Agency Advisory Retainer
Strategy, guidance and innovation for owners and leadership, with dedicated consultant support every month.
ExploreOne method. Multiple paths.
Tailored to your agency.
Every TEC service is available standalone or inside a plan, every engagement draws on the whole team, and every plan is shaped to your agency.
Quick links
Our three most common starting points
Behind every starting point sits the same framework: separate services that click together inside a Bespoke Consultation Plan, or Signature Consultation Plans purpose built by our consultants to deliver results in their specialised field.
Find your starting point
Three quick picks to find your starting point service.
01 Where do you sit?
02 What are you trying to do?
Pick where you sit first.
No second question needed, your project leads the way.
03 One off or ongoing?
Your starting point
Answer the three questions and the recommendation lands here.
Team Discovery Day
One day inside the business: the Team Discovery Workshop plus five 1:1 team member meetings, wrapped in a discovery report and a leadership debrief.
Ready for the full picture? TEC 360 wraps team discovery into our flagship signature plan and diagnoses the whole agency. See TEC 360
TEC 360
Our flagship signature consultation plan: the complete 360 diagnosis of the whole agency, delivered as one ongoing plan by your dedicated consultant.
Strategy Session
A focused three hour executive session to plan the specific project, issue or period with the business leader.
Navigating the project over months? The Advisory Retainer keeps a consultant beside leadership through the whole piece of work. See Advisory Retainer
Advisory Retainer
Ongoing strategic advisory for the business leader, month by month, with TEC as the conduit between leadership and the team through the project or period.
Strategy Session + a Team Workshop
Plan the shift with leadership in a Strategy Session, then bring the team along with a Team Workshop in your office.
Culture moves in cycles, not sessions. The Maximiser Plan runs a workshop, 1:1s and a leadership debrief every cycle. See Maximiser Plan
Maximiser Plan
Joe's signature plan for engagement, change, culture and agency operations. If your mix runs broader, a Bespoke Consultation Plan shapes it to the agency.
A Team Workshop
Pick a session from the workshop library, run in your office for your team. The library changes monthly.
Teams engage us every week: a Workshop Plan locks in a cadence and holds your dates ahead of standalone bookings. See the Workshop Plan
Workshop Plan
A committed cadence of sessions from the workshop library. Where the whole operation needs the lift, the Maximiser adds 1:1s and a leadership debrief each cycle.
A Team Performance Meeting
A facilitated operational meeting run by a dedicated consultant: the town hall, collaboration or performance format.
Performance sticks when it recurs. A monthly cadence keeps KPIs and accountability in front of the team. See a monthly cadence
Team Performance Meetings, monthly
A monthly performance meeting using agency KPIs and survey responses to lead the team, facilitated by your consultant.
A Strategy Session or workshop
Start with a focused session on the leadership gap, or a leadership workshop for the group.
Leaders grow between sessions. A Coaching Plan pairs each leader with a consultant 1:1. See a Coaching Plan
Coaching Plan
1:1 coaching for leadership, with group coaching available for Leadership and BDM teams.
PropTech support
In office training or a tech stack audit from our PropTech specialists, on the platforms you already run.
Rolling out something bigger? We carry the whole implementation and tune the stack once it lands. See implementation and optimisation support
PropTech partner services
A full platform change supported end to end: audit, implementation, optimisation and team adoption, in your office.
Strategy Session
You know the project. A focused three hour executive session with the business leader plans it, scoped and delivered as a once off.
If the project runs longer than a session, a Bespoke Consultation Plan carries it month to month. See the Bespoke Consultation Plan
Bespoke Consultation Plan
We craft the inclusions, cadence and engagement type around your project, assembling any mix of Consult and Engage services with Efficiency HQ throughout.
A single workshop, or Efficiency HQ free
Join a session from the workshop library, or start free inside Efficiency HQ today.
For a structured lift, a Coaching Plan pairs you 1:1 with a consultant who has done your job. See a Coaching Plan
Coaching Plan
1:1 coaching for every role in the agency, matched to a consultant with real experience in your seat.
Efficiency HQ, free
Webinars, resources and courses on the free tier, refreshed monthly, open to the whole industry.
The full premium library sits one step up on Efficiency HQ Pro. See Efficiency HQ Pro
Efficiency HQ Pro
The full premium content library, on demand, wherever you are in the industry.
Our consultation plans
Signature Consultation Plans designed by our consultants, or a Bespoke Consultation Plan shaped to your agency. Every plan runs 3, 6 or 12 months with Efficiency HQ included throughout.
Bespoke Consultation Plan
Plan the acquisition, hold the retainer through the process, health check the portfolio once it lands, and close with a strategy session.
Strategy SessionAdvisory RetainerPortfolio Health CheckClosing Strategy Session
Assess operations, then redesign procedure, policy, structure and leadership model in a consultative and team engagement capacity.
Strategy SessionMonthly Team EngagementOwner debriefRetained hours
A signature plan built around change, culture and operations, cycling workshops, 1:1s and leadership debriefs.
Maximiser or VAOS PlanTeam Workshops1:1 meetings
Workshops lift the room, coaching lifts the individual, and Efficiency HQ keeps the learning going between sessions.
Team WorkshopsCoaching PlansEfficiency HQ
The audit informs the decision, workshops onboard the new system, and training hours embed it where it is a partner platform.
Tech Stack AuditStrategy SessionPropTech TrainingTeam Workshops
Discovery surfaces how the department actually runs, the strategy session designs the structure, and the retainer holds leadership through the change.
Team Discovery DayStrategy SessionAdvisory Retainer
Map the plan with leadership, keep a consultant beside you through launch and growth, and build the team as it scales.
Strategy SessionAdvisory RetainerTeam WorkshopsEfficiency HQ
- 3, 6 or 12 months. Monthly or quarterly cadence, set to how your agency actually runs.
- Scheduled priority. Plan clients hold standing dates. Standalone work fits around them.
Your dedicated consultant, backed by a team of specialists
Every engagement is led by a dedicated consultant, and our full team can collaborate to jointly deliver services to clients, giving you the benefit of each specialist's experience, not just one person's view.
Joe Shannon
- Licensed Real Estate and Business Agent
- Current Triennial Certificate
- Experienced Licensee in Bona Fide Control
- Qualified and experienced Vocational Education Trainer
Agency and business managementProperty management and residential salesStrategy development and operational designTeam culture and change managementTech and process optimisation
Nikki Mackenzie
- Licensed Real Estate and Business Agent
- Current Triennial Certificate
- Experienced Licensee in Bona Fide Control
- Currently sits on industry body committees
Strata managementCommercial and retail real estateAgency managementStrata and commercial development projectsLand asset optimisation strategy
Mark Pages-Oliver
- Licensed Real Estate and Business Agent
- Experienced Licensee in Bona Fide Control
- Master of Business Administration
Leadership coachingAgency change managementOperational designBusiness growth and restructuringTwo decades of agency experience across Australia and the United States
Pip Redfern
- Licensed Real Estate and Business Agent
- Current Triennial Certificate
- Experienced Licensee in Bona Fide Control
PropTech implementation and trainingNew recruit onboardingSystems adoption and change managementWorkflow optimisation, process design and automation
Unsure where to get started, or have a specific project in mind?
Describe the situation in your own words and we will come back with suitable services or Signature Consultation Plans that suit. Or book a discovery call and create a tailored plan with a consultant within the week.
Book Discovery Call