Agent Resources

Proven prompts, systems, and marketing frameworks I actually use in my business.

Below are the exact tools I reference in my presentations and use in my day-to-day workflow.

Use them. Adapt them for your market. Improve them. And if you do, I’d genuinely love to hear how you make them your own.

How I Stay Visible During the Holidays: Thanksgiving Edition

Staying visible during the holidays doesn't have to mean creating more work. Over the years, I've developed a few Thanksgiving content traditions that help me stay connected with my audience, share a little personality, and recognize the people and organizations that matter to me.

Here are five ideas you can borrow, lift, or steal!

Highlight the people, relationships, and experiences you're thankful for, including clients, colleagues, family, friends, vendors, coaches, and community.

My Move: I create a gratitude carousel featuring the people and moments that made the year meaningful.

Get My Thanksgiving Gratitude Carousel Canva Template

Skip the generic holiday graphic and send a personal message to clients or referral partners. Inspired by Jimmy Burgess' Thanksgiving video text idea.

My Move: I send a candid photo from "My Messy Kitchen" with a simple Thanksgiving greeting. It's personal, imperfect, and easy to do.

Smiling woman taking a selfie in a kitchen, with baking ingredients spread across the island.

Talk about your favorite Thanksgiving traditions, whether it's cooking, football, family gatherings, or a favorite dish. Invite your audience to share theirs.

My Move: I record a video from the high school sharing that I'm looking forward to the High School Football game and ask followers to share their own traditions or drop a photo in the comments.

Share local Turkey Trots, food drives, volunteer opportunities, or organizations helping families during the holidays.

My Move: I share a community-focused carousel leading up to Thanksgiving, highlighting local organizations and ways to give back.

Grab my Community Carousel Template 

ometimes a family photo and a heartfelt message are all you need.

My Move: I always take a table selfie at our holiday meals. My family knows to expect it by now!

Group gathered around a dinner table in a living room.

Build a Workflow in an Hour With ChatGPT

Have a process in your business that lives mostly in your head? I created this simple 6-step guide to help you turn what you already do into a workflow you can actually use.

I’m also sharing my three Seller Nurture Workflows as real-life examples of what the finished product can look like.

The Email Follow-up Playbook

Follow up for clarity, not just conversion.

A simple framework for reconnecting with buyers and sellers, uncovering their timing and figuring out what happens next, without sounding pushy.

Coffee on Me SOP

A Simple Client Appreciation Campaign That Creates Big Conversations

Some of the best client touches aren't expensive.  They aren't complicated.

They simply show people you're thinking about them.

This campaign costs about $100, takes less than an hour to set up, and consistently generates conversations with past clients, prospects, and referral partners.

The coffee isn't the marketing.  The conversation is.

What's Included

When you download this resource, you'll receive:

✓ Complete Campaign Checklist

✓ Email Copy

✓ Canva Graphic Template

✓ Social Media Script

✓ Subject Line Ideas

✓ Frequently Asked Questions

✓ Lessons Learned (including one mistake you'll definitely want to avoid!)

Your Home Search: What Happens Next?

A step-by-step buyer roadmap to help clients understand the process from consultation to closing.

This guide answers the questions buyers ask most often and provides a clear overview of what to expect at each stage of the home search. I created it to reduce uncertainty, set expectations early, and help clients feel confident long before they submit an offer.

Includes:

  • Home-buying milestones and timelines

  • Pre-approval and financing guidance

  • The offer and inspection process

  • Key professionals and next steps

  • Tips for navigating the journey with confidence

Use it as-is or customize it for your own buyers and market.

Repeatable Client Appreciation Event SOP

Easy, Repeatable and Transferable

The best client events aren't necessarily the biggest or most elaborate. They're the ones you can do consistently.

Because relationships aren't built through one event. They're built through small touchpoints repeated over time.

The Framework I Use Again and Again

  1. Attractive Destination

  2. Self-Guided Activity

  3. Check-In Experience

  4. Small Gift or Takeaway

  5. Photo Opportunity

  6. Follow-Up System 

Whether it's apple picking, a garden tour, a pumpkin patch, a zoo, or a holiday event, the framework stays the same.

Grab the SOP below and make it your own.
Bonus:  if you want the Canva templates for the invitations, just ask! 

Swipeable Start-Here Templates

Swipe, customize, and use these client-facing Instagram carousels in your business today.

Use these as your go-to starting point with new buyers and sellers.

These are the pinned posts at the top of my Instagram page—recently featured in Jimmy Burgess’ Quick Win Collaborative Mastermind—because they clearly communicate my process and how I guide clients from start to finish.

They’re designed to help you communicate your process clearly, position yourself as the expert, and create a better client experience from the very beginning.

The 4C Framework

The 4Cs that turn connections into closings. How small actions compound into referrals.

✔️ Connection:  Structured Touchpoints

✔️ Care:  Service Moments

✔️ Continuity:  Staying Visible

✔️ Consistency:  Showing Up Over Time

ChatGPT Prompts – Full Content Stack

1 Idea → 3 Posts

Copy and paste the prompts below into ChatGPT to turn one idea into:
• A blog post
• A carousel outline
• A short-form video scriptStart with one clear idea. Build a repeatable content system from it.

More resources coming soon.  Prompts. Systems. Frameworks.

 

Questions?