Retain &
reactivate
Complete transition outreach, reconnect with dormant contacts, and protect the trust already built.
Start with our network
A shared vision. A focused plan.
Relationships first.
Growth follows.
A 90-day strategy to deepen agent relationships, elevate the escrow experience, and create meaningful new opportunities for Pacific Coastline Escrow.
Rooted in connection.
Built for what’s next.
Built for what’s next.
90 days
One focused growth plan
20
Priority agent profiles · proposed
10
First-month conversations · proposed
2
Focus offices: Calabasas + Chatsworth
01 / The strategy
Four priorities. One growth engine.
Thoughtful outreach. Consistent follow-through.
Retain &
Develop new
producers
Build a Top 20 plan for established agents, emerging talent, teams and selected outside brokerages.
Make every introduction count
Differentiate
our service
Pilot a concierge experience with clear contacts, proactive milestones and coordinated escalation.
Partner with escrow officers
Create real
connection
Bring professionals together through useful education, purposeful events and personal introductions.
Give people a reason to engage
02 / From intention to action
The next 90 days, mapped out.
INITIATIVEWKS 1–4WKS 5–8WKS 9–13Agent profilesConcierge pilotConnection seriesCRM & reporting
Timing is adjustable around holidays, team capacity and leadership priorities.
03 / PCE connection series
More than another networking event.
Six formats to explore together.
Connect & Collaborate
Cross-office networking with intentional introductions. Start with the January kickoff.
Real Estate Unfiltered
An honest roundtable with respected producers. Recruit two to three panelists.
AI + Social Media Lab
Useful marketing and follow-up workflows with one credible instructor.
Coffee & Connections
Informal industry conversations, beginning with a pilot in Calabasas.
Escrow Academy / Q&A
Deadlines, common pitfalls and difficult deals, led with an escrow officer.
Luxury Listing Showcase
Explore an agent-hosted property preview with high-quality professional connections.
Kickoff planning range: $300–$1,000, subject to approval; not a vendor quote. Event participation is independent of referrals. Hospitality, gifts and sponsorships require PCE compliance review.
04 / Make it happen
A clear start. Shared ownership.
The first two weeks
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Five decisions for Meny + Lauren
01Confirm focus offices, priority teams and the first 20 agent prospects.
02Set a monthly opening goal after reviewing baseline numbers.
03Approve the concierge pilot and select an escrow-officer partner.
04Select the January event format and approve a defined budget.
05Choose the CRM process and a weekly check-in time.
05 / Measure what matters
Activity creates opportunity.
Review outcomes monthly. Set production goals together.
Agent growth
New producing agents and reactivated relationships, using agreed definitions.
Escrow openings
Openings attributable to Lauren’s relationship work, verified with operations.
Pipeline health
Qualified conversations with a clear next step and repeat engagement.
Service quality
Agent feedback, communication issues and successful escalations.
Monday: prioritize outreach. Midweek: office presence and agent meetings. Friday: update CRM and review with Meny. CRM follow-up reminders and public professional activity alerts are future automation opportunities, subject to tool and data approval.