First Team

01 / A personalized business growth briefing

Blanca, you've built the experience.Now let's explore what's possible next.

Three decades of real estate experience. Proven results in Covenant Hills. A reputation built on relationships.

Your recent transactions tell an interesting story. You've represented buyers and sellers in some of South Orange County's most desirable neighborhoods, and you've built relationships that have lasted for years.

The question isn't whether you know how to sell real estate.

It's what you'd like the next chapter of your business to look like, and whether the right strategy, systems and support could help you get there.

Mediterranean hillside estate at golden hour in Southern California

Illustrative imagery

Licensed since 1990

More than three decades of experience

$5.37M

Recent Ladera Ranch closed-side volume

Two sides in Covenant Hills

Buyer and seller representation

12 five-star reviews

A reputation built on client relationships

Prepared personally by Jacob Lawlor, First Team Real Estate.

02 / Your story

You've already built something valuable. Experience that can't be taught.

Blanca, you've been licensed in California since 1990.

You've worked through different market cycles, changing consumer expectations, evolving technology and the many ways the real estate business has changed.

That experience matters.

What stands out in your recent business is the range of clients and properties you've represented.

In November 2025, you helped a buyer purchase a $3.15 million property in Covenant Hills.

In June 2026, you represented the seller of another Covenant Hills home at $2.22 million.

You've also worked with clients in Los Angeles County, including investment-oriented property transactions.

And your online reviews tell another important part of the story: people who've trusted you with real estate decisions over many years.

Bilingual service

English and Spanish. More ways to build trust.

Your bilingual capabilities add another dimension to your client relationships, helping you serve people across different communities, price points and stages of homeownership.

Proven experience

  • Decades of licensing history
  • Buyer and seller representation
  • Premium residential transactions
  • Long-term client relationships

An opportunity worth exploring

  • More business from existing relationships
  • A stronger presence in premium South OC neighborhoods
  • Better visibility for recent accomplishments
  • A repeatable plan built around the type of business you prefer

The experience is already there. The opportunity is to decide what you want to build around it.

03 / The numbers

A closer look at your business. There's a story behind the numbers.

01 · Trailing 12 months

$6.38M

Reported trailing 12-month sales volume

02 · Closed sides

4

Credited closed sides across 3 properties

03 · Average side

$1.595M

Average credited side price

04 · Ladera Ranch

$5.37M

Ladera Ranch sales volume

05 · Concentration

84.2%

Share of volume from Ladera Ranch

06 · Buyer side

$3.15M

Covenant Hills buyer-side closing

07 · Listing side

$2.22M

Covenant Hills listing-side closing

08 · Reputation

5.0 / 5

Public Zillow rating from 12 reviews

Production figures are directional, based on public production research and MLS data, not a complete private business record.

Production trajectory · reported credited-side volume

2021
~$1.94M
2022
~$235K
2023
~$1.10M
2024
No recorded MLS closings
2025
~$4.45M
2026 YTD
~$3.24M (year to date)

Real estate production can vary considerably from year to year, particularly when a handful of higher-value transactions account for a substantial share of total volume. The next opportunity is to look at how each successful transaction can lead to the next conversation, relationship and closing.

Two recent Covenant Hills transactions. More than $5 million in represented volume. One interesting question: how do we build on that?

04 / The growth opportunity

Your business has several strengths. Let's build around them.

From the outside, I see five areas worth exploring together. These aren't assumptions about what you're doing wrong. They're opportunities to see whether we can get more out of what you've already built.

01

Build on Covenant Hills

You've represented both sides of the market in the same premium community. That experience can become a stronger positioning story, helping more homeowners recognize you as someone with first-hand experience in their neighborhood.

Opportunity

Turn recent transactions into relevant market content, seller conversations and new relationships.

02

Make relationships multiply

Your client reviews reflect relationships that have lasted for years. A deliberate past-client strategy could help keep you connected with the people who already know, like and trust you.

Opportunity

Client segmentation, personal follow-up and repeat/referral outreach.

03

Let your online presence tell the full story

Your recent transactions demonstrate substantial experience at premium price points. Your online presentation should make those results easy for prospective clients to discover.

Opportunity

Current profiles, consistent branding, updated achievements and recent reviews.

04

Turn every closing into future business

A great transaction can do more than generate one commission. It can become the starting point for referrals, neighborhood introductions, seller conversations and future opportunities.

Opportunity

Build a reusable post-closing and listing-marketing system.

05

Design the business you want

Some experienced agents want more transactions. Others want fewer transactions at higher prices, more time with family, or a better balance. The right plan starts with what you actually want.

Opportunity

A business plan designed around your preferences, not an assumed production quota.

Your effort deserves better leverage.

Let's map out the plan

05 / The opportunity

Two Covenant Hills transactions. One promising foundation.

Seller representation

9 Waltham

Covenant Hills, Ladera Ranch

$2,220,000

Closed
June 17, 2026
Size
~3,670 sq ft
MLS reference
OC26046010

Buyer representation

4 Gaucho Road

Covenant Hills, Ladera Ranch

$3,150,000

Closed
November 25, 2025
Size
~4,225 sq ft
MLS reference
OC25153648

What if these were the foundation of a larger business?

Mini strategy · The Covenant Hills Specialist

Use actual transaction experience to build recognition, create neighborhood market updates, and make relevant introductions to homeowners.

  1. 01Package 9 Waltham and 4 Gaucho Road into a professional neighborhood story
  2. 02Publish a recurring Covenant Hills market update
  3. 03Start personal conversations with homeowners who value first-hand neighborhood experience

The right answer may be one of these strategies, or a combination. That's what I'd enjoy figuring out together.

06 / Platform + partnership

A stronger platform behind you. A real growth partner beside you.

Blanca, you already know how to serve clients and close transactions. The question is whether additional tools, marketing reach and hands-on strategy could help you build the next version of your business.

Your existing strengthWhat we could add to it
Decades of real estate experienceFirst Team's Southern California presence, market intelligence and strategic business planning.
Recent high-end Covenant Hills transactionsLuxury Portfolio International, LeadingRE, premium seller marketing and personalized luxury branding.
Longstanding past-client relationshipsFollow Up Boss CRM organization, RealScout engagement and a structured repeat/referral strategy.
Buyer and seller representationSneak Preview, Buyer Pipeline, listing activity reporting and stronger listing presentation systems.
A reputation built over many yearsLuxury Presence, Maxa, review-generation systems and a consistent digital brand.
Deep professional experienceJacob's direct business planning, strategic coaching and practical AI systems.

Founded 1976

50 years of First Team history

260,000+

Properties represented, per First Team company materials

2,200+

Sales associates, per company materials

48+

Office locations, per company materials

550

LeadingRE member firms

70+

Countries in the LeadingRE network

Sources: firstteam.com/luxury, firstteam.com/leadingRe

First Team provides the reach, systems and infrastructure. I help agents turn those resources into actual business.

07 / The proof

Different agents. Different starting points. The right partnership can change the results.

The luxury positioning story

An experienced agent who wanted a stronger presence in luxury.

Marlene joined First Team from a boutique brokerage where she was looking for more proactive help with her business and brand. Together, we built a more intentional marketing strategy around the high-end coastal market she wanted to serve.

Within 90 days, she secured her first listing in that desired area for more than $4 million.

$4M+

First targeted luxury listing

90 days

Time to secure that listing

$10M

Closed volume within six months

“Jacob has truly helped me build confidence in my real estate business. His one-on-one training, guidance, and support with personalizing my brand have been beyond anything I expected from a manager.”

— Marlene Hennings

The relationship opportunity story

Already successful. Then she discovered more opportunities inside her own network.

Sharon was already a respected South Orange County producer. She didn't need to be taught how to sell real estate.

By using AI, a more intentional relationship strategy and modern business systems, she identified two buyers with budgets above $10 million who were already inside her network.

~$24M

Annual sales volume at the time

2

$10M+ buyers identified

+76%

Increase in average sales price

“Jacob truly knows real estate inside and out, and what sets him apart is his genuine commitment to helping his agents grow and succeed.”

— Sharon Custer

The consistency story

Decades of experience. A different strategy. A remarkable change.

Preston had been licensed since 2005 and brought years of business and sales experience to real estate.

The issue was never his capability. Together, we focused on a strategy built around his natural strengths and gave him the structure to execute it consistently.

~$1.5M

2024 sales volume

~$12M

Following-year sales volume

+640%

Reported one-year growth

“Sometimes the agent already has the talent. What they are missing is the right strategy to unlock it.”

— The Preston Wilson story

These are real examples of how personalized support can help agents build on the abilities they already have.

Examples reflect individual outcomes. They are not typical and are not a guarantee of future results.

08 / The right tools

Tools are only valuable when they get used. Here's where I'd start.

I wouldn't hand you a long list of software and expect you to figure it out. I'd start with the tools that directly support the business you want to build.

01

Luxury Presence

Professional website and online brand presentation.

Why it could matter for you: Make your experience, recent Covenant Hills sales and client testimonials easier for prospective clients to find.

First step

Create a consistent professional biography and premium transaction portfolio.

02

Follow Up Boss

Organize relationships, prospects and follow-up.

Why it could matter for you: Build a structured personal database around decades of client relationships.

First step

Organize existing contacts into past clients, active prospects, referral partners and future opportunities, using your existing records with permission.

03

RealScout

Buyer search, engagement and property interest tracking.

Why it could matter for you: Keep serious buyers engaged and informed between conversations.

First step

Create targeted search experiences for appropriate buyer segments.

04

Sneak Preview + Buyer Pipeline

Pre-market inventory awareness and internal buyer-demand connections.

Why it could matter for you: Additional resources to discuss with buyers and to demonstrate thoughtful exposure strategies for sellers.

First step

Review how these systems could support your next qualifying buyer or listing opportunity.

05

Luxury Portfolio International + LeadingRE

Luxury marketing, global reach and professional referral relationships.

Why it could matter for you: Support future premium-property presentations and expand referral possibilities.

First step

Build a polished luxury listing presentation tailored to Covenant Hills.

06

Listing Activity Reports + Market Trends

Seller communication, market intelligence and professional reporting.

Why it could matter for you: Support pricing discussions and keep sellers informed with actual market activity.

First step

Build an example Covenant Hills market briefing.

07

Maxa + Testimonial Tree

Marketing creation and reputation development.

Why it could matter for you: Create coordinated marketing assets while making it easier for future clients to discover your professional reputation.

First step

Develop a branded marketing template and a personal review-request process.

08

Jacob's Practical AI Strategy

Save time on marketing, research, communication and business planning.

Why it could matter for you: Turn one completed transaction into useful content, neighborhood marketing and personalized follow-up without starting from scratch every time.

First step

Demonstrate a repeatable listing-to-opportunity campaign using an actual prior transaction.

Tool availability reflects implementation opportunities, not guaranteed business results or lead allocations.

09 / The person behind the plan

First Team gives you the platform. I help you put it to work.

Jacob Lawlor, Regional Branch Manager, First Team Real Estate

Blanca, my name is Jacob Lawlor.

I'm the Regional Branch Manager for First Team Real Estate's Mission Viejo and San Clemente offices.

In addition to managing those offices, I work directly with agents to help them improve their business.

I don't believe experienced agents need someone teaching them everything they already know.

What they often benefit from is a strategic partner who can look at their business with fresh eyes, identify opportunities and help them execute a plan.

That's the part I enjoy most.

I love helping talented people turn their experience into a better business, more consistent income and a better quality of life.

01

Strategy

“Where do you want to go, what's already working, and what deserves more of your attention?”

  • Production and pipeline review
  • Ideal client and market positioning
  • Lead-source strategy
  • Clear business goals

02

Execution

“Let's turn the plan into actual activity, conversations and business.”

  • Working sessions
  • CRM and follow-up setup
  • Personal marketing strategy
  • Ongoing accountability

03

Modern AI

“Let's use modern technology to eliminate unnecessary manual work.”

  • Listing presentation preparation
  • Client communication support
  • Content and marketing systems
  • Practical AI implementation

I'm not here to replace your experience. I'm here to help you get more out of it.

10 / The roadmap

What if we worked together? Here's where I'd start.

Every agent's plan should look different. But based on your recent business, here's one possible starting point.

Days 1–30

Analyze the neighborhood, identify the strongest target audience, and turn your recent transactions into professional market materials.

Days 31–60

Launch a focused homeowner relationship campaign using market reports, direct conversations, and useful local content.

Days 61–90

Review conversations, appointments and opportunities. Adjust the campaign based on actual response.

Current foundation

  • Decades of experience
  • Valuable client relationships
  • Premium-property transaction history
  • Bilingual service
  • Personal reputation
  • Multiple geographic markets

Potential next chapter

  • Sharper market positioning
  • More systematic client follow-up
  • Better online visibility
  • Repeatable listing marketing
  • Clearer pipeline visibility
  • An engaged growth partner

The goal isn't to rebuild your business from scratch. It's to preserve what makes you successful and build a more intentional structure around it.

11 / Let's talk

The most important part of this plan? What you actually want.

Blanca, I've shared what I see from the outside. But the real conversation begins with your perspective.

01

“Are you happy with the amount of business you're doing today, or would you like it to grow?”

02

“How did your two Covenant Hills transactions come about, and would you like more opportunities like those?”

03

“What percentage of your business comes from referrals, past clients and relationships you've built over the years?”

04

“If you could design your ideal business for 2027, what would it look like?”

05

“Which parts of your business do you enjoy most, and which would you rather spend less time on?”

06

“What would need to be different for a new brokerage and growth partnership to make sense?”

My goal isn't to convince you that you need to make a change. It's to understand your business and see whether there's a meaningful opportunity to help you grow it.

Confirm or reschedule

Our conversation is scheduled.

Wednesday, October 28, 2026

3:00 PM Pacific Time

Phone conversation with Jacob Lawlor

Blanca, I'm looking forward to connecting with you. If you need to confirm, reschedule or send me a question before our call, you can reach me directly.

Jacob Lawlor · 949-201-0899 · JacobLawlor@FirstTeam.com

First Team Real Estate · Mission Viejo Office

12 / Closing

Blanca, you've spent decades building your experience. Let's make sure your next chapter reflects it.

You've already built the foundation that matters most in real estate: experience, relationships and the ability to help clients make important decisions.

You've demonstrated that you can work with buyers and sellers at high price points, and you've earned the trust of clients who have returned to you over time.

The next question is simply what you want to do with that foundation.

  • More high-end listings?
  • More referral business?
  • A stronger personal brand?
  • A more consistent, organized business?
  • Or something else entirely?

Whatever the answer, I'd enjoy exploring it with you.

First Team provides

  • Market credibility
  • Luxury and international connections
  • Marketing infrastructure
  • Technology and CRM resources
  • Professional and legal support
  • Internal collaboration

Jacob provides

  • Individual strategy
  • Direct coaching
  • Personal implementation support
  • Business planning
  • Accountability
  • Practical AI integration

Your experience deserves a platform and a partnership that can help you make the most of it.

Let's map out the plan

Looking forward to speaking with you, Blanca.

Jacob Lawlor

Regional Branch Manager · First Team Real Estate

Proven principles. Modern leverage. Serious agent growth.