Brand Foundation
Sessions 1, 3 and 9
✓
Completed my Brand Voice & Messaging Workbook
I know exactly how I sound and who I'm talking to
✓
Filled out my Brand Voice & Messaging Worksheet
My dream client, my pillars, my language — all documented
✓
Set up my Canva Brand Kit
Logos, colors, and fonts all in one place
✓
Watched the Branding Session replay
The full deep dive on building a brand that converts
✓
Connected Claude to my branding guide
AI that sounds like me, not a robot
Buyer Systems
Sessions 2 and 3
✓
Built my Buyer Workflow Spreadsheet
Every stage of the Buyer journey mapped out
✓
Customized my Buyer Flow Flodesk templates
Emails ready to send in my voice
✓
Set up my Gmail Filter
My inbox is organized and easy to navigate
✓
Watched Jenna's Mind the Method Training
Systems that actually run without me
Seller Systems
Sessions 5 and 6
✓
Built my Seller Workflow Spreadsheet
My full Seller-side process is documented
✓
Set up my Open House Sign-Up Spreadsheet
No more paper sheets at the door
✓
Customized my Seller Flodesk templates
Post-listing emails, net check emails, pre-listing calendars — all done
✓
Created my Pre-Listing Preparation checklist
HOA fees, comps, and documents ready before go-live
✓
Built my Open House follow-up system
Accountability and reporting in place
CEO Mindset & Time Design
Sessions 4, 7 and 10
✓
Completed my Wheel of Life
Honest about what I want my days to actually look like
✓
Set up my Habit Tracker
My non-negotiables are scheduled, not hoped for
✓
Rebuilt my Google Calendar with CEO structure
Family time blocked first, client time protected
✓
Identified my core revenue-producing activities
I know the few things that actually move the needle
✓
Created my CEO morning routine
I have a system for how I start my day
Automation & Tech Tools
Sessions 3, 4 and 8
✓
Set up a Flodesk automation with Google Form trigger
Follow-up runs without me
✓
Built my ManyChat Instagram automation
Keyword trigger, DM reply, and lead capture all connected
Web Presence & Lead Generation
Sessions 10, 11 and 12
✓
Built my relocation page with Claude
Live, published, and working for me 24/7
✓
Chose my hyper-niche location focus
I know exactly which neighborhood I am owning online
✓
Set up or optimized my Google Business Page
Reviews requested and profile complete
✓
Mapped out my lead gen strategy
I know where my leads come from and how to nurture them
✓
Identified my shoulder referral partners
I have a list of people to connect with intentionally
Content & Social Media
Sessions 9, 10 and 12
✓
Set up Prompt Cowboy
My AI prompts are saved and ready to use
✓
Organized my content in the Content Tracker
Posts planned and scheduled
✓
Reached out for Google reviews
Asked at least 2 past clients this week
Extra Credit — Look at YOU Go!
Beyond the curriculum
✓
Published my relocation page AND shared it in the Facebook group
Built AND celebrated it — that is the move
✓
Booked a coffee Zoom with a mortgage broker partner
One new referral relationship started
✓
Watched Phil M. Jones and practiced one objection response
Scripted, rehearsed, ready
You did not just take a course. You built a foundation.
A real one. One with systems, clarity, and a CEO identity that will keep protecting your Family time and growing your business for years to come.
These are not just checkboxes. These are the proof of everything you chose to build. The business that once ran on you... is starting to run with you. 💜