KPT LAB: Make It Happen | Build Your 2027

Description

In this KPT LAB, we’ll work through how you’ll reach the right customers, follow up on opportunities, and move your business priorities forward during the first 90 days of 2027.

I’m bringing in the planning and relationship-building practices I used as I grew my mortgage business into a top 1% practice. We’ll apply them through easy-to-follow exercises, then spend the afternoon creating something you can use when January arrives.

That might be a marketing calendar, referral plan, outreach messages, launch checklist, or a 90-day action plan with time already reserved on your calendar.

I’m personally inviting 20 women whose goals I know, bringing together people whose experiences, perspectives, and connections can help each other move forward. The first 12 to register for this lab will have a seat. You’ll have opportunities to exchange ideas, ask for help, and leave with relationships that can support your progress beyond the day.

What you’ll work toward:

• Two focused approaches to generating business.
• A clear next step for interested customers and a follow-up plan.
• Three priorities for January–March.
• Monthly milestones and manageable weekly actions.
• Progress on a practical marketing or execution project.

AGENDA:

9:00–9:30 | Welcome and reflection
Review your direction for 2027 and identify what needs to happen first. Returning participants can share what they’ve tested or changed.

9:30–10:30 | How will you bring in business?
Choose focused marketing, outreach, or relationship-building activities. Define how you’ll invite people to take the next step and follow up.

10:30–10:45 | Break

10:45–11:30 | Build your first 90 days
Choose three priorities, set monthly milestones, and identify weekly actions you can consistently complete.

11:30–Noon | Feedback and your afternoon project
Check your plan with a partner and choose a concrete deliverable to work on.

Noon–1:00 | Lunch on your own

1:00–2:15 | Focused coworking
Build your marketing calendar, outreach messages, referral plan, or 90-day schedule. Kim will be available for questions and brief guidance.

2:15–2:30 | Break and optional check-in

2:30–3:45 | Continue building
Develop your project, schedule the work, and make your next steps clear.

3:45–4:00 | Commit and connect
Capture your progress, schedule your first action, and arrange an optional accountability check-in with another participant.

DETAILS

Bring your laptop and charger, calendar, current offers, and any goals or planning notes you already have. You don’t need a polished business plan to participate.

You do not need to have attended the October or November labs.

This session stands on its own.We’ll continue quarterly in 2027 to review results, address challenges, and keep building together.