All Stages
Stage 1
Business Foundations
Lay the foundation of a real business — entity, systems, finances, and brand — before chasing the next deal.
Business Setup
Entity, systems, finances, and brand basics every agent needs.
LLC Setup
Form your entity, EIN, and operating agreement the right way.
Calendar Usage
Time-block prospecting, appointments, and admin.
CRM / Database
Pick a CRM, import contacts, and set up your pipeline.
Business Plan & Goals
GCI targets, lead math, and quarterly check-ins.
Finances & Taxes
Bookkeeping, quarterly taxes, and 1099 basics.
Branding & Online Presence
Logo, website, social profiles, and Google Business.