Thank you all for your support as we have grown this community. And congratulations to @kendra-vincent-87 for being the 300th member of the BoldTrail Academy. As a token of appreciation, I have a loaf of my homemade sourdough bread from my family to yours.

I want to hear from you. As we plan next year’s BoldTrail Academy sessions, your feedback is critical. How has our weekly podcast and Zoom training supported your business? Which sessions delivered the most impact for you, and which ones did you bookmark to revisit? Your input helps shape the content, tools, and guidance we deliver each week so we can continue driving real results for your real estate business.

Week 6 is now live in the classroom. Do me a favor, show me you are using these AI prompts and send me you blog posts.

This Friday is the 4th of July and The BoldTrail Academy will be taking the week off. BUT, you have homework from last week that's is due. https://www.youtube.com/playlist?list=PLK31ybbwYMLDGnF0hHUEAJ7-HYX3bLq4m

Below is a detailed business plan focused specifically on the "Lead Follow-Up and Conversion" This plan is designed for real estate agents, particularly those in Tier 1 (0–25 closings/year) and Tier 2 (25–75 closings/year), to maximize lead conversion and achieve significant income growth (e.g., $500,000–$1,000,000 annually). The plan incorporates Hellickson’s strategies, tools, and scripts, with actionable steps, timelines, and performance metrics. Business Plan: Lead Follow-Up and Conversion for Real Estate Agents I. Executive Summary - Objective: Transform lead follow-up and conversion processes to generate a minimum of three listings per month, targeting an annual income of $500,000–$1,000,000 through disciplined, high-touch, and technology-assisted strategies. - Focus: Implement Michael Hellickson’s seven follow-up methods, speed-to-lead principle, and conversion scripts to convert leads into appointments and clients, emphasizing discipline and trust-building. - Target Audience: Tier 1 and Tier 2 real estate agents with more time than money, seeking to scale their business without heavy financial investment. - Key Metrics: Respond to 100% of leads within 30 seconds. Set two appointments per day, five days per week, with new contacts interested in buying/selling. Achieve a 20% conversion rate from leads to closed transactions within 12 months. Generate $500,000 in gross commission income (GCI) within 18 months. II. Business Goals - Short-Term (3–6 Months): Establish a consistent daily schedule for lead follow-up (7:30 AM–Noon). Implement all seven follow-up methods (phone, text, email, video text, video email, AI, Facebook stalking). Set 10 appointments/week with new leads. Close 5–10 transactions from follow-up efforts. - Mid-Term (6–12 Months): Achieve 93% listing appointment success rate using Hellickson’s scripts and techniques. Convert 15% of leads to closed transactions. Generate $250,000 GCI. - Long-Term (12–18 Months): Scale to 20% lead-to-transaction conversion rate. Consistently secure three listings/month (36 listings/year). Reach $500,000–$1,000,000 GCI, depending on average sales price and commission rate.