| Client / Property | Type | Phase | Notes |
|---|---|---|---|
| Aguilar / TBD | BUYER | CULTIVATE | Active buyer search |
| Resasco / Investment | BUYER (Investor) | CULTIVATE | Fourplex strategy, DSCR analysis, 7 properties evaluated |
| 5503 Sylmar / Steele | SELLER | CULTIVATE | Pre-listing preparation |
| 1054 Lamonte / Bennett | BUYER | CONTRACT | Under contract, in transaction |
| 2803 Fairhope / Poon | LANDLORD | CULTIVATE | Lease + sale analysis, $502K purchase, $2,400/mo recommendation |
7 Business Phases: CONTACT → CULTIVATE → CONTRACT → CLOSE → CURATE → CORPORATE → CULTURE
| Member | Role | Status | Notes |
|---|---|---|---|
| JRD | Team Lead / Broker | ACTIVE | Managing all pipeline, coaching, BrokerOS vision |
| KLJ | Partner / Agent | ACTIVE | Co-managing clients, Rodeo/Corral shifts |
| DLO | Team Member | ACTIVE | Field operations |
| SMT | Team Member | ACTIVE | Field operations |
| GAV | Team Member | ACTIVE | Field operations |
| EDE | Team Member | ACTIVE | Field operations |
| BJdL | Team Member | ACTIVE | Field operations |
White-label brokerage operating system. TPJG is the reference implementation. Each module has a generic BrokerOS slot and a TPJG-specific implementation.
Email analysis + profile
7-process SOP (v7)
Full buyer journey
Marketing playbook
6-step processing SOP
KPI tracking + charts
Property investment modeling
Pipeline tracking
Template system
Multi-source capture
Self-contained reports
Platform + market analysis
| Initiative | Status | Details |
|---|---|---|
| Brand Voice DNA | COMPLETE | JRD + KLJ voice profiles from 5,488 emails, DISC analysis, communication patterns |
| Blog Strategy | DEFINED | 12 blog topics, content calendar framework |
| Reel Templates | DEFINED | 8 reel templates for social media |
| Competitive Analysis | COMPLETE | houstonproperties.com, Homes.com, Luxury Presence, tpjg.com, GBP — 25 action items |
| AEO Strategy | DEFINED | AI Engine Optimization recommendations for search visibility |
| GBP Optimization | PENDING | Google Business Profile strategy defined, awaiting implementation |