
Charting Your Course
Map a focused path to business growth you can actually follow.
Define a clear destination, set practical milestones, and turn weekly actions into steady progress. This simple framework helps Realtors® replace guesswork with a plan you can keep.

Why Clarifying Your Course Changes Outcomes
- Focused decisions. Prioritize actions that move you toward defined targets.
- More resilience. A clear plan helps you stay consistent through slow weeks.
- Stronger relationships. Clarity sharpens messaging and attracts the right clients.
- Lasting impact. Build a career that supports your life goals.
The 5-Step Planning Framework
1) Define your vision
Write a one-sentence destination for the next 12 months. Example: Increase GCI by 25 percent while protecting two evenings per week for family.
Try this: Draft three versions and keep the clearest one.
2) Set measurable targets
Pick three outcome targets that support the vision, such as closed volume, listings taken, and database growth. Make them specific and time-bound.
- Closed volume target
- Listings taken target
- Database size or qualified conversations
3) Identify lead measures
Translate outcomes into weekly inputs you control, like real conversations, listing appointments set, open house invites sent, or past-client touches.
- Conversations per week
- Appointments set per week
- Follow-ups and CMAs delivered
4) Build a simple cadence
Block recurring time for prospecting, pipeline review, and content. Track lead measures on a one-page scorecard each week.
Try this: 90 minutes of prospecting, three times per week.
5) Review and adjust
Hold a 20-minute weekly review to compare activity to targets, spot bottlenecks, and choose one improvement for the next seven days.
Keep what works, remove what does not, and protect the calendar.
What You Get With Coaching
- Clarity in one page. A concise plan with vision, targets, and lead measures.
- Practical dashboards. Simple tracking you will actually use.
- Accountability that fits. Cadence options that work with your schedule.
- No long-term contracts. Flexible engagement aligned to your goals.
Frequently Asked Questions
How fast will I see progress?
Most agents feel clearer within weeks once activity is measured and focused. Timelines vary, but consistent weekly inputs create steady movement toward targets.
Do I need a team for this to work?
No. Solo agents and teams both benefit. The framework scales by adjusting targets and cadence while keeping actions simple.
Will this change my marketing?
It aligns marketing with your goals so time and budget support defined outcomes. Messaging and channels become clearer and easier to maintain.
What if my goals change midyear?
The review step makes updates straightforward. Adjust the vision, reset targets, and revise weekly inputs so the plan remains current.
“Putting the five client-winning habits into daily practice turns chaos into cadence and keeps your pipeline moving.”
— Shad Rockstad, Founder, AmericasBestMarketing.com
Let’s Chart Your Course
Clarity creates momentum. Set a direction you can follow, then make next week simpler than last week.

Stages in Reaching Your True North
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Business Strategy
Mapping out the key elements needed for a successful business growth strategy.
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Marketing Strategies
Defining who to target, how to reach them, and the best timing for engagement.
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How to Implement
Transforming years of intention into action by implementing proven systems and processes.
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Staying Accountable
Staying authentic, striving for daily improvement, and watching your business thrive.
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Top of Mind Awareness
Having people think of you first when they need your products or services.
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Coaching Options
Select from bi-monthly and monthly coaching options.
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Defining Your True North
Clarifying your goals and dreams—defining what you aim to achieve in both your life and career.
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Charting Your Course
Developing a business growth strategy and creating a roadmap to guide your progress.

Multi-Channel Marketing Program
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Social Media
Social media is crucial for real estate agents because it provides a powerful platform to connect with potential clients, showcase properties, build trust, and maintain consistent top of mind awareness.
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Listing Marketing
Listing marketing is essential for real estate agents because it helps attract potential buyers, showcase properties effectively, and differentiate listings in a competitive market, ultimately driving faster sales and higher commissions.
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Direct Mail
Direct mail campaigns are important for real estate agents because they allow for personalized, tangible outreach that effectively captures the attention of potential clients, keeping their buyer and seller services top of mind.
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Email Marketing
Email campaigns are important for real estate agents because they provide a direct, cost-effective way to nurture relationships, share property listings, and keep clients informed, ultimately driving leads and repeat business.
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Digital Retargeting Campaigns
Digital retargeting campaigns are important for real estate agents because they allow agents to re-engage potential clients who have shown interest in their services and property listings.
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IDX Websites
ihouseweb, the leading IDX platform, features advanced search capabilities, side-by-side map and listing views, real-time filter adjustments, multiple map search modes, and seamless browsing, helping your clients find their dream homes faster and more efficiently.
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Complete & Accurate Database
Complete and accurate databases are crucial for real estate agents because they enable targeted marketing, efficient lead management, and personalized communication, ultimately driving stronger client relationships.
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GEO/Niche Targeted Marketing
GEO/niche marketing campaigns are important for real estate agents because they allow them to target specific local markets or demographics, increasing the relevance of their messaging and maximizing the impact of their marketing efforts.
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Marketing Strategy and Planning
Identifying the right target audience, the most effective way to reach them, and the optimal timing is essential. Taking the time to strategize and allocate a budget for a plan that gets executed is crucial for significant business growth.
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Business Growth Strategies
Visit our Learning Center to discover ways to improve staying focused on your dreams, defining targets, and the day to day activities required to grow a scalable, sustainable business.
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1 One-Hour Monthly Private Coaching Session
$300/mo (quarterly plan $900) or $350/mo
• Define goals and objectives
• Chart a path for scalable, consistent growth
• Develop client-winning activities
• Achieve consistent execution
• Implement proven business fundamentals
• Strategic business planning
• Execute winning marketing strategies
• Event ideas and planning
• Accountability
• Motivation
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2 One-Hour Monthly Private Coaching Sessions
$475/mo (quarterly plan $1425) or $600/mo
• Define goals and objectives
• Chart a path for scalable, consistent growth
• Develop client-winning activities
• Achieve consistent execution
• Implement proven business fundamentals
• Strategic business planning
• Execute winning marketing strategies
• Event ideas and planning
• Accountability
• Motivation
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Marketing Platform
$1250/month, plus $250 set-up fee and hard-costs (postage, printing, etc.)
• Identify SOI
• Digital Asset Creation & Management
• Weekly Social Media Posts (12/month)
• Just Listed, Under Contract, & Sold Social Media and Postcards
• Custom Marketing Strategy & Budgeting
• Email Drip Campaign Setup & Execution
• Digital Retargeting/Remarketing Campaign
• SOI Direct Mail: Postcard Campaigns (at the frequency desired by the client)
• GEO Farm/Niche Marketing: Direct Mail Postcard and Email Campaigns
• Database Formatting & Research (priced per name researched)
• 1-hour Monthly Consulting/Strategy/Coaching Session

Marketing Tips & Business Growth Strategies
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How Realtors® Can Use Social Media for Lead Generation: A Complete Guide
The Best Social Media Strategies for Realtors® to Get More Leads.
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SEO Strategies for Real Estate Websites to Increase Leads
Optimizing your website for search engines can help you attract buyers and sellers organically. This guide covers essential SEO strategies to boost your online visibility and grow your real estate business.
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A Step-by-Step Guide to Marketing Your Listings Online for Maximum Exposure
This guide will take you through a detailed step-by-step approach to ensure your listings attract the right buyers, generate leads, and close deals more quickly.
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Adapting to Technological Advancements in Real Estate: A Guide for Realtors® and Agents
Stay ahead of the competition by embracing the latest technological advancements in real estate. Learn how Realtors® can integrate cutting-edge tools to enhance client engagement and streamline business operations.
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25 Proven Realtor® and Real Estate Marketing Ideas for Spring 2025
Explore these 25 powerful marketing strategies designed to attract more leads, boost sales, and position you as a top agent in your market.
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6 Essential Call Scripts for Realtors® to Connect with Their Sphere
Over time, these calls will not only strengthen your relationships but also lead to more referrals and business opportunities.
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Texts Realtors® Can Send to Their Contacts and Sphere of Influence
By texting contacts quarterly, real estate agents stay connected with their sphere in a way that feels natural and effortless. Check out our suggestions for general texts and texts targeting potential buyers and sellers.
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How to Get Real Estate Leads Online: The Ultimate Guide for Realtors
Discover the best strategies to generate real estate leads online with this expert guide.
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Proven Luxury Real Estate Marketing Strategies to Attract High-End Buyers
Discover the most effective and proven marketing strategies to attract affluent buyers and elevate your luxury real estate business.
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Five Client-Winning Habits That Will Grow Your Business
Highly successful agents practice key habits that help them stay top-of-mind and achieve sustainable business growth.
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How Much Should a Realtor® Budget for Marketing?
The amount a Realtor® should allocate for marketing varies based on experience level, market conditions, and business goals.
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Managing Client Touchpoints for Lasting Success
Every interaction, whether initiated by a client or by your team, should be an opportunity to solidify your role as a trusted advisor and a source of expert knowledge.
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The Key to Attracting Target Audiences Over Paid Leads and Mass Marketing
By focusing on creating a brand that resonates with your target audience, particularly your Sphere of Influence (SOI) and niche markets, you establish trust.
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Successful Real Estate Agents Concentrate on Business Activities Within Their Control
Instead of stressing over uncontrollable factors, direct your energy toward activities within your control. Prioritize tasks that create prospects and foster connections, and engage deeply with your community.
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The Science of Staying Top-of-Mind: How Direct Mail Keeps Clients Coming Back
Learn the psychology behind brand recall and why consistent, high-quality mailers help Realtors® generate more referrals and repeat business.
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Are You Focusing Your Time and Effort on Business Growth?
To achieve sustainable and scalable business growth, it's essential to strategically allocate your time, resources, and energy towards key drivers of success.
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Best Real Estate Marketing Ideas for 2025: 15 Innovative Ideas to Attract More Clients
From video content to AI-driven solutions, learn how to attract more clients and stay ahead of the competition in a rapidly evolving market.
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How Coaching Programs Help Real Estate Agents
Maximizing Success as a Real Estate Agent: The Power of Accountability, Motivation, and Marketing Execution.
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Best Social Media Strategies for Real Estate Agents
This comprehensive guide will walk you through the best social media strategies for real estate agents, ensuring you stay ahead of the competition.
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Listing Marketing for Realtors®: Promoting Properties for Maximum Visibility
A strong listing marketing strategy not only helps sell properties efficiently but also showcases a Realtor®’s marketing expertise, attracting future clients.
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Winning Marketing Strategies Realtors® Can Implement Today for More Leads & Sales
Five powerful strategies you can implement immediately to build your brand, expand your network, and increase your revenue.
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Effective Strategies for Managing Client Expectations in Real Estate
In the fast-paced world of real estate, managing client expectations is critical to maintaining strong relationships and ensuring a smooth transaction process.
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Professional Coaching Grows a Real Estate Agent's Business
A coach helps you set your goals and dreams, charts your path to achieve them, and keeps you accountable along the entire way.
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Why should a real estate agent hire a coach?
With the right coaching support, agents make daily progress towards their goals, achieving long-term success in their lives and careers.
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How Coaching Programs Help Real Estate Agents
Coaches help real estate agents stay focused on their dreams, defined targets, and the day to day activities required to get there.
