You’ve worked hard enough — now it’s time for that effort to finally pay off.
(Because 'Figuring It Out as You Go' Only Works for So Long)
Phase 1 — Clarity & Direction
We start by defining what success actually looks like for you — not what the latest “top producer” says you should chase.
Together, we’ll pinpoint your strengths, blind spots, and goals so every decision that follows is anchored in how you do business best.
Because whether you get your clients through referrals, door knocking, TikTok, open houses, or all of the above — your systems are what hold it all together.
This program gives you the foundation to support the way you generate business, so every lead, client, and opportunity gets handled with consistency and care.
Phase 2 — Systems & StrategY That Fit
This is where the talk turns into traction. We’ll build the structure that keeps your business organized, consistent, and profitable — from lead management and client follow-up to marketing, retention, and referral flow.
You’ll also get access to a full suite of customizable tools, templates, and guides, including:
Business Systems & Operations
• CRM setup, workflows, and automation templates
• Lead segmentation and scoring tools
• Listing and buyer-prep checklists
Client Experience
• Buyer, Seller, and Downsizer guides (plus templates to customize your own)
• Referral and closing systems
• 12-month client touchpoint plan
Marketing & Communication
• Editable newsletters and mail-out templates
• Social-media and paid-ad strategies
• Client-event and visibility guides
AI Tools & Productivity
• ChatGPT prompts and systems to personalize communication and save time
Everything is editable, practical, and built to fit the way you work. And if you’d like implementation support on any of these tools, my assistant can be hired separately for hands-on setup and organization.
Phase 3 — Refinement & Momentum
Once your systems are running, we’ll fine-tune what’s driving results and tighten what’s not.
You’ll leave with a business that feels stable, predictable, and scalable — because the foundation actually works.
Tangible Results
- A complete, consistent client-acquisition and follow-up plan
- Marketing and communication that run smoothly without constant babysitting
- Predictable income and smoother closings
- Increased visibility and referrals — with less guesswork
Professional Confidence
- Relief in knowing every part of your business is handled
- Pride in how your business runs (and how clients experience it)
- Confidence in your systems and approach — no more “am I doing this right?”
- Space to think strategically again instead of just keeping up
What working together actually looks like. You won’t be buried in homework or generic advice. Each week builds on the last — practical, personalized, and manageable, no matter how busy real estate gets.
Kickoff Call (2 hours)
We start strong with a deep-dive strategy session to clarify your goals, set priorities, and identify the quick wins that will make the biggest difference first.
Weekly Coaching Calls (12 total, including your kickoff)
Each call has a focus — structure, systems, strategy, or mindset. We’ll troubleshoot what’s happening in real time and keep you moving toward measurable results.
Between Sessions
You’ll get light email support for quick questions or to review a draft — like an email template, process map, or workflow outline. Every session comes with a short recap so you always know what’s next.
Optional Implementation Support
If you want to move faster, my assistant Tina can step in to help execute what we design — setting up automations, organizing contacts, or formatting templates. She works on a separate, hourly basis so you can decide how hands-on you want to be.
Simple, transparent pricing — no surprises, no upsells. You’ll know exactly what’s included before we start. This is a hands-on, high-support coaching partnership built to create lasting systems, strategies, and results — without the fine print or pressure.
The 16-Week Program
Founding Offer: $3,000 — available to the first 10 agents who join. After that, the investment will increase.
Includes:
- 12 one-on-one sessions (including your 2-hour kickoff call)
- Between-session email support for quick check-ins and clarity
- Personalized recaps after every session
- Full access to my library of guides, templates, and tools — all customizable to your brand and voice → See the full list
- Editable done-for-you newsletters and content supports
- Customizable social-media and client touch-point templates
- Optional implementation help from Tina if you want someone to set things up for you (available at an additional fee)
Continuation Coaching (Optional Add-On)
When you’ve completed the 16 weeks, you can keep your systems sharp and your progress steady with follow-up sessions designed for ongoing accountability and refinement. Continuation Coaching is available in flexible packages of four sessions — perfect if you want continued guidance as your business grows.
Ask about current pricing during your Discovery Call.