
Mon Dec 15
Tue Dec 16
Wed Dec 17
Your targets and numbers
Your marketing and lead strategy
Your team + delegation plan
Your tech stack + AI leverage
Your time, lifestyle, and boundaries


You’ll use three custom GPTs that ask you the right questions in the right order, then turn your answers into structured business outputs automatically.

A business plan that ignores your family time, travel rhythm, health, and energy drains is a plan you won’t follow. We build those in on purpose.

The system pulls from elite real estate coaching frameworks and top small-business methodologies, synthesized into a single luxury-agent planning flow.

No “homework later.”
You leave with actual files and a polished business plan.


Mission, Niche, Ideal Client, Positioning
Strengths, Bottlenecks, and Real Obstacles
Delegation Gaps + Next Hires
Tech Stack Clarity and AI Readiness
Lifestyle Goals and Boundaries

Your True Monthly “Nut” (Personal + Business)
Required Transactions + Price Targets
Profit First Allocations (Taxes, Giving, Savings, Marketing, Staff, Profit)
Luxury Events + Travel Budgets
12-Month Cashflow + KPIs

iExecutive Summary
Financial Blueprint
Marketing & Lead Strategy
Delegation + Hiring Roadmap
Technology + AI Leverage Plan
Time & Lifestyle Design
KPI Summary + Quarterly Targets
Accountability Rhythm
Commitment Statement

