See what we’ll build together

The Daily Success Plan + Playbook is a working session where we slow down long enough to design a simple, realistic game plan you can actually run every day.

During our time together, we’ll:

Clarify your income and transaction goals in plain numbers
Reverse-engineer how many conversations and appointments you really need
Build a time-blocked daily schedule that fits your real life (not a “perfect” day)
Define your core outbound “blocks” (prospect, nurture, sphere, pipeline)
Outline simple scripts and talk tracks for your top 2–3 lead sources
Create a one-page success scoreboard you can check in under 2 minutes a day

Less guessing More focus One plan

Want to see the rest of the Realtor Partner tools? Visit the main Realtor Partner page →

What’s inside your Playbook

After the session, you’ll receive a written Playbook you can print, save, or hand to your accountability partner or team lead. It’s meant to be simple, not fancy.

Your customized Playbook typically includes:

Daily time blocks with start/stop times for each core activity
Conversation and contact targets by lead source (FSBO, SOI, online leads, etc.)
Sample call frameworks, voicemail ideas, and first-text templates
Follow-up cadence for new leads, warm prospects, and “watch list” buyers
Weekly review checklist to adjust your plan without throwing it out

The goal is to remove friction: you shouldn’t wake up wondering what to do. You open your Playbook, run the plan, and let the math work in your favor.

Is the Daily Success Plan + Playbook a fit for you?

This is not for agents who want a magic lead source. It is for agents who are willing to do the work — but want clarity, structure, and a plan that feels human.

Great fit if...

Your days feel reactive and scattered
You know you should prospect, but it keeps getting pushed
You’re juggling multiple lead sources with no consistent rhythm
You want accountability that feels supportive, not shaming

Maybe not the best fit if...

You’re looking for “set it and forget it” marketing
You’re not ready to block time on your calendar
You don’t plan to track basic numbers at all

How the Daily Success Plan session works

We’ll keep it simple and practical:

1. Quick pre-call intake. You answer a few short questions so we know your starting point.
2. Live working session (45–60 minutes). We map out your goals, calendar, and activity targets together.
3. Build your Playbook. We translate the plan into a simple one-pager you can actually use.
4. Optional check-in. If you’d like, we can schedule a quick follow-up to see what’s working.

Whether you’re newer to the business or rebuilding momentum, you’ll walk away with clarity on what to do, when to do it, and how to know if it’s working.

1:1 plan design Activity-based goals Built around your life

Common questions about the Daily Success Plan

Do I need to bring my numbers or a business plan?

Not at all. If you have them, great — we’ll plug them in. If not, we’ll build from a simple income target and work backward to conversations, appointments, and closings.

Is this just for high-producing agents?

No. This works for agents at different stages. The plan will look different for a brand-new agent than it will for someone managing a big pipeline, but the framework is the same: clear, consistent daily activities.

Do we talk about lead sources and strategy too?

Yes. We’ll look at where your opportunities are coming from now, which sources you want to grow, and how to allocate your time so you’re not chasing everything at once.

Is there any cost or obligation?

There’s no cost and no obligation to send business. This is about helping you build a business that’s stable, sustainable, and less stressful. If we’re a good fit for future mortgage conversations, we can talk about that too.

Ready to put your daily plan on paper?

Share a bit about your current routine, and we’ll map out a Daily Success Plan you can start using this week—not “someday when things slow down.”

See more ways we support agents

All loans subject to approval. Equal Housing Lender. This planning session is for educational and informational purposes and does not constitute financial or legal advice.