The Roadmap
Curriculum
Six modules. Eighteen lessons. Every step needed to go from license to consistent closings.
- 12 min1.1 Why 87% of New Agents FailUnderstand the real reasons agents quit in year one — and how to avoid them.
- 10 min1.2 Glossary for the New AgentThe vocabulary every new agent needs — from agency and earnest money to MLS, GCI, and the Power Hour.
- 8 min1.3 Set Up Your Course WorkbookDownload the Agent Launchpad Workbook (Excel) — the single spreadsheet you'll use across every module — and bookmark it for one-click access.
- 22 min2.1 The 7 Brokerage Models ComparedTraditional/Franchise, 100% Commission, Virtual/Cloud, Team-Based, Boutique, Relocation, and New Construction/Builder — what each model actually costs and rewards.
- 12 min2.2 What Is a Real Estate Team?Teams trade a higher split for leads, mentorship, and systems. Decide if joining one accelerates or limits you.
- 15 min2.3 Brokerage Self-AssessmentUse the self-reflection to score support, training, culture, splits, and tech against what you actually need.
- 16 min3.1 How Commissions Really WorkFrom sale price to deposit — broker split, cap, franchise fee, E&O, and what hits your account.
- 17 min3.2 Start-Up & Recurring Business ExpensesLicensing, MLS, board dues, E&O insurance, LLC/entity setup, marketing, signage, CRM — the real first-year cost.
- 18 min3.3 Your 12-Month Vision & Income PlanReverse-engineer income goals into deals, conversations, and daily activities.
- 20 min3.4 Your 12-Month Financial PlanReverse-engineer income goals into deals, set tax reserves, and build a runway you can defend.
Module 04
Building a Referral-Based DatabaseThe O.C.T.O.P.U.S. method for a database that pays you back.
- 22 min4.1 The O.C.T.O.P.U.S. FrameworkOpen Houses · Community Involvement · Trusted Vendors · Online Presence · Past Clients · Unique Niches · Sphere of Influence — the 7 referral channels that feed your database.
- 20 min4.2 Build Your Top 50 → Top 100 DatabaseStart with your Top 50 strongest relationships, then grow to a Top 100. Set up your Excel database with tier tags and referral likelihood.
- 16 min4.3 Touch Plan & Referral ConversationsHow often, what to send, and the exact ask that turns relationships into referrals.
Module 05
Strategic Networking & Relationship BuildingBecome the agent your network can't help recommending.
- 15 min5.1 From Random to Strategic NetworkingWhy most networking fails and how to filter for the relationships actually worth your time.
- 14 min5.2 First Conversations & Follow-UpOpen, ask, listen, follow up — the conversation framework that earns trust quickly.
- 12 min5.3 Showing Up Where It MattersEvents, volunteering, hobbies, and online communities — pick the rooms that compound your reach.
- 18 min6.1 Weeks 1–2: Setup & AnnouncementFoundations live: brand, CRM, database imported, and the announcement to your sphere.
- 16 min6.2 Weeks 3–4: Conversations at Scale25+ real conversations per week using the O.C.T.O.P.U.S. plan and your touch cadence.
- 18 min6.3 Weeks 5–6: Expanding & SystematizingHost open houses, double down on what's producing conversations, and turn your best activities into repeatable systems.
- 16 min7.1 Designing Your Ideal WeekTime blocks for prospecting, appointments, admin, and rest — the ideal-week template.
- 15 min7.2 The Power Hour & Daily RoutineDesign a non-negotiable daily routine focused on income-producing activities.
- 12 min7.3 The Daily Power Hour60 minutes of pure income-producing activity, every day, no exceptions.
- 13 min7.4 Friday Weekly ReviewThe 20-minute review that catches drift early and resets the next week.
- 18 min8.1 CRM SetupTags, pipelines, and automations that match O.C.T.O.P.U.S. and the 60-day plan.
- 14 min8.2 Scripts & Message TemplatesAnnouncement, re-engagement, referral ask, consultation, and follow-up — all in one place.
- 10 min8.3 Your Business BinderOne organized place — digital or physical — for your plan, numbers, scripts, and reviews.