Stages
Stages II
It Begins with Heart
Forward Movement
Broker Outreach
100

Be Fully Present

What is The Heart Stage?

100

Aligning Needs, Priorities, Solutions. 

What is The Matchmaking Stage?

100

Trust to Communicate Openly. 

What is the Trust Threshold? 

100

Having Sales Authority. 

What is Engagement? 

100

Strategy in MLS that lets listing Agents see which buyer Agents have clients whose saved searches match their listing.

What is Reverse Prospecting? 

200

Ask Again

What is The Engagement Stage?

200

Establish Trust, Connection, Emotional Safety. 

What is The Heart Stage?

200

The Single Tasking Starting Point of Trust. 

What is Presence? 

200

Every Sales Conversation Should End with One of Two Things. 

What is 1. A Contract, OR 2. A Firm Next-Step Commitment? 

200

Report that Theresa Sends out Monthly. 

What is the Star Broker Report? 

300

Agree on the Need 

What is The Observation Stage? 

300

Confidently Guiding Commitment, Next Steps. 

What is The Engagement Stage? 

300

Show up as a Real Person, not a Performance. 

What is Leading with Authenticity? 

300

Treat ____ as Information Given by the Buyer, Not Rejection. 

What is "No"? 

300
Headshot Day, Broker Content Creation Day, Host a Grand Opening Event

What are Types of Broker Events? 

400

Two Tours

What is The Matchmaking Stage? 

400

Listening, Learning, Gaining True Understanding. 

What is The Observation Stage? 

400

Listening in a way the Buyer can Clearly Understand and Experience. 

What is Visible Listening? 

400

What Happens Next, When it Happens, and Who is Responsible.

What is Three Questions a Firm Next Step Commitment Answers? 

400

Most Consistent Broker Outreach and Networking Events. 

What are Events Organized by Local Agent Boards? 

500

Show One Home 

What is The Matchmaking Stage? 

500

Intentional Stages That Allow Flexibility, Consistency and Professionalism. 

What is The Way Home? 

500
Awareness, not Sympathy, Agreement, or Analysis. 
What is Emotional Intelligence? 
500

Commitment Tracker. 

What is the CRM? 

500

Underused High-Converting Lead Generation Tool

What is LinkedIn? 

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