Situation:  

Gabe, running a real estate media agency in Phoenix, Arizona, was overwhelmed by managing his business, struggling with disorganized systems, and balancing short-term projects and retainers. Gabe and his business partner were seeking a coach to help them streamline their operations and grow sustainably.

Pain Points:

• Chaotic CRM and scattered workflows leading to inefficiency
• Reliance on inconsistent real estate listings due to market fluctuations
• Lack of clear offers and strategy for securing retainer clients
• Overwhelm from balancing short-form video creation and project fulfillment

Outcome / What They Achieved:

• Introduced to Notion, which completely transformed their workflow by organizing CRMs, SOPs, and automating processes, saving them time and eliminating confusion
• Shifted focus to securing high-value retainer clients, growing from $6-7k in monthly retainers to $13k, providing stability even during market downturns
• Streamlined offer creation and sales processes, leading to more strategic calls and closing more deals, including several retainers
• Positioned themselves to scale further by delegating tasks, hiring additional team members, and setting clear growth targets for the next six months to achieve $50-100k months
• Gabe's transformation is proof that systematizing operations and focusing on high-value retainers is key to scaling a real estate media agency!