Executive Summary
This Week's Focus: Pre-listing process deep dive, new listing standards, and team performance tracking. JRD leads with 27 Top 40 contacts and $3.3M pending volume. New standard: listings must be published same day they're ready for review.
| Meeting |
Time |
Duration |
Sources |
Key Topic |
| Team Meeting |
10:28 AM CDT |
~75 min |
GEMINI FIREFLIES |
Pre-listing checklist, BrokerBot, performance review |
| Funnel/JRD + Coordinator |
11:47 AM CDT |
~30 min |
GEMINI |
Auto plan docs, listing status, new publication standard |
| e-Lounge Week 2 |
12:10 PM CDT |
Short |
FIREFLIES |
Get To Know You / Luxury e-Lounge |
Meeting 1: Team Meeting GEMINI FIREFLIES
📋 [TPJ] Team Meeting/Funnel/Agenda
March 10, 2026 • 10:28 AM CDT • 1,134 Fireflies sentences • 14,290 chars Gemini notes
Attendees: Joseph Ray Diosana, Keri Josephson, Dee Overstreet, Sergio Martinez, Edward, Gabriel
Key Topics Discussed
| Topic | Detail |
|---|
| Social Media Review |
Content on goals ("would someone following you for a week believe you're serious?") and top 3 selling tips: price it right (95% of marketing), declutter/stage, maximize availability. |
| New Listing: Fulshear |
Vacant listing announced. Sergio Martinez designated as lead agent. Spring break timing discussed for optimal showing strategy. |
| BrokerBot Features |
New tools: flyer generation and virtual staging. Team sees competitive advantage for listing presentations and buyer attraction. |
| MLS Visibility Issue |
Certain listings not appearing online. Technical investigation needed to resolve before open house scheduling. |
| Pre-Listing Process Deep Dive |
Full walkthrough of Pre-Listing Master Checklist: intake, consultation prep, site visit, make-ready. Emphasis on decluttering, removing personal items, addressing odors for buyer psychology. |
| Investor Contacts Collaboration |
Team encouraged to share investor contact lists for collaborative marketing of investment properties. |
Action Items
JRD: Send investor contact lists to team; collect others' investor contacts for collaborative marketing
JRD: Send Q4/Q1 event invite link to all team members
JRD: Finalize and automate the pre-listing master checklist; share with team
KLJ: Investigate and resolve missing MLS listings to support open house scheduling
KLJ: Distribute home enhancement checklist and related resources
ALL: Complete pre-listing checklist training; begin using for all new listings
Meeting 2: Funnel/JRD + Coordinator GEMINI
🕵️ Funnel Review with Coordinator
March 10, 2026 • 11:47 AM CDT • 7,087 chars Gemini notes
Attendees: Joseph Ray Diosana, Bobby Jo DeLeon (Transactly coordinator)
Listing Pipeline Status
| Property/Client | Status | Action |
|---|
| Tyler Dineier (Buyers) |
CLOSING TOMORROW |
Final coordination |
| Barbosa Listing |
UNDER CONTRACT |
Just went under contract |
| Creek Side |
PENDING |
Awaiting Travis approval |
| Lamonte/Steven Bennett |
REASSIGNED |
Reassigned to Bobby Jo from Heather |
| Von Simon |
NEXT WEEK |
Lessons learned discussion postponed |
New Standards Established
🚨 New Listing Publication Standard: Listings MUST be published on the market the same day they are ready for review. No exceptions.
📋 Follow-Up Protocol: For closing open loops (seller's disclosure, etc.): 2 attempts via email/text before escalating the issue.
Key Decisions
- Auto Plan Documentation: Bobby Jo to send Transactly auto plan for comparison with standard plan. PDF or spreadsheet acceptable.
- Rodeo Volunteering: JRD volunteering at rodeo — 7-hour shifts, 4x/week (~28-35 hours). Schedule awareness for availability.
Meeting 3: e-Lounge Week 2 FIREFLIES
🏠 #ThePropertyJoes Get To Know You / Luxury e-Lounge
March 10, 2026 • 12:10 PM CDT • Brief session
Week 2 of the Luxury e-Lounge series. Short session — minimal transcript content captured. Future sessions should have fuller recordings.