Next Step: Brokerage Launch Review
A short, working session to finalize your revenue model, roles, handoffs, and 90‑day plan—so you can add a property management division without slowing sales.
What we’ll cover on your call
This isn’t a pitch—it’s a planning meeting. We’ll tailor a clean launch that fits your brokerage.
Outcome: You’ll leave with a one‑page launch plan you can share with partners/CFO, plus clear next actions.
Common before/after patterns
Revenue model
Review your Add-On Assessment output; align on conservative fees, adoption, and early add‑ons (leasing, renewals, resident benefits).
Roles & handoffs
Define the PM Lead seat, referral flow from agents, and what stays with sales.
90‑day plan
Walk through Weeks 1–12—setup, first onboarding wave, early add‑ons, and the cadence to keep quality high.
Compliance & guardrails
Confirm state/local licensing, trust‑account setup, owner comms, and SLAs. [[PLACEHOLDER: compliance notes by state]]
Scoreboard
Doors onboarded, attach rate, renewal rate, and owner feedback—shared monthly with your team.
Decision points
When to add a coordinator, when to consider Association or Short-term Rental, and how to pace growth.
who should book now: quick checklist
You don’t need exact numbers—ranges are fine.
You want to stabilize your sales cycle with recurring revenue.
You’ve run (or plan to run) the Add-On Assessment and want to validate assumptions.
You need clarity on roles, incentives, and a simple agent handoff.
You want a compliance‑clean start and a light coach cadence to keep momentum.
You’re ready to launch in the next quarter if the plan pencils.
If you’re still socializing the idea internally, skim Brokerage Wins first.
What to bring:
simple prep list
Ranges are fine—no spreadsheets required.
Office snapshot: agent count, % who work with investors.
Investor base: rough count and avg doors per investor.
Pricing today: target management fee range; interest in early add‑ons.
Preferred handoff: how agents want to introduce PM (email/SMS script).
Compliance status: licensing/trust account questions for your market.
Internal goals: monthly doors to onboard, attach‑rate target, service SLAs.
We’ll fill gaps together and leave with a clear 90‑day roadmap.
Not ready? Two quick options
Run the Add-On Assessment to quantify your first‑year baseline and share the one‑pager with partners/CFO.
Run the Add-On Assessment to quantify your first‑year baseline and share the one‑pager with partners/CFO.
Launch clean. Grow steady. Keep agents selling.
Book your Brokerage Launch Review and leave with a 90‑day plan you can run next quarter.
Frequently Asked Questions
How long is the launch review?
About 20–30 minutes. If you want deeper modeling or team training, we’ll schedule a follow‑up.
Do I need to take the Add-On Assessment first?
It helps and takes minutes. If not, we’ll capture inputs on the call and share a conservative baseline.
Will this distract my agents?
No. Agents introduce and hand off. The PM Lead runs operations with SOPs and a weekly coach check‑in.
What about licensing and trust accounts?
We’ll review state/local requirements and set a clean checklist before go‑live. [[PLACEHOLDER: compliance note]]
Do we need new software or a rebrand?
No. Start with your current stack and brand. We add only what reduces friction.
How soon do results show up?
Most brokerages see a steady build within 90 days as investor clients onboard in waves—measured against your scoreboard.