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Your onboarding.
— ▾Your 4-week onboarding plan · tap any week to open it. Days unlock as you finish the previous one (progress-based, not time-based).
🏠 Bridge and Boro resource hub.
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⚙️ The Daily + Weekly Engine · the machine you're building toward
You don't have to hit all of this Week 2. By Week 4, this is your rhythm. Start with what you can sustain, add a layer each week. Consistency here separates agents who build a business from agents who stay stuck.
- 1-3 Instagram comments
- 1-3 Facebook comments
- 1-3 Reddit comments
- 1-3 LinkedIn comments
- 1-3 YouTube comments
- 1-3 Nextdoor comments + 1 Nextdoor review
- 1 Yelp review
- 1 Google review
- Match with 10 podcasts
- Call any 'TODAY' leads
- Text + email all 'Not Contacted' leads
- Text/call all 'Hot Leads'
- Text SOI by letter group (your rotation)
- Text Medium + Nurture leads as needed
- Dial sessions
- 1 listing appointment (work toward it)
- 1 highlight (content piece)
- Ask for TWO of each · Google, Nextdoor, Yelp, Zillow, Facebook reviews
- Connect with 1 new industry person (title, mortgage, attorney, realtor)
- Clean email inbox
- Set up lead lists for next week
Pick 3-5 items you can sustain this week. Add a layer each week until this is your rhythm.
📱 Social media templates Joe to add Canva/Drive links
Pre-built templates so you can post on-brand without designing from scratch.
- Instagram feed · listing announcement · just sold · market update · agent intro · link pending
- Instagram story · open house · price reduction · new listing · link pending
- Reels · 30-60sec script template (see
reel-script-writerskill) · link pending - Property tour video · filming script + shot list (see
property-tour-videoskill)
📝 Listing + market content templates
- MLS listing remarks · noun-dense, AI-searchable · use the
listing-remarks-writerskill - Listing photo captions · use the
listing-photo-captionerskill - Email newsletter · Sunday subscriber send · use the
email-newsletter-writerskill - Blog post for bridgeandboro.com · use the
blog-post-writerskill - Listing title format · use the
listing-title-formatskill
🔗 Quick links · the stuff you'll need every day
- Featured listings · ranolarealestate.com/featured-listings
- Follow Up Boss · app.followupboss.com
- Curb Hero · curbhero.com
- Flowcode · flowcode.com
- SIBOR FlexMLS · Joe to add login link
- BNYMLS Matrix · Joe to add login link
- Bridge and Boro Team calendar · already shared to your Google account
📞 Conversion scripts · use these on every dial session
Joe's team scripts (updated Dec 2025). Printed copy at eye level is the standard.
- Circle Dial Script · calling neighbors of just-listed/sold homes to source your next listing · full script + objection handlers inline on Day 9 (w2d9-circle) · also lives in Drive
- FSBO Conversion Script · converting For Sale By Owner listings · branches for No / Maybe / Open + 6 common objections · full script inline on Day 9 (w2d9-fsbo) · also in Drive
- SOI Drop Texts · pre-written texts for sphere outreach · library link pending
- Buyer first-call script · inline on Day 3 (w1d3-3)
📚 Coaching + skills links coming
- Tom Ferry sessions · Joe shares weekly coaching homework recap
- SOI plan video · the 13-week A-Z rotation walkthrough
💬 Direct line to Joe
For team things · stuck on something, urgent question, need a quick gut check. NOT for forwarding leads · those go in FUB.
📑 Aarica · Transaction Coordinator
Once you have an accepted offer, Aarica drives contract-to-close · deadlines, inspections, contingencies, attorney coordination. Email her every time you go under contract.
🤝 Trusted Vendors contact info coming as Joe drops it
The team's go-to people. Use these names + numbers in your offers, your buyer/seller emails, and your follow-ups. Vetted across dozens of team deals.
- Andrew · Fort Funding · most common pick across team deals · contact
- Sarcona · current main go-to · contact
- Rampulla & Newstad · backup · contact
- Victor Sala · Staten Island · contact
- Bobby Gallagher · Brooklyn · contact
- Mike · team photographer · headshots + listing photos · 718-820-2885
For your "I cover this at my expense" close on listing appointments · power wash · day of handyman · or deep clean.
- Joe to add cleaner contact
- Joe to add handyman contact
- Joe to add power-wash contact
As the team uses + vouches for more vendors (videographer · stagers · contractors · landscapers · etc) they get added here. If you find someone great on a deal, text Joe with the name + contact and we'll vet them into this list.
🎯 Listing Presentation Framework the team's core listing playbook
This is what we bring to every listing appointment · what goes in the folder, in what order, and why. Learned in Day 4 · reference here forever.
- CMA
- NYC BIS
- GeoData
- Buyer Personas
- Listing Roadmap
- Listing Paperwork (in front)
⚡ The trick · Paperwork sits in front of Roadmap · so to pull the Roadmap out, you HAVE to take the Paperwork out first. Place it on the table casually · put a pen on top · now it's in their eyeline the entire meeting. Signing at the end feels inevitable.
One card per marketing action we take · Zillow Showcase · Insta360 · AgentFire landing page · Deal of the Week · postcard mailer · Coming Soon blast · circle prospecting · etc. Pulled out one-at-a-time at the marketing beat · 30-40 pieces of paper walking the seller through everything we do to sell their home. Always a hit.
Sizzle Cards PDF: Google Drive link · Joe to paste · print a fresh stack for every meeting.
- Walk the home first · don't pitch · observe + hear the family's story
- Sit at the table · open the folder · take Paperwork out first · pen on top · take Roadmap out
- Right side · GeoData → BIS → CMA · walk Roadmap pages alongside
- Land the price on the CMA
- Pivot line · "OK · this is how we're going to GET you that price."
- Pop the Sizzle Cards · one at a time. 30-40 marketing actions.
- Left side · Buyer Personas · "who will buy this house"
- Weekly Seller Report demo on the laptop (305 Arden Ave Canva sample)
- "Free goodie" close · power wash · handyman day · deep clean
- Ask for the listing · slide Paperwork toward them · pen is already on it
Full walk-through with templates + why-it-works notes lives in Day 4 · Learn the Listing Presentation · the team roadmap.
🧰 Marketing Stack self-serve when you need each one
You don't need any of these on Day 1. They graduate in when you have a live listing OR your SOI is big enough that Mailchimp beats FUB batch email. Click into whichever one you need · handle the setup on your own timeline · text Joe only if you're stuck.
Copy-paste-ready version of this week's send · Kate updates it every Monday. Subject + preview + body all with one-click copy. Paste into FUB, hit send.
Open this week's newsletter →When to switch: once your SOI is 200+ AND you want branded templates, open/click tracking, and scheduled automated sequences. Until then · FUB batch email is better (D7 covers this).
How to set up: free account at mailchimp.com (free tier covers 500 contacts, 1,000 sends/month) → verify sender at your @bridgeandboro.com email → import SOI from FUB via CSV export → grab this week's newsletter template from Kate → customize + send.
When you need it: once you're actively chasing listing appointments and want a system that surfaces owners likely to sell in your target neighborhoods.
How to set up: text Joe for team access · intro walkthrough video lives in the ListingLeads dashboard once you're in.
Additional tools (Canva, AgentFire, Zillow Showcase, Insta360, Wise Pelican, Mojo, Vulcan7, FlexMLS, etc.) get added here as they come into your workflow. If you find one that's saving you time on team work, text Joe · we vet it in.
How we do things.
—The Bridge and Boro playbook · how we work showings, opens, sellers, listings, and follow-up. Sections fill in over time as the team builds them.
Open houses.
—Pick one for this week. The prep checklist appears once you claim it. Don't see what you want? Propose a new OH on a Bridge and Boro listing below.
Team initiatives.
—Unreasonable Hospitality domains. Each one is a whole program someone owns end-to-end · the playbook, the rollout, the wins. Pick a domain to own, your name attaches, you build it out.