Track Your Progress
Homework Tracker 📋
Make your own copy and check things off as you go. Seeing what is done and what is left makes the next step obvious... and keeps you honest with yourself.
7
July 7 Session
Tuesday, July 7, 2026
✅ Marie (Cynthia's VA)
Build the Smith family story email in Flodesk with Carol and Cecylia's support. Once the team gives it a thumbs up, Cynthia reviews and it goes out.
✅ Cynthia
Voice note or message Marie with one more client story... the more details the better, so she can build a second storytelling email and start building out that lead nurture sequence.
✅ Margaret
Follow up with your broker (in addition to your office manager) to plant the seed about finding your showing agent. You have buyer reps and a listing coming... the timing is right.
✅ Carla + Athena (new VAs)
Join the Elevate Facebook group using the link in the chat. That is your home base for questions and support between sessions.
14
July 14 Session
Tuesday, July 14, 2026
✅ Daily affirmations for the next two weeks
Write them every morning. Say them out loud. "I am the best agent in my market. I have more business than I can handle. Everything always works out for me." Make them specific to YOUR season. Tina will be checking in on everyone when she gets back.
✅ Six-month scripting journal entry
Date it January 14, 2027. Write everything you WANT to have happened over the next six months as if it already did. Include your team, your closings, your vacations, your nervous system, all of it. We will check in on this in six months. Bonus: write one for a year from now and five years from now if you want to take it further.
✅ Film your dream client hook video
One question. On camera. Under 90 seconds. Hand it to your VA to edit, add captions, and post before we meet again in two weeks. Pin it when it's live. The more you post before then, the better, but this one is non-negotiable.
✅ Margaret
Call your broker this week to plant the seed about a showing assistant. Two weeks of daily affirmations and your six-month scripting journal, ready to share when Tina's back.
✅ Cynthia + Marie
Build the move-up buyer Flodesk workflow (the third one, separate from buyer guide and seller guide). Reference Kate Posey's recording in the vault for the move-up buyer guide.
✅ Roxanne (Mari's VA)
Attend one of the Thursday Flodesk sessions. Bring your Canva branding guide, headshots, brand colors and fonts, and Flodesk login credentials. Also watch Boot Camp Day 2 for the workflow walkthrough.
28
July 28 Session
Tuesday, July 28, 2026
✅ Drop your 2 action items in the Facebook group this week
One for you as the agent, one for your support person. Leah gave us a lot today. Don't let it sit on a to-do list. Commit to two things out loud and let this community hold you to it.
✅ Run the 3-step AI prompt for your own market
Open ChatGPT or Claude, swap in your city, and run through all three prompts. Save the output to a Google Doc and share it with your VA as a starting point for content planning.
✅ Set up your B-roll folders
In your phone and in your Google Drive. Start with the categories that make sense for your market: neighborhoods, restaurants, events, local spots, listings. Give your VA access so she can pull from it directly.
✅ Pick 3 content pillars and commit
They do not have to be perfect. They just have to be three things you can actually post about every single week. Start there.
11
August 11 Session
Tuesday, August 11, 2026
✅ Watch Monday's Accelerator replay
It covers the licensed assistant role in depth. Even if you weren't in that session, it's worth your time.
✅ Run your own numbers
Take your average transaction value and compare it against the cost of one more hour of support. The math usually makes the decision easier than it feels.
✅ Try the Five Reasons exercise
Pick one decision you're sitting on and brain dump both sides before you talk yourself into or out of it.
18
August 18 Session
Tuesday, August 18, 2026
✅ Bookmark and work through your Elevate Checklist
Check off what your Team has completed and use it to see exactly where to focus next.
✅ Get your Content Tracker set up
If you don't have one yet... it's the difference between scrambling day-of and having a repeatable system.
✅ Try the Claude interview prompt
Sit down and let Claude interview you about your own listings, your process, and your voice. That becomes your North Star for content ideas.
25
August 25 Session
Tuesday, August 25, 2026
✅ Write down your Team's non-negotiables
What does "done" look like for the top three tasks you hand off most?
✅ Try the 15-minute rule this week
See how it changes what lands on your plate.
✅ Send your Team to Thursday's Tech Support call
They will see the new seller marketing report tool live.
1
September 1 Session
Tuesday, September 1, 2026
This is a short list on purpose. One piece at a time. 💜
✅ One Loom a day
One row of your Buyer flow, every day this week. Or sit down and bulk them. Your choice.
✅ Audit the checklist in your hub
Go through it and highlight anything that is not complete. Bring that to our call.
✅ Add a content review block to your calendar
One hour. Put it anywhere for now, move it later. Reviewing content all day, every day, in between everything else is what is exhausting you.
✅ Plug in your DISC
Yours and your Team members', into your private AI account. Start the conversation.
15
September 15 Session
Tuesday, September 15, 2026
✅ Pick ONE thing
Not all four rituals. One. The one that made you sit up today.
✅ Put it on your calendar this week
An appointment with yourself is still an appointment.
✅ Post about it and tag Jenna
Share your one takeaway on Instagram, tag Jenna and tag me, and you are entered to win a one-hour private session with her. She is choosing the winner on Friday, so if you are watching the replay you still have time ✨
22
September 22 Session
Tuesday, September 22, 2026
✅ Audit one post
Run the "any Realtor, any city" test on your most recent Instagram post. Be honest with yourself.
✅ Do the AI interview
Use the prompt at the bottom of the recap email. Answer out loud, not typed. Give it real stories.
✅ Thirty minutes, every Monday
Calendar it. Open your camera roll, dump your B-roll into your Drive, let your Team sort it.
✅ Pick one thing you did yourself this week that your Team could have done at 80%
Just notice it. That is the start of 10-80-10.
29
September 29 Session
Tuesday, September 29, 2026
✅ Find ONE inspo Reel
One. Something where you like the edit.
✅ Record ONE talking video
In your car, five minutes early to a showing, at your desk. Educational, from your own experience.
✅ Upload both to your Drive and hand them to your assistant
That is where your job ends.
Assistants, this one is yours. You have two weeks. Work with your Realtor on timing, and come into the Facebook group chat if you get stuck... Kudo is in there and will walk you through it.
🎁 And there is a prize. The FIRST assistant who brings us a finished edited Reel wins something. We are still deciding what. Go be the first ✨
6
October 6 Session
Tuesday, October 6, 2026
✅ Pick your area
One neighborhood, one development, one pocket of your market. Write it down.
✅ Make one video in essay format this week
Something you are already doing. A walkthrough, an inspection, a deposit conversation. Intro, three points, call to action.
✅ Keep going on your talking videos
Stay in the rhythm you started... one video at a time.
Assistants, you still have until next week on the editing assignment from Jordan's session, and the prize for the first finished Reel is still out there ✨
14
October 14 Session
Tuesday, October 14, 2026
✅ Email management
This is the big one. Get a right hand into your inbox, even if it starts with sorting and flagging. If you do not have a separate escrows email, create one.
✅ Take one step out of your inspection process
Record the call, send the voice note, hand over the screenshots. One step.
✅ Assistants: build the inspection project
Go back through past inspection requests for the Realtor you support and build the project. Learn what she always asks for.
✅ Put your lead gen on your calendar
An hour per category. Move it when life happens, never delete it. Same rule as date night 🫶🏼
TS
Tech Support · Claude Projects Part 1
Thursday, June 18, 2026
✅ Complete your project instructions
Fill in all five sections. Start with your Pink Sheet... it covers most of what you need. If you want a different approach, ask Claude to interview you and answer its questions one at a time.
✅ Upload at least three knowledge documents
Aim for your brand voice guide, your branding doc, and at least one neighborhood guide. The more you upload, the better your project performs.
✅ Organize your chat workspace
Create dedicated chats for carousels, Reels, and emails. If you have a listing right now, start a chat for it and upload everything you know about it.
✅ Use your project this week
Do not wait for Part 2 to start. Use it, test it, see what it gives you. Come to the next tech call ready to share what you noticed.
TS
Tech Support · Claude Projects Part 2
Thursday, July 2, 2026
✅ Identify your most repeated tasks
Look at what you do over and over every week and pick one or two to build a skill for first. Start there.
✅ Use SS Build My Skill to build it
Type /ssbuildmyskill in any Claude chat and complete the interview. Don't overthink it... just tell Claude everything you need and it will do the structuring for you.
✅ Test it and refine
Try your new skill out. If something feels off, ask Claude to tweak it. Skills are meant to grow with you.
TS
Tech Support · July 16 · 3 Sessions
Thursday, July 16, 2026
Lead Intake Workflow
✅ Import your brand colors, fonts, and logo into Flodesk
Before building anything else.
✅ Create your Buyer and Seller lead intake forms
Keep them short. Distribute them: Instagram bio, Facebook posts, email newsletters, your website, QR codes.
✅ Set up your Zapier connections
One for Buyers, one for Sellers. Start on the free plan. Use the step-by-step tutorial in the hub when it's added.
✅ Download the Buyer Workflow template, customize all three emails, and set your trigger
Photo, colors, copy, booking link, buyer guide link... then set your trigger to "added to segment."
✅ Duplicate and adapt for your Seller Workflow
Updated language, seller guide, seller testimonials, Zapier segment set to "seller."
✅ Add yourself to the workflow and test everything before going live
✅ Add the newsletter segment action at the end of both workflows
✅ Questions while you're building?
Post in the Facebook group or send an email to the team.
VA 101 Coaching
✅ Start your daily communication routine this week
Send a morning to-do list at the start of your day and a short end-of-week recap on Fridays. It does not need to be long... just enough to keep your Realtor in the loop without them having to ask.
✅ Batch your questions
Write down non-urgent questions throughout the day and save them for the team meeting or send them as one message. Only send something immediately if it's genuinely time-sensitive.
✅ Watch your training recordings more than once
Especially if you're in your first month. The second watch always reveals something you missed.
✅ Download the Task Tracker template and set it up
Fill in your recurring tasks, priority levels, and due dates.
✅ First-week checklist (if you're brand new)
Learn how your Realtor likes to communicate. Shadow before doing anything solo. Write down your questions. Send an end-of-day or end-of-week update. Show up and be present during onboarding.
BON
Bonus Session · Content & Social Media with Leah Behr
Tuesday, July 28, 2026
✅ Drop your 2 action items in the Facebook group this week
One for you as the agent, one for your support person. Leah gave us a lot today. Don't let it sit on a to-do list. Commit to two things out loud and let this community hold you to it.
✅ Run the 3-step AI prompt for your own market
Open ChatGPT or Claude, swap in your city, and run through all three prompts. Save the output to a Google Doc and share it with your VA as a starting point for content planning.
✅ Set up your B-roll folders
In your phone and in your Google Drive. Start with the categories that make sense for your market: neighborhoods, restaurants, events, local spots, listings. Give your VA access so she can pull from it directly.
✅ Pick 3 content pillars and commit
They do not have to be perfect. They just have to be three things you can actually post about every single week. Start there.
TS
Tech Support · Claude Listing Project
Thursday, August 13, 2026
✅ Set up your Claude project
If you have not already, get your listings project built. The two Claude classes covering this are on the hub.
✅ Grab today's listing skill, or build your own
Use the one Carol shared today, or run /ssbuildmyskill to make it yours.
✅ Run it on a real listing
Test it out this week so you know it is working before Part 2.
TS
Tech Support · Content Tracker & Carousels
Thursday, August 20, 2026
✅ Rebuild your next open house or listing post into a 4 to 6 slide carousel
Use the Imagine Yourself framework. Ask yourself where the feeling is in every slide.
✅ Fill one full week of your Content Tracker
Use everything covered today, then send it to your Realtor for approval.
TS
Tech Support · Listings Marketing Part 2
Thursday, August 27, 2026
✅ Run the full process on your next listing
Take Part 1 and Part 2 together and implement the complete listing system start to finish, from pre-launch through closing.
✅ Add the skills to your account
Load them in, then ask Claude to adjust them to fit how you work. Remove what you do not need, add what you do. The point is that they make your work easier.
✅ Set up your listing report folder
Create one folder in Drive with one report spreadsheet per listing, using the template on the master list.
TS
Tech Support · ManyChat 101
Thursday, October 8, 2026
🏠 Build ONE automation this week:
✅ Check that your Instagram is a business or creator account
✅ Create your free ManyChat account and connect Instagram
✅ Pick one thing
Either a question you get asked constantly, or a freebie worth an email.
✅ Choose a keyword that actually relates to what you are sending
✅ Build it, then test it from a different account on an old post
✅ Once it works, make a new post with the CTA on the slides and in the caption
If you hit a wall, come to us. Email, or book a one-on-one. That is what we are here for 🫶🏼
WEL
Welcome Session
Monday, June 15, 2026
✅ Log into the hub and explore
Get into Kajabi and the Hub, join the community group, find your replays and resources, and make sure you know where everything lives. If anything is confusing, drop a question in the Kajabi chat or the Facebook group right away.
✅ Keep moving on your VA search
If you have not posted yet, post this week. If you have candidates, keep interviewing. Ask for work samples. Watch their videos. Do a second Zoom. Trust what you feel in the room with them.
01
Session 01 · Building Your Brand Identity
Monday, June 22, 2026
✅ Build out your visual brand identity
Logo, color palette (two primary, a few secondary), and your font choices. Get these locked in... consistency is everything.
✅ Define your target audience and four content pillars
Who exactly are you marketing to? Write it out. Then pick four content pillars that will guide your posts, emails, and marketing going forward.
✅ Fill out the Pink Sheet and Canva brand kit
Your intro, mission statement, brand buzzwords, mood board... all of it. These are your brand's foundation. Do not skip this.
✅ Audit your social media profiles
Use the business audit checklist. Start with Instagram... your username and profile name need to be searchable. Go fix it if they are not.
✅ Start brainstorming your lead magnet
What is one specific problem your ideal client has? What resource would they hand over their email to get? Think "top 10 list" energy. Just start the idea.
02
Session 02
Monday, June 29, 2026
✅ Duplicate the Buyer Workflow template
Open your copy of the worksheet and start filling in the steps you are already doing for your Buyers right now... every stage, Lead through Close.
✅ Assign tasks to your VA column
Go through each step and mark which ones could be delegated... even if you do not have a VA yet, start building the habit of separating "agent tasks" from "support tasks."
✅ Add anything that is missing
If you bring gifts, print books, or do something personal in your process... add it in. This is YOUR workflow and it should reflect how YOU actually work.
✅ Goal: complete this in one to two 45-minute sessions
Do not overthink it. Done is the goal here.
03
Session 03
Monday, July 6, 2026
✅ Make a copy of the Seller Flow template and start filling it in
Go to File, then Make a Copy before you touch anything. Fill it in for where your Business is RIGHT NOW, not where you hope it will be. Done, not perfect.
✅ Complete both Buyer and Seller flows by July 27th
That is your deadline. Block TWO separate 45-minute sessions this week: one for Buyer flow cleanup and one for Seller flows. Phone on do not disturb, timer on, and go.
✅ Add questions as you go
As you work through the flows, create a column for questions and drop them in as they come up. Bring those questions to the July 13th session so we can coach through them together.
✅ VAs: if you are new, get yourself introduced
Email the coaching email with your name, your agent's name, and your role. The team will make sure you get access to everything you need and get caught up on all the training.
04
Session 04
Monday, July 13, 2026
🏠 Realtor Homework
✅ Film ONE video answering your question from today
A few examples: why new construction is not for you, what happens if I sell before I find my next place, I inherited a house now what, should I buy now or wait, the 20% down myth. Send the raw footage to your VA for editing and posting.
✅ Keep building your Seller Flows
✅ Sign up for MailReach if you have not already
Domain warm-up is $25/month and worth it.
✅ Watch Jenna's Systems and Workflow bonus training if you have not yet
💼 Virtual Assistant Homework
✅ Attend ONE Flodesk Tutorial session this Thursday
Come prepared with your Realtor's Flodesk login, password, and full branding kit.
✅ Attend the Tech Support Call this Thursday
This is your VA Superstar Training... if your VA can only attend one thing this Thursday, make it this one.
✅ Cross-post finished videos everywhere
Instagram, YouTube Shorts, TikTok, and LinkedIn for anyone building luxury.
✅ Edit and post your Realtor's video
05
Session 05
Monday, July 27, 2026
✅ Keep working through your Seller Flow
Fill in YOUR specific steps for each stage: seller lead, consult, pre-listing. Where are leads coming in from? What does your follow-up process look like? What vendors do you use and in what order? Done, not perfect. Just get your business's version into the document.
✅ Add two specific things to your Seller Flow this week
One: the social media tracking step (which platforms do you want your VA to follow the seller on and add to the CRM?). Two: the lead follow-up nudge (what day do you want your VA to ping you if there is no response, and how do you want to be notified? WhatsApp, Google Chat, text?).
✅ Schedule your weekly team meeting if you have not already
This is non-negotiable. Put it on the calendar today. Start with more frequent check-ins if your VA is still getting up to speed, then taper down as they get the rhythm of your business.
✅ Start a Pinterest board for listing marketing templates
When we get into the marketing prep week content in an upcoming session, you will need your own templated look for new listings, just listed, just sold, and congratulations posts. Start collecting inspiration now so your VA has a clear direction to build from.
✅ Watch tomorrow's bonus session
Come with your questions for Leah ready. Do not skip this one.
06
Session 06
Monday, August 3, 2026
✅ Finish your Seller flows
Time block this week to complete your flow now that you have the deeper why behind each step.
✅ Meet with your VA
Sit down and explain the why behind at least one part of your flow, not just the what.
✅ Pick your Canva templates
Choose which ones you want (just listed, open house flyers, IG story templates) so your Team can start customizing them for you.
✅ Screenshot and delegate
For a day or two, screenshot the texts that come in and mark the ones your VA could be handling instead of you.
07
Session 07
Monday, August 10, 2026
✅ Post or edit your job description
If it is not live, time block this week to get it posted. If you have got a draft, edit it and get it ready to go out.
✅ Run your own numbers
Take your average commission and your average monthly closings, and do the math we did live today. Know your number before next session.
✅ Have the money conversation
If your spouse handles the books, walk them through the math this week... not the fear, the math.
✅ Map your shadow plan
Think through what the first two to four weeks of training could actually look like... even something as simple as putting them in the car with you.
08
Session 08
Monday, August 17, 2026
✅ Keep moving your buyer and seller flows forward
Wherever you left off today, pick one section and finish it this week. You don't have to do it all at once.
✅ Set up your Admin Task Tracker
Duplicate the template for each of your support team members and start logging what you're asking them to do daily.
✅ Record one training Loom this week
Pick one task you do often and capture yourself doing it. That's one less thing living only in your head.
✅ If you're onboarding someone new, try the 20-minute check-in
A short conversation at the start and end of their shift for two weeks can save you a dozen questions throughout the day.