A walkthrough of strategic-growth tools from Scaling Up, including personal plans, accountability charts, and a one-page strategy template with a BHAG. The speaker recommends 60-90 minutes weekly for 5-6 weeks and shows concrete examples like the Power of One cash exercise, where 1% moves in price, volume, cost, or overhead compound quickly.
Questions this video answers
Three people tools, four strategy tools, two execution tools, two cash tools.
Driver with accelerators, demands, disciplines, and decisions.
Carve out 60 to 90 minutes every Friday (for 5–6 weeks to complete).
Faith, family, friends, fitness, and finance.
Serve 4,000 families (≈30% annual growth for 10 years).
Just in the main folder I put these growth tools. I'm gonna go through it real quick. So this, if any of you have played around in drive and you've kind of gone through my strategic plans that I have uploaded there, I've done this process based on the older book. The older version of the book. The. The newer version is. It completely replaces the first version. So you don't even have to read Mastering the Rockefeller Habits, just go straight to scaling up. But all you really need to do is go through, have the. So you can, you can look at what I built here. But the power is in going through the process using the tools that they've provided. And these are, these are free on the website. So these are all of the. There's three people tools, four strategy tools, two execution tools and two cash tools. The 4D framework for getting results. Driver with accelerators demands disciplines and decisions and 2 times cash flow, 3 times profitability, 10x valuation and more time. The cool thing is, and I was surprised by this, it starts with having everyone that's going to help you with this process. And if it's just you, it's okay. It's still worth going through this process. You use this set of tools and the book scaling up and this could be part of your Friday strategic time. Every one of you should be taking two to four hours every Friday, no matter what shit is burning around you and work on your business. And this will be one of those things. Carve out 60 to 90 minutes every Friday to work on this. You'd have this done in five or six weeks and thoroughly done and dialed in. It starts out with people, a one page personal plan opposition. So it looks at your faith, your family, your friends, your fitness and your finance and those things you want to start doing and that you want to stop doing. And the book takes you through all of this. So it tells you how to fill it out. And These are fillable PDFs. You can save them and update them. Very, very cool. We went through. Oh, this is actually ours. So you can actually see our answers here. The function accountability chart. Name person accountability accountable for each function. The four questions on the bottom and list KPIs and assign them profitability, P and L categories, key processes in the company we named Lead gen listing, Lead conversion, Buyer lead conversion, the listing process, the buyer process, New agent training, recruiting database and referral, Marketing team engagement and performance evaluation. And then we assigned KPIs and people to those strengths, weaknesses, threats. Very cool exercise that we went through. And strategy seven strata this was really cool words you own mindshare. I struggle with this one because I'm not sure I want to be known for these words but that's what I'm known for. Now sandbox your core customers. What product services, brand promises, your KPIs. Your big brand promise guarantees, catalytic mechanism. We're going to come up with satisfaction guarantees buyer and seller satisfaction guarantees that are going to change the game for us. And we're looking at a certified pre owned home program on our seller side. Our one phrase strategy that I think we make happen more so than anyone is leveraging systems around people. Leveraging systems around people. Our differentiating activities I think is brand and authority marketing lead generation. Our agents are expert advisors. Our special specialist model including real leadership in sales and operations and system driven listing process and getting better all the time our X factor. That was one of the exercises we went through at the intensive really living out our culture, values, mission, vision and doing more of that every day. Personal development. We care about our teammates. We offer a true career track for real estate professionals. And the two economic things that we look at are gross margin and net profit. Gross margin, net profit and our BHAG in 10 years is to serve 4,000 families and that's 30% growth for each of the next 10 years gets us to roughly 4,000 homes. And then it starts filling out the one page strategic plan. So obviously all of you will get and here's a vision summary. Our core values, purposes, brand promises, BHAG our strategic priorities three to five years, one year quarterly your KPIs. So that will become something that you hang in the office. Execution, who, what when three W's. This was a cool this execution Rockefeller habits checklist was. We didn't get all the way through it but this is a very very important page to go through. Even if it's just you and another admin or buyer agent to go through and work on that. Then there's some cash acceleration strategies and the power of one. When 1% increase in price, volume, cost of sales reduction, overhead reduction. Even if you exclude these three, you can do a pretty cool exercise with just increasing your price by 1%, your volume by 1%, your cost of sales, reduce it by 1% and reduce your overhead by 1% the impact of one will be an exponential impact on your cash flow. And that's it. And I'll be looking at the Align Today software so don't anyone go out and get it. I'm going to test it and let you know if it's something worth looking into.
