Build the Base (Weeks 1-4)
Month one is about getting your systems in place and building the habits that will carry you through the year. Don't try to do everything at once. Focus on the foundations.
Week 1: Assessment + Goals
- Complete the Business Health Check worksheet
- Set your 12-month GCI target using the Goal Setting Framework
- Reverse engineer your numbers (deals, appointments, leads needed)
- Set up your CRM with proper tags and segments
- Read the Script Book cover to cover (don't memorize yet, just absorb)
Week 2: Systems + Habits
- Build your first drip campaign (pick one: hot lead nurture or buyer drip)
- Time block your week using the Time Blocking Template
- Start daily lead generation (2 hours every morning, no exceptions)
- Practice the Discovery Questions script 3 times with a partner
- Set up your accountability system (partner, coach, or self-tracking)
Week 3: Action
- Host or attend your first open house (use the Open House System)
- Set up social media: update bio, plan your first 3 posts
- Start using Feel Felt Found on every objection you hear
- Complete Week 1 tasks from the 30-Day Action Plan
- Log your numbers: conversations, appointments, follow-ups
Week 4: Review + Adjust
- Review your first month numbers (conversations, appointments, deals)
- Adjust your time blocks based on what worked and what didn't
- Add your second drip campaign
- Schedule your first monthly newsletter
- Complete the Weekly Progress Tracker for all 4 weeks
Month 1 Goal: By the end of week 4, you should have a working CRM, one active drip campaign, a time-blocked calendar, and at least one open house under your belt. That's the foundation.
Build on the Base (Weeks 5-8)
The foundation is in place. Month two is about building momentum. More reps, more conversations, more confidence. This is where the daily habits start compounding.
Weeks 5-6: Skill Building + Marketing
- Run through all scripts in the Script Book (one per day, practice with a partner)
- Launch a listing or buyer ad on Meta ($20/day budget to start)
- Implement the after-sale process for any deals you've closed
- Host your second open house (apply lessons from the first one)
- Review and refine your CRM tags (are new leads being captured properly?)
- Start tracking which lead sources are producing the most conversations
Weeks 7-8: Optimize + Expand
- Review ad performance (is the cost per lead reasonable? Kill or scale)
- Complete all remaining 30-Day Action Plan tasks
- Start weekly check-ins with your accountability partner
- Begin referral receptor priming with your sphere of influence (SOI)
- Send personalized texts to your top 20 contacts: "Who do you know that's thinking about buying or selling?"
- Host or attend a third open house
Month 2 Checkpoint
| Checkpoint | Done? | Notes |
|---|---|---|
| All scripts practiced at least once | ||
| At least one paid ad running | ||
| 2+ open houses completed | ||
| Weekly accountability check-ins started | ||
| SOI referral outreach started | ||
| Lead gen block happening daily |
The full playbook
Read the full playbook free on Skool.
This is a preview. The other 15 sections and the branded PDF are in the free Elevation Real Estate HQ community, with weekly group calls.
Join the free community