FEATURED PRODUCT
Most business plans are written in January and dead by February. This is not that kind of plan. The OPTICS Business Planning Model is a complete 90-day operating system for your real estate business, delivered as two PDFs: the full planning workbook, and a section-by-section User Guide that walks you through every question in it.
Inside, you will complete an honest assessment of where your business actually stands, your time, your numbers, your pipeline, and your systems. Then the OPTICS points scorecard turns your income goal into daily execution, backed by 30-day business plans, weekly target sheets, and a monthly review that compounds everything you learn. Daily, weekly, monthly, the full rhythm of a business run on purpose.
It is the same planning system I run with my private coaching clients, and it works whether you are a solo agent, a team leader, or a brokerage owner. You bring the goal. The system builds the plan, then holds you to it.
Digital edition, $399. The complete workbook and User Guide, delivered as PDFs immediately after checkout. Add the printed edition at checkout for an additional $59.
The 90-Day Post-Close Programs
Every call, email, and card from closing day to client for life. Ten scripted touchpoints, in buyer and seller versions, that turn closed transactions into referral relationships.
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Client Profiling
The step-by-step workbook for turning your database into a referral engine. Seven steps, a 30-day launch plan, and the Client Profile Sheet included.
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Dream Team Recruiting
The essential recruiting playbook for brokers and team leads. Why agents really leave, the 7-step process, and word-for-word touchpoint scripts.
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COMING SOON
Sales OPTICS is the long-form version of everything on this site. The complete methodology, the real stories behind it, the wins and the failures that shaped it, and the practical playbook for applying it in your own business. Whether you are an agent trying to break through to consistency, a team leader trying to scale without burning out, or a brokerage owner facing the next phase of your business, the book is where the whole framework lives.
It is in its final stages now. Read a sample chapter today and you will be first in line when it launches.
Read a Sample Chapter