✨ Today we covered:
✅ Your new Elevate Hub: We did a full walkthrough of your hub, your one-stop home for everything Phase 2. Session replays, lessons, resources, and links are all in one place. No more digging through your inbox or juggling multiple logins. If you're ever on the go and need access, all you need is this one link.
✅ Platform shift, Kajabi to your hub: We're simplifying things for you. Going forward, we're moving away from Kajabi and into your hub paired with a dedicated Facebook group. Because honestly... everyone logs into Facebook. And that's exactly where I want us to be.
✅ Lead follow-up with storytelling: If someone downloaded your lead magnet and never called you, they don't need more information... they need to see themselves in YOUR story. We talked about building a hot lead segment in Flowdesk and sending weekly storytelling emails where buyers or sellers can picture themselves in the shoes of the clients you've already served. Stop sending information. Start sending stories.
✅ New showing request system: A brand-new workflow to eliminate the back-and-forth phone tag from agents confirming their showing requests. The moment a request comes in, a Follow-Up Boss group text goes out to the agent and the sellers right away. No phone calls, no interruptions, just a clean system running in the background while you stay in your zone of genius.
✅ NYC retreat insights: I spent time in a room with seven and eight-figure business owners, including Callan Faulkner and Steph Wigner. The message that hit me hardest? The women who prepare for big months are the ones who have them. Money likes to know where it's going. Build the infrastructure now, before you think you need it, because by the time you think you need it... it's too late to train somebody right.
✅ Hiring check-in and accountability: We went around the room and talked about where everyone is with their next hire. Whether it's a showing agent, a licensed assistant, or a marketing VA, the theme was the same across the board: a slower season is a BUILDING season. Use it.
✅ Setting your VA up for success with AI: For any new marketing VA, start simple. Have them screenshot your existing posts and drop them into a Google Drive folder. That becomes the foundation for building your brand voice skill in Claude. Your VA should be using AI to make your business run better... so you don't have to spend your weekends wrestling with captions.
