1. Your Why
1.1. When is Work Optional
1.2. Have no regrets only memories
1.3. Goals / Dreams / Desires
1.4. Growth / Freedom / Coolness
2. Leads / Referral Sources / Type Of Business Coming In
2.1. Zillow / Trullia / Commissions Inc
2.2. Past Database
2.3. Current Prospects
2.3.1. Past Database
2.4. Farming
2.5. Percentages / Tracking / Conversion
2.6. FSBO / Expired / Farming
2.7. Open Houses
2.8. Commercial
2.9. Construction
2.10. Agents
3. Follow Up
3.1. Past Database
3.2. Lead Sources
3.2.1. Trulio
3.2.2. Commissions Inc
3.2.3. Zillow
3.2.4. Other
3.3. Clients In Process
3.4. Approved and looking clients
3.5. Referrals
3.5.1. Where is your current business coming from?
3.5.2. Where did your last 4 deals come from?
3.5.2.1. Friend
3.5.2.2. Friend
3.5.2.3. Friend of a friend
3.5.2.4. Floor time
3.6. Your Sphere of influence
3.6.1. Facebook Friends
3.6.2. Email Contacts
3.6.3. Phone contacts
3.6.4. LinkedIn Contacts
3.6.5. Past Clients
3.6.6. Neighbors / Neighborhood - FB Group
3.6.7. Deal in process and approved and looking
3.7. Who Is doing your follow up for you?
3.7.1. Assistant or Admin?
3.8. What is it costing you to not have a follow up system in place for all your lead and referral sources?
4. Team / Assistant
4.1. Admin
4.2. Marketing Assistant
4.3. Virtual Assistant
4.4. Plug and Play
4.5. Ax of Freedom
4.6. SWOT
4.6.1. Strenghts
4.6.2. Weaknesses
4.6.3. Opportunities
4.6.4. Threats
4.7. Agents
5. Time
5.1. Free time
5.2. Vacations
5.3. Hours Worked per week
5.4. I wish I had more time for __________
5.5. I want more in the moment family time
5.6. Being ok with the free time / Family
5.7. How to free up more time
6. Social Media
6.1. Facebook
6.2. Linkedin
6.3. Instragram
6.4. Snapchat
6.5. Pinterest
6.6. Assistant
7. CTA
7.1. Clients in process
7.2. Past database
7.3. Referral Sources
7.4. Leads Sources
8. Marketing / Branding
8.1. Email
8.2. Open Houses
8.2.1. Door Knocking
8.3. Listings
8.3.1. FB Ads
8.4. Farming
8.4.1. Door knocking with a purpose
8.5. Advertising
8.6. Cold Calling
8.7. Single Property Websites
8.8. Other
8.9. Texting
8.9.1. Textmagic
8.10. Lead sources
8.11. Video Marketing / Branding
8.12. Podcast
9. Value Proposition
9.1. Why should I work with you
9.2. What separates you from the competition
9.3. Purple Cow
9.4. Growth and recruiting
10. Finances / Expenses / P&L
10.1. Work Optional
10.2. How Much you average per deal
10.3. 12 month goal?
10.4. 90 day check up
10.5. Profitability
10.6. Every other week accountability
11. Systems / Tools / Technology
11.1. CRM
11.1.1. liondesk.com/
11.1.2. topproducer.com/
11.1.3. realsavvy.com/
11.2. Mobile Business card / Savvycard.com
11.3. AgentMarketing.com
11.3.1. Single Property Websites
11.4. TextMagic.com
11.4.1. Mass group texting
11.5. Slybroadcast.com
11.5.1. Mast calls to voicemail
11.6. Lead Tracker
11.7. AgentLegend.com
11.7.1. Automatic Lead Follow Up
11.7.1.1. Text
11.7.1.2. Call
11.7.1.3. Email