Your 30-Day Step-by-Step Execution Checklist
A strict, sequential onboarding roadmap designed to eliminate ambiguity. Know exactly what you do next, understand what happens behind the scenes during market standup, and track unit economics mathematically.
Minimum guaranteed volume for CORE program. Over-delivery is standard.
Data scrub + local numbers + ISA market training while you complete reps.
AI turns live call transcripts into custom seller pages texted in ~4 hrs.
$10,500 net to you per closed deal on $500k avg sale price.
Behind the Scenes: Standing Up Your Market Territory
Why weeks 1–3 focus on daily sparring before live transfers connect
When you join as the pioneer agent in a new territory, we build your market from the ground up. While you are sharpening your vocal reflexes on Joey AI and joining live roleplays, our engineering and data teams are executing three heavy technical phases:
Harvesting fresh Expireds, FSBOs & Absentee owners in territory
Setting up local phone lines + A2P 10DLC compliance
Dedicated ISA trained on your specific neighborhood nuances
Step-by-Step Sequential Checklist
Complete tasks in order. Click any item to inspect its detailed SOP, owner, deliverable & SLA target.
Phase 1: Foundation & Market Provisioning
Objective: Stand up technical plumbing, calibrate baseline vocal reflexes with Joey AI daily sparring, and verify CRM event tracking while CCAI engineering and data teams stand up your local market territory from scratch.
Confirm CRM Sub-Account Access & Custom Tag Routing
Milestone GateLog into your dedicated CRM workspace, test call forwarding, and ensure automated lead tags route correctly.
- [1]Log into app.conversioncoaching.ai with your assigned agent email.
- [2]Verify your mobile cell number in Settings > My Profile > Phone Number.
- [3]Test incoming call forwarding routing to your personal cell.
- [4]Confirm automated tags exist: 'CCAI-Live-Transfer', 'Warm-Seller', 'Expired', 'FSBO'.
- [5]Ensure push notifications are permitted with high-priority banner override.
Save & Whitelist the CCAI Live Transfer Dispatch Line
Milestone GateAdd our transfer number to your contact list with 'Emergency Bypass' enabled so calls never drop to voicemail or spam.
- [1]Save CCAI Inbound Dispatch to phone as: '🚨 CCAI LIVE SELLER TRANSFER'.
- [2]iOS: Contacts > Edit > Ringtone > Enable 'Emergency Bypass' switch.
- [3]Android: Mark contact as Starred/VIP and add to 'Do Not Disturb' exception list.
- [4]Execute a 30-second inbound test ring with your onboarding specialist.
Establish Daily 10-Minute Joey AI Vocal Sparring (7 Days/Week)
Milestone GateJoey calls your cell daily to drill high-friction seller objections. Scorecard texted immediately after.
- [1]Set your preferred daily time slot (e.g. 7:30 AM or 8:00 AM local time).
- [2]Answer Joey's call 7 days/week (sellers call on weekends too; callbacks later in day are accepted).
- [3]Joey targets objections you previously stumbled on, bringing them back until you master them.
- [4]Review your immediate post-call SMS scorecard: tonality, hesitation pauses, definite close ratio.
- [5]Log reps in your personal scorecard tracker.
Attend Weekly Strategic Onboarding Masterclass (Tuesday 12 PM CT)
Mandatory weekly training session. Modular curriculum rotates weekly with live producing veteran agents.
Join Hands-On AI & CRM Build Sprint (Tuesday 1 PM CT)
Direct follow-up to onboarding: tactical screen-share sprint to optimize Google local ranking and AI search discovery.
Attend Required 1:1 Executive Coaching with Chad Storey (Thursday 3:30 PM CT)
Milestone GateWeekly individual session (excluding holidays) to turn feedback, live transfers, and goals into a customized game plan.
Phase 2: Tactical Execution & Skill Hardening
Objective: Sharpen seller conversion reflexes with live ISA coaches and master the 4-hour seller landing page review pipeline before your live calls go hot.
Join Live Human Sales Roleplay (Wed & Fri 1:00 PM CT)
30-minute intensive sales sparring with veteran ISA coaches (Mae, Johnson). Attend at least once weekly.
Master the 4-Hour AI Seller Landing Page Protocol
Learn the exact workflow from live transfer call transcript to custom seller landing page dispatch.
Achieve ≥90% Mastery on Core Seller Objections via Joey AI
Lock down reflexive verbal responses to commission resistance, market hesitation, and competing agents.
Phase 3: Live Transfer Ignition & Weekly Operating Rhythm
Objective: Field your first live transfers, execute the consultation close, review and approve custom AI seller pages, and build your personalized weekly operating cadence.
Field Live Warm Transfer & Execute the Consultation Close
Milestone GatePick up incoming transfer immediately. Your single objective: book the listing appointment.
Review & Fact-Check Your First AI Seller Landing Page
Inspect the auto-generated page built from your call transcription before it texts to the seller.
Construct Your Custom Weekly Operating Plan with Chad Storey
In your Thursday 1:1, review your transfer recordings, Joey scorecards, and lock in your repeatable weekly rhythm.
Phase 4: Pipeline Compounding, Momentum & Scaling
Objective: Work every transfer to an appointment or scheduled follow-up, nurture long-tail sellers (where most listings are won), complete the AI search build, and close your first listings from the program.
Work Every Transfer to an Appointment or Scheduled Follow-Up
Most listings are won on subsequent follow-ups. Execute systematic multi-touch follow-up on 'not ready yet' sellers.
Sharpen In-Person Listing Presentation via Roleplay & 1:1s
Translate booked listing appointments into executed listing agreements with high closing conversion.
Complete Local Google & AI Search Authority Engine
Ensure sellers who search your name after receiving an AI landing page find verified reviews and AI citations.
Optional: Evaluate ELITE Program Upgrade (20 Transfers/Month)
For producers ready to accelerate volume: 20 live transfers/month, dedicated human ISA, weekly pipeline audit.
Your Required Weekly Schedule (Central Time)
Block these recurring sessions on your calendar to ensure maximum conversion efficiency.
High-pressure objection sparring call to your mobile. Instant voice debrief + SMS tonality scorecard.
Rotating modular strategy: transcript teardowns, landing page frameworks, peer producer case studies.
Screen-share technical clinic: Google local authority build, ChatGPT search discovery, CRM automations.
Live mic objection handling with 8+ year veteran ISA coaches (Mae, Johnson). Real-time word swaps.
Mandatory first 12 weeks. Pipeline deep-dive, scorecard audit, transfer recordings review, custom roadmap.
Second weekly live sparring session. Test closing scripts on expireds, FSBOs, and commission objections.
Unit Economics & Interactive Mathematical Model
The math behind the leads + training + coaching framework. Adjust sliders to model your market.
| Tier / Framework Stage | Conversion Rate | Annual Closings | Projected Net GCI to You | Primary Growth Driver |
|---|---|---|---|---|
| ⚠️Leads-Only Standard | 3.5% | 1.7 closings | $17,640 | Raw lead delivery without daily sparring, ISA qualification, or personal 1:1 coaching. |
| ⚡CCAI Year 1 Target | 10.0% | 4.8 closings | $50,400 | Calculated at $500k avg sale, $15k commission (3%), 30% referral fee ($10,500 net per deal). |
| ⚡CCAI Year 2 Target | 20.0% | 9.6 closings | $100,800 | Long-tail seller nurture from Year 1 converts + sharper objection closing reflexes. |
| ⚡CCAI Year 3 Target | 25.0% | 12 closings | $126,000 | Top producer conversion rate achieved through 3-year skill hardening & local reputation. |
The $200,000+ gap between standard lead services and CCAI top producers is entirely the training, Joey daily sparring, and coaching.
Looking for Higher Volume? The ELITE Program
If you have the pipeline bandwidth to work 20 live warm seller transfers per month, our ELITE program adds a dedicated human ISA team exclusively focused on your market territory, along with a dedicated weekly pipeline review session.
- Dedicated human ISA team dialing daily exclusively for your market
- 20 live transfers per month guaranteed
- Weekly dedicated pipeline review & call recording audit
- Priority AI seller landing page turnaround (<2 hours)
- Full CRM sub-account automations & follow-up nurture
Program Leadership & Continuous Onboarding Optimization
How agent feedback directly refines our sequential training systems
At Conversion Coaching AI, we hold our program to the exact same high standards we ask of our producing agents. Based on direct feedback from early onboarding members regarding clarity, session content, and linear steps, here are our core operational commitments:
Sales reinforcement belongs pre-purchase. Once onboarded, 100% of session time focuses on technical execution, script delivery, and CRM workflow habits.
Tuesday sessions never repeat static intro slides. Every week delivers fresh topics: live transcript teardowns, custom AI landing page builds, and AEO ChatGPT search setup.
No generic task repeats. Every agent receives this explicit numbered checklist (Step 1.1 → 1.2 → 1.3) with clear milestone gates for each phase.