Expert Coaching to Boost Your Real Estate & Insurance Business

If you’re finding it hard to generate quality leads and close more sales, you’re not alone. With the right strategies and tools, you can overcome these challenges. I’ll help you attract more leads and turn them into loyal clients, ensuring long-term success. Let’s work together to elevate your business and achieve your goals!

1,250+

Happy customers

20+

Years of experience

7,500+

Closed Deals

6 Step-by-Step Coaching Program

"Success isn’t a destination—it’s a journey. Let’s walk that path together."

1

Assess Your Current Strategy

Objective: Identify strengths and weaknesses in your current approach.

What We’ll Do:

-Conduct a deep dive into your lead generation, marketing, and client retention strategies.

-Review your current tools, systems, and processes for scalability.

-Define your unique selling proposition (USP) in the marketplace.

-Outcome: Gain clarity on what’s working, what needs improvement, and how to stand out.

2

Master Lead Generation with AI

Objective: Maximize your lead pipeline using AI-driven strategies.

What We’ll Do:

-Explore AI-powered tools to automate lead mining and pre-qualification.

-Build hyper-personalized campaigns that connect with potential clients at the right time.

Create a LinkedIn outreach plan designed to attract high-value prospects.

-Outcome: Generate more leads with less effort and build a predictable flow of qualified prospects.

3

Enhance Client Engagement & Retention

Objective: Build lasting relationships that drive repeat business and referrals.

What We’ll Do:

-Implement CRM systems to track and nurture client relationships.

Use automation to maintain consistent, value-driven communication.

-Develop personalized touchpoints that keep clients engaged long-term.

-Outcome: Turn one-time transactions into lifelong relationships with loyal clients.

4

Convert Leads into Sales with Confidence

Objective: Improve your sales techniques and close deals faster.

What We’ll Do:

-Learn consultative selling tactics that prioritize client needs.

-Overcome objections with tailored solutions for every scenario.

Use storytelling to highlight the value of your services in a relatable way.

-Outcome: Close more deals with ease and confidence, increasing your revenue.

5

Build a Scalable, Stress-Free Business

Objective: Streamline your operations to support long-term growth.

What We’ll Do:

-Introduce automation tools for scheduling, follow-ups, and reporting.

-Optimize workflows to reduce manual tasks and increase efficiency.

-Develop a sustainable growth plan with time for personal balance.

-Outcome: Scale your business without burnout, allowing for growth and balance.

6

Refine Your Personal Branding & Marketing

Objective: Build a strong personal brand that attracts clients and establishes trust.

What We’ll Do:

-Develop your unique voice and messaging across all platforms.

Craft a content marketing strategy that showcases your expertise and builds credibility.

-Position yourself as an authority in your industry with targeted social media campaigns.

-Outcome: Strengthen your personal brand and attract more clients through consistent, value-driven marketing.

"Your path to clarity and confidence starts here—

let’s build the future you’ve been dreaming of."

"Trusted for Guidance, Valued for Care, and Celebrated for Results"

See Why They Love Bernadette

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SIMPLE PRICING

Choose Your SUCCESS PATH

TRAINING

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FROM $29/m

No contracts - cancel anytime

MEAL PLANS

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FROM $49/m

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1 ON 1 SUPPORT

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FROM $249/m

No contracts - cancel anytime

Ask Us Anything on a 1-on-1 Call

Get Personalized Answers, Guidance, and Support for Your Unique Needs

This is your chance to ask anything—whether it’s about real estate, insurance, or reaching your personal goals. Let’s connect for a 1-on-1 call where I’ll listen to your needs and provide tailored advice to help you move forward with confidence.

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