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THE 30-DAY SPRINT: How to Set Up a Monster Q1 Starting RIGHT NOW
We've got 30 days until Thanksgiving. After that, the market slows until January. What you do in the next 30 days will determine your entire Q1. So let's get crystal clear on what it takes to win. THE TIME MANAGEMENT LIE You make time for showings. Open houses. Client meetings. But prospecting and business development? "I don't have time." Here's the truth: You make time for what you value. If you can block time for a hair appointment, you can block time for the activities that actually grow your business. Starting today, no more excuses. YOUR DAILY NON-NEGOTIABLES (Next 30 Days) 1. 1 hour of prospecting/outreach (can break into 30-min blocks) - 20 connections minimum (calls, texts, DMs - at least 2 minutes each) - Past clients, sphere, expired listings, FSBOs, new contacts 2. Add 5 avatar referral partners per week - Lenders, attorneys, CPAs, contractors, insurance agents - People who touch your clients and can send business back 3. Send weekly value bomb to your database - Market updates, tips, neighborhood insights - Stay top of mind with your sphere THE 30-PARTNER HIT LIST You can't effectively manage more than 30 referral partnerships at once. Here's your system: - Identify your top 30 referral sources (lenders, attorneys, CPAs, etc.) - Touch base every 2 weeks with value - After 18 weeks with no reciprocation, move to C-list and add new partner - Always be building your referral network STOP CHASING - START BEING THE PRIZE If you feel like you're constantly proving yourself to referral partners, you're not bringing enough value. The game-changer: Create referral loops. Every transaction has hidden opportunities: - Client getting divorced? Connect them to a divorce attorney (who can send you business) - Client needs a CPA? Introduce your CPA partner (who refers back) - Client needs insurance? Your insurance partner (who sends referrals) Your promise to referral partners: "I always look for ways to generate business back to you."
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START HERE - Welcome to the Referral Bosses Community!
🚀 Welcome to Referral Boss — Start Here If you’re in real estate, a sales pro, entrepreneur, or software partner… and you want to get more referrals, automate your follow-up, and outsource the busywork so you can scale — you're in the right place. Inside this group, you'll find: ✅ Done-for-you fulfillment — Submit tasks like digital offer pages, landing pages, video editing, and more. We build them. You look like a pro.✅ Training, Systems and AI — Learn how to scale your referrals without chasing leads or burning out.✅ Templates, Prompts, Video SOP's, walkthroughs, and real examples ✅ A community of action-takers — No fluff. Just people building the backend so they can grow the front end. 👇 Here’s what to do next: 1. Introduce yourself in the comments below — tell us what you do and how you plan to use Referral Boss.. You don’t need to hustle harder to grow, you just need smarter systems — and a team behind the curtain. Let’s build it together. 💼 We use a **point system** here—when you earn points, you unlock **exclusive expensive classes, recordings,** and even **tasks** that my team will do for you. 🙌 **How Do You Earn Points?** 💡 Points are earned when others **like your posts, comments, and replies**. 1 like = 1 point for the post or comment author. The more you help and share with others, the more rewards you unlock! 🔓 --- **Here’s the breakdown:** 🎯 **Level 1** – 0 points Access: **Community board** 🎯 **Level 2** – 5 points Access: **Intro courses, current challenges, and a basic 'done for you' task** 🎯 **Level 3** – 20 points Access: **Strategy courses and more fulfillment tasks** 🎯 **Level 4** – 65 points Access: **Past challenges and a customized plan with 'done for you' tasks** 🎯 **Level 5** – 155 points Access: **Advanced Tasks and Processed Done for You** --- So, how do you get started? **Earning points is easy!** Here are a few ways to contribute: ✏️ **INTRODUCE YOURSELF** – Create your first post! Tell us what you want to accomplish this year, where you need help, and how you can help others.
START HERE - Welcome to the Referral Bosses Community!
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Content Creation Philosophy for Realtors: Getting More Business Through Results in Advance
Happy Monday, The Foundation: Know Your Ideal Client Who do you want as your customer? - First-time homebuyers feeling overwhelmed by the process - Families looking to upgrade to a larger home - Empty nesters wanting to downsize - Investors seeking rental properties - People relocating to your area What do they want? - To find and successfully purchase their ideal home - To sell their current home for top dollar quickly - To navigate the process without stress or costly mistakes - To feel confident they're making smart financial decisions The Core Framework: Results in Advance for Real Estate The Three Milestones Your Clients Need Milestone 1: Understanding the Market & Process - How to determine what they can afford - Understanding current market conditions - Knowing the steps in the buying/selling process - Recognizing good vs. bad deals Milestone 2: Preparation & Strategy - Getting pre-approved for financing - Preparing their home for sale (if selling) - Understanding negotiation strategies - Knowing what to look for in properties/offers Milestone 3: Execution & Closing - Making competitive offers that get accepted - Navigating inspections and appraisals - Handling closing procedures - Avoiding common last-minute pitfalls Content Ideas That Build Trust & Generate Leads Teaching Milestone 1 Content - "5 Signs It's Actually a Good Time to Buy in [Your City]" - "What $400K Really Gets You in [Neighborhood] Right Now" - "First-Time Buyer Mistakes That Cost Thousands" - "Why Your Dream Home Might Be a Financial Nightmare" Teaching Milestone 2 Content - "How to Get Your Offer Accepted in This Market" - "Home Staging Tricks That Add $20K to Your Sale Price" - "Pre-Approval vs. Pre-Qualification: What Sellers Really Want to See" - "Red Flags During Home Tours That Most Buyers Miss" Teaching Milestone 3 Content - "What to Do When Your Appraisal Comes in Low" - "Closing Day Checklist: Don't Forget These 7 Things" - "How to Handle Multiple Offer Situations Like a Pro" - "Last-Minute Deal Killers and How to Avoid Them"
Content Creation Philosophy for Realtors: Getting More Business Through Results in Advance
🧠 Your CRM is either a goldmine or a graveyard.
Here's the difference. Most realtors treat their CRM like a contact list. A place to park names. Send a newsletter once a quarter. Maybe. That's not a system. That's organized forgetting. In this week's episode of the Referral Boss Podcast, I break down exactly how to turn your CRM into a long-term memory system that compounds referrals — for years. Here's what we cover: → Why your CRM should function as your long-term business brain → How to use AI as short-term reasoning to surface equity, refinance windows, and client timelines → How to train a virtual assistant to execute contextual follow-up at scale → Why "just checking in" is killing your credibility → How to build a living database that drives repeat clients, refinances, and referral partnerships This is not about buying more leads. This is about dominating the database you already have. If it's not in your CRM, it doesn't exist. 🎧 Listen to EP 30 here: and 📖 Read the full breakdown here: https://referralboss.co/blog/crm-ai-va-referral-system Drop a comment below — what's your biggest CRM challenge right now? I read every one.
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Big Box Builders Content Idea 💡
Green screen reaction idea 💡 this video get that got hundreds of thousands of likes is specifically about big box builders, and how most consumers are learning that the homes they build can come with a number of problems. I am personally creating a green screen reaction video where I react to this video that already went viral and use it as my hook. Then I get into if you are planning to purchase a new build from a big box builder here is what you need to know before you sign. This gives you an opportunity to shine a light on what happens with new builds across the country and how a homebuyer can protect themselves. Cheers! https://www.tiktok.com/t/ZThCtNLsT/
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Referral Bosses
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