Modules 1–3
Build the database
Create and grow a prospect database you own, with permission-based marketing behind it.
- Database 101
- Gaining permission to market
- Scripts and templates
For brokers in their first two years
Find your first loans. Then build the database that keeps them coming.
Twelve live workshops over six weeks. You'll leave each session having actually done the work — not with a folder of notes you never open again.
The problem
You got accredited. Nobody told you where the clients come from.
Most new brokers spend their first year waiting for referrals that never quite arrive. This series replaces waiting with a system: a database you own, permission to market to it, and a repeatable way to turn conversations into settled loans.
Who it's for
Brokers in their first two years, aggregator-agnostic. Works whether you're at a brokerage or out on your own.
What you'll walk out with
A built database, scripts and templates you've already used, a live social presence and a written 90-day marketing plan.
What it isn't
Not compliance training and not a webinar you watch passively. Every session has 90 minutes of you doing the work.
Course overview
Twelve modules, four stages
The order matters. You can't market to a database you haven't built, and you can't ask for referrals from clients you haven't kept.
Modules 4–7
Win the clients
Turn contacts into conversations, and conversations into your first settled loans.
- Connect and engage on socials
- How to find your first 3 loans
- Testimonials and Google reviews
- Gaining credibility
Modules 8–11
Grow and keep them
Sharpen what makes you the obvious choice, then build the retention habits that compound.
- Why choose YOU? Your USP
- Your 90-day marketing plan
- Client retention and lifetime value
- Asking for referrals
Module 12
Run it on autopilot
Set up the technology so the system keeps working when you're busy writing loans.
- Technology and tools
- New Broker database build
Workshop schedule
Two sessions a week, in your diary from 12 October
Mondays 12:00pm and Thursdays 10:30am AEDT. Melbourne Cup week is a deliberate catch-up break — no new modules, just time to implement.
Week
01
Mon 12 Oct12:00pm AEDT
01
Database 101Where your first 500 contacts actually come from
Thu 15 Oct10:30am AEDT
02
Gaining permission to marketConsent, the Spam Act, and doing it properly
Week
02
Mon 19 Oct12:00pm AEDT
03
Scripts and templatesWhat to say, written for you to adapt
Thu 22 Oct10:30am AEDT
04
Connect and engage on socialsShowing up without becoming a content machine
Week
03
Mon 26 Oct12:00pm AEDT
05
How to find your first 3 loansWhere they are and how to ask for them
Thu 29 Oct10:30am AEDT
06
Testimonials, Google reviews and handling objectionsBuilding proof from your very first client
Break
—
Mon 2 & Thu 5 NovNo sessions
Melbourne Cup week — catch-up and implementationRewatch anything you missed and get your database up to date
Week
04
Mon 9 Nov12:00pm AEDT
07
Gaining credibilityLooking like a broker people trust with $800k
Thu 12 Nov10:30am AEDT
08
Why choose YOU? Your USPSaying something your competitors can't
Week
05
Mon 16 Nov12:00pm AEDT
09
Your 90-day marketing planWritten in the session, not "later"
Thu 19 Nov10:30am AEDT
10
Client retention and lifetime valueThe clients you already have are the cheapest ones
Week
06
Mon 23 Nov12:00pm AEDT
11
Asking for referralsThe ask, the timing, and the follow-up
Thu 26 Nov10:30am AEDT
12
Technology and toolsAutomating the system you've just built
Can't make a session live? Every workshop is recorded and in your portal within 24 hours, and you keep access for life.
How a session runs
Two and a half hours. Ninety minutes of it is you working.
This is why we call them workshops. You bring your laptop, your contacts and your actual business — and you build in the room with someone watching over your shoulder.
Twelve sessions × 2.5 hours = 30 hours of live, facilitated work over six weeks.
What's included
The course, and the platform to run it on
The workshop series
Twelve live sessions, plus everything that comes with them
- 12 live online workshops (30 hours)
- Recordings of every session, kept for life
- Scripts, templates and email copy you can use as-is
- Full online e-course with all resources
- The New Broker Success community
- Lifetime access to all course material
Bonus: Marketing MAGIC package
1 Nov 2026 – 30 Apr 2027, included free
- The all-in-one Marketing Suite
- CRM built for broker databases
- Ready-to-send email templates
- Workflows and automations
- Calendar booking
$3,474value — yours at no extra cost
Email and SMS usage charges apply. Continue on a standard plan after 30 Apr 2027, or don't — no lock-in.
Prefer the self-managed option? Compare the Marketing MUST package.
Your investment
What it's worth, and what you pay
6-week Client Acquisition workshop series$2,997
Marketing MAGIC package (6 months)$3,474
Total value$6,471
Early bird — deposit by Fri 18 Sept
$1,997
incl. GST · $500 deposit holds your seat · balance due Fri 2 Oct 2026
Secure my seat — $500 depositStandard price of $2,997 applies from 19 September.
Before you register
The questions we get asked most
What if I can't make a session live?
Every workshop is recorded and uploaded to your portal within 24 hours, and you keep access for life. You'll also have Cup week set aside specifically to catch up on anything you've missed.
Do I need to be with a particular aggregator?
No. The series is aggregator-agnostic and works alongside whatever CRM or lodgement software you already use.
I'm brand new and don't have a database at all. Is that a problem?
That's exactly who this is designed for. Module 1 starts from zero — the first three modules are entirely about building a database from scratch and earning the right to market to it.
How much work is there between sessions?
Around one to two hours a week. Most of the doing happens inside the workshop itself, which is why sessions are 2.5 hours rather than one.
Can I pay in instalments?
A $500 deposit holds your seat, with the balance due by Friday 2 October 2026. If you need to split the balance, get in touch before you register and we'll work something out.
What happens after the six weeks?
You keep the course material and recordings permanently, and your Marketing MAGIC package runs through to 30 April 2027. After that you can move onto a standard plan or stop — there's no lock-in contract.
Register now
Hold your seat for $500
Register below and we'll send you the payment link and joining details. Seats are capped so everyone gets time in the room.
- Starts Mon 12 Oct 2026, 12:00pm AEDT
- Deposit by Fri 18 Sept for the early bird rate
- Lifetime access to every recording
- Your details stay with Your Client Matters
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