Prepared 2026-07-22. Figures verified as of this date unless marked otherwise.
Week 1 begins Monday [WEEK_1_START_DATE]. All dates are offsets from that placeholder — no hardcoded dates. All outbound calls/texts sit inside 9:30 AM–6:00 PM (law allows 8 AM–9 PM; we stay well inside it). Sundays: off, or a single optional 30-min planning block (7:00–7:30 PM).
Personality design (applies to every week): outreach runs in 60–90 min sprints, never all-day; every sprint is preceded by an analytical prep block (confidence anchor) and followed by a low-social recovery block (logging, admin, drive time); content is batched; in-person is small-room; the day's hardest social block is never the first or last thing.
Categories: REV revenue · REL relationship · LRN learning · CNT content · SYS systems · ADM admin.
Column key (every block): Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat.
First 72 hours (file 10) governs Mon–Wed. Almost no outreach; heavy learning and setup; the manager meeting is the week's center of gravity.
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 7:30–8:00 | Morning routine | Start deliberate | Review file 10 checklist; check PMMS rate context (30-yr 6.55% as of 2026-07-16 — refresh) | 1 pass | Checklist + browser | Day plan | — | ADM |
| 8:00–9:30 | NMLS verification (item 1) | Know own status before meeting | Pull NMLS Consumer Access for [MITCHELL_NMLS] and Ready 1100518; screenshot both; note discrepancies | 2 records | Browser | Dated screenshots in evidence/ |
Item 1 done | SYS |
| 9:30–10:00 | Meeting prep | Walk in sharp | Re-read file 20 agenda; star top-5 must-answer questions (IL written confirmation, IHDA path, product menu, comp, OBA) | 5 starred | file 20 | Annotated agenda | — | LRN |
| 10:00–12:00 | Manager/compliance meeting (item 2) | The anchor: unlocks products, scripts, positioning | Run file 20 agenda; record every answer or [OPEN]; request item-4 docs + item-3 written IL confirmation + site fix | 100% agenda covered | file 20 + notes | Completed agenda doc | Item 2 done | LRN |
| 12:00–1:00 | Lunch + recovery | Decompress after high-stakes social block | No calls, no screens required | — | — | — | — | — |
| 1:00–2:30 | Meeting write-up + follow-ups (items 3a/3b) | Lock answers in writing while fresh | Send recap email ("per our meeting…"); file written requests: IL confirmation, stale license-page fix, product docs | 3 emails | Sent recap + 2 requests | Items 3a/3b filed | SYS | |
| 2:30–4:30 | Pilot-list build, part 1 (item 9) | Low-social analytical block after big meeting | Build agent spreadsheet from RE/MAX 10, KW Preferred, CB Southwest, RE/MAX Synergy rosters; add recent-listing hook per name | 15 rows | Sheets + MLS/Zillow public | 15 DNC-scrubbed rows | List rows | REL |
| 4:30–5:00 | Daily debrief | Close the loop | File-14 template; carry [OPEN] items to Tue | 1 entry | Template | Debrief | Debrief done | ADM |
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 7:30–8:00 | Morning routine | Orient | Rates, inbox scan for Ready docs, plan | 1 pass | Browser/email | Day plan | — | ADM |
| 8:00–10:00 | Product-sheet study (items 4/6) | Build the Five Lanes | Read Ready IL sheets as they arrive; draft "Five Lanes" one-pager (Conv $832,750 / FHA $541,287 / VA / DPA-lane-TBD / bank-stmt [UNVERIFIED]) | 1 one-pager | Docs + Claude | Five Lanes v1 | Item 6 draft | LRN |
| 10:00–12:00 | Scenario Desk build (item 8) | The core offer, built while analytical energy is high | Create intake email template + form, SLA statement (ack ≤1 hr / brief ≤4 hrs), brief template, log sheet | 4 artifacts | Docs/Sheets | Scenario Desk v1 | Item 8 done | SYS |
| 12:00–12:45 | Lunch | — | — | — | — | — | — | — |
| 12:45–1:45 | LOS/POS walkthrough (item 5) | Application workflow | Session with ops contact; map click-path app→disclosures→preapproval | 1 session | LOS | Step notes | Item 5 started | LRN |
| 1:45–3:15 | Pilot-list build, part 2 (item 9) | Finish the 30 | Add Lockport + remaining corridor agents; scrub DNC; stage-column set to "wave" | 30 total rows | Sheets | Complete pilot list | Item 9 done | REL |
| 3:15–5:00 | Draft outreach assets (item 10) | Compliance queue moves overnight | Draft call script (IL opener per 815 ILCS 413/15), first-touch email, signature, LinkedIn bio — all with [MITCHELL_NMLS]/1100518/nmlsconsumeraccess.org | 5 drafts | Docs + Claude red-team | Drafts submitted to compliance | Item 10 submitted | SYS |
| 5:00–5:15 | Debrief | Close loop | Template | 1 | Template | Debrief | — | ADM |
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 7:30–8:00 | Morning routine | Orient | Rates; chase compliance approvals politely | 1 email | Approval status | — | ADM | |
| 8:00–8:30 | First role-play (item 12) | Warm up voice before real calls | ChatGPT Advanced Voice: "skeptical listing agent" objection drill | 1×20 min | ChatGPT Voice | Confidence + 2 script fixes | Drill done | LRN |
| 8:30–9:30 | Call prep | Reserved-personality rule: never dial cold-minded | Review first 10 pilot rows; write one personalized opening line each | 10 lines | Sheets | Prepped call sheet | — | REL |
| 9:30–11:00 | Outreach sprint 1 (item 11) — only if script APPROVED | Book first conversations | Manual live calls, IL opener, ask for one hard scenario; voicemail ≤20 sec if no answer | 10 dials | Phone | Bookings + attempt log | Convos booked | REL |
| 11:00–11:45 | Recovery + logging | Decompress; capture while fresh | Log every dial outcome; queue follow-up emails | 10 logged | Sheets/email | Updated tracker | Follow-up completion | ADM |
| 11:45–12:30 | Lunch | — | — | — | — | — | — | — |
| 12:30–2:00 | KPI scorecard + calendars (items 12/13) | Measurement before momentum | Build scorecard (conversations, scenarios, response time, apps, preapprovals, follow-ups, pull-through); create recurring drill blocks | 1 scorecard | Sheets/Calendar | KPI v1 + recurring blocks | Items 12/13 done | SYS |
| 2:00–3:00 | Outreach sprint 2 (item 11) | Finish booking five | Calls to next 8 rows; emails where voicemail was left Day-3 AM | 8 dials | Phone | ≥5 booked total (or documented attempts) | Item 11 done | REL |
| 3:00–4:30 | Zillow decision + Never-Automate List (items 14/15) | Close the 72-hr window analytically | Write Flex "no" memo citing OBA answer; write Never-Automate v1 (no autodialers/RVM/blast texts, human review of briefs, no PII in consumer AI); email to manager | 2 docs | Docs | Memo + list, sent | Items 14/15 done | SYS |
| 4:30–5:00 | 72-hour debrief | Verify the window | Score all 15 items done/open; date every open item | 15 scored | file 10 | 72-hr status report | Checklist closure | ADM |
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 7:30–8:00 | Morning routine | Orient | Rates, inbox, plan | 1 pass | — | Day plan | — | ADM |
| 8:00–9:00 | Product mastery: FHA deep-dive | The $250–380k workhorse | Study FHA limits/MIP/older-stock appraisal triage; build a $320k Oak Forest example at current rates | 1 worked example | Ready docs + Claude | FHA cheat sheet | Drill count | LRN |
| 9:00–9:30 | Role-play | Speak what was studied | Voice drill: explain FHA vs Conventional to a first-time buyer's agent | 1×20 min | ChatGPT Voice | Smoother pitch | Drill count | LRN |
| 9:30–10:45 | Outreach sprint: wave 1 emails | Sequence day-1 touch | Send approved personalized first-touch email to pilot rows 1–10 | 10 emails | 10 sent, logged | Touches on time | REL | |
| 10:45–11:15 | Recovery + logging | Buffer | Log sends; prep afternoon list | — | Sheets | Tracker current | — | ADM |
| 11:15–12:00 | Lunch | — | — | — | — | — | — | — |
| 12:00–1:30 | Scenario drill (written) | Confidence anchor mid-day | Full sample scenario brief: DPA stack on a $300k Tinley buyer (IHDA Access + Cook County DPA + FHLB DPP; no IHDA positioning — internal study only until Ready status resolves) | 1 brief | Claude + calculator | Sample brief for portfolio | Scenario drills | LRN |
| 1:30–2:30 | LOS practice (item 5 finish) | Workflow fluency | Run full dummy application through to TEST preapproval letter | 1 test file | LOS | SOP + test letter | Item 5 done | SYS |
| 2:30–3:30 | First booked conversations | Show up prepared | Hold any Day-3-booked calls/coffees; ask for one hard scenario, not "your business" | 1–2 held | Phone/in person | Conversation notes | Meaningful convos | REL |
| 3:30–4:30 | First-Home Lab groundwork | Content seed | Outline cornerstone piece 1 (DPA stack) + confirm naming-approval request is with Ready | 1 outline | Docs | Outline in compliance queue | Content pipeline | CNT |
| 4:30–5:00 | Debrief | Close loop | Template | 1 | Template | Debrief | — | ADM |
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 7:30–8:00 | Morning routine | Orient | Rates, inbox, plan | 1 pass | — | Day plan | — | ADM |
| 8:00–9:00 | Product mastery: VA + Conventional edges | Differentiation lanes | VA entitlement math; conforming-limit edge cases at $832,750 | 2 worked examples | Docs + Claude | Cheat sheets | Drill count | LRN |
| 9:00–9:30 | Call prep | Prep before dials | Personalize lines for wave-1 call touch (rows 1–10, day-2 of sequence) | 10 lines | Sheets | Call sheet | — | REL |
| 9:30–11:00 | Outreach sprint: wave-1 calls | Sequence touch 2 | Manual calls to rows 1–10; short voicemail; log all | 10 dials | Phone | Log + any bookings | Convos | REL |
| 11:00–11:30 | Recovery | Buffer | Log, breathe, water | — | — | — | — | ADM |
| 11:30–12:15 | Lunch | — | — | — | — | — | — | — |
| 12:15–1:45 | Held conversations / overflow | Meet where booked | Hold booked agent calls; else extra scenario drill | 1–2 | Phone | Notes | Convos | REL |
| 1:45–3:15 | Weekly pipeline review | Institutional habit from week 1 | Walk scorecard: touches sent/held, scenarios, bookings; flag every follow-up due next week with a date | 1 review | Sheets | Next-week follow-up list | All KPIs | SYS |
| 3:15–4:15 | AI/system work | Sharpen tools | Refine scenario-brief template from the week's drills; save best prompts as snippets | 2 improvements | Claude/ChatGPT | Template v1.1 | — | SYS |
| 4:15–4:45 | Debrief | Close loop | Template | 1 | Template | Debrief | — | ADM |
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 8:30–10:30 | Farmers Market walk (Harmony Square, mkt runs 8:00–12:30) | Low-pressure local presence — small-talk in short bursts suits Mitchell | Walk vendors, no pitching; note 2–3 self-employed vendor contacts for future F-lite | 3 contacts noted | Notebook | Contact notes | Community touches | REL |
| 10:30–11:00 | Recovery / drive | Buffer after social block | — | — | — | — | — | — |
| 11:00–12:00 | Weekly after-action review | Learn deliberately | What worked / what to stop / one focus for week 2; adjust assumptions in scorecard | 1 review | Template + Sheets | AAR entry; week-2 tweaks | AAR done | SYS |
| 12:00–1:00 | Scenario study (light) | Analytical close to the week | Read one condo-triage source (Limited Review sunset 2026-08-03; 15% reserve rule 2027-01); note talking points | 1 topic | Browser/Claude | Notes | — | LRN |
Week 1 totals ≈ 45.5 hrs. Time mix: LRN 27% · SYS 24% · REL 20% · ADM 14% · CNT 4% · REV 0% (no live files yet); meetings/reviews absorb the rest. Why: week 1 buys down risk — nothing scales until compliance approvals, product truth, and the Scenario Desk exist. Outreach is deliberately only ~1/5 of the week: two sprints/day max, always prepped, always followed by recovery.
Revised after red-team review (M3/M9/C5): week 2 runs at half-dose — waves of 5, not 10 (rows 11–15 Mon, 16–20 Wed), with the warm entries (Crosstown Hybrid/non-Flex + family intros, pilot rows 1–8 per file 15 §1) already in motion from week 1. Week 3 scales to full waves only if the week-2 daily-debrief energy ratings average ≥6/10 (KPI L14); the full 30 are in motion by ~week 4–5, not week 2 — sustainable beats fast for this specific person. Every Day-1 email leads with an attached synthetic sample brief (file 09 §2.6 sample-brief-first rule). Approval-starved contingency: if approved copy still doesn't exist, this week runs the file-10 holding pattern instead (drills, briefs portfolio, research, facts library) — the wave clock starts when approvals land, and day-7/14/21 escalations apply. Learning stays daily but shrinks to 1 hr; first real scenarios possible but not owed.
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 7:30–8:00 | Morning routine | Orient | Rates, inbox, scan scenario inbox first (SLA!) | 1 pass | Day plan | Response time | ADM | |
| 8:00–8:30 | Manager check-in (recurring, Mon) | Keep [OPEN] items moving | 15–30 min call: approvals status, IL written confirmation, IHDA path, product Qs from drills | 1 call | Phone | Updated open-items list | Open items closed | SYS |
| 8:30–9:30 | Product mastery + role-play | Confidence anchor | Bank-statement basics [UNVERIFIED menu — study generic] + 20-min voice drill | 1+1 | Docs + ChatGPT Voice | Notes | Drill count | LRN |
| 9:30–10:45 | Outreach sprint: wave-2 emails + wave-1 follow-ups | Sequence engine (half-dose) | Send first-touch (sample brief attached) to rows 11–15; LinkedIn connects to wave-1 non-responders | 5 + 8 | Email/LinkedIn | Touches logged | Touches on time | REL |
| 10:45–11:15 | Recovery + logging | Buffer | Log; update stages | — | Sheets | Tracker | — | ADM |
| 11:15–12:00 | Lunch | — | — | — | — | — | — | — |
| 12:00–1:30 | Scenario Desk work | Answer real requests or drill | Real scenarios first (SLA); else drill: Cook-vs-Will tax-payment math on a $400k Lockport vs Orland pair | 1 brief | Claude + calculator | Brief sent/filed | Scenario requests | REV |
| 1:30–2:30 | Booked agent conversations | Depth | Hold calls/coffees booked last week | 1–2 | Phone | Notes + next step each | Meaningful convos | REL |
| 2:30–4:00 | Content batch #1 | Batched, not dribbled | Draft cornerstone: "The $50k stack: IHDA + Cook County DPA + FHLB DPP" (submit to compliance; NOT published until approved; no IHDA-lender positioning) | 1 draft | Docs + Claude | Draft in compliance queue | Content pipeline | CNT |
| 4:00–4:30 | Debrief | Close | Template | 1 | Template | Debrief | — | ADM |
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 7:30–8:00 | Morning routine | Orient | Rates; scenario inbox | 1 pass | — | Plan | Response time | ADM |
| 8:00–9:00 | Product mastery + role-play | Anchor | FHA appraisal-triage cases (older Tinley/Oak Forest stock) + voice drill | 1+1 | Docs + Voice | Notes | Drills | LRN |
| 9:00–9:30 | Call prep | Prep rule | Personalized lines for wave-2 calls | 5 | Sheets | Call sheet | — | REL |
| 9:30–11:00 | Outreach sprint: wave-2 calls + wave-1 due touches | Sequence touch 2 (half-dose) | Manual dials rows 11–15 (scrubbed or office-landline only — SAN rule, file 15 §4); voicemails; wave-1 follow-ups due | 5 dials + due | Phone | Log/bookings | Convos | REL |
| 11:00–11:30 | Recovery | Buffer | Log | — | Sheets | Tracker | — | ADM |
| 11:30–12:15 | Lunch | — | — | — | — | — | — | — |
| 12:15–1:45 | Scenario Desk / drill | Anchor + service | Real requests first; else VA scenario drill | 1 brief | Claude | Brief | Scenarios | REV |
| 1:45–3:00 | Agent conversations | Depth | Hold booked; convert one to in-person coffee near Harlem Ave corridor | 1–2 | Phone/car | Notes | Convos | REL |
| 3:00–4:00 | Follow-up block | Nothing slips | Send useful-asset touch (approved Five Lanes teaser or market note) to every wave-1 agent at that stage | 8 sends | Logged | Follow-up completion | REL | |
| 4:00–4:30 | Debrief | Close | Template | 1 | Template | Debrief | — | ADM |
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 7:30–8:00 | Morning routine | Orient | Rates; scenario inbox | 1 | — | Plan | Response time | ADM |
| 8:00–9:00 | Product mastery + role-play | Anchor | Condo triage: the post-08-03 review regime + voice drill explaining "what just changed" to an agent in 90 sec | 1+1 | Docs + Voice | Condo talking points | Drills | LRN |
| 9:00–9:30 | Send prep | Close the m5 gap; prep rule | Personalize wave-3 emails; queue wave-1 due touches | 5 | Sheets | Send sheet | — | REL |
| 9:30–10:45 | Outreach sprint: wave-3 emails | Half-dose wave in | First-touch emails (sample brief attached) rows 16–20; wave-1 LinkedIn/asset touches due today | 5 + due | Email/LinkedIn | Logged | Touches | REL |
| 10:45–11:15 | Recovery | Buffer | Log | — | Sheets | Tracker | — | ADM |
| 11:15–12:00 | Lunch | — | — | — | — | — | — | — |
| 12:00–1:30 | Scenario Desk / drill | Service | Real first; else bank-statement drill (generic guidelines) | 1 brief | Claude | Brief | Scenarios | REV |
| 1:30–3:00 | Agent conversations / office pop-in | Small-room in-person | One scheduled office visit (single agent or 2–3 person team, not a bullpen blitz) | 1 visit | Car | Notes + scenario ask | Face-to-face | REL |
| 3:00–3:30 | Recovery / drive buffer | After in-person | — | — | — | — | — | ADM |
| 3:30–4:30 | AI/system work | Compounding | Tune ChatGPT Project instructions from week's real objections; update suppression list | 2 updates | ChatGPT/Sheets | Better drills | — | SYS |
| 4:30–5:00 | Debrief | Close | Template | 1 | Template | Debrief | — | ADM |
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 7:30–8:00 | Morning routine | Orient | Rates; scenario inbox | 1 | — | Plan | Response time | ADM |
| 8:00–9:00 | Product mastery + role-play | Anchor | DPA-lane deep work: what Ready permits TODAY (seller credits, gifts, Cook County DPA pairing) + drill | 1+1 | Ready docs + Voice | DPA-permitted map | Drills | LRN |
| 9:00–9:30 | Call prep | Prep rule | Lines for wave-3 calls | 5 | Sheets | Call sheet | — | REL |
| 9:30–11:00 | Outreach sprint: wave-3 calls + due touches | Touch 2 (half-dose) | Dials rows 16–20 (SAN rule applies); wave-1/2 due touches | 5 dials + due | Phone | Log/bookings | Convos | REL |
| 11:00–11:30 | Recovery | Buffer | Log | — | Sheets | Tracker | — | ADM |
| 11:30–12:15 | Lunch | — | — | — | — | — | — | — |
| 12:15–1:45 | Scenario Desk / drill | Service | Real first; else FHA/DPA combined case | 1 brief | Claude | Brief | Scenarios | REV |
| 1:45–3:15 | Agent conversations | Depth | Hold booked calls/coffees | 2 | Phone | Notes | Convos | REL |
| 3:15–4:30 | Content batch #2 | Batch | Turn cornerstone draft into 2 short derivatives (agent-facing one-pager + social post) — all to compliance | 2 drafts | Docs | Queue +2 | Content | CNT |
| 4:30–5:00 | Debrief | Close | Template | 1 | Template | Debrief | — | ADM |
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 7:30–8:00 | Morning routine | Orient | Rates; scenario inbox | 1 | — | Plan | Response time | ADM |
| 8:00–9:00 | Product mastery + role-play | Anchor | Weakest topic from the week (self-graded) + drill | 1+1 | Docs + Voice | Notes | Drills | LRN |
| 9:00–9:30 | Follow-up prep | Close the m5 gap; prep rule | List every touch due; personalize each | all due | Sheets | Prep sheet | — | REL |
| 9:30–10:45 | Outreach sprint: follow-ups only | Sequence discipline | Every wave-1/2/3 touch due today (calls, voicemails, LinkedIn) | all due | Phone/LinkedIn | Zero overdue | Follow-up completion | REL |
| 10:45–11:15 | Recovery | Buffer | Log | — | Sheets | Tracker | — | ADM |
| 11:15–12:00 | Lunch | — | — | — | — | — | — | — |
| 12:00–1:00 | Scenario Desk / drill | Service | Real first; else drill | 1 | Claude | Brief | Scenarios | REV |
| 1:00–2:30 | Weekly pipeline review | Ritual | Scorecard walk; stage every one of 30 agents; book next week's conversations | 1 review | Sheets | Next-week plan | All KPIs | SYS |
| 2:30–3:30 | Compliance check-in block | Approvals current | Status all queued items (content, scripts); log approvals received | 1 pass | Approval log | — | SYS | |
| 3:30–4:30 | Buffer | Slack absorbs the week | Overflow: missed follow-ups, live-file tasks, or stop early if clean | — | — | — | — | ADM |
| 4:30–5:00 | Debrief | Close | Template | 1 | Template | Debrief | — | ADM |
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 8:30–10:00 | Farmers Market | Recurring visibility | Walk market; one deliberate intro (vendor or agent seen there) | 1 intro | — | Notes | Community | REL |
| 10:00–10:30 | Recovery | Buffer | — | — | — | — | — | — |
| 10:30–11:30 | After-action review | Learn | AAR template; set week-3 single focus | 1 | Template | AAR entry | AAR | SYS |
| 11:30–1:00 | Open-house scouting | Prep for week-3/4 field days | Pick 2 target open houses for next Sat from A-candidate agents; ask permission to stop by | 2 identified | Zillow/email | Sat-3 plan | Face-to-face pipeline | REL |
Week 2 totals ≈ 44–45 hrs (half-dose waves trim sprint load; the freed time absorbs into drills and brief-portfolio work). Mix: REL ~28% · LRN 19% · REV 11% (scenario service) · SYS 16% · CNT 7% · ADM 17–19%. Why the shift: approvals now exist, so relationship work rises — but at half-dose (red-team M9): a reserved newcomer's sustainable ramp is proven by week-2 energy data, not assumed. Learning drops to a fixed daily hour; scenario service appears as real requests arrive.
Rows 21–30 enter in week 3 at full waves only if the week-2 debrief energy average (L14) is ≥6/10 AND follow-up completion (L10) is ≥90%. If either fails, week 3 repeats the half-dose pattern with rows 21–25 and the after-action diagnoses dose vs. message before any scaling. This gate exists because the failure mode is quiet sprint-skipping in week 3, logged as a volume problem and "treated" with more volume (red-team M9).
Warm entries and waves 1–3 mid-sequence; rows 21–30 enter this week only if the week-3 gate above passed (else half-dose repeat). First in-person Saturday field day; content pieces clear compliance and start publishing.
Mon–Fri follow the Week-2 daily skeleton with these substitutions (all else identical, same times/columns):
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 8:30–9:30 | Farmers Market (short) | Presence | Quick walk; greet knowns | — | — | — | Community | REL |
| 10:00–11:00 | Prep + drive | Never arrive cold | Review both agents' listings, price points, likely buyer profile; print own approved flyer (his flyer only — never fund the agent's materials) | 2 briefs | Docs | Pocket notes | — | REL |
| 11:00–1:00 | Open house #1 support | Face time where agents work | Attend A-candidate agent's open house; be useful with the approved field talk track only: process, DPA program structure, tax anatomy, "I'll send you the compliant worked example" — NO live rate/payment quoting (red-team M5.3: live payment math = unapproved rate content one screenshot from Reg Z exposure; payment illustrations only via F3's approved-assumptions process) | 1 visit | Printed flyer (own, approved) | Agent thank-you + 1 scenario ask | Face-to-face | REL |
| 1:00–1:45 | Lunch/recovery alone | Social battery | — | — | — | — | — | — |
| 1:45–3:15 | Open house #2 | Second rep | Same play, second agent | 1 visit | — | Notes | Face-to-face | REL |
| 3:15–3:45 | Log + debrief + AAR (short) | Capture | Log both visits; 20-min AAR; Sunday fully off | 1 | Template | AAR | AAR | SYS |
Week 3 totals ≈ 46.5 hrs. Mix: REL 36% · REV 15% · LRN 13% · CNT 9% · SYS 13% · ADM 14%. Why: the pilot sequence is mid-flight — depth beats breadth; live borrower work starts claiming protected buffer time; learning continues shrinking as competence is now rehearsed on real files.
14-day sequences complete for the warm entries and waves 1–3 (rows 1–20); rows 21–30 are mid-sequence (they entered week 3 per the gate) and close in week 5. Week ends with the Day-30 gate review (file 11) — graded against the re-based targets, on the agents actually entered, not the full 30.
Mon–Fri follow the Week-2 skeleton with these substitutions:
Week 4 totals ≈ 46 hrs. Mix: REL 32% · REV 18% · SYS 17% · LRN 11% · CNT 8% · ADM 14%.
| Category | W1 | W2 | W3 | W4 | Direction & reason |
|---|---|---|---|---|---|
| Learning | 27% | 17% | 13% | 11% | Front-loaded; becomes a fixed daily anchor hour, then maintenance. Confidence is built early so outreach never runs ahead of competence. |
| Systems | 24% | 15% | 13% | 17% | Big build week 1; steady ritual (reviews, compliance) after; W4 bump = gate prep + SOPs. |
| Relationship | 20% | 33% | 36% | 32% | The ramp: waves launch W2, deepen W3, close W4. Never exceeds ~⅓ of hours — sprints with prep and recovery, by design. |
| Revenue (scenarios, borrowers, files) | 0% | 11% | 15% | 18% | Grows only as real demand appears; buffer blocks protect it. |
| Content | 4% | 7% | 9% | 8% | Batched; gated on compliance approval, so it trails the queue. |
| Admin | 14% | 17% | 14% | 14% | Includes recovery/logging blocks — the cost of sustainable sprints, budgeted honestly. |