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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
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.
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
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
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
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
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.