Video summary
Outsource to Outperform 🔥 From Ordinary to Top 1% with Daniel Lee & Kevin Dearlove
Main summary
Key takeaways
Business model & problem Wingman solves
- Real estate agents get “stuck” at capacity: they feel they shouldn’t spend time on admin/database work, but they often can’t budget for full-time staff (frequently because wages cost roughly what they’d earn more—so hiring feels inefficient).
- Wingman addresses this by positioning remote professionals to multiply output (2–3x income) by shifting teams from:
- prep/admin work
- toward high-value revenue activities (calls, listings, closing, brand building)
Who the presenters are (and roles)
- Wingman Group owners: Jonathan and Nick
- They run/own Wingman, providing remote professionals
- They operate across sales and property management enablement
- Daniel Lee (client of Wingman)
- Runs Plum Property and Plum Partners
- Helps agents build brands and run back-end systems
- Kevin Dearlove (client of Wingman)
- Selling principal running his agency
- Actively manages both sales and operations
Remote professional talent strategy (quality + fit)
Talent requirements
- Every hire requires a university degree or relevant certificate
- Example qualifications mentioned:
- A solicitor doing data work
- Accounting-qualified staff
Compensation/working model
- Remote professionals work full-time
- Start times are aligned to business needs with time-zone flexibility
- Mentioned: Philippines time difference is ~2–4 hours depending on daylight saving; some overlap exists
- Communication/tools:
- Zoom / Microsoft Teams
- Remote staff receive business email accounts
- The model is framed as work-from-home to improve happiness/productivity
- Example contrast: long commutes to Manila
Key cultural/behavioral emphasis
- Remote professionals are treated as employees, not “robot VAs”
- Wingman emphasizes integration, training, and ongoing involvement
- not “set and forget”
Playbooks/frameworks & processes described
1) “Golden hours / Platinum hours” operating principle (sales execution)
- Golden hours: the agent’s time making calls (high revenue activity)
- Platinum hours: preparation before calls
- who to call, what to say, targeted outreach lists
- Remote professionals focus primarily on Platinum-hour preparation, freeing agents for Golden-hour selling
2) Role-based task outsourcing framework (Daniel’s approach)
- Map each role to tasks, then outsource anything that doesn’t require:
- physical presence
- one-on-one client communication
- Remote staff support tasks such as:
- templates
- data work
- CRM operations
- CMA preparation
- database/email/text/letter sending, etc.
3) Training + integration playbook (Wingman model)
- 3 months of training in Wingman’s academy before placement
- Training topics mentioned:
- Australian culture
- real estate sales & property management
- CRM training
- documents/agency agreements
- After placement:
- fine-tuning and ongoing support
- Wingman stresses post-onboarding involvement
Concrete execution examples (what remote professionals do)
Daniel Lee (Sales lead + listing/sale pipeline support)
Remote professionals used a standardized listing process:
- For each listing:
- Generate the 100 closest / most similar properties using RP Data + other sources
- Find owner contact details (phone/email) for those comparable properties
- Outreach via multiple channels:
- Email (templated, company branded)
- Text/SMS (templated; only where mobiles exist)
- Mail letters (templated on letterhead; generated via CRM and sent as PDFs for printing/posting)
- Possible phone call follow-up
- Core impact:
- removes time-consuming prospecting/prep from associates/agents
- improves responsiveness via multi-touch outreach (email + text + mail + calls)
Also noted, remote professionals supported:
- CMA creation
- market reports
- templated monthly database outreach
Kevin Dearlove (Property management operations + lead PM scaling)
- Remote professionals were integrated into the front office/reception for the whole group (example: “Ivory” overseas)
- Reception/phone handling was done by remote staff at first, rather than pushing immediately to PM/sales teams
- Emphasis on data-driven, template-driven property management workflows
- ROI and scaling lead PM capacity:
- “Great property managers… are hard to come by,” so support staff improves PM throughput and reduces stress
Metrics, KPIs, targets, pricing & ROI signals
Cost & productivity metrics (directly stated)
- Investment: about $500 per week per full-time remote professional
- includes training academy + fees
- Implied hourly cost: ~$12–$14/hour
- Training timeline: 3 months before placement
- Income outcome claim:
- remote professionals can enable “2x maybe 3x” income by enabling better actions (calls + listings + sales)
Business scale metrics (case signals)
- Daniel: Wingman used for ~13 remote professionals
- Kevin: agency staff count ~50–60, with growth supported by remote staff
- Jonathan (property management scale):
- 2,350 properties in ~4.5 years
- stated: ~150 acquired, rest organic
- Kevin: ~750 properties (rent roll referenced; checks implied but not quantified)
Operational / timeline checkpoints
- Performance progression after remote professional start:
- Month 1: learning business-specific processes
- Month 3: typically becomes a full-time asset with fewer/no mistakes
Marketing / sales enablement impacts
- Multi-touch listing-based outreach supports:
- listing-to-appointment conversion (prospecting comparable property owners)
- deal flow generation via targeted, timely CRM-driven communications
- Indirectly supports personal brand output by freeing agents from admin burdens (mentioned as part of income multiplication early in the video)
Dos & Don’ts (actionable recommendations)
Dos
- Invest in training and treat the remote professional like a new hire for process learning
- Use a structured onboarding process:
- discovery session → candidate testing → match selection → Zoom setup → training + fine-tuning → start date
- Integrate remote staff into the team’s communication stack (Microsoft Teams/Zoom) and workflows
- Treat this as a process change (remote work isn’t just a simple swap)
Don’ts
- Don’t hire and expect instant results
- best practice is to actively lead integration
- Don’t assume remote professionals are all the same—not everyone fits
- Don’t scale expectations too early:
- Daniel advises evaluating fit around 3 months
- if it’s not working, reassess; incremental cost over that period is relatively lower than full long-term commitment
Onboarding & selection process (Wingman)
- Discovery session to understand the business problems to solve
- Select 1–3 remote professionals based on:
- video test
- English speaking test
- personality test
- Zoom call between remote professional and agent/leader
- Onboarding team schedules:
- onboarding date
- fine-tuning training 1–2 weeks before start
- Wingman commits to ongoing involvement after onboarding
Confidentiality & compliance claims
- Remote staff sign employment agreements with Wingman
- Security/data handling:
- access routed through an external server in Australia (cannot download locally)
- Wingman claims security is stronger than many Australian businesses
- Addresses HR/payroll administration concerns as part of Wingman’s value add
- Notes solicitors on remote team/legal safeguards
- no incidents cited
Addressing commercial sector applicability (high level)
- Wingman indicates the model applies beyond residential:
- they train broadly across real estate; commercial is supported
- example provided: ~10% of clients are in commercial
- They emphasize that top performers share similar business unit structures (processes/checklists), with domain differences
CRM systems mentioned
- Sales CRMs:
- Agent Box
- PropertyMe (mentioned in Daniel/Kevin context)
- Kevin noted training “on every single CRM you can think of”
- Onboarding/compatibility with the agent’s existing stack is emphasized
- PM integration is repeatedly referenced as a key driver
Sources / presenters mentioned
- Jonathan (Wingman Group owner)
- Nick (Wingman Group owner)
- Daniel Lee (client; Plum Property + Plum Partners)
- Kevin Dearlove (client; selling principal/agency principal; runs office and manages sales/operations)
- Tom (host/moderator referenced throughout; no separate business role stated in subtitles)
- Susan (mentioned in chat/URL prompt; not a presenter)
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