Two private coaching calls each month
Two 30-minute sessions to review your priorities, decisions and execution.
The work after the Discovery Call
Ongoing
coaching.
Coaching is for investor-focused agents who are ready to execute between calls, bring their numbers and situation, and review what happened.
What is included
A clear operating
rhythm.
The work stays connected to your priorities, your market, and what happened since the last call.
Weekly group mastermind
One group call every week with the other members; peer feedback, deal reviews and implementation.
Certification course access
The Academy's training course in the Kajabi portal, worked through in your own time; the coaching is what helps you apply it.
Playbook library
Practical resources selected against your priorities and your market.
Progress review
Review results on your calls to decide what to work on next.
Your role in the work
Do the work.
Bring it back.
Execute between calls, come with your numbers and your situation, and review what happened. This works when the work gets done between calls; coaching gives the work a place to be examined and adjusted.
$695/month
Six-month commitment
$4,170 for the six-month coaching commitment
The $99 Discovery Call is a separate purchase.
Investor Agent Playbook Library
A growing library
of practical playbooks.
Six featured resources are shown first; additional currently documented titles are grouped below. This page is a preview, not the complete playbook inventory.
Client acquisition campaigns
Turn a clear investor offer into a repeatable way to start more qualified conversations.
Buyer list builder
Build and work a buyer list that helps you understand demand before you chase the next deal.
Property list engine
Create a useful property list and a follow-up rhythm around the opportunities in your market.
Follow-up cadence
Give every lead the right next step, timing, and message instead of relying on memory.
Lead source scorecard
Compare the sources I have tested, including where they underperform, against your actual numbers.
Investor-client portfolio growth map
Help investor clients evaluate a next acquisition by connecting their goals, capital, capacity, and portfolio to your agent service plan.
Show additional listed playbooks +−
Client Acquisition
Social-to-conversation system
Turn consistent social media into specific conversations instead of a feed full of empty reach.
YouTube lead engine
Build useful videos that answer investor questions and create a reason to continue the conversation.
Manufactured home prospecting
Build a focused outreach path for manufactured home owners, buyers, and park opportunities.
Probate outreach system
Approach probate situations with a useful process, a respectful message, and clear next steps.
Pre-foreclosure conversations
Start the hard conversation early and sort real options from noise before the deadline arrives.
Tax lien opportunity map
Organize the research and outreach needed to evaluate tax lien opportunities in your market.
Fire-damage property pipeline
Find the path from a damaged property to a workable acquisition, sale, or investor solution.
Divorce situation positioning
Build a practical service path for a sensitive real estate decision with multiple stakeholders.
Deal Analysis
Fix-and-flip deal filter
Screen a flip quickly for margin, scope, timeline, and the risks that can erase the spread.
Value-add scope plan
Find the improvements that create value without letting the project become a vanity renovation.
Lease and rent lift plan
Use leases, positioning, and practical rent improvements to strengthen the income side of a property.
Subject-to and novation path
Work through the right conversation and structure when a traditional purchase is not the only option.
Financing
Hard and private money network
Create lender relationships that match the deal, the numbers, and the level of trust required.
Wholesaling and development sourcing
Source, evaluate, and move opportunities that need a buyer, a partner, or a larger plan.
Buy-and-hold and 1031 client strategy
Guide the next long-term move with a clear acquisition thesis, tax-aware timing, and a client portfolio plan.
Medium and short-term rental
Compare rental strategies against operations, demand, furnishing, and the real work behind the revenue.
Operations
Contracts, financing, and appraisal
Connect the paperwork, capital plan, and valuation work before a deal becomes expensive to fix.
Inspection, underwriting, due diligence, and zoning
Pressure-test the property and the assumptions before you commit your time or money.
Certification overview
Professional
development.
Investor-focused agents in the coaching program can work toward Certified Investor Agent status through the Academy's Kajabi course and demonstrated application.
Certification eligibility begins after three months, subject to course completion and demonstrated application.
See certification detailsOngoing coaching is $695/month on a six-month commitment. The total for the six-month coaching commitment is $4,170.
The $99 Discovery Call is a separate purchase. The coaching program is built for agents who execute between calls and use their own numbers and situation to decide what to work on next.
Optional next step
Expert Level coaching is $695/month and is available after certification is complete and the first six months are fulfilled.
Straight answers
Before you
commit.
What does ongoing coaching include?
It includes two 30-minute private coaching calls each month, the Weekly Group Mastermind Call, full access to the Investor Alignment Academy Certification Course in the Kajabi portal, the playbook library, and progress review on your calls.
How much time should I expect to invest between calls?
There is no fixed workload range. The work is to execute between calls, come with your numbers and situation, and review what happened. The program works when the work gets done between calls.
Why is there a six-month commitment?
The offer is structured as a six-month coaching commitment so priorities can be executed and reviewed over time.
How does certification work?
Certification eligibility begins after three months, subject to successful Kajabi course completion and demonstrated application within the six-month program.
Can agents outside Oregon participate?
Yes. Coaching is remote, and Journey coaches out of Ohio.
What happens if I need to cancel or reschedule?
Discovery Call cancellation and rescheduling are handled through the booking platform's standard policy. Coaching terms are discussed as part of the ongoing offer.
Start with the right constraint