The Sphere Global Agent Ecosystem

Your SPHERE field playbook.
Built for agents who execute.

A premium resource hub organized around the three strategies that

build real estate businesses — in the field, in your market, and in

the community.

3

Core Field Strategies

80+

Tools, Scripts & Templates

1

Unified Agent Hub

01 — Platform Overview

What This Is

Not a coaching site.
A working agent ecosystem.

Sphere Global Agents is a field-ready resource center for agents building their business through repeatable local strategies. Every tool, template, and playbook here is designed for the agent who shows up, executes, and compounds results over time.

Organized by Strategy

Three core pillars structure everything. Know where to go, what to grab, and how to deploy it.

Built for the Field

Scripts, checklists, and templates designed for open houses, local tables, and B2B outreach — not the classroom.

Backed by Leadership

Direct access to management support, coaching, and Real Broker resources — all in one place.

Always Current

Downloads, templates, and resources stay updated as the platform grows. Check back regularly.

02 — Core Strategies

The Three Pillars

Everything we do runs through one of these.

Scroll to explore each pillar ↓

Pillar 01

Open House

Open House Strategy

The Sphere system for running high-converting, relationship-first open houses — from prep to follow-up to CRM.

Pillar 02

Local Authority

All Things Real Estate Table

Position yourself as the local market expert through a branded presence in the community that generates real conversations.

Pillar 03

Relationships

B2B Connections Plan

Build a referral network of local business partners who send you qualified leads because they trust and know you.

Pillar 01

Open House Strategy

Phase Checklist

Everything you need to run a

Sphere-style open house.

Our open house system is designed to generate leads, build

relationships, and create memorable experiences that convert

visitors into clients. Follow the playbook. Every time.

  • Pre-event setup guide

  • Dirty Soda Bar setup

  • Vendor table instructions

  • CRM tagging workflow

  • Sign placement map

  • Kids scavenger hunt

  • QR code + lead capture

  • Post-event follow-up

Scripts

Open House Conversation Starters & Objection Handlers

Download →

Template

Social Media Templates — Open House Series

Download →

System

Lead Capture & CRM Workflow Guide

Download →

Supplies

Amazon Setup List — Full Equipment Kit

View List →

Printable

Dirty Soda Recipe Sheet — 2–30 Flavors

Download →

Campaign

Open House Landing Page Template

Access →

Pillar 02

All Things Real Estate Table

Become the known expert in

your market.

Core Asset Library

The branded table is your local presence strategy — a professional, high-value setup that positions you as the neighborhood real estate authority. Show up consistently. Bring value. Convert conversations.

Table Master Checklist

Weekly Market Snapshot Template

Buyer / Seller / Renter Guides

ZIP Code Market Tracker

Walk-Up Conversation Script

Lead Capture QR Card Templates

Neighborhood Expert Talking Points

PDF

Canva

PDF Pack

Sheet

Script

Print

Script

Handout

Buyer, Seller, Renter & Investor Guide Suite

Download pack →

Template

Canva Flyer Templates — Editable Printables

access canva →

Strategy

Monthly Touchpoint & Follow-Up Workflow

Download →

Setup

Branded Table Signage Templates

Download →

Content

Weekly Content Prompt Sheet

Download →

Partner

Local Business Feature Sheet

Download →

Pillar 03

b2b connections plan

Outreach toolkit

Build your local referral

network with intention.

The B2B plan is about becoming the most connected real estate resource in your market. One genuine business relationship at a time — tracked, nurtured, and compounded over time into a steady referral pipeline.

  • Business category target list

  • Coffee meeting checklist

  • 20-biz outreach challenge

  • Preferred vendor onboarding

  • DM + email outreach scripts

  • Partner prospecting tracker

  • Relationship nurture calendar

  • Monthly touchpoint plan

Tracker

Local Partner Prospecting Tracker

Download →

Scripts

DM, Email & Follow-Up Text Templates

download pack →

System

Sphere Partnership Overview PDF

Download →

Challenge

20-Business Outreach Tracker & Scoreboard

Download →

Content

Business Spotlight & Partner Feature Templates

Download →

Strategy

Cross-Promotion & Strategic Alliances Guide

Download →

Meet the Team of Professionals

Sofia Young

[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.

Head of Marketing

Emma Johnson

[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.

Project Manager

Liam Carter

[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.

Creative Director

04 — Internal

Agent Support

Direct access to your leadership team.

Schedule with Leadership

Book a 1:1 coaching call, accountability check-in, or strategy session with your team lead.

Submit a Request

Need help with marketing, a listing, or a specific strategy? Submit a request and we'll get back to you fast.

Real Broker Resources

Onboarding, transaction tools, compliance links, and Real University — all in one place.

Quick Links

The most-accessed internal forms and resources — available directly from this hub.

05 — Network

Preferred Affiliates

Trusted partners. Curated for your clients.

Our preferred vendor network is vetted and organized — not a directory. Each partner is

aligned with the Sphere standard.

Lending

Preferred Lender

Purchase & Refinance

Title

Title Partner

Closing & Escrow

Inspection

Home Inspector

Pre-listing & Buyer

Photography

Listing Photographer

Residential & Aerial

Staging

Staging Partner

Occupied & Vacant

Contractors

General Contractor

Pre-sale Repairs

Insurance

Insurance Contact

Home & Auto

Cleaning

Cleaning Partner

Move-in / Move-out

Why Agents Join Sphere

More than a team. A real platform built to help you grow.

Sphere is built for agents who want more than just a logo and a login. It’s a field-ready ecosystem designed to help you win in your market, create better client experiences, and grow with real support behind you.

  • Proven field strategies you can actually use in the real world — not just theory.

  • Plug-and-play tools, scripts, and templates that save time and help you execute faster.

  • A stronger client experience model that helps you stand out from the average agent.

  • Training built for action so you can keep learning while still staying in production.

  • Community-driven growth with a brand that goes beyond transactions and into local impact.

  • One connected platform for strategy, support, resources, and long-term momentum.

Sphere gives agents the structure, support, and strategy to grow with confidence — in the field, in their business, and in their community.

06 — Learning

Training Library

On-demand modules for agents who move fast.

Onboarding

Agent Onboarding Series

Start here. Everything you need to get oriented, plugged in, and active in the Sphere system.

Start Module

Pillar 01

Open House Mastery

The full Sphere open house system — from setup to follow-up. Watch before your next event.

Watch Training

Pillar 02

Local Expert Table Training

How to set up, show up, and convert conversations at your branded real estate table.

Watch Training

Pillar 03

B2B Relationship Building

How to build a referral network that generates consistent inbound leads from local business partners.

Watch Training

Systems

CRM & Lead Follow-Up

How to tag, track, and follow up with leads from open houses and local events — inside your CRM.

Watch Training

Content

Local Market Content Strategy

Build your authority online with weekly market updates, social content, and community posts.

Watch Training

07 — Toolkit

Download Center

Grab what you need. Right now.

Sphere Global Agents

A premium resource ecosystem for agents building through field strategy, local authority, and relationship-driven business development.

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