01
Define the Business
Establish annual volume, transaction, and income goals; personal financial requirements; average sales price and commission assumptions; required appointments and conversations; working hours; personal boundaries; and a measurable definition of success.
02
Build the Database
Consolidate and organize contacts, categorize the sphere and opportunities, identify overlooked relationships, set database growth expectations, and create a consistent communication and follow-up rhythm.
03
Create Predictable Lead Generation
Select a focused combination of sustainable lead sources, including sphere, open houses, farming, social media, online leads, referrals, community involvement, partnerships, prospecting, and educational events.
04
Strengthen Conversion
Build confidence in conversations, discovery questions, follow-up, objection handling, appointment setting, consultations, value communication, commitment, and conversion tracking.
05
Install the Weekly Operating System
Protect time for lead generation, follow-up, appointments, client service, transactions, business development, personal commitments, and weekly planning.
06
Track the Right Numbers
Manage the leading indicators: new contacts, conversations, follow-up, appointments, agreements, contracts, closings, volume, and gross commission income.
07
Build the Next Stage
Prepare for stronger conversion, higher average sales price, listing focus, administrative support, repeatable client experiences, profitability, a small team, and growth beyond $4 million.