Can you answer these questions about your buyer? If not, they aren’t really in your pipeline.

 

They’re just sitting there taking up space in your CRM. 

 

That’s why I put together the Active Buyer Checklist (Rockstar NorCal agent, Jaydee Shephard, inspired the idea). It’s a quick gauge to see if you actually know where your buyers stand:

 

✅ Are they looking in the MLS?

✅ Do you know their budget?

✅ Have they connected with a lender?

✅ Are you running campaigns and touchpoints that keep you top of mind?

 

If you can’t check these boxes, your “buyer” is really just a lead. And probably in 3 other agents' CRMs 😬

 

Use this checklist to confirm who’s worth your time, and who needs more work before they become a true client. 

 

Take it a step further - customize it with your buyer-wooing process! 

 

Spend five minutes today. Run through the checklist with the buyers in your CRM. You’ll immediately see who’s serious and where you need to double down.

PS - I wanted to make sure you knew about this FREE 8-week AI training open to all agents in the industry. No cost. No pitch. No recruiting. Just real tools, real training, and real results.

 

Starting Sept. 30, join Jason Pantana, Drew Thompson, and Dusty Oglesby Coaching for hands-on AI strategies to help you:

 

✅ Close more deals

✅ Market smarter

✅ Build momentum in today’s market

 

👉🏼 Register now: agentbreakthru.com 👈🏼

I started a podcast for that and more of those nasty (but common) conditions that plague real estate agents and other business owners. Don't stay in that frame of mind! My operations director (Kelcie) and I use each quick episode to cover how you can overcome those icky mindsets and achieve your goals.

 

This week, Kelcie and I went deep on Mindset Reset. Agents that are burntout, lacking hope, and need a mindset reset can listen and learn now. 👇🏼 We gave you a 3-part frame work that you can Take and RUN with. What's stopping you?

Most agents follow up with a link. The best ones follow up with a strategy.

 

At Tom Ferry’s Success Summit I will be teaching The Buyer’s Edge, my signature framework for creating results buyers rave about. It is built to help you win more often, work more efficiently, and keep your clients for life.

 

If you are ready to stop chasing buyers and start attracting them, Dallas is where you need to be August 26–28.

 

You will also learn from speakers like Tim Grover, Lourdes Maestres, Stephanie Younger and many others.

Click below to register and use code SS-SPEAKER to save $250 on your ticket!

Taking the time to execute on these small tasks is what places you in a position serve more people and increase your earnings.

Don't forget

This exercise is primarily designed to 🗓️ SET APPOINTMENTS! Track your progress and pay attention to what’s converting. I’d love to hear what you discover.

Wanna make magic together?

I coach, consult, speak on stage, and occasionally break out into dance. Which one can we do together? ⤵️