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Step 1 of 4

Who Are You Working With?

Let's build a plan so good your client tells everyone they know about you. Start by picking your client type.

Step 2 of 4

Tell Me About Your Client

The more I know, the more personalized your WOW plan will be. This should take less than 60 seconds.

What's going on in their life? Select all that apply
Step 3 of 4

Ask These Questions First

Your Personalized Plan

's WOW Plan


Teresa's Challenge
For the next 30 days, follow this plan to the letter for every active client. Not some of it — all of it. At the end of 30 days, count how many unsolicited referrals you received. Then you'll understand why this tool exists.

Save this plan so you can reference it throughout the transaction.