Coaching Program System & Automation 

Client: Rose De George, Real Estate Productivity Coach at Keller Williams

• Centralized productivity tracking for 86+ coaching clients

• Built a scalable Career Seminar funnel with attendee segmentation

• Automated Mailchimp workflows (sign-ups, reminders, no-show follow-ups, nurturing)

• Streamlined onboarding + lead management for the KSCORE program

Results:

• Seminar registrations grew from 10–15 to 100+

• Event attendance increased from 1–2 to 30–40

• Attracted licensed agents into the coaching program

• Freed Rose’s time to focus on coaching and mentorship

Overview

Rose De George is a Productivity Coach at Keller Williams, leading the development of real estate agents through group coaching, accountability programs, and the KSCORE education initiative.

With 86+ active coaching clients, growing seminar attendance, and multiple lead sources, Rose needed a structured backend system to keep everything organized and scalable, without sacrificing her time for coaching and mentorship.

Objectives

• Centralize client tracking for 80+ active coaching clients

• Build an automated system for seminar marketing and follow-ups

• Streamline onboarding and lead management for KSCORE participants

• Free up Rose’s time to focus on leadership and agent development

Challenges

As the KSCORE and productivity programs expanded, Rose faced:

• Manual tracking of client progress and sessions across multiple spreadsheets

• Disconnected registration and reminder systems for seminars

• Inconsistent communication with attendees and no-show leads

• Limited visibility into which participants converted into active coaching clients
  
  

Deliverables

• Centralized Coaching Dashboard: Created a system to track progress, sessions, and follow-ups for 86+ agents in one place

• Career Seminar Funnel: Built an end-to-end signup and segmentation system to track licensed agents vs. new learners

• Mailchimp Automations: Designed automated workflows for sign-ups, confirmations, reminders, no-show follow-ups, and nurturing

• KSCORE Lead Management: Streamlined the intake and onboarding process for new program participants
  
  

Outcome

• Seminar Registrations: Increased from 10–15 to 100+ per event

• Event Attendance: Grew from 1–2 to 30–40 attendees per session

• Client Conversion: Attracted licensed agents into the productivity coaching program

• Time Freedom: Freed Rose’s schedule to focus on mentorship, strategy, and agent success
  
  

Impact

This collaboration built the foundation for a scalable, automated coaching system at Keller Williams. With structured funnels, centralized tracking, and streamlined communication, Rose can now spend less time managing logistics, and more time helping agents achieve measurable growth and success.