Start your 5x Journey
One-on-One Onboarding
Clarity Kickoff (60–90 min)
Goal: lock-in your direction, set realistic targets, and build your personal investor profile.
Self Asset Exercise
What Skills Do You Have
What Experience do you have
Identify your Network
Goal Setting
Map out your game plan and set 30–90 day goals
Create your personal investor profile buy box / criteria
Define your timeline + capacity
Define your target returns + risk tolerance
Clarify your investment strategy
Flip / Buy-n-Hold/ Career path (pick one primary lane)
Credit review support
access + review credit report
identify issues + next steps
referral to pros if needed
Confirm your next actions for the first 7–14 days
Meeting 2: Funding + Business Setup (60–90 min)
Goal: make sure you can actually close—funding path, entity, and support team.
Lender match + pre-approval guidance
Connect to trusted lenders
List of Documents needed + expectations
Pre-approval / terms / DSCR vs hard money vs private money
Entity formation support
LLC basics + structure considerations
Connect with attorney/filing service if needed
Power team connections
introductions to vetted agents, contractors, property managers, etc.
Define your “offer readiness” checklist (what must be in place to write offers fast
Confirm your next actions for the first 7–14 days
Meeting 3: Deal Execution Onboarding (60–90 min)
Goal: give you the tools + training to analyze, track, and move deals forward weekly.
Platform & community access
Private mastermind channels
Calendar of events + calls
Deal collaboration tools
Deal analysis training
Underwriting using real examples
Templates + assumptions rules
Deal packaging basics (for lenders/JV/private money)
Deal tracker setup
Organize leads, offers, follow-up, acquisitions
Weekly activity targets (deals analyzed + offers made)
Set your weekly cadence: what you do every week to create momentum
Meeting 4: 30-Day Progress Check (30 min)
Goal: clean up loose ends, remove blockers, and reset the next 30 days.
Review progress vs your 30-day targets (deals analyzed, offers made, leads generated)
Identify and prioritize open issues (credit, entity, funding, team, tracker usage, confidence gaps)
Fix bottlenecks with clear next steps and owners
Adjust your 30–60 day plan based on what’s working in your market
Confirm weekly commitments and upcoming calls/events to stay on track

