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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.

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?