CEO Foundation & Branding
Sessions 1 and Tech Support 1
✓
Completed my Branding Guide using the Canva template
Colors, fonts, photos, mood board, voice examples — all in one place
✓
Wrote my one-sentence definition of success for this season
Shared in the Kajabi community and/or Facebook group
✓
Blocked a daily 30-minute phone-free time on my calendar
Recurring, protected — not negotiable
✓
Uploaded branding assets into Flodesk and delegated setup to VA
Colors, logo, fonts — your VA should be able to run this
Buyer Workflows & Email Systems
Sessions 2, 3 and 4
✓
Completed my Buyer Workflow Spreadsheet in full detail
Every step documented before moving to Asana
✓
Duplicated and tested my buyer tab to catch missing steps
Workflows must be solid before automation is built
✓
Finished editing my buyer and post-closing email templates in Flodesk
Branded to your voice — not generic, not vanilla
✓
Set up Gmail filters for my email system
Organized inbox = organized mind
Seller Systems & Listing Strategy
Sessions 6, 7, 8 and 15
✓
Duplicated and customized my Seller Workflow Spreadsheet
Adapted to your market, your process, your brand
✓
Set up a Toggl account and tracked time on at least one transaction
Know your true hourly value — this changes how you think
✓
Calculated my commission per hour (commission ÷ total hours worked)
Know your true hourly value — this changes how you think
✓
Finished and branded my seller email templates in Flodesk
Net sheets, comps, pre-listing calendar, attachments — all standardized
✓
Set up my Open House system — sign-up sheet, flyers, and follow-up process
Every open house should feed your pipeline, not just fill a Sunday
✓
Built and customized my Seller Net Sheet
Builds instant trust and sets you apart from day one
✓
Set up my Lead Intake Form
No lead falls through the cracks when the system catches them first
Team Building & Delegation
Sessions 3, 4, 5, 8 and Tech Supports 2, 3, 4
✓
I hired a VA!
Automate before you delegate — and now you're delegating
✓
Created role-based email addresses for my team (marketing@, admin@, etc.)
Professional infrastructure that scales with you
✓
Built my weekly team meeting structure spreadsheet
Structured questions, clear agenda, consistent rhythm
✓
Completed the Do / Delegate / Dump exercise on my current task list
What stays with you, what goes to your team, what gets dropped entirely
✓
Started documenting delegation — identified tasks for VA, assistant, or TC
If it's in your head, it can't be delegated
✓
Simplified VA onboarding with a daily 30-minute "brain dump" routine
Password organization, clear task docs, simple expectations
✓
Recorded Loom SOP videos for repeatable tasks my VA will own
If you had to explain it once, record it once
✓
Reviewed and used the In-Person Licensed Assistant Job Description
Ready when you are — the resource is in your Session 8 recap
CEO Mindset & Productivity
Sessions 5 and 8
✓
Completed the Wheel of Life Assessment
Rated all 7 areas — identified the 2 that need the most attention
✓
Created my 20-Day Game Plan for the rest of this quarter
Mindset, habits, and activities — written and committed
✓
Identified my 3 Unique Abilities — where I create the most value
Everything outside those 3 should eventually be delegated
✓
Identified my high-value activities — the tasks that directly generate income or move my business forward
Everything outside of these should eventually be delegated or eliminated
✓
Rebuilt my calendar starting with self-care, then Family time, then non-negotiable work tasks
When your calendar reflects your life first, it supports you instead of stressing you out
Brand Voice, Content & Marketing
Sessions 10, 11, 13, 14 and Tech Supports 6, 7
✓
Completed my Brand Voice & Messaging Worksheet (pink sheet)
Your voice, your story, your niche — documented so anyone can write in your voice
✓
Used the GPT Marketing Assistant to create content
Your new secret weapon — content that actually sounds like you
✓
Built or delegated my Content Tracker
Your VA should be able to run the content calendar without you chasing it
✓
Set up and posted using ManyChat for at least one campaign
Automation that captures leads while you sleep
✓
Used Claude to create or repurpose content
AI as a real tool, not a gimmick — hours saved, voice kept
✓
Used the relocation research prompt for a real client or market
The Anthony Bourdain + Barbara Corcoran prompt — worth the whole session
✓
Set up or refreshed my Canva Brand Kit
Everything your VA creates should look like YOU, even when you're not making it
Newsletter & Content Systems
Sessions 3, 7 and Tech Support 3
✓
Reviewed and customized my newsletter Flodesk template
Personal updates, market insights, listings, local events, small biz features
✓
Set up a content tracker to plan and organize posts
If it's not in the tracker, it doesn't exist
✓
Created or started building my reusable social media templates
Speed + consistency — your VA should be able to use these
✓
Created and sent my first monthly newsletter
Consistent communication keeps you top of mind — always
✓
Built a B-roll content library in Dropbox or Canva
3 to 4 second clips, mixed footage, ready for reels at any time
Hiring & Advanced Team Building
Sessions 12 and VA Hiring module
✓
Took the DISC Personality Test
Know yourself before you build your team
✓
Used DISC results to evaluate team compatibility
Plug your candidates' profiles into AI alongside yours — eye opening every time
✓
Built and posted my VA Application using the Google Form template
Use the template exactly as written — it filters for the right people
✓
Completed at least one VA interview using the Interview Questions Template
The video submissions will narrow things down faster than reading resumes
✓
Assigned a test task to a top candidate before hiring
The best way to see how well they take instruction and actually execute
CEO Operations & Task Management
Session 16
✓
Set up my Admin Tasks spreadsheet
Every recurring admin task documented and ready to delegate
✓
Built my Tasks Manager for ongoing task delegation
Your VA knows what to do without asking you every five minutes
✓
Set up and handed off my Content Tracker to my VA
The final handoff — your VA owns the content calendar now
Extra Credit — Look at YOU Go!!
Beyond the curriculum
✓
Consistently used my Habit Tracker daily
Daily check-ins build the CEO identity
✓
Implemented the 6-item must-do list as a daily practice
Replace the long to-do list with 6 things that actually move the needle
✓
Set up morning and evening "bookend" routines
How you start and end the day is how you lead your business
✓
Attended a guest speaker call live
Chrissy, Jenna, Kanani — real talk from women who are doing the work
✓
Connected with another Elevate member outside of sessions
Community is one of the most underrated parts of this program
✓
Referred a Realtor Momma to the next Elevate cohort 💜
The women who are ready for this? They need someone to tell them it exists
You did not just take a course. You built a business.
A real one. One with systems that will keep protecting your Family time and elevating your client experience for years to come.
These are not just checkboxes. These are the foundations of a business that works for you — not the other way around. 💜