THE HAPPY AGENT METHOD

YOU CAN MAKE SIX TO SEVEN FIGURES AND HAVE A LIFE.

Holistic business planning for a life-first real estate business.

Are you a solo agent, team leader or broker/owner looking to scale without sacrificing work-life balance?

You’re in the right place.

I can’t tell you how often I talk with top producers, team leaders, and indie brokers who feel they’re on an emotional and financial rollercoaster they can’t get off. Especially now with this recent market shift.

They tell me things like:

“I’m making money, but I’m miserable.”

“My real estate business has taken over my life.”

“I want to grow, but I can’t put more on my plate.”

They feel like there is no room to do more. They’re already doing all the things.

Guess what? You can take a step back and still grow your business.

The secret to success? Having an intentional plan that not only fits into your life but is tailored to your strengths and what you enjoy doing.

This is not a cookie-cutter plan, like most real estate coaches offer. This is truly customized to you and your dream life.

The Happy Agent Method starts with an all-day, 6-hour intensive where we get clear on how you can build a life-first real estate business.

It’s like a business audit, life coaching session, and business planning workshop all rolled into one day! You’re going to end the day energized and ready to build the business of your dreams.

I can help because I’ve been where you are. I was a top-producing agent for many years, including through the market crash of 2008. The best part? I was making multiple six figures and had a life.

Now, as a broker/owner and real estate consultant, I help top-producing agents, team leads and brokerage owners integrate their work with their dream life, making money without hustling, grinding, or working 24/7.

This is NOT your typical real estate coaching. This is a day-long intensive designed to create clarity followed by accountability and integration sessions to make a BIG impact.

YOUR PACKAGE INCLUDES:

  • 6-hour one-on-one intensive, via Zoom, where we dive in and develop your Happy Agent Matrix and Happy Agent Game Plan (9am to 4pm with breaks and lunch)

  • Physical Happy Agent Method Goodie Box

  • Two, 60-minute follow-up integration sessions (phone or zoom).

  • Add-on sessions can be booked in hour increments. Most clients typically move to a monthly hour-long session after the initial package.

The HAPPY AGENT METHOD 5 STEP PROCESS

  • Our first step to creating your custom plan is to clean out your life and business closet! We collect all the activities you’re currently doing, all the things you want to be doing, along with all business offerings.

  • Once we finish unpacking, we rank everything based on enjoyment and how much money you make, then place them on your Happy Agent Matrix. This creates an incredibly detailed map of your life and business and is the foundation for our day together.

  • In this step, we analyze and prioritize what stays, what goes, and what can be delegated. This includes bringing in any systems, processes, or people to help optimize your business.

  • This step is where the ah-ha’s really come alive. We’ll discuss how to implement your takeaways and make an actionable plan so you’ll know exactly what to do. For example, you may learn where you can start setting boundaries or implement new staff or systems.

  • We will have 2, 60-minute one-on-one integration/accountability sessions (phone or Zoom), where we discuss your progress, chat about your wins, problem-solve challenges, and make sure you’re on the track to a radically joyful life and business.

“Business planning with Lindsay has been so valuable to my real estate career. Lindsay helped me build on what I already felt comfortable doing to build my client list, and helped me build a tailored plan that I was excited to execute and grow!”

- Sarah Brazell, Multiple Six-Figure Agent + World Traveler

“Where do I begin? I have a lot to say about Lindsay, and I'm a tough critic! I have been in the real estate business since 2015, and I unequivocally owe my success to Lindsay. She is a dynamic and inspiring person who delivers the necessary information in an engaging way, while also motivating and challenging those she's working with. I am grateful for the education, mentorship and continued guidance I receive from Lindsay. And to top it all off she has the best sense of humor!”

— Julie Lubin

WOULDN’T IT BE GREAT TO…

  • Wake up each morning looking forward to the day ahead?

  • Have more time and money?

  • Build a real estate career that fits into your life, instead of feeling like it’s taking over?

Real estate helped me build my dream life, and I know it can help build yours too.

FAQS

  • The Happy Agent Method Intensive package costs $1,795, which includes everything listed above.

  • This is best suited for top producing solo agents, team leaders or brokerage owners who want to grow without sacrificing work-life balance.

  • This is designed to help you create a real estate business you love. If you don’t feel like I delivered on that promise at the end of your intensive day, I will refund 100% of your payment.

  • Book your Discovery Call or email hello@happyagent.co to get started!

Are you ready for a life-first real estate business?

Book a complimentary discovery call to explore working together!

Inspiration, tips, and tricks delivered straight to your inbox!