Lead CoastersVersion 1.1
Last Updated
October 2, 2026

Start Here / Step 1: Plan

Start Here

Understand the kit and begin in the right place.

Requires: None

When to use: Immediately after the strategy call

Estimated time: 5 minutes

PDF guide

What this kit is

A step-by-step system to attract homeowners, qualify sellers and move them toward held listing conversations. 90-DAY TARGET: 18–20 held listing appointments in 90 campaign days. Count the first substantive listing conversation that actually occurs with each qualified seller/property opportunity. Booking alone does not count. This is the Lead Coasters target, not a guarantee.

Begin with Step 1

Open Plan in the Resource Hub. Read the roadmap and enter your numbers in the Economics Calculator. Keep ads off until Step 6 passes its launch checks.

Follow these seven stages

  1. Plan
  2. Create Your Seller Offer
  3. Build Your Ads
  4. Build Your Funnel
  5. Follow Up, Book & Confirm
  6. Connect, Test & Launch
  7. Track, Improve & Scale

Fastest path to launch

Run the economics → choose the offer → create the resource → build ads → build landing and qualification → build booking, follow-up and confirmation → connect tracking → run the launch checklist → launch → review weekly. Use the detailed resources only when you reach that step. You do not need to study the entire library first.

Find what you need

Roadmap and calculator: Step 1 / PLAN folder. Editable templates: Steps 2–5 / SELLER OFFER, ADS, FUNNEL and FOLLOW-UP + BOOKING folders. KPI tracker and weekly review: Step 7 / TRACK + OPTIMIZE folder. Reply to Piyush's handoff email if you get stuck.

You’re done when

You have opened Plan and the Economics Calculator and know what must pass before launch.

Return to Step 1 · Start Here

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