A focused, hands-on session designed to help agents reset their direction, rebuild structure, and regain momentum in their business.
Whether you’re newer to the industry or an experienced agent looking to tighten operations and increase consistency, this workshop will help you walk away with a clear, executable 30–60 day plan.
This is not a passive seminar. You’ll be actively building your business plan during the session; mapping out your schedule, refining your strategy, and organizing your next steps in real time.
What We’ll Cover
During this interactive workshop, we will focus on:
- Resetting your mindset and clarifying your short-term and long-term goals
- Building a structured daily schedule that supports consistent production
- Identifying the income-producing activities that matter most (and eliminating distractions)
- Modern lead generation strategies that are working in today’s market
- Understanding the current mortgage landscape to improve client conversations and conversions
- Leveraging AI tools to save time, stay consistent, and scale your marketing
- Creating a simple, repeatable system you can follow immediately
What you’ll walk away with:
- A clear, structured daily plan
- A better understanding of what actually moves your business forward
- Tools and systems to stay consistent
- Momentum going into your next phase of production
What’s included:
- Guided workshop + actionable planning time
- Printed materials to follow along and take home
- Lunch provided
Important Parking Note:
Parking is not permitted in the Chamber parking lot. Please plan to park in nearby public parking areas.
Who This Is For
This workshop is designed for agents who are ready to simplify their business, improve consistency, and take focused action toward production goals.
Seats Are Limited
To maintain a high-quality, interactive experience, attendance is limited. If you’re ready to reset your approach and move forward with clarity and structure, reserve your seat now.
Good to know
Highlights
- 5 hours
- In person
Location
Roseville Area Chamber of Commerce
650 Douglas Boulevard
Roseville, CA 95678
How do you want to get there?
