A Rising Tide Lifts All Ships
Background and Talents
- BA in Psychology with a Business Minor
- Gen Z whisperer
- World and domestic travel - 1K UNITED & A-LIST SOUTHWEST
- Entrepreneurial and fine dining experience
- Video Production Experience domestic and abroad
- Logistical, Bookkeeping and administrative experience
- Athlete since the age of 8 starting with gymnastics, then softball, snowboarding, & weight lifting
How ROI Increased in the last 2 Years
- Standardized trainings, and made information freely and easily available
- Created momentum by putting pens in the chat every week, along with creating a shark mascot
- Took the negative connotation away from bath leads by highlighting the human reward factor along with closing at higher percentages to make higher commissions
- Created completion albums that have been shared with other reps and used in house to complement the slide show with proof of quality work.
The Approach
Phase 1 – Foundation (0–90 Days)
- Finalize standardized bath curriculum
- Build content creation SOP and structure
- Deploy content capture guidelines
- Train managers on qualitative assessments
Phase 2 – Activation (90–180 Days)
- Establish an internal content pipeline to collect entries from reps in the field for filtering
- Begin qualitative + quantitative correlation
- Measure early lift in close rate and rep confidence
- Launch social media bath pilot
Phase 3 – Scale & Replicate (180–360 Days)
- Refine based on bath performance
- Expand framework to all offices in Evolve and Vanguard
- Social media flourishing and creating leads