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Q3 2026R: Responsible
A: Accountable
C: Consulted
I: Informed 		Sheet Legend
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Lauched/Live Blocked
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In ProgressNot Started
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In ProgressEnded
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Campaign NameCampaign BucketConversion TypeProduct/TierPersona TargetFunnel StagePaid?Build StartEvent DateCampaign StartCampaign EndProposed Launch Date Launched Y/N In Asana
Y/N 		Admixt LiveR.A.C.I Video Expected Y/N BriefLanding Page URLLisa's NoteRegistration List
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Promotions
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Summit Coaching Offer Tom Ferry's AUTHORITY STACKCoachingAppointmentElite, Team Growth, Inner CircleAllBottomYesJuly8/3/20268/6/20269/30/2026YesYes
R: Lisa/Amber
A: Rj, Kevin, Michael, Dani, Paul, Brittany
C: Stephanie
I: Growth Team
2026 Summit Coaching Offer — Brief
tomferry.com/authority-deal-consultation
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Team Coaching Promotion (Continued from Q2)CoachingAppointmentTeam GrowthEnterpriseBottomYes7/1/20268/2/2026YesYes
Team eWebinar Coaching Demo Marketing Brief
https://www.tomferry.com/team-deal-consultations/
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Elite Coaching Offer (Continued from Q2)CoachingAppointmentEliteUrgentBottomYes7/1/20268/2/2026YesYes
Q2 Elite Coaching Promo Marketing Brief
https://www.tomferry.com/elite-deal-consultation/
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Pivot Founder's Deal ($99/Month)TrainingSubscriptionPivotFoundationBottomYesOngoingOngoingYesYes
Subscription Product LAUNCH Marketing Brief
https://www.tomferry.com/real-estate-training/pivot/
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(Pivot) Listing Velocity Domain Authority Pivot Pivot FoundationBottom Yes8.148.28TBD 8.28R: RJ
A: Brittany, Paul, Adam,
C: Stepanie
I: Growth Team 		Y
Listing Velocity - Domain Authority TAM Brief
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"Because they had a coach" Authority Stack Authority StackAppointmentAuthority Stack YesAug 108.27No No R: Amber
A: Adam, Paul, Michael, Kevin
C: Stepanie
I: Growth Team 		NTBC Meeting Booker
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"Because they had a coach" SoloCoachingAppointmentSolo Middle YesAug 108.27No No R: Amber
A: Adam, Paul, Michael, Kevin
C: Stepanie
I: Growth Team 		N TBC Meeting Booker
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Lead Gen
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July Coach/Consultant WebinarCoachingLeadUrgentMiddleYesJune7/15/20266/18/20267/15/2026YesYes
Brief: July Webinar | Coach/Consultant
https://www.tomferry.com/real-estate-webinars/webinar-registration-listings-jul-q3-2026/
https://app.hubspot.com/contacts/44439013/objectLists/10273/filters
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Lead Magnet - Solo - Automating the Entire FunnelCoachingLeadSoloUrgentMiddleYesJune7/7/2026YesYes
Tracy Duggan — Automating the Entire Funnel
https://www.tomferry.com/agent-tools/automating-funnel-offer/
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ewebinar Teams EditionCoachingLeadTeamEnterpriseMiddleYesJune8/11/2026No Yes R: Dani/Brittany
A: Brittany , Paul, Rj
C: Stephanie
I: Growth Team
Team eWebinar Coaching Demo Marketing Brief
Brittany to shoot video content for ads. Comms to promote this needed. Getting visibility to this content on the site is tied to Project > eWebinar Selector Page Solo or Team
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ewebinar Solo Version RefreshCoachingAppointmentSoloYesSeptember9/15/2026R: Dani
A: Brittany , Paul, Rj
C: Stephanie
I: Growth Team
Brittany to shoot new video ads. Dani to set up ewebinar. Comms plan needed
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Lead Magnet - Team - AI-Powered Training Ops CoachingLeadTeamEnterpriseMiddleYesJuly8/12/2026YesYes
Kyle Zene-Moore — AI-Powered Training Ops
https://www.tomferry.com/agent-tools/ai-powered-offer/
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Lead Magnet - Solo - Precision Pitching with AICoachingLeadSoloFoundationMiddleYesAugust8/19/2026Yes
Karen Young — Precision Pitching with AI
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Lead Magnet - Solo- Multilingual Content for Every AudienceCoachingLeadTeamEnterpriseMiddleYesAugust9/15/2026Yes
Dianna Villarreal — Multilingual Content for Every Audience
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Lead Magnet - Solo - Local, Loud, and Lightning-Fast CoachingLeadSoloUrgentMiddleYesSeptember9/20/2026Yes
Katie Day — Local, Loud, and Lightning-Fast
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Lead Magnet - Team - Luxury Lifestyle Positioning at Scale CoachingLeadTeamEnterpriseMiddleYesSeptember9/30/2026Yes
Ashley Blackmore — Luxury Lifestyle Positioning at Scale
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Events
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H2 EDGE CommsCoachingEvent TicketAllAllMiddle​Always onR: Stephanie
A: Rj, Kevin, Dani, Paul, Brittany
C: TBC
I: Growth Team
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Aug Jason, Jimmy webinarPartnerRegistrationNoneNoYes R: Stephanie
A: Rj, Kevin, Dani, Paul, Brittany
C: TBC
I: Growth Team
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Sept Webinar - Meganar with TomCoachingLeadAllAllTopNo
2026–2027 Webinar Programming Playbook v2
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Oct Momentum Session - Summit goersCoachingRegistrationAllMiddleNo
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Core Web Pages​
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Inner CircleCoachingForm FillInner CircleEnterpriseMiddleNoliveYesInner Circle Product Brief
https://www.tomferry.com/real-estate-coaching/innercircle/
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Pricing MatrixCoachingmultipleAllAllMiddleNoliveYes
Coaching Pricing/Matrix Web Page
https://www.tomferry.com/real-estate-coaching/plans/
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Our CoachesCoachingmultipleAllAllMiddleNo
Creative Brief: “Meet the Coaches” / Coaching Credibility Page Refresh
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FAQ pageCoachingmultipleAll AllMiddleNo
Creative Brief: Coaching FAQs Page Refresh
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Projects
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Webinar/Offer Confirmation Page OptimizationCoachingAppointmentAllAllMiddleNoAugust8/25/2026
Webinar/Lead Magnet Confirmation Page Optimization Marketing Brief
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FCC Form UpdatesCoachingAppointmentAllAllMiddleNo
Q3 FCC Form and Landing Page Optimization Brief
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New Database Contact Welcome JourneyCoachingAppointmentAllAllTopNoSeptember9/30/2026R: Kevin + Michael
A: Rj, Pooja
C: Amber
I: Growth Team
New_Contact_Journey_Strategic_Brief.docx
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Nurture Series - Segmentation StrategyCoachingLeadAllAllTopNoSeptemberR: Amber + Kevin
A: Rj, Pooja, Michael
C: Stephanie
I: Growth Team
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eWebinar Selector Page Solo or TeamCoachingLeadAllAllMiddleNoAugust8/25/2026
Team eWebinar landing page copy
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YouTube Contact ConversionCoachingLeadAllAllTopNoAugust9/30/2026
Converting our YouTube Audience to Known Contacts
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Coaching Content Investment FrameworkCoachingInsightsAllAllAllNoAugust8/12/2026R: Michael + Amber
A: Rj, Pooja, Michael
C: Stephanie, Consulted
I: Growth Team
Coaching Content Investment Framework
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