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1 Page Business Generation Plan

By Garrett Bell / January 28, 2026

Top view of a red motorboat with fishermen navigating open turquoise waters.

Getting Started

7

Getting Started Guide
Mission, Vision & Core Values
Office Policies & Expectations
Tech Setup
Staff Contacts & Bios
Training Calendar & Meetings
Denovo Social Media Policy

CRM & Tech

17

Sierra Interactive CRM Overview
Getting Started with Sierra
Sierra Lead Status Definitions
Creating & Managing Contact Templates
Using Contact Templates for Emails and Text Messages
Using the Call List to Call Leads in a Sequence
Using the Dialer to Place a Call to a Lead
Using the Dialer to Send a Text to a Lead
Connect to the Sierra Dialer in Your User Profile to Make & Receive Calls, Record Voicemails, & More
How to Create a Tracking Link and Squeeze Page
Reducing Texting Overages: Understanding Text Segments, SMS, and MMS with Sierra’s Dialer
Record an Incoming Voicemail Greeting for Your User Account
Activate the Sierra Dialer for Your Account (Manager Level)
Using Favorite Saved Searches to Create E-Alerts & Market Updates
Market Updates for Seller Leads
Enabling and Using Drip Email Campaigns
Advanced Lead Search and Smart Filters

Marketing & Lead Gen

13

1 Page Business Generation Plan
Marketing Support & Materials
Lead Capture & Landing Pages
Google PPC & Local Service Ads
Social Media & Past Client Marketing
Agent Websites & Custom Domains
Xara Cloud Platform
Branded Merchandise & Swag
World‑Class Client Experience & Referrals
Lead Sources & Lead Capture
Selecting a Target Market & Crafting Your Message
Marketing Audit & Plan
Marketing Hub & Resources

Referral & Partner Networks

2

LeadingRE at Denovo Realty
NovaVista Property Management

Transaction Management - Sisu & Transaction Desk

8

Transaction Coordination & Processes
How do I set goals in Sisu?
Personal Dashboard Overview
Default Settings In Your User Account
Sisu Transaction Management
Downloading the Sisu Mobile App
Uploading, Downloading & Emailing Documents
Using The Transaction Stages & Statuses Boards

Productivity

18

5 Productivity Hacks
Agent Efficiency & Focus Worksheet
Best Practices GTD for Real Estate
Denovo Realty | Where to Start: GTD for Real Estate Agents
Email Management
Four Discliplines of Execution – Short Individual Summary
Get Organized Using GTD Method
Goal Setting Tips
Business Generation Plan Instructions
AI to Improve Your Real Estate Business
SOI Past Client Marketing
7 Levels of Communication
Profit First for Real Estate Agents
Warren Buffett’s “2 List” Strategy
Time Blocking for Real Estate Agents
The Ivy Lee Method
The Four Disciplines of Execution
Setting Goals by James Clear

Downloads

3

Leading RE Downloads
Buyer & Seller Booklets
Logos

1 Page Business Generation Plan

Leading RE Downloads

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