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 Systems: A disorganized CRM and scattered workflows caused inefficiency and confusion.
• Inconsistent Income: Relied heavily on fluctuating real estate listings, making revenue unpredictable.
• Unclear Offers: Lacked a clear strategy and positioning to secure consistent retainer clients.
• Operational Overwhelm: Struggled to juggle short-form content creation with project fulfillment, leading to burnout.

Outcome / What They Achieved:

• Transformed Workflows: Adopted Notion to organize CRMs, SOPs, and automate key processes—saving time and eliminating confusion.
• Doubled Retainer Revenue: Shifted focus to high-value retainers, growing from $6–7K/month to $13K/month, stabilizing income despite market shifts.
• Strategic Sales Growth: Streamlined offer creation and sales processes, leading to more effective calls and multiple new retainers closed.
• Scalable Infrastructure: Delegated tasks, began hiring strategically, and set clear growth targets to scale toward $50–100K/month within six months.
• Proof of Leverage: Gabe’s success shows that systematizing operations and focusing on high-value retainers is key to scaling sustainably.