Finish line

• Master Contacts.csv saved and sorted, with every "Likely" confirmed
• Closings found for every year
• Every year checked in Step 3, and every Double-check deal looked at
• Bonuses done: every platform merged, Facebook and Instagram checked, and birthdays added
• Contacts.csv and Closing History.csv created
• Imported into your CRM, with 10 contacts spot-checked
• All your files saved in your own storage
• A weekly database clean-up on your calendar

"Save your contact CSV files in Dropbox or whatever you decided to use as your Centralized Storage."

— Rebecca Green

"Put this on your calendar every week as 'Database Clean-Up – 30 mins.' Treat it like a client appointment. Set a timer. Do it with coffee. Make it a ritual."

— Rebecca Green

You just did the thing most agents put off for years. This was one piece.

The CEO Agent Academy is the whole system: Database Mastery to keep this list clean and growing, Onboarded to set up your AI, the full CEO Agent OS™, your AI team (Avery, Becky, and Cami), and live coaching every month.

Stop chasing production. Start building a business.

Get the whole CEO Agent OS™ for $297 a year. Join the CEO Agent Academy

Hit a snag? Troubleshooting is next.