Prepared 2026-07-22. Figures verified as of this date unless marked otherwise.
Recurring week starting week 5 (i.e., [WEEK_1_START_DATE] + 28 days). No hardcoded dates. All outbound calls/texts inside 9:30 AM–6:00 PM (legal window 8 AM–9 PM; we stay inside it). Sunday: off, or one optional 30-min planning block (7:00–7:30 PM).
Personality design carried forward: outreach = 60–90 min prepped sprints with recovery after; analytical work (scenario briefs, file work) anchors mid-day confidence; content batched into two blocks; in-person = small rooms and one field Saturday; the manager check-in and reviews are fixed rituals.
Categories: REV revenue · REL relationship · LRN learning · CNT content · SYS systems · ADM admin. Columns: Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat.
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 7:30–8:00 | Morning routine | Deliberate start | Rates check; scenario inbox FIRST (SLA); top-3 for the day | 1 pass | Email/browser | Day plan | Response time | ADM |
| 8:00–8:30 | Manager check-in (fixed) | Escalations, pricing, open items | 15–30 min call; bring live-file questions + one process question | 1 call | Phone | Open-items list updated | Items closed | SYS |
| 8:30–9:30 | Live-file block | Files move first | Work every active application: conditions, doc chases, status notes to agents/borrowers | all active files | LOS | Files advanced; statuses sent | Pull-through | REV |
| 9:30–10:45 | Outreach sprint (new) | Fill the top | Prepped calls/emails: new agents (B-tier replacement candidates) + reactivation touches | 8–10 touches | Phone/email | Logged touches | Convos | REL |
| 10:45–11:15 | Recovery + logging | Sprint hygiene | Log outcomes; queue follow-ups | all logged | Sheets | Tracker current | Follow-up completion | ADM |
| 11:15–12:00 | Lunch | — | — | — | — | — | — | — |
| 12:00–1:30 | Scenario Desk block | Core offer | Answer real scenarios inside SLA; if none, 1 drill on weakest product | 1–2 briefs | Claude + calculator + human review | Briefs sent | Scenario requests, SLA | REV |
| 1:30–2:30 | Agent conversations | Depth | Hold booked calls; every call ends with a scenario ask | 2 held | Phone | Notes + next steps | Meaningful convos | REL |
| 2:30–4:00 | Content batch #1 | First-Home Lab cadence | Draft/publish per editorial calendar (DPA stack, tax math, condo triage, F-lite if GO); all through compliance | 1 piece moved | Docs + Claude | Draft or publish | Content pipeline | CNT |
| 4:00–4:30 | Buffer | Absorb overflow | Live-file surprises or overdue follow-ups; stop early if clean | — | — | — | — | ADM |
| 4:30–5:00 | Daily debrief | Close loop | File-14 template | 1 | Template | Debrief | Debrief done | ADM |
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 7:30–8:00 | Morning routine | Orient | Rates; scenario inbox; plan | 1 | — | Plan | Response time | ADM |
| 8:00–9:00 | Product mastery + role-play | Fixed anchor hour | 30-min study (rotating: guideline changes, overlays, F-lite topics) + 20-min ChatGPT Voice drill | 1+1 | Docs + Voice | Notes | Drill count | LRN |
| 9:00–9:30 | Call prep | Never dial cold | Personalize lines for the sprint list | 8–10 | Sheets | Call sheet | — | REL |
| 9:30–11:00 | Outreach sprint (follow-up) | Sequence discipline | All follow-up touches due: calls, short voicemails, LinkedIn, asset sends | all due | Phone/LinkedIn | Zero overdue | Follow-up completion | REL |
| 11:00–11:30 | Recovery + logging | Hygiene | Log | — | Sheets | Tracker | — | ADM |
| 11:30–12:15 | Lunch | — | — | — | — | — | — | — |
| 12:15–1:45 | Live-file + preapproval block | Analytical mid-day anchor | Applications, preapproval support, doc reviews; borrower calls as needed (within window) | all active | LOS/phone | Files advanced | Apps, preapprovals | REV |
| 1:45–3:00 | Agent conversations | Depth | Booked calls/coffees; A-tier gets bespoke value (mini market note, condo pre-screen) | 2 | Phone | Notes | Convos | REL |
| 3:00–4:00 | Borrower intake block | Buyer top-of-funnel | Inbound borrower calls/callbacks; intake script; docs list sent same day | as booked | Phone + intake form | Intakes logged | Applications | REV |
| 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 | Study + voice drill (objection of the week from real calls) | 1+1 | Docs + Voice | Notes | Drills | LRN |
| 9:30–10:45 | Outreach sprint (new) | Fill the top | Prepped new-agent touches; wave replacements for churned C-tier | 8–10 | Phone/email | Logged | Convos | REL |
| 10:45–11:15 | Recovery | Hygiene | Log | — | Sheets | Tracker | — | ADM |
| 11:15–12:00 | Lunch | — | — | — | — | — | — | — |
| 12:00–1:30 | Scenario Desk block | Core offer | Real scenarios inside SLA; else drill | 1–2 briefs | Claude + review | Briefs | Scenarios, SLA | REV |
| 1:30–3:00 | In-person block (small-room) | Face time | One office visit or 2 coffees near Harlem Ave corridor; scheduled, prepped | 1–2 | Car | Notes + scenario asks | Face-to-face | REL |
| 3:00–3:30 | Recovery / drive buffer | After in-person | — | — | — | — | — | ADM |
| 3:30–4:30 | AI/system work | Compounding | Improve one system: templates, prompts, intake forms, scorecard automations, AI SOP upkeep | 1 improvement | Claude/ChatGPT/Sheets | Shipped tweak | — | 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 | Live-file block | Files first | Conditions, chases, agent status notes | all active | LOS | Advanced | Pull-through | REV |
| 9:00–9:30 | Call prep | Prep rule | Sprint list personalization | 8–10 | Sheets | Call sheet | — | REL |
| 9:30–11:00 | Outreach sprint (follow-up) | Discipline | All due touches; book next week's conversations | all due | Phone | Zero overdue; bookings | Follow-ups, convos | REL |
| 11:00–11:30 | Recovery | Hygiene | Log | — | Sheets | Tracker | — | ADM |
| 11:30–12:15 | Lunch | — | — | — | — | — | — | — |
| 12:15–1:45 | Scenario Desk block | Core offer | Real inside SLA; else drill | 1–2 | Claude | Briefs | Scenarios | REV |
| 1:45–3:15 | Content batch #2 | Cadence | Derivatives from cornerstone; workshop prep (monthly small-room First-Home workshop ≤15 seats); all to compliance | 2 items | Docs | Queue moved | Content | CNT |
| 3:15–4:15 | Borrower/preapproval support | Buyer service | Preapproval packages, DPA eligibility checks (no IHDA positioning unless Ready approved by then) | as active | LOS | Letters/checklists | Preapprovals | REV |
| 4:15–4:45 | 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 study + drill | 1+1 | Docs + Voice | Notes | Drills | LRN |
| 9:30–10:30 | Outreach sprint (short) | Clean finish | Final follow-ups due this week; thank-yous to agents who sent scenarios | all due | Phone/email | Zero overdue | Follow-ups | REL |
| 10:30–11:00 | Recovery | Hygiene | Log | — | Sheets | Tracker | — | ADM |
| 11:00–12:00 | Live-file block | Weekend-proofing | Push every file to a clean state; status notes out so nobody chases him Saturday | all active | LOS | Statuses sent | Pull-through | REV |
| 12:00–12:45 | Lunch | — | — | — | — | — | — | — |
| 12:45–2:15 | Weekly pipeline review (fixed) | The ritual | Walk scorecard: every agent's tier/stage, every file's stage, every scenario's SLA; flag stuck >5 days; set next week's targets | 1 review | Sheets | Next-week plan | All KPIs | SYS |
| 2:15–3:00 | Compliance check-in block (fixed) | Stay clean | Review week's marketing/touches vs 1050.940 + RESPA; submit new items; log approvals | 1 pass | Email/log | Compliance log entry | Zero exceptions | SYS |
| 3:00–4:00 | Buffer | Absorb the week | Overflow work; else early stop (this is the flex that keeps 47 hrs honest) | — | — | — | — | ADM |
| 4:00–4:30 | Debrief | Close | Template | 1 | Template | Debrief | — | ADM |
| Start–End | Activity | Purpose | Exact action | Target | Tool | Output | KPI | Cat |
|---|---|---|---|---|---|---|---|---|
| 8:30–9:30 | Farmers Market (seasonal, Sat 8:00–12:30 Harmony Square; winter: chamber coffee or skip) | Recurring low-pressure presence | Walk, greet, one deliberate conversation | 1 convo | — | Notes | Community | REL |
| 10:00–12:00 | Open-house support (2–3 Sats/mo) | Field time where agents work | Attend A-tier agent's open house, prepped; own approved flyer only (RESPA: never fund the agent's materials); field talk track = process/DPA/tax anatomy, NO live rate/payment quoting (red-team M5.3 — payment illustrations only via F3's approved process) | 1 visit | Approved flyer | Agent goodwill + scenario ask | Face-to-face | REL |
| 12:00–12:30 | Recovery | Social battery | Lunch alone | — | — | — | — | — |
| 12:30–1:15 | Weekly after-action review (fixed) | Learn deliberately | AAR: worked/stop/one focus; update assumptions | 1 | Template | AAR entry | AAR done | SYS |
| 1:15–2:00 | Golf/chess/community slot (optional, ~2 Sats/mo) | Strategic only | Odyssey golf w/ agent or chamber contact, or Orland Library chess (Mon 1–3 alternative) — only when a named relationship justifies it; else end at 1:15 | 1 justified outing | — | Relationship note | Community | REL |
Version A weekly hours: ≈47 (Mon 8.5, Tue 8.25, Wed 8.5, Thu 8.5, Fri 8.25, Sat 5, Sun 0–0.5).
| Category | % | Hours | Why |
|---|---|---|---|
| Relationship | 30% | ~14 | The engine: 2 sprints/day equivalent + in-person + Saturday field. Capped at ~⅓ so every sprint keeps its prep and recovery — the reserved-personality ceiling that keeps quality high. |
| Revenue (files, scenarios, borrowers) | 25% | ~12 | Scenario Desk is the offer AND revenue path; live files get first claim each morning it matters (Mon/Thu/Fri) plus buffer. Grows by eating buffer, then REL-new, as closings scale. |
| Systems | 13% | ~6 | Fixed rituals: manager check-in, pipeline review, compliance block, AAR, one improvement/wk. Small but non-negotiable — this is what makes weeks repeatable. |
| Learning | 9% | ~4 | Down from 27% in week 1 to a maintenance anchor: daily-ish hour of study + role-play. Placed at 8 AM to build confidence before social blocks. |
| Content | 8% | ~4 | Two batch blocks. Enough for 2 pieces/mo + workshop prep; more would outrun compliance review anyway. |
| Admin (incl. recovery/logging, buffer, debriefs) | 15% | ~7 | Honest budgeting of sprint recovery and buffer. Cutting this is how burnout and sloppy logs happen; it stays. |
For weeks when Mitchell needs sustainability (family demands, energy management) or as the permanent calendar if 47 hrs proves unsustainable. Principle: protect revenue and rituals; cut breadth, not depth.
What gets cut, and why: 1. One new-outreach sprint/wk cut (Mon or Wed) — new-agent breadth is the most deferrable activity; A-tier depth drives near-term revenue. 2. Content halved (one batch block) — cadence drops to ~1 piece/mo; content compounds slowly, so pausing costs least. 3. Saturday shrinks to ~3 hrs (market OR open house, not both; open house 2×/mo max) — field time is high-value but highest social cost. 4. AI/system work bi-weekly instead of weekly. 5. Golf/chess drops entirely unless it replaces (not adds to) an in-person block. 6. Buffer/recovery NOT cut — cutting recovery in a lighter week defeats its purpose. 7. Never cut: live-file work, Scenario Desk SLA, manager check-in, pipeline review, compliance block, AAR, daily debrief, morning scenario-inbox check.
| Start–End | Mon | Tue | Wed | Thu | Fri |
|---|---|---|---|---|---|
| 8:00–8:30 | Morning routine + scenario inbox (ADM) | Same (ADM) | Same (ADM) | Same (ADM) | Same (ADM) |
| 8:30–9:00 | Manager check-in (SYS) | Product study + role-play 8:30–9:30 (LRN) | Live files (REV) | Product study + role-play 8:30–9:30 (LRN) | Live files (REV) |
| 9:00–9:30 | Live files (REV) | ↑ | Call prep (REL) | ↑ | Call prep (REL) |
| 9:30–11:00 | Outreach sprint — follow-ups + A-tier only (REL) | Live-file + preapproval block (REV) | Outreach sprint — new + follow-ups mixed (REL) | Outreach sprint — follow-ups, book next wk (REL) | Short sprint 9:30–10:30 — closes + thank-yous (REL) |
| 11:00–11:30 | Recovery + log (ADM) | Borrower intakes (REV) | Recovery + log (ADM) | Recovery + log (ADM) | Recovery + log (ADM) |
| 11:30–12:15 | Lunch | Lunch | Lunch | Lunch | Lunch |
| 12:15–1:45 | Scenario Desk (REV) | Agent conversations ×2 (REL) | Scenario Desk (REV) | Scenario Desk (REV) | Pipeline review 12:15–1:30 (SYS) |
| 1:45–2:45 | Content batch (single weekly block, Mon only) (CNT) | Live files (REV) | In-person block 1:45–3:00, one visit (REL) | Content/workshop prep OR AI-systems (alternating wks) (CNT/SYS) | Compliance check-in 1:30–2:15 (SYS) |
| 2:45–3:15 | Buffer (ADM) | Debrief 2:45–3:00 (ADM) | Recovery + debrief 3:00–3:30 (ADM) | Buffer (ADM) | Buffer 2:15–2:45 (ADM) |
| 3:15–3:30 | Debrief (ADM) | END 3:00 | END 3:30 | Debrief 3:15–3:30 (ADM) | Debrief 2:45–3:00 (ADM) |
Days end 3:00–3:30 PM. All outbound still inside 9:30 AM–6:00 PM.
| Start–End | Activity | Cat |
|---|---|---|
| 8:30–9:30 | Farmers Market OR drive to open house (alternating) | REL |
| 10:00–11:30 | Open house support (2×/mo) OR skip to AAR | REL |
| 11:30–12:15 | Weekly after-action review (fixed, never cut) | SYS |
Version B weekly hours: ≈37 (Mon 7, Tue 6.5, Wed 7, Thu 7, Fri 6.5, Sat 3, Sun 0–0.5).
| Category | % | Hours | vs Version A |
|---|---|---|---|
| Revenue | 30% | ~11 | Share UP (25%→30%): absolute hours nearly held — files and SLA are untouchable. |
| Relationship | 27% | ~10 | Down ~4 hrs: one sprint cut, Saturday halved, golf/chess gone. Depth (A-tier, in-person weekly) preserved. |
| Systems | 14% | ~5 | Rituals intact; improvement work bi-weekly. |
| Learning | 8% | ~3 | 2 anchor mornings instead of 3. |
| Content | 5% | ~2 | One batch block; cadence 1 pc/mo. Slowest-compounding asset takes the cut. |
| Admin/recovery/buffer | 16% | ~6 | Proportionally protected — a lighter week must actually be lighter. |
Switching rule: run Version A by default. Drop to Version B for a declared week (decided at Friday pipeline review, not mid-week) when: ≥3 live files in processing simultaneously, or two consecutive weeks of missed debriefs/AARs, or personal demand spikes. Return to A the following Monday unless re-declared.