ACTION REQUIRED - Where are you at in your process now?
Deals are starting to surface as the renewal wall approaches + kids are heading back to school and the best weather is almost behind us...it can only mean one thing. It's time for this group to get really serious about getting results and building portfolios so that we don't all have to work forever (unless we want to)! With that being said, we are building out a "Client Sucess Pathway" that we will be looking to move all students/ group members through going forward to make sure that we can help as many of you in here actually reach your goals. In order for us to do that, we need an audit of where everyone is currently at in their journey. In our current view, the client success journey is roughly broken down into these 6 key checkpoints: - Onboarding - Thesis Creation - Deal Analysis/ Thesis Validation - Power Team Buildout - Finding Deals/ Submitting Offers at Ideal Price to Create Deals - Executing/ Stabilizing Post Offer Acceptance IN ORDER TO TAKE PART IN OUR BACK END TRACKING AND ACCOUNTABILITY PROCESSES GOING FORWARD: ** Comment on this post with where you are at in this process since joining, and the biggest thing you are still feeling stuck with. ** We are building associated checklists out for ourselves internally for each of these major checkpoints in order to systematize our ability to help you move through your constraints. As a final note, the last year has presented one of the most difficult time to find deals, as affordability is still at all time lows based on the current combination of prices and interest rates, but things are going to shift quickly over the next year as the chance of unemployment and debt defaults rising is growing more probable and ever near. The last couple of years have been the hangover from 2020-2022's mania, and we still have not fully reset to break through to the other side. Be patient, but be vigilant and be ready to make your move. I leave you with the metaphor of the Moso Bamboo's growth. While showing very little to no growth above the ground in the first several years after being planted, this plant is famous for being able to shoot up and grown as much as 3' in a single day at full diameter in its peak growth phase, because it has spent the prior 3+ years focussing its energy on growing a robust root system.