Explore

Breakthrough Agent Program

First 12 Weeks (6 calls)

First 12 Weeks (6 calls)

Title

Call Day/Time

Description

Action Items

Exploratory Call

Learning big why and what partnership looks like.

Set up call cadence

Weeks 1-2

Uncovering goals, profit, econ model, GPS, any current gaps

Econ Model

Gap tool (if needed)

GPS

Life By Design (optional)

Weeks 3-4

411 and Time Blocking. Success list vs Task List.

411 - professional and personal

Time blocked calendar

Growth Plan

Weeks 5-6

Lead Gen systems and P&L review

Lead Generation model and P&L

Weeks 7-8

Lead follow up/conversion and database

CRM and Touch program

Weeks 9-10

Scripts based on identified gaps

Time block script practice

Weeks 11-12

Organizational Chart

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