What’s Involved
A streamlined, high-touch coaching partnership that helps you design, launch, or refine your brokerage with clarity, confidence, and systems that don’t collapse when someone forgets their password….again.
Core Coaching Areas:
Vision & Identity
Refine your mission, values, branding, target agent, value proposition, and brokerage identity.
Business & Financial Structure
Brick-and-mortar vs cloud-based, budgeting, fee structures, start-up costs, break-even planning, capital options, and long-term growth strategies.
Team Start-Up Essentials
Entity selection, state filings, TREC requirements, EIN and tax accounts, banking, MLS/association setup, insurance, NAID registration, policies, procedures, and agent sponsorship docs.
Systems & Tools
Website and CRM, accounting, document and forms management, internal communication structure, intranet buildout, calendars, education hubs, transaction management, and marketing systems.
Foundational Operations
Company roles, employees vs subcontractors, onboarding, agent training requirements, production expectations, meetings, culture-building events, recruiting methods, teams and mentorship, personality assessments, vendor partnerships, lead systems, community involvement, and more.
How Coaching Works
You get one-on-one sessions tailored to your goals, honest feedback, accountability, project assignments with timelines, and ongoing support between sessions.
Simple. Direct. Transformational.
What You Walk Away With
• A fully structured brokerage blueprint
• Operational systems that scale
• Clear leadership identity
• Strong agent development frameworks
• Compliance confidence and reduced risk
• A business centered on strategy instead of chaos
Perfect For
New brokers launching from scratch, team leaders stepping into bigger shoes, or seasoned supervisors ready to elevate operations and culture.