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60 Day Surge:

Week #2

It's time to talk Contacts, the who, what, where, when, and why of lead conversion.

Reminder: The goal this week isn't to "stay busy." It's to book appointments with real people who are ready to move.

WEEK #2 FOCUS

PIPELINE, SCHEDULING & CONVERSION

  • 1
    Leads are just information: keep gathering opportunities and let your system turn them into conversations
  • 2
    Start leveraging Contact details: by gathering, editing, and connecting based on simply action steps
  • 3
    Turn Conversations into contracts: know who to reach out to, when to do it, and exactly what to say

By the end of this week, you should have at least 3 appointments booked and a clear system for moving leads forward.

WEEK #2 SMART STATS

Why follow-up & scheduling matter

The data is clear: agents who follow up consistently and get people scheduled close more deals.

9x

According to a HBS study leads convert up to 9X more with a <5 minute response time.

44%

80 % of leads require more than 9 follow ups before converting to a bilateral conversation, 44% of agents quit after 1 follow up

37-50%

the first agent to respond has a 37-50% better chance to convert than agents after them

Couldn't attend live? Watch this first so you understand how to input, edit, and filter Contacts as well as an introduction to the PRIME Flow 5-5-2 method.

THIS WEEK'S ACTION PLAN

What do get done this week:

Import a list of contacts into your system or just add 5 from your phone. Either way, get leads into your database.

  1. 1.
    5 new leads: Reach out to every new lead that came in since yesterday. Use the intro script from the vault.
  2. 2.
    5 follow-ups: Touch base with 5 people who are warm but haven't scheduled yet. Ask a question, share a listing, or offer a time to talk.
  3. 3.
    2 appointments: Your goal is to have 2 appointments on your calendar every day (or book them for later in the week).

CONNECT | OPTIMIZE | GET LEADS

REVIEW YOUR DASHBOARDS:

Dashboard 1
Dashboard 2
Dashboard 3

CHECKLISTS & DOWNLOADS

Scripts, templates & tracking tools

Resources:

  • Review Onboarding Week #2 in your CRM
  • Start checking in to your CRM every morning

Use these scripts and trackers to stay consistent with your 5-5-2 daily workflow.

Challenge: Book at least 3 appointments this week and post your 5-5-2 progress daily

Share your wins, challenges, and what you're learning in the group.

ACCOUNTABILITY & COMMUNITY

Report your Week 2 progress to the group

Every Friday during the Surge, you'll get a reminder to drop a quick update in the group. For this week, simply share:

  • Daily: Post your 5-5-2 progress (even if you didn't hit all 3 numbers).
  • By Friday: Confirm you've booked at least 3 appointments or share what's blocking you.

Showing up and reporting in — even on imperfect weeks — is part of what activates the guarantee and builds your momentum.