The CEO Setup: Stop Living Closing to Closing

An intimate workshop for agents ready to run their business like a CEO: Profit First money systems + your 2027 goal plan. Only 15 seats. You’re great at selling homes. But is your business actually paying you? Too many agents run their business closing to closing: a big check comes in, it disappears into bills and marketing, and then the wait for the next one starts all over. The CEO Setup is a hands-on working session designed to break that cycle before 2027 begins. This is not a lecture. With only 15 seats, you’ll get real time to work on your own numbers and your own plan, and you’ll leave with both built out. Part 1: Profit First for Agents You can’t build a successful business without a plan for your money. We’ll walk through the Profit First system and show you how to set it up for a commission-based business, so profit, taxes and your own pay are handled first instead of whatever’s left over. Every attendee receives a free copy of Profit First by Mike Michalowicz. Part 2: The CEO Setup Goal Sheet Using our CEO Setup goal sheet, you’ll map out what you want 2027 to look like for your life, your real estate business and beyond, then work backward to the numbers and actions it’ll take to get there. You’ll walk away with: • A clear Profit First account structure you can set up the same week • A plan to stop living closing to closing • Your completed 2027 CEO Setup goal sheet • A free copy of Profit First • Connections with a small group of agents who think like business owners Who should attend: Real estate agents who are ready to treat their business like a business, whether you’re newer and want to build it right or experienced and tired of the feast-or-famine cycle. Why learn from us? This class isn’t theory. It comes from two business owners who’ve lived it. Shante Lambert has helped run Lambert Home Inspections, which is a business she and her husband have owned and operated for just shy of 10 years. Krissy Shellenberger has owned and operated Real Advantage Transaction Management for 12 years. Between the two, that’s more than 20 years of building, struggling, fixing, and growing real businesses. We’ll show you what we wish someone had shown us sooner. About your $25 seat deposit Seating is limited to 15 attendees, and a copy of Profit First is reserved for every person registered. Your $25 deposit simply holds your spot, and it’s fully refunded when you check in on December 8. If you can’t make it, please cancel by Tuesday, December 1 so we can offer your seat to someone on the waitlist, and we’ll refund your deposit. Hosted by Shante Lambert, Lambert Home Inspections Sponsored by Krystin Chu Szymanik, Loan Officer with Atlantic Coast Mortgage Krissy Shellenberger, Owner, Real Advantage Transaction Management