards transformational portfolio growth and what’s best for their circumstances, setting clients on a clear path to financial security rather than being lead by them.
- Creating the highest quality of portfolio plans for clients and their own portfolio, ensuring all clients have the highest chance of achieving their goals. (Results)
Proactive Problem Solving and Innovation as a Portfolio Strategist
- They proactively anticipate and bring up client needs in calls, removing blockers, and driving portfolio growth with confidence. (Clarity)
- They seek mentorship, training, and feedback, ensuring their knowledge sets the industry standard.
- Contributors to InvestorKit’s “communal brain,” they push the entire team forward with their insights and learnings. (Diligence)
Delivering Consistent and Exceptional Results as a Portfolio Strategist
- No opportunity with clients is left untouched—clients who stall are re-engaged, educated, and coached to take action.
- They consistently exceed KPIs, drive exceptional client results, and elevate InvestorKit’s reputation.
- Proactively self-audit their pipeline and client base to ensure the highest level of opportunity is extracted from each client. (Results)
Building and Elevating Team Culture as a Portfolio Strategist
- Celebrating every repeat sign-up as a win, both for the client’s portfolio and for the team, recognising the impact of their work in transforming financial futures. (Humility)
- They are genuinely excited about the opportunities for the team to learn and improve their strategy knowledge
- They are always sharing their personal learnings with the team and educating them on the latest updates and changes (Growth)
Client-Centric Approach and Long-Term Thinking as a Portfolio Strategist
- Showing conviction and expertise in all their calls and messages, and clients view them as their trusted guide, turning their uncertainty into action. (Clarity)
- They balance high client volumes seamlessly, ensuring every investor feels like they are the only client that the strategist has.
- Every client is seen as a long-term partner, with their next purchase positioned as a natural and strategic move. Their engagement is proactive, ensuring no client is left behind in their investment journey.
Ownership and Accountability as a Portfolio Strategist
- From strategy sessions to settlement, they own every key moment, celebrating wins and reinforcing future steps.
- Clients never chase for updates—milestone messages, insights, and progress updates arrive precisely when promised.
- Their post-settlement and review follow up engagement ensures clients stay motivated, excited, and committed to long-term portfolio growth. (Clarity)
Strategic Thinking and Execution as a Portfolio Strategist
- Every recommendation is backed with in-depth thought and data, ensuring clients feel at ease pushing for more, knowing their strategy is fully covered.
- They stay ahead of market trends through a multitude of internal and external sources, continuously sharpening their expertise across property strategy, tax, superannuation, lending, and accounting. (Diligence)
- Creating tailored, data-driven strategies that guide clients toward multi-property portfolios, not just single purchases in their strategy sessions and reviews
A Remarkable Strategy Team Leader
Setting Standards and Leading with Vision as a Strategy Team Leader
- Speaks with passion about our business, its values and our ability to change peoples lives. This passion is infectious and mirrored in their team.
- Holds their team to account, unafraid of being direct and making tough calls that uphold the standards we expect of a high performing team.
Proactive Problem Solving and Innovation as a Strategy Team Leader
- Is constantly curious about ways to improve the portfolio mapping, nurture journey and repeat process, lives for feedback and lets data do the talking over belief and passion. (Growth)
- Brings a solution mindset to every situation, seeks to understand deeply about a problem and implements permanent change over bandaid fixes.
- Can bring a marketing or sales idea to life, no matter how small, and sees it through to implementation and execution.
Delivering Consistent and Exceptional Results as a Strategy Team Leader
- Always knows their numbers and the story behind them, able to talk with depth on the activity of their team, the repeat opportunities and what their team is doing to sing them up (Clarity)
- Is genuinely excited about meeting and exceeding targets, and gets a thrill out of not only seeing a client sign up, but their team make comms. (Results)
- Can build and lead a team that delivers consistent results and consistent quality, balancing the rollercoaster. (Diligence)
Building and Elevating Team Culture as a Strategy Team Leader
- Shares ideas and insights readily with their team, calling out great behaviour and using the public space of a team chat to educate others at moments of need, including calling out poor behaviour. (Clarity)
- Loves coaching and is constantly looking for new ways to educate their team on the latest concepts and tools.
- Attracts and hires top talent and makes the right call at the right time on under performers. (Growth)
- Brings PPF goals into the open, setting clear pathways for their team to achieve their goals and can confidently share what every team members ambitions are.
Client-Centric Approach and Long-Term Thinking as a Strategy Team Leader
- Holds other divisions to account by staying across the client journey, always picking up when a client’s experience is below our standard and seeking to fix it.
- Obsesses over the strategy experience, always thinking about the quality of our service for new and returning clients, ensuring our voice to customer remains consistent, compelling but never compromised.
- Sets the standard for collaboration, actively ensuring all team members are responsive to other divisions.
Ownership and Accountability as a Strategy Team Leader
- Seeks out feedback constantly, moving quickly to implement. And provides feedback directly to peers constantly, even when it’s challenging to do so (Humility)
- Is the first to speak up and admit fault, then takes accountability and owns the solution (Humility)
- Follows through consistently, always delivering what they promise and proactively communicating if something changes.
- Actively identifies gaps or issues, taking responsibility to resolve them quickly without waiting to be asked. (Diligence)
- Steps up to support team outcomes, even when it falls outside their direct role, demonstrating ownership for collective success. (Results)
Strategic Thinking and Execution as a Strategy Team Leader
- Is future focussed, takes the time to explore the full potential for an idea and can break it down in to what is needed today, next month, next year.
- Thinks through problems with the big picture in mind and seeks to provide solutions that are simple, require minimal ongoing effort and change in behaviour, all while amplifying the result.
🏡 Acquisitions Team
A Remarkable Property Acquisitions Analyst (PAA)
Setting Standards and Leading with Vision as a Property Acquisitions Analyst (PAA)
- Demonstrate and maintain comprehensive knowledge of industry trends, research data about our current buying markets, region reports, and purchase processes in each state (Clarity)
- Provide insights and feedback to new PAA’s in power and growth sessions, and ongoing team-based training sessions. (Growth)
- Shares InvestorKit posts online and builds a personal brand online with posts, reactions and comments for staff, external stakeholders and clients (Growth)
- Has outstanding communication skills by always being first, explaining the next steps in the client portal and pro-actively taking a to protect the client. (Clarity)
Proactive Problem Solving and Innovation as a Property Acquisitions Analyst (PAA)
- Consistently reviews the region reports to assess suitable properties that meet our clients strategic goals and pass our pricing and yield criteria. (Diligence)
- Anticipate issues and opportunities by front loading information, recapping conversations with messages and providing next steps in all forms of communication including presentations and in the client portal. (Clarity)
- Plans the exit and introduction of new buying markets by connecting with agents in advance and conducting field trips. (Growth)
- Use InvestorKit blogs and scripts and dialogues to effectively negotiate to overcome obstacles and handle objections. (Diligence)
- Sourcing off-market and pre-market properties through field trips, providing letterbox drops templates to your agents so that they can prospect for you. (Growth)
Delivering Consistent and Exceptional Results as a Property Acquisitions Analyst (PAA)
- Receives the highest amount of 5 star Google reviews (Results)
- Consistently secures the most purchases with the least amount of offers submitted. (Results)
- Is known as the connect champion with the amount of connects with agents everyday (Results)
- Is meticulous with CMA and cashflow analysis and is consistently accurate with sale prices. (Results)
- Buying pipeline and properties pipeline in Attio are always up to date and is never followed up by the Head of Acquisitions for an update. (Diligence)
- Targets urgent client briefs first and has the lowest amount of urgent briefs at anytime.
Building and Elevating Team Culture as a Property Acquisitions Analyst (PAA)
- Encourages team members to consistently improve and celebrate wins within the Acquisitions team chat with words and reactions. (Growth)
- Collaborate proactively with the portfolio strategists and client success teams in the Dream team chat or in person catch up’s at Quarterly events. (Growth)
- Calls out other colleagues in the Acquisitions chat when they notice they are not delivering remarkable work and provides the solution of how to meet this standard. (Growth)
- Participates in team training, power and growth sessions and professional development sessions with the larger team. (Growth)
- Shares challenging scenarios with clients or agents with the Acquisitions team and shares any learnings from the situation and how to implement for next time (Humility)
Client-Centric Approach and Long-Term Thinking as a Property Acquisitions Analyst (PAA)
- Never has a client follow them up or ask for clarity on the next steps(Clarity)
- Front loads information to clients, agents, accountants and solicitors on every occasion leaving no chance of surprises (Clarity)
- Putting themselves in the clients shoes in presentations, messages and the purchasing process and the client appreciating and acknowledging this through messages and 5 star Google reviews. (Humility)
- Advising a client when a property isn’t the right property and when to walk away due to price, pest & building reports, contract conditions or any other information which is identified and communicated. (Clarity)
Ownership and Accountability as a Property Acquisitions Analyst (PAA)
- Owns every step of the purchase journey from sourcing to post-settlement and reflects on any mistakes or improvements to be made (Humility)
- Conduct final due diligence and share the Due Diligence report to the client to ensure the selected property meets InvestorKit's standards and client needs (Diligence)
- Ensures complete and accurate record-keeping and follow-up through Attio and ask for assistance when something isn’t up to date or not working. (Diligence)
- Reflects in EOD’s, taking responsibility of what you could have done differently and what you will do next time. (Humility)
Strategic Thinking and Execution as a Property Acquisitions Analyst (PAA)
- Tailors which markets and properties to source and secure off-market and pre-market properties to available client briefs at the time (Results)
- Assess the value, rent, and cash flow of sourced properties, ensuring they meet InvestorKit standards. (Diligence)
- Consistently reviewing your property and client pipeline to focus on the correct markets, price points and briefs to maximise efficiency and display this in your SOD’s. (Humility)
- Managing your time and activities by setting reasonable deadlines to allow you to control your tasks and time. (Diligence)
A Remarkable Senior Property Acquisitions Analyst (SPAA)
Setting Standards and Leading with Vision as a Senior Property Acquisitions Analyst (SPAA)
- Takes initiative with new starters, demonstrating passion for helping them learn and grow and is accountable to their success(Growth)
- Demonstrate and maintain comprehensive knowledge of industry trends, research data about our current buying markets, region reports, and purchase processes in each state (Clarity)
- Provide insights and feedback to new PAA’s in power and growth sessions, and ongoing team-based training sessions. (Growth)
- Shares InvestorKit posts online and builds a personal brand online with posts, reactions and comments for staff, external stakeholders and clients (Growth)
- Has outstanding communication skills by always being first, explaining the next steps in the client portal and pro-actively taking a to protect the client. (Clarity)
Proactive Problem Solving and Innovation as a Senior Property Acquisitions Analyst (SPAA)
- Consistently reviews the region reports to assess suitable properties that meet our clients strategic goals and pass our pricing and yield criteria. (Diligence)’
- Anticipate objections and questions by front loading information, recapping conversations with messages and providing next steps in all forms of communication including presentations and in the client portal. (Clarity)
- Plans the exit and introduction of new buying markets by pro-active preparation including connecting with agents in advance, reading regions reports, being familiar with the purchase process and conducting field trips. (Growth)
- Use InvestorKit blogs and scripts and dialogues to effectively negotiate to overcome obstacles and handle objections. (Diligence)
- Sourcing off-market and pre-market properties through field trips, thank you notes to agents, providing letterbox drops templates to your agents so that they can prospect for you. (Growth)
Delivering Consistent and Exceptional Results as a Senior Property Acquisitions Analyst (SPAA)
- Receives the highest amount of 5 star Google reviews (Results)
- Consistently secures the most purchases with the least amount of offers submitted. (Results)
- Is known as the connect champion with the amount of connects conducted to agents everyday (Results)
- Is meticulous with CMA and cashflow analysis and is consistently accurate with sale prices. (Results)
- Buying pipeline and properties pipeline in Attio are always up to date and is never followed up by the Head of Acquisitions for an update. (Diligence)
- Targets urgent client briefs first and has the lowest amount of urgent briefs at anytime.
Building and Elevating Team Culture as a Senior Property Acquisitions Analyst (SPAA)
- Encourages team members to consistently improve and celebrate wins within the Acquisitions team chat with words and reactions. (Growth)
- Collaborate proactively with the portfolio strategists and client success teams in the Dream team chat or in person catch up’s at Quarterly events. (Growth)
- Calls out other colleagues in the Acquisitions chat when they notice they are not delivering remarkable work and provides the solution of how to meet this standard. (Growth)
- Participates in team training, power and growth sessions and professional development sessions with the larger team. (Growth)
- Shares challenging scenarios with clients or agents with the Acquisitions team and shares any learnings from the situation and how to implement for next time (Humility)
Client-Centric Approach and Long-Term Thinking as a Senior Property Acquisitions Analyst (SPAA)
- Never has a client follow them up or ask for clarity on the next steps (Clarity)
- Front loads information to clients, agents, accountants and solicitors on every occasion leaving no chance of surprises (Clarity)
- Putting themselves in the clients shoes in presentations, messages, the purchasing process and the client appreciating and acknowledging this through messages and 5 star Google reviews. (Humility & Clarity)
- Advising a client when a property isn’t the right property and when to walk away due to price, pest & building reports, contract conditions or any other information which is identified and communicated. (Clarity)
Ownership and Accountability as a Senior Property Acquisitions Analyst (SPAA)
- Owns and triple checks every step of the purchase journey from sourcing to post-settlement and reflects on any mistakes or improvements to be made (Humility)
- Conduct final due diligence and share the Due Diligence report to the client to ensure the selected property meets InvestorKit's standards and client needs (Diligence)
- Ensures complete and accurate record-keeping and follow-up through Attio and ask for assistance when something isn’t up to date or not working. (Diligence)
- Reflects in EOD’s, taking responsibility of what you could have done differently and what you will do next time. (Humility)
Strategic Thinking and Execution as a Senior Property Acquisitions Analyst (SPAA)
- Works from the clients portfolio needs first, then actively hunting for the right property that meets their goals and stopping at nothing until they do (Results)
- Assess the value, rent, and cash flow of sourced properties, ensuring they meet InvestorKit standards. (Diligence)
- Consistently reviewing your property and client pipeline to focus on the correct markets, price points and briefs to maximise efficiency and display this in your SOD’s. (Humility)
- Managing your time and activities by setting reasonable deadlines to allow you to control your tasks and time. (Diligence)
A Remarkable Property Acquisitions Specialist
Setting Standards and Leading with Vision as a Property Acquisitions Specialist (PAS)
- Align decisions and actions with available client briefs, markets and properties available online to maximise efficiency. (Results)
- Triple checks every property to ensure it meets our due diligence standards and leave’s notes for the PAA’s in Attio (Diligence)
- Admits fault when they make a mistake and quickly provides a solution and puts systems or processes in place to prevent problems reoccurring (Growth)
Proactive Problem Solving and Innovation as a Property Acquisitions Specialist (PAS)
- Is the first to check the online market for new on-market property listings and adds them to the company’s pipeline. (Results)
- Conduct comprehensive property research using innovative platforms such as realestate.com.au, RP Data, and council websites. (Diligence)
- Utilise data scraping to manage agent profiles efficiently.
- Leverage tools like Google Maps and Due Diligence Bot to gain deeper insights into properties. (Diligence)
- Raise obstacles immediately and propose a solution to resolve this problem persisting in the future in the PAS team chat. (Clarity)
Delivering Consistent and Exceptional Results as a Property Acquisitions Specialist (PAS)
- Ensure that newly listed properties meet stringent due diligence, are in our buying markets and the right price points (Diligence)
- Time-block’s in their calendar daily to manage their time and tasks and complete them with high standard.
- Triple checks the accuracy of data input in spreadsheets and Attio daily. (Diligence)
- Communicate any need to know information about properties in Attio once they are uploaded to PAA’s (Clarity)
- Prides themselves with absolute accuracy over making a mistake and double checks their properties that are uploaded . (Diligence)
- Consistently complete residential scanning of all buying markets twice a day and commercial once per day to ensure no opportunity is missed. (Results)
Building and Elevating Team Culture as a Property Acquisitions Specialist (PAS)
- Is the first one to congratulate and encourage team members for any and all achievements (Growth)
- Communicates clearly and ensures that they are understood by the peers and will not move on until everyone understands. (Clarity)
- Share any improvements in processes or systems with the wider team to increase overall productivity. (Growth)
- Will be the first one to provide guidance or solutions to problems from other team members to help them overcome obstacles.
Client-Centric Approach and Long-Term Thinking as a Property Acquisitions Specialist (PAS)
- Always shares observations about volumes of uploads in certain markets and any new trends from agents like price guide changes. (Growth)
- Proactively adjusts their scan criteria to align with the price points, locations and client briefs that are available. (Growth)
- Owns their pipeline of uploaded properties and ensures they are actioned by PAA’s within 24 hours and all information is correct. (Growth)
Ownership and Accountability
- Triple checks everything is correct for all on-market property acquisitions, from initial enquiry online to due diligence to Attio upload. (Humility)
- Reflect in EOD’s on any challenges you had, the learnings and solutions you have taken away and will be implementing in the future. (Humility)
- Adapts to handle any and all ad-hoc tasks responsibly and promptly to support without dropping qualities in day to day activities.
- Calls out other colleagues when they notice they are not delivering remarkable work and provides the solution of how to meet this standard. (Growth)
- Maintain an accurate and up-to-date Attio, with all property details 100% accurate and any comments are provided to the PAA’s (Results)
Strategic Thinking and Execution
- Oversee the addition of newly listed properties with a strategic focus on quality and risk mitigation. (Results)
- Masters of all software and are eager to lead training sessions for the Due Diligence Bot, CoreLogic, and Microburbs to optimise acquisition strategies.
- Implement an organised approach to continuously scan online buying markets twice a day to stay ahead of opportunities.
A Remarkable Head of Acquisitions
Setting Standards and Leading with Vision as a Head of Acquisitions
- Speaks with passion about our business, its values and our ability to change peoples lives. This passion is infectious and mirrored in their team.
- Holds their team to account, unafraid of being direct and making tough calls that uphold the standards we expect of a high performing team.
Proactive Problem Solving and Innovation as a Head of Acquisitions
- Actively looks for opportunities to streamline the acquisition process, clearly identifying bottlenecks and rapidly testing practical solutions that measurably reduce negotiation timeframes and increase property access. (Growth)
- Quickly brings operational ideas or improvements to life, driving implementation with measurable results and minimal complexity.
Delivering Consistent and Exceptional Results as a Head of Acquisitions
- Always knows their numbers and the story behind them, able to talk with depth on the activity of their team, the current active clients and what each individual is doing to sign them up. (Clarity)
- Is genuinely excited about meeting and exceeding targets, and gets a thrill out of not only seeing a client sign up, but their team make comms. (Results)
- Can build and lead a team that delivers consistent results and consistent quality, balancing the rollercoaster. (Diligence)
Building and Elevating Team Culture as a Head of Acquisitions
- Shares ideas and insights readily with their team, calling out great behaviour and using the public space of a team chat to educate others at moments of need, including calling out poor behaviour. (Clarity)
- Loves coaching and is constantly looking for new ways to educate their team on the latest concepts and tools.
- Attracts and hires top talent and makes the right call at the right time on under performers. (Growth)
- Brings PPF goals into the open, setting clear pathways for their team to achieve their goals and can confidently share what every team members ambitions are.
Client-Centric Approach and Long-Term Thinking as a Head of Acquisitions
- Holds other divisions to account by staying across the client journey, always picking up when a client’s experience is below our standard and seeking to fix it.
- Obsesses over the buying experience, always thinking about the perception of our brand on clients, constantly seeking to optimise and improve.
- Regularly follows up on clients’ experiences post-acquisition, proactively ensuring ongoing satisfaction and identifying long term opportunities for portfolio growth.
Ownership and Accountability as a Head of Acquisitions
- Seeks out feedback constantly, moving quickly to implement. And provides feedback directly to peers constantly, even when it’s challenging to do so (Humility)
- Is the first to speak up and admit fault, then takes accountability and owns the solution (Humility)
- Follows through consistently, always delivering what they promise and proactively communicating if something changes.
- Actively identifies gaps or issues, taking responsibility to resolve them quickly without waiting to be asked. (Diligence)
- Steps up to support team outcomes, even when it falls outside their direct role, demonstrating ownership for collective success. (Results)
Strategic Thinking and Execution as a Head of Acquisitions
- Regularly communicates a clear, strategic vision of the acquisitions pipeline, breaking down exactly what’s required short term and long term to deliver on our goals as a business
- Solves complex acquisition challenges with simple, scalable solutions, clearly demonstrating how these solutions improve results without requiring excessive management or changes in behaviour
- Collaborates strongly and consistently with the wider leadership team, communicating clearly, guiding when required and supporting as needed.
🔍 Research Team
A remarkable Research Analyst
Setting Standards and Leading with Vision as a Research Analyst
- Possesses a deep understanding of the Australian economy (national and regional), property markets, and property investment landscape, with the ability to articulate insights confidently at any time. (Clarity)
- Exercises an analytical mind: relying on logic and evidence rather than assumptions, questioning data/information at every level, and always striving to uncover deeper insights. (Clarity)
- Be good at (at least) Excel-based data analysis, including advanced formulas and built-in data analysis tools (eg. PivotTables, regression analysis, data visualisation, etc). (Results)
- Has exceptional writing and speaking skills, being able to not only produce high-quality blogs and reports but also present in IK podcasts or YouTube videos. (Results)
Proactive Problem Solving and Innovation as a Research Analyst
- Proactively communicates with the supervisor (Senior Research Analyst) on work progress, plans, and challenges. (Clarity)
- Actively identifies issues in any process and proposes actionable solutions. (Results)
- Learns quickly from mistakes and avoids making the same mistakes repeatedly. Continuously strives to improve quality of their work. (Growth)
- Proactively identifies areas for improvement and develops actionable ideas and plans to enhance performance. (Growth)
Delivering Consistent and Exceptional Results as a Research Analyst
- Keeps all datasets and client reports up-to-date with minimal errors, ensuring the ease of use for research team members, colleagues, and clients. (Diligence)
- In content production, always double- or triple-checks drafts before submitting them to the supervisor, ensuring minimal errors (typos, grammar, etc.) and strong readability. (Diligence)
- In content production, consistently seeks better ways to convey the message, rather than simply following templates or instructions. (Results)
Building and Elevating Team Culture as a Research Analyst
- Driven by curiosity, constantly seeks new knowledge and new skills, and willing to take on challenges with a growth mindset. (Growth)
- Brings energy and engagement to every team meeting and training session, contributing to a positive and dynamic environment. (Growth)
- Actively shares valuable information, insights, new knowledge, and new skills with team members to foster collective learning. (Growth)
- Openly acknowledges team members’ support and contributions, giving shout-outs in chat groups. (Humility)
Client-Centric Approach and Long-Term Thinking as a Research Analyst
- Shares InvestorKit’s value and genuinely willing to empower investors with deeper knowledge of the property market and property investment. (Clarity)
- Understands InvestorKit’s service process and each division’s role, and actively communicating with the broader team to better service their and the clients’ needs. (Clarity)
- When responding to client queries, accurately identifies their core needs and adapts the response accordingly, never relying on the templates without thinking. (Results)
- Maintains honesty in any content creation, sharing real data and trends to build long-term trust with clients and audiences. (Clarity)
Ownership and Accountability as a Research Analyst
- Takes full ownership of tasks and constantly delivering high-quality outputs - whether it’s a blog, client reports, or data visualisation. (Results)
- Proactively supports the supervisor and steps up beyond assigned tasks to help drive team outcomes. (Results)
- Takes initiative in self-directed training, continuously improving through multiple learning channels. (Growth)
Strategic Thinking and Execution as a Research Analyst
- Thinks critically and independently, going beyond instructions (including those from supervisors) to determine the best solution / approach for each project/task. (Results)
- Proactively seeks clarity when needed, ensuring alignment before execution to avoid missteps. (Clarity)
- Proactively identifies opportunities to enhance research team’s support for the broader team and clients, taking initiatives to develop and implement action plans. (Diligence)
A Remarkable Senior Research Analyst
Setting Standards and Leading with Vision as a Senior Research Analyst
- Possesses a deep understanding of the Australian economy (national and regional), property markets, and property investment landscape, with the ability to articulate insights confidently at any time. (Clarity)
- Exercises an analytical mind: relying on logic and evidence rather than assumptions, questioning data/information at every level, and always striving to uncover deeper insights. (Clarity)
- Communicates with confidence, conviction and poise. Unafraid to make decisions from their data. (Clarity)
- Has exceptional writing and speaking skills, being able to not only produce high-quality blogs and reports but also present in IK podcasts or YouTube videos. (Results)
Proactive Problem Solving and Innovation as a Senior Research Analyst
- Actively identifies issues in any process and proposes actionable solutions. (Results)
- Seeks feedback constantly, rapidly applying it and setting a new standard for best practice as a a result. (Growth)
Delivering Consistent and Exceptional Results as a Senior Research Analyst
- Keeps all datasets and client reports up-to-date with minimal errors, ensuring the ease of use for research team members, colleagues, and clients. (Diligence)
- In content production, always double- or triple-checks drafts before submitting them to the supervisor, ensuring minimal errors (typos, grammar, etc.) and strong readability. (Diligence)
- Obsesses over the customers experience, stepping back often to ensure a good story is told without sacrificing data or depth (Results)
Building and Elevating Team Culture as a Senior Research Analyst
- Actively engages with all teams across the company, championing research and building a culture of data lovers.
- Brings energy and engagement to every team meeting and training session, contributing to a positive and dynamic environment. (Growth)
- Actively shares valuable information, insights, new knowledge, and new skills with team members to foster collective learning. (Growth)
- Openly acknowledges team members’ support and contributions, giving shout-outs in chat groups. (Humility)
Client-Centric Approach and Long-Term Thinking as a Senior Research Analyst
- Constantly looks for new ways to present and leverage data to drive a strong client experience from Marketing and beyond. (Clarity)
- Maintains honesty in any content creation, sharing real data and trends to build long-term trust with clients and audiences. (Clarity)
Ownership and Accountability as a Senior Research Analyst
- Takes full ownership of tasks and constantly delivering high-quality outputs across all mediums (Results)
- Sets clear expectations and manageable deadlines for all deliverables (Results)
- Takes initiative in self-directed training, continuously improving through multiple learning channels. (Growth)
Strategic Thinking and Execution as a Senior Research Analyst
- Thinks critically and independently, going beyond instructions to determine the best solution / approach for each project/task. (Results)
- Proactively seeks clarity when needed, ensuring alignment before execution to avoid missteps. (Clarity)
- Proactively identifies opportunities to enhance research team’s support for the broader team and clients, taking initiatives to develop and implement action plans. (Diligence)
⚙️ Operations Team
A Remarkable Client Success Manager
Setting Standards and Leading with Vision as a Client Success Manager
- Owns the client journey end to end with precision and structure, setting the benchmark for operational excellence. (Results)
- Proactively ensures CRM data is complete, accurate, and always ready for business reporting - no gaps, no excuses. (Clarity)
- Speaks confidently and passionately about the value we deliver to clients, embodying the purpose behind what we do. (Growth)
Proactive Problem Solving and Innovation as a Client Success Manager
- Anticipates client needs before they arise, taking early action to resolve issues and prevent escalation. (Diligence)
- Actively improves processes to drive efficiency and enhance the client experience - never settles for “good enough.” (Growth)
- Regularly audits and enhances the Client Portal customer tasks, ensuring it stays relevant, intuitive, and genuinely valuable. (Clarity)
Delivering Consistent and Exceptional Results as a Client Success Manager
- Follows a checklist driven approach, ensuring every client task is executed on time, every time, with zero corners cut. (Diligence)
- Brings well structured, outcome focused solutions to the table - no noise, just high-impact action. (Results)
- Prioritises what truly matters to clients and the business, ensuring that focus equals impact. (Clarity)
Building and Elevating Team Culture as a Client Success Manager
- Manages relationships with internal and external stakeholders with professionalism and ease, building trust through action. (Humility)
- Escalates issues clearly and constructively - never finger pointing, always solution-oriented. (Humility)
- Takes responsibility for delivering an exceptional client experience and encourages others to lift to the same standard. (Growth)
Client Centric Approach and Long Term Thinking as a Client Success Manager
- Takes full ownership of the Client Portal experience - driving improvements that simplify, clarify, and impress. (Diligence)
- Acts as the voice of the client across the business, ensuring every process and product aligns with our brand promise. (Clarity)
- Makes smart trade offs to balance short term client needs with long term brand and process sustainability. (Results)
Ownership and Accountability as a Client Success Manager
- Resolves issues before being asked - sees a gap, fills it. Doesn’t wait for permission to fix what’s broken. (Diligence)
- Follows through on every commitment, and communicates clearly if priorities shift. (Results)
- Steps up beyond role boundaries when needed, always focused on team and client success. (Results)
- Owns mistakes, learns quickly, and always brings the solution. (Humility)
- Seeks feedback proactively, and applies it fast without defensiveness. (Humility)
Strategic Thinking and Execution as a Client Success Manager
- Aligns daily work to broader business goals - every action has intent, and every outcome ties back to strategy. (Clarity)
- Adapts to evolving priorities without drama - knows what to tackle now, and what to park. (Results)
- Designs processes and resources that scale without complexity, reducing friction for clients and the team. (Diligence)
- Ensures every operational decision is clearly communicated, well understood, and supported by those impacted. (Humility)
A Remarkable Operations Manager
Setting Standards and Leading with Vision as an Operations Manager
- Understands the full client journey end to end and ensures a consistently seamless experience - steps in swiftly when gaps appear. (Clarity)
- Brings structured, outcome oriented solutions to leadership, not just problems - drives conversations with clarity and intent. (Results)
- Consistently elevates projects and tasks beyond the brief, delivering outcomes that exceed expectations and enhance business value. (Growth)
Proactive Problem Solving and Innovation as an Operations Manager
- Spots inefficiencies early and resolves them fast - brings the right solutions to the right people at the right time. (Diligence)
- Leads innovation across key systems including the Client Portal, Zendesk, CRM, LMS, and Wiki - ensuring each system works harder and smarter for the business. (Growth)
- Shapes the future of how we operate, keeping the business agile, efficient, and ahead of the curve. (Clarity)
Delivering Consistent and Exceptional Results as an Operations Manager
- Operates independently and with precision - takes ideas from concept to execution without hand holding. (Diligence)
- Prioritises what will make the biggest impact, exercising judgment and restraint in changing processes that are already working well. (Results)
- Maintains a structured, scalable, and compliant approach to every operational process - never cutting corners, always building for the long term. (Clarity)
Building and Elevating Team Culture as an Operations Manager
- Actively communicates with stakeholders and peers during change - brings others on the journey and never works in isolation. (Humility)
- Builds trust through action, follow-through, and transparency - quick to share updates and align others when executing change. (Clarity)
- Operates with humility and respect, making space for feedback and collaboration while still owning outcomes end to end. (Humility)
Client Centric Approach and Long Term Thinking as an Operations Manager
- Keeps the client experience front of mind in every operational decision - processes are designed to be simple, scalable, and client-first. (Diligence)
- Considers how changes affect both internal efficiency and external brand perception - never loses sight of the big picture. (Results)
- Optimises systems not for today’s needs but for future scale - always planning for growth and durability. (Growth)
Ownership and Accountability as an Operations Manager
- Proactively drives initiatives without waiting to be asked - sees what needs doing and gets it done. (Diligence)
- Communicates clearly, especially during project delivery - no surprises, no delays, just consistent follow through. (Clarity)
- Owns the quality and impact of their work - doesn’t just deliver tasks, delivers value. (Results)
- Recognised as a go to operational expert, trusted to execute with integrity and insight. (Humility)
Strategic Thinking and Execution as an Operations Manager
- Leads change management with clarity and foresight - ensures all aspects of a project are well understood before execution begins. (Clarity)
- Leads operational audits with a sharp eye - identifying risk and recommending improvements that drive compliance and performance. (Results)
- Continuously optimises operational systems to improve scalability and effectiveness - never settles for status quo. (Results)
- Manages software subscriptions and system licences with forward thinking efficiency and zero waste. (Clarity)
- Brings a strategic lens to everything - aligns tactical execution with long term business goals. (Diligence)
- Uses sound judgment to prioritise - knows when to escalate, when to execute, and when to hold. (Clarity)
- Keeps things simple - builds solutions that reduce complexity, not add to it. (Clarity)
A Remarkable Operations Supervisor
Setting Standards and Leading with Vision as an Operations Supervisor
- Leads operational projects with clarity - ensuring timelines, goals, and deliverables are well defined and consistently met. (Results)
- Maintains up to date, detailed SOPs across Notion and Google Drive -setting the standard for structured, repeatable execution. (Clarity)
- Communicates changes clearly across departments, ensuring alignment and ownership at every level. (Clarity)
Proactive Problem Solving and Innovation as an Operations Supervisor
- Spots process inefficiencies early and leads structured improvements that simplify, automate, and scale. (Growth)
- Champions automation in HR, finance, and ops - collaborating across teams to implement lasting solutions. (Diligence)
- Brings well considered, outcome focused solutions to leadership - always thinking two steps ahead. (Results)
Delivering Consistent and Exceptional Results as an Operations Supervisor
- Manages cross functional initiatives from start to finish - delivers outcomes without being micromanaged. (Diligence)
- Provides dependable support to leadership - prioritising critical tasks and executing with precision. (Results)
- Tracks performance metrics across HR, finance, and operations -translating insights into action. (Clarity)
Building and Elevating Team Culture as an Operations Supervisor
- Plans, collaborates and executes high impact internal events, creating moments that build connection and team pride. (Growth)
- Oversees engagement initiatives like birthdays, milestones, and recognition programs - making the team feel seen and valued. (Humility)
- Gathers feedback on internal events and continuously improves the experience. (Humility)
Client Centric Approach and Long Term Thinking as an Operations Supervisor
- Ensures financial reconciliation aligns with client agreements - protecting the client relationship, cash flow and accurate financial reporting. (Diligence)
- Supports the client journey through accurate records, prompt payment tracking, and clear internal finance communication. (Clarity)
- Oversees software, equipment, and system setup to ensure team members are equipped to serve clients at their best. (Results)
Ownership and Accountability as an Operations Supervisor
- Serves as the go to Rippling SME - handling recruitment, onboarding, quarterly performance reviews, off boarding and compliance with zero handholding. (Diligence)
- Owns employee lifecycle operations end to end - employee agreements, interviews, scheduling, documentation - flawlessly executed. (Results)
- Maintains HR policies, benefits records, and performance tracking with discipline and care. (Clarity)
- Follows through on operational requests, always closing the loop and ensuring nothing falls through the cracks. (Results)
Strategic Thinking and Execution as an Operations Supervisor
- Tracks and reports on key operational metrics monthly - highlighting opportunities for optimisation. (Diligence)
- Collaborates with the Operations Manager to review software subscriptions and system licences with forward thinking efficiency and zero waste. (Clarity)
- Collaborates with the Operations Manager on operational audits with a sharp eye - identifying risk and recommending improvements that drive compliance and performance. (Results)
- Uses sound judgment to prioritise - knows when to escalate, when to execute, and when to hold. (Clarity)
Becoming Remarkable: How We Help You Get There
Your journey to Remarkable performance at InvestorKit is supported through our POWER and GROWTH coaching programs.
Through these programs, your leaders will work closely with you to:
- Assess your current impact
- Identify specific areas for development
- Build a clear pathway from Good to Great, and from Great to Remarkable
You might be wondering,
“How do they determine the right Impact Score for me?”
Let us break it down for you.
How We Determine Your Impact Score
While each role has slightly different expectations, we assess your Impact Score based on the number of areas where growth is still needed, across the seven key pillars of Remarkable performance.
Here is the general guide:
Impact Level | Areas Needing Improvement |
Remarkable | All behaviours consistently observed |
Excellent | 1–2 areas for improvement |
Great | 3–4 areas for improvement |
Good | 5–6 areas for improvement |
Average | 7–9 areas for improvement |
Poor | 10 or more areas for improvement |
What This Looks Like in Practice
During your coaching sessions, you and your leader will sit down to clearly identify the specific behaviours — drawn from any of the seven key pillars — where growth is needed to reach Remarkable.
If you have 4 areas to improve on for example, this would mean you are currently at Great status - an awesome space to be in no doubt - but you now also have clarity on what you need to focus on in order to lift from Great, to Excellent and ultimately; Remarkable.
You will work with your leader on a plan to address these areas of growth over the months ahead as you connect for your regular Power and Growth coaching sessions. Each time you tick one off you will be one step closer to that elite status that you deserve.
🎥 Watch the video below to see how the Impact Score works in a POWER coaching session