PEAK PORTFOLIO
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PEAK PORTFOLIO
Create a business that works for you today and become an asset tomorrow.
Set measurable business goals and be in a position to sell your business in 84 months.
PORTFOLIO GUIDE
This book will give a clear direction on what every section of the Peak Portfolio dashboard is all about.
SIFTING CRM PROGRAM
Sift your network into three focused lists. Click a card below to open it.
Sift of Introducers
Split into Vendor Contacts and Personal Contacts who can connect you to new business.
2Sift of Golden Goose
Identify the relationships capable of bringing you repeat, high-volume business.
3Sift of Buyers and Sellers
List, tag their motivation, and their score is calculated automatically.
Sift of Buyers and Sellers
List their names and information. Choose their motivation — the score fills in automatically.
| Title | First Name | Last Name | Motivation | Score | How You Know Them | Contact Number | Company (if applicable) |
|---|
Sift of Introducers
Introducers split into two lists. Click a card below to open it.
Vendor Contacts
List their names and information. Choose their motivation — the score fills in automatically.
| Title | First Name | Last Name | Connectors | Score | Notes | Next Contact Date | Contact Number | Company (if applicable) |
|---|
Personal Contacts
List their names and information. Choose their motivation — the score fills in automatically.
| Title | First Name | Last Name | Motivation | Score | How You Know Them | Contact Number | Company (if applicable) |
|---|
Sift of Golden Goose
List their names and information. Choose their motivation — the score fills in automatically.
| Title | First Name | Last Name | Motivation | Score | How You Know Them | Contact Number | Company (if applicable) |
|---|
PEAK PORTFOLIO
Ideally, you should never fall below 5 actives and 2 pendings.
| Period of Coverage | Property Address | Sales Price | Category |
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BUSINESS VALUE PIPELINE
Log every transaction — Account and non-Account — and watch your business valuation build in real time.
| Date of Closing | Client Name | Property Address | Source Attorney | Sales Price | Commission | Category | Type | Cumulative |
|---|
Calculated automatically from your Account transactions above — no manual entry needed.
THINK TANK
Capture new ideas, reflections, and next steps before they slip away.
| Date | Thoughts | Bryan | Plan |
|---|