TPJG 7C Pathway — Master SOP Synthesis

[CONTACT] — Relationship Entry Point

358 sources indexed

Pathway: UPSERT relationship → Categorize → Campaign → REPEAT

1. UPSERT Relationship

1Detect new contact (BNI, event, referrAL, phone, email, walk-in)

2Search ReferralMaker + Google Contacts — exists?

3EXISTS: Update details (phone, email, address, spouse)

4NOT EXISTS: Create in RM via Playwright (/AddContact.aspx)

5Add spouse if applicable (/AddContact.aspx?IsSpouse=1&CID={id})

Tools: RM API Playwright Google Contacts

2. Categorize (Sort + Group)

1Assign sort grade: A+ (3+ referrals/24mo), A (prospect/past client), B (said yes to referring), C (just met)

2Assign to group(s): 76 groups available in RM

3If ReferrAL: log activity on referrER (type=1 Referral)

4If BNI: log in BNI Connect (received + called/left message)

3. Campaign (Mayor Campaign)

1Add to cultivate calling list (contact within 24 hrs for A/A+)

2Assign to drip campaign based on grade + group

3CNPE cadence: Calls/Notes/Pop-Bys/Events per grade level

Cadence: A+ = weekly, A = bi-weekly, B = monthly, C = quarterly

SA has: Contact intake SOP, UPSERT pathway, RM API, inbound referrAL pathway, BNI workflow, cultivate daily list automation

Gap: No automated new-contact detection from email/text (BlueBubbles down). No automated BNI Connect logging.

[CULTIVATE] — Nurture to Transaction-Ready

75 sources indexed

Pathway: CNPE → Intake → Consultation → Agreement → Readiness → Engagement

1. CNPE (Ongoing Cultivation)

1Calls: daily cultivate list (automated — 25 contacts/day, 5 per group)

2Notes: handwritten notes, postcards (Buffini system)

3Pop-Bys: in-person visits with small gifts (quarterly)

4Events: client events, appreciation events (see Curate)

2. Intake (Analysis)

1Client expresses interest (buying/selling/investing)

2Pull property details: HAR Realist workflow + CAD workflow

3Run comps analysis → target price → strategy

4Record conversation (Fireflies/Google Meet/HeyPocket)

5Process transcript → RAS → client file update

Tools: HAR.com Fireflies Google Meet HeyPocket

3. Consultation

1Present buyer/seller presentation

2Review market data, pricing strategy, timeline

3Discuss representation agreement terms

4. Agreement

1Execute representation agreement

2Upload to Jointly (deal creation)

3UPSERT transaction team + transaction partners

5. Readiness (DIVERGES by client type)

Buyer/Tenant	Seller/Landlord
Funding: Pre-approval or proof of funds	Make Ready: Repairs, remodel, deep clean, staging
Lender connection + pre-qual letter	Photography + videography
Budget confirmation	Listing preparation (MLS entry, marketing collateral)

6. Engagement (Pre-Transaction — DIVERGES)

Buyer/Tenant	Seller/Landlord
Showing Tour → Make Offer	Marketing + Promotion → Process Offer
Schedule via ShowingSmart	Listing live on HAR/MLS
Property feedback after each showing	Social media, Homes.com, Luxury Presence
Offer preparation (Jointly TXR forms)	Offer review: compare addenda, capture unusual terms
	Research stack: text + email + HAR + client folder

Seller Process Offer Steps: Open previous estimate → Compare offer+addenda → Capture unusual terms → Research stack → Counter/Accept/Reject via Jointly (TXR 1926 for counter)

SA has: Cultivate daily automation, intake/consultation SOPs, buyer/seller divergence documented, Jointly workflow (learned today)

Gap: No automated showing feedback capture. No buyer presentation template wired to system. Listing marketing launch checklist exists but not automated.

[CONTRACT] — Transaction Execution

236 sources indexed

Pathway: Delivery → UPSERT Teams → Inspections → Amendments → Approvals

1. Delivery (Executed + Receipted)

1Executed contract delivered to all parties

2Receipted by title company

3Timeline starts: option period, financing contingency, closing date

Tools: Jointly Open Title Google Drive

2. UPSERT Transaction Team + Partners

1Transaction Team: Co-agent, Lender, Title company

2Transaction Partners: Inspector, Surveyor, Photographer, Painter, etc.

3Add all parties to Jointly deal

4Create client file if not exists

3. Inspections + Amendments

1Schedule inspection within option period

2Review inspection report

3Negotiate repairs/concessions via amendment

4Track all amendments in Jointly

4. Approvals

1Credit Approval: Lender underwriting, clear-to-close

2Property Approval: Appraisal, survey, title commitment

3HOA document review (if applicable)

5. Buyer Acceptance

1Repair walkthrough — verify all repairs completed

2Final walkthrough — verify property condition

SA has: Contract platforms (Jointly, HAR, ShowingSmart), pre-listing checklist (v7), inspection negotiation data from Fireflies

Gap: No automated timeline tracking (option period countdown, financing deadline alerts). No automated lender/title status polling.

[CLOSE] — Post-Transaction Completion

212 sources indexed

Pathway: Closing → Owner Transfer → Bookkeeping

1. Closing (Consummation)

1Sign closing documents (closing disclosure, tax verification, etc.)

2Wire transfer / funding

3Record deed at county

4Key handoff + celebration

From today's Buffini LIVE: Submit HCAD ownership change immediately. Homestead exemption is FREE (don't let clients pay third parties). Updated driver's license required.

2. Owner Transfer

1Submit ownership form to Harris County Appraisal District

2File homestead exemption (free, needs updated ID)

3HOA transfer to buyer

4Utility transfer guidance

3. Bookkeeping (Commission Pathway)

1Complete transaction column in TPJG Transaction Board

2Highlight light red (closed) + backlink with RM Transaction Link

3QBO Invoice: match with CDA (Commission Disbursement Authorization)

4Receivables: QBO > Bank Transactions > Income Account x6886 > Match

5Enter into Profit First (Line 9)

6Update Spending Plan: Add row, highlight by agent

7Bank: email transfer amounts (Expenses, Profit, Comp, Taxes, OpEx)

8Validate PF tab: compare Spending Plan with Transaction Board

9Update RM transaction: notes + status = Closed

10Update Buckets tab: pull data from all accounts

Tools: QBO Spending Plan Transaction Board RM BofA

SA has: Commission pathway documented from Workroom, Profit First structure mapped, Spending Plan data pulled, Buffini LIVE closing education ingested

Gap: QBO not connected (API needed). Commission pathway is manual — should be automated from CDA to PF allocation. No automated HCAD/homestead reminder for clients.

[CURATE] — Deepen Relationship

154 sources indexed

Pathway: Events → Community → Referral Loop

1. Client Events

1Closing celebration (orchid + fruit + balloons — today's Bennett example: $46.03)

2Anniversary acknowledgment (1-year, 5-year)

3Holiday touchpoints (Thanksgiving pie, holiday cards)

4Client appreciation events (quarterly/annual)

2. Community Building

1Past client group in RM (cultivate cadence continues)

2Referral request conversations (Buffini methodology)

3Testimonial/review solicitation (Google Business, Zillow)

3. Referral Loop (back to Contact)

1Past client refers new contact → triggers [CONTACT] pathway

2Log referrAL activity on referrER in RM

3Upgrade referrER sort grade if warranted

SA has: Client event cadence SOP, closing celebration logged today, cultivate daily automation, referral pathway documented

Gap: No automated anniversary/birthday reminders from RM. No client satisfaction survey automation. No referral tracking dashboard (referral → closing conversion rate).

[CORPORATE] — Business Operations

Business + Tech

Pathway: Branding → Ecosystem → Organization

1. Branding

1Social media: Facebook, Instagram, LinkedIn, YouTube

2AEO (AI Engine Optimization): schema markup, FAQ, pillar content

3Transaction marketing: curated message per platform

4Luxury Presence website management

2. Ecosystem / Tech Stack

1CRM: ReferralMaker (3,165 contacts, 76 groups)

2MLS: HAR.com

3Transactions: Jointly

4Showings: ShowingSmart

5Marketing: Homes.com ($551/mo), Luxury Presence ($1,500/mo)

6Meetings: Fireflies, Google Meet, HeyPocket

7Total: ~$7,055/mo software spend

3. Organization (SA — new)

16 departments: Quality Gate, Rapid Router, Operations, Finance, Growth, Intelligence

2OLE: self-learning engine (99 lessons, evolving)

3CEO Command Center: ecosystem health dashboard

SA has: Full tech stack documented, AEO strategy designed (Steps 1-9), org structure active, branding pathway documented

Gap: Marketing ROI not tracked per platform. AEO Steps 2-9 awaiting approval. No automated listing marketing launch sequence.

[CULTURE] — Team Development

133 sources indexed

Pathway: Onboarding → Training → Mentoring → Coaching → Accountability

1. Onboarding

1New agent orientation (DLO, SMT, GAV, EDE model)

2System access: RM, HAR, Jointly, ShowingSmart, Google Workspace

3SOP training: 7C framework walkthrough

2. Training

1Buffini Coaching (monthly LIVE sessions, weekly blitz)

2KW training (BOLD, Ignite, Maps)

3Fynanc Academy (IRIS Year 1, PLEX Year 2)

4Decentralized Masters (DeFi/crypto)

3. Accountability

1Weekly team meeting (funnel review)

2Blitz sessions (agents only: DLO, SMT, GAV, EDE)

3Mindset-Methodologies-Motivation framework

4Community: Buffini, KWRI Luxury, BNI, Special Interest groups

SA has: Buffini integration (reminders, LIVE session RAS), Fynanc ingestion (16 RAS files), coaching transcripts (7 sessions), team structure documented

Gap: No team KPI dashboard. No automated blitz scheduling. No onboarding checklist wired to system. Agent recruiting pipeline not built.

Gaps Across All Pillars

Pillar	Gap	Impact
[CONTACT]	No automated contact detection from email/text	New contacts slip through
[CONTACT]	No automated BNI Connect logging	Manual double-entry
[CULTIVATE]	No automated showing feedback capture	Buyer experience data lost
[CULTIVATE]	Listing marketing launch not automated	Manual 15-step process each listing
[CONTRACT]	No timeline tracking (option period, financing)	Deadline risks
[CONTRACT]	No lender/title status polling	Manual follow-up burden
[CLOSE]	QBO not connected	Commission pathway is all manual
[CLOSE]	No automated HCAD/homestead reminder	Clients miss tax benefits
[CURATE]	No anniversary/birthday automation from RM	Missed touchpoints
[CURATE]	No referral tracking dashboard	Can't measure referral ROI
[CORPORATE]	Marketing ROI not tracked	$7K/mo spend without attribution
[CORPORATE]	AEO Steps 2-9 pending	AI visibility delayed
[CULTURE]	No team KPI dashboard	No agent accountability data
[CULTURE]	No onboarding checklist automation	New agents setup manually

Sources Verified (Multi-Pass)

Source	Content	Status
Pathways Workroom (Google Doc)	7C framework, buyer/seller SOPs, commission pathway	Ingested + mapped
BrokerOS SOPs (978 lines)	21 SOPs across 7 phases	Ingested + mapped to 7C
SOP Extraction Index (1,436 entries)	All Drive docs categorized by pillar	Indexed
Fireflies SOPs (1,730 lines)	47 transcripts with SOP-relevant content	Extracted
ClickUp (3,552 tasks)	72% ingested (2,557 tasks)	Partial — 28% remaining
Contact Intake SOP	RM CRM workflow, rank system, referral chain	Complete
Cultivation Phase SOP	Post-contact process, notetaker stack	Complete
Inbound Referral Pathway	Detection → UPSERT → categorize → log → cultivate	Complete
Buffini LIVE (today)	Closing education: HCAD, homestead, amortization	RAS'd
Jean Hanham coaching (7 sessions)	Financial guidance, DSCR, portfolio management	RAS'd
Jointly workflow (today)	Counter offer: Tasks tab → add terms → verify → send → text	Saved