Services
Services available individually or bundled into a blended monthly retainer. Multi-month commitments earn discounts of up to 15% off month-to-month rates. A one-time $1,500 initiation fee applies to monthly retainers (waived on 6- and 12-month commitments).
How I Work
Coach Package
Weekly team coaching (up to 8 agents, group + monthly 1:1), plus quarterly business plan reviews. For brokerages with a producer roster that's working but not yet structured.
Operator Package
Operational audit, ongoing systems and compliance build, Dotloop and CRM training, plus ~15 hours/month of execution work. For offices growing past their operational ceiling.
Talent Package
Active recruiting (3–5 hires, Steady Growth tier — scales to Scale-Up for larger rosters), onboarding program delivery, and monthly pipeline reporting; placements billed at the applicable tier. For brokerages where the bottleneck is people, not process.
Operator & Talent Package
Any two service lines — most choose Operator + Talent — bundled into one retainer. ~18–20 hours/month embedded; placements billed at the applicable tier. For offices that need two engines running together, not yet the full stack.
Growth Architect
All four service lines — coaching, operations, compliance and systems training, recruiting plus onboarding. ~25–30 hours/month embedded. The full operating partner.
Executive Partner
Growth Architect plus a standing monthly business review with the broker/owner, a quarterly strategic plan, and quarterly offsite facilitation, plus priority access. ~35–40 hours/month embedded. For broker/owners who want a true second-in-command.
Need just one thing?
What's included in every engagement
Weekly check-ins with primary client contact
Monthly KPI reporting in writing
Quarterly business review with broker/owner
Shared access to working documents and SOPs
30 days' notice cancellation, no questions asked
Some engagements don't need a retainer — they need a specific project done well. Standalone work and custom scopes available:
Operational audit
Audit + 60-day implementation
Dotloop training program build
CRM implementation
Onboarding program design
Recruiting (per-hire, tiered by producer level)
Full rate card available on request. Please fill out the form below.
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Full Breakdown?
The complete engagement proposal includes service-by-service detail, scope of inclusions, exclusions, timeline incentives, and how to engage. Send it to your partner, your CFO, or anyone else who needs to see the full picture.