MONTHLY MASTERMINDS
Roadmaps to Systems & Processes
It’s not about theory; it’s about action, accountability, and doing the work alongside others who get it.
There's always an upcoming mastermind. See what we’re focusing on next.
If it's valuable to you, grab your virtual seat and a calendar reminder now.
The Supporting Productivity Masterminds are free, focused sessions built for all real estate professionals—whether you’re a Realtor, admin, assistant, or coordinator.
Each month, we tackle one specific area of your business—like database management, client workflows, or onboarding—so you walk away with tools, templates, and clarity you can use immediately.
THE ROAD SO FAR
All Mastermind Replays
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Learn how to turn your CRM into a daily driver for intentional outreach using DTD2 tagging, milestone-based calling, past client trends, VIP tier planning, and pipeline follow-up. This session walks through a clear, repeatable system to know exactly who to call and when—based on the data you already have. It’s the strategy behind committing to the easy routine of consistent conversation.
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This mastermind shows how a single client event of any type can create over 30 engagement opportunities per household across 10 weeks. We map out a timeline with 3 to 5 touches per week, using calls, texts, email, social media, and video. This is communication strategy, not just party planning. Build community and grow conversations that lead to closings.
Google Forms isn’t just for surveys—it’s your new operations assistant. In this session, we cover real estate-specific form templates for information intake, vendor referrals, service feedback, and more. Learn how to automate responses and link forms to Sheets, Docs, and Email for efficiency. Build once, use often, and let your systems handle the details.
AI isn’t the future—it’s your right-now assistant. This session introduces a 4-part prompt structure that helps you get meaningful, usable output from tools like ChatGPT. You’ll learn how the same prompt structure can return results for marketing content, systems structure, project plans, or even career growth. Plus, we share our 3 most common prompt templates made for real estate.
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Take the chaos out of closing. This session focuses on creating repeatable TC workflows that improve client service and reduce missed steps. Learn how to set up timelines, automate reminders, and delegate with confidence. Standardizing systems helps control transactions rather than just survive them.
What happens when life hits pause but business keeps going? This month we build a proactive emergency plan to keep operations in motion and client service above standard during a crisis. You're given the binder structure to maintain simple but powerful continuity. Planning ahead isn’t pessimistic—it’s professional.
Tech overwhelm is real. We explore the best free or affordable tools for basic email marketing, task management, and workspace organization. Learn how to layer tech intentionally into your existing systems. You don’t need everything—you just need the right tools in the right order. Focused, not pricey, and easy to learn.
Learn how to identify repetitive tasks and build workflows that create clarity and consistency in your business. This foundational session outlines how to think in terms of systems and scale with intention. Perfect for agents or admins repeatable success. We discuss basic structure and mindset needed to start systemizing. Watch this if you’re tired of reinventing the wheel every day.
Build a client pipeline that doesn’t leak leads. This session breaks down templates, tracking tools, and outreach systems that boost conversion without burnout. Learn how to organize, nurture, and follow up using proven lead gen frameworks. We emphasize the importance of standardized messaging and meaningful follow-through. #SayNotoCrack
Your CRM should tell you who, when, and why. We show you how to organize contact data, use tags strategically, and categorize your audience. This one is all about clarity through segmentation and automation. Whether you’re in Follow Up Boss, Lofty, Command, or another platform, the principles apply. Your database isn't just storage—it's your schedule.