Step 1 of 10 · Reality · about 4 min

Your Starting Line

Before we design the client, we get honest about the business as it exists today and the number it has to hit. Estimates are fine. Nothing here is graded.

How long have you been selling real estate?

Transactions closed in the last 12 months

A rough number is fine. Zero is a legitimate answer.

The single biggest bottleneck in your business right now

Be honest. This shapes the whole strategy: lead volume, conversion, time, money, confidence, or skill.

Target volume or income over the next 12 months

Units, GCI, or both. A real number beats 'as much as possible'.

What does the next level look like, in your own words?

The clients, listings and reputation you want to be known for.

Go deeper: 4 optional questions

Skip these entirely if you are short on time. They sharpen the final document but never block it.

Current average sale price

Where most of your deals land today. If you have no deals yet, use the market average.

Target average price point

By when do you need to hit that?

Where do your clients come from today?

Sphere and referrals, past clients, portals, paid ads, open houses, farming, social content, cold outreach, builders, and roughly what share each accounts for.

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