Join The Intentional Agent Mastermind

Our mastermind sessions are curated to provide valuable insights, strategies, and tools that are essential for your professional and personal growth. We focus on a wide range of topics including business development, time management, self-care, and leadership.

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Master the market, elevate your life, and build a business with purpose.

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Month 1: Clarity, Confidence & Goal Setting

• Personal Growth: Identifying strengths, defining success, and personality profiles

• Business Strategy: Setting clear business and life goals, time-blocking for success

• Worksheet: Clarity & Success Roadmap – Define your why and set SMART goals. Create a time management structure.

• Homework: Discuss plan with partner and revise.

 

Month 2: Communication, Influence & Client Relationships

• Personal Growth: Understanding personality styles (DISC), improving communication, and overcoming fear of closing the deal.

• Business Strategy: Building strong client relationships, mastering negotiations, and creating referral-based business

• Worksheet: DISC Communication Guide – Identify your style and learn how to adjust for better client interactions

• Homework: Identify key areas where communication is difficult: with family, with partner, with clients.

 

Month 3: Marketing, Branding & Business Growth

• Personal Growth: Overcoming imposter syndrome and embracing visibility

• Business Strategy: Personal branding, social media strategies, and networking for business growth according to skill and temperament

• Worksheet: Brand & Marketing Blueprint – Define your brand message, create a content strategy, and outline your visibility plan. Improve web presence.

• Homework: Improve low hanging fruit web presence

 

Month 4: Money Mastery & Business Systems

• Personal Growth: Developing a healthy money mindset, managing finances with confidence

• Business Strategy: Budgeting for profitability, tracking expenses, and implementing efficient business systems

• Worksheet: Financial Freedom & Business Systems Plan – Income planning, budget templates, and automation checklist

• Homework: Personal Budget, Business Budget. Honest problem and success identifier. 

 

Month 5: Avoiding Burnout & Creating Balance

• Personal Growth: Setting boundaries, managing stress, and maintaining energy

• Business Strategy: Streamlining business operations, delegating tasks, and protecting personal time

• Worksheet: Energy & Balance Tracker – Identify stress triggers, create a self-care plan, and set work-life boundaries

• Homework: Identify stressors, Identify joy stealers and joy givers. 

 

Month 6: Leadership, Expansion & Long-Term Success

• Personal Growth: Stepping into leadership, mentoring others, and thinking long-term

• Business Strategy: Scaling your business, exploring new income streams, and legacy planning

• Worksheet: 5-Year Vision & Expansion Plan – Business growth strategies, mentorship opportunities, and long-term goals

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Structure of Program 

• 6 month (April-Oct, July off) 

•  1 Kick off event - Dinner + Half Day Training in April​

• Bi-weekly Office Hours (1 live / 1 private) 

  • 1 live zoom where we talk together

  • 1 2-3 hour office hour period for 20 minute private chats

• Monthly Group Call / Masterclass (topic, worksheet, Q&A session) 

  • Teaching Session

• FB Group 

• 1:1 Coaching Session with Monica (1x during course of program) 

  • This would be in Aug - November to help wrap up challenges discovered that need solutions.