Applicant information Owner name *
Business or team name *
Email *
Mobile phone *
Implementation partner Name, role, and how this person will help build or operate the systems.
Example: Jordan, my transaction coordinator. She will help build and run the weekly systems.
Your business today How is your business structured? * Solo agent, partnership, team, or another structure. Include the people who affect lead follow-up, listings, transactions, and past-client work.
Example: Solo agent with a transaction coordinator and a showing assistant.
Main sources of business today * Example: Sphere, past clients, and a small amount of Facebook lead ads.
How consistently is SAM being used today? * Describe what is working, what is not being used, and what still depends on another system or personal memory.
Example: Contacts and some follow-up are in SAM. Listings and past-client work still live in my head and another system.
What you want to change What is the biggest problem in your business right now? * Example: New leads get a first response, then follow-up depends on me remembering.
What currently depends too heavily on you remembering, checking, or pushing it forward? * Example: Checking whether anyone followed up, sending listing updates, and noticing when a past client goes quiet.
Where do leads, clients, transactions, or past-client opportunities most often stall or fall through the cracks? * Example: After the first conversation, and again after closing when no one owns the next 90 days.
If this program worked well for you, what would be meaningfully different by January 13, 2027? * Example: Leads, listings, and past clients would each have a visible next step that does not depend on me checking.
What would a better business make possible in your life outside the business? * Example: Evenings and weekends that are not spent catching up on follow-up I meant to do during the week.
Readiness and authority What business systems are you personally able to change? * Example: I can change our CRM, follow-up, listing communication, and how we use SAM.
Do you have real contacts, leads, clients, listings, transactions, and past clients available for testing? * Example: Yes. We have current leads, two active listings, several pending files, and a past-client database.
Who else must agree to changes in your marketing, processes, communications, or technology? * Example: My transaction coordinator needs to be included. I can make the technology and process decisions.
What could keep you from completing 60 to 90 minutes of required work most weeks? * Example: A heavy listing week or travel. I can usually protect 60 to 90 minutes if the work is scheduled.
Commitment Please initial each statement.
Final questions Why is now the right time to do this work? * Example: The business works, but too much of it still depends on me noticing what was missed.
What will you contribute to a room of other real estate business owners? * Example: I will show real work, say what is not working, and help other owners think through similar decisions.
What question do you want answered before accepting a place in the cohort? Example: What happens if I miss one live class during a closing week?
