Nobody hands you a business plan. We build yours with you.
Then we build the system that executes it. AI intake, drafted plan, live strategy session, 90-day roadmap, quarterly reviews — with the platform already wired to run the plan you leave with.
Start with your reality, not a template
A guided intake — production, market, sphere size, capacity, capital — that captures the shape of your business today so the plan we draft is yours, not a generic worksheet.
- 45-minute guided intake (async, on your time)
- Pulls MLS production if authorized
- Maps sphere, geography, and capacity
A written plan, ready to argue with
Within 48 hours of intake, you get a written draft: annual GCI target, deal-count math, source mix, activity model, budget, and hiring gates. Something concrete to react to.
- GCI target with deal-count and price-band math
- Source mix (sphere / farm / online / referral)
- Weekly activity model + budget by channel
Argue it out with a real operator
60 minutes with a named operator to challenge assumptions, tighten targets, and commit to the version you'll actually run. Not a coaching upsell — the plan is included.
- Named operator (not a rotating success rep)
- Live edits — you leave with the final version
- Recorded and stored in your account
The plan, sliced into weekly moves
The annual plan gets rendered into a 90-day roadmap: which campaigns launch which week, which niches to attack, which action plans get enrolled, which farms get mailed.
- Week-by-week campaign + farm launches
- Auto-loaded into your CRM as tasks and sequences
- Green/yellow/red status against activity targets
Adjust the plan every 90 days
Every quarter, we review actuals vs. plan, reforecast the year, and reload the next 90 days. The plan is a living document — not a PDF that dies in your downloads folder.
- Actuals vs. plan, by source and stage
- Reforecast + next 90-day reload
- Rolled into your annual planning session in Q4
The plan doesn't sit in a folder. The platform runs it.
Get a plan you'd actually put your name on.
Start free. Intake, draft, and live session included.