The Problem...

Most agents have a database full of “ghosts” — people they should be talking to, but haven’t touched in months (or years).

They know the right answer is “work your database,” but it’s hard because:

❌ the list isn’t clean

❌ it isn’t segmented

❌ there’s no simple weekly plan

❌ and no accountability to follow through

As a broker/owner,/team leader you can’t sit over their shoulder every Tuesday morning.

We can!

✅Weekly List-Building Accountability Coaching (done live)

✅ This is not a motivational call. It’s a working session.

Every Tuesday, agents show up and:

✅ Build or update their list

✅ Segment it into clear categories

✅ Get the scripts and touch plan specific to the type of list they happen to be working (sphere & referral, old internet leads, open house leads, farming, etc).

They get coached while they work, so they don’t get stuck and they leave off with a micro plan till we meet them the following week.

The Outcome

Your agents stop “winging it” and start running a list-based business

This is what changes when they consistently build and work their lists:

✅ A clean master list they can actually use
✅ A simple weekly contact plan (not overwhelming)
✅ More appointments booked from people they already know
✅ More referrals because they’re visible again
✅ More predictable pipeline — even when the market is weird

The 5 Money Lists We Build (and Work) With Your Agents...

🎯 Old Leads (the “sleeping gold” list)

People who inquired, showed interest, or raised a hand — but never converted.
Goal: re-activate, qualify, and book appointments.

🎯 Past Clients (the easiest referral list)

The list most agents ignore after closing.
Goal: systematic touchpoints that create repeat + referrals without being salesy.

🎯 Sellers (future listings live here)

Homeowners, follow-ups, cold-to-warm seller leads, and sphere (friends / family).
Goal: build listing pipeline with consistent seller conversations.

🎯 Client Appreciation / Events (relationship engine)

Instead of “we should do an event sometime,” we build the invite list and the plan.
Goal: attendance + conversations + referrals — using events as a reason to reach out.

🎯 Team Building / Recruiting (agent attraction list)

Agents they know, agents they’ve worked with, agents they follow online, past colleagues.
Goal: consistent recruiting activity without the awkward “pitchy” messaging.

What Happens on Tuesdays?

A repeatable weekly rhythm agents actually follow. Each session follows a simple structure:

1) List Build / Update (add people, clean duplicates, fill missing info)

2) Segment (assign to the right list category)

3) Choose the weekly play (calls / texts / invites / follow-ups)

4) Accountability + coaching (remove roadblocks, simplify, execute)

5) Commitment (what they’ll finish today + this week)

Agents leave knowing exactly what to do next — and they actually do it.

What Your Office Gets (Turnkey):

📈 Weekly accountability coaching for ALL your agents

📈 Quarterly webinars for your training calendar
📈 24/7 streaming & online training recordings

📈 Marketing materials

📈 Tools for management to leverage for both training and recruiting

What are the quarterly webinars?

Each quarter we run a focused sprint so your agents aren’t guessing what to prioritize:

Q1: Spring Cleaning — Database & List Audit Sprint
Build the master list, clean it, segment it, and create the weekly rhythm.

Q2: Summer Momentum — The Slowdown Guardrail Sprint
Keep pipeline moving when everyone else gets distracted.

Q3: Fall Pipeline — Listings + Referrals Sprint
Work seller lists + past clients to generate the best Q4 momentum.

Q4: Holiday Referral Machine + Next-Year Blueprint Sprint
Turn seasonal touchpoints + events into referrals and a Q1 pipeline plan.

How do you enroll your agents?

You'll be getting a c0-branded landing page that grants agents free access to our accountability group sessions... but first I personally do a private 1-on-1 with each agent to establish the proper plan for each individual agent.

This allows your agents to be candid and vulnerable (something they don't like doing in a group setting with strangers).

Once I match them with a proper plan we then include them on the ongoing accountability calls. I personally share a screen to help your agents get started.

Some agents will only need this as a seasonal blitz (spring / year end), others will join ongoing... and some becasue they have no other option. They have no leads, no business and cripling debts.

This program prevents turnover from those wandering as a self-employed REALOR with no real boss. A trap that leads many to quitting the business.

Some of your agents won't want the accountability coaching but they will tune into quarterly webinars. This gives you a good offering that helps those ready to take action.

We give your agents the support they need... without the ongoing burden on staff and management.

The “No-Brainer” Math...

One office license = $400/month
Unlimited agent access to ALL your agents!

Who This Is Perfect For...

Offices with agents who “mean well” but aren’t consistent.

Brokerages that want a weekly productivity rhythm without adding management workload.

Teams and solo agents who need structure and execution support.

Anyone who wants pipeline built from relationships — not random marketing.