◆ PREVIEW — sample 12-month plan for review · not yet public · noindex
CMS Mortgage · Kunal Khanna · Northern Virginia

Your 12-Month Marketing Plan

One system, run consistently, for twelve months.

Everything in this hub points to one engine: a steady rhythm of real contacts that turns attention into conversations, conversations into closings, and closings into referrals. Here's the whole machine on one page.

The north-star metric
Real buyer & agent conversations started each week.

Not likes. Not followers. Conversations. Closings are a lagging result you can't control directly — conversations are the leading input you can. Win the weekly conversation count and the closings follow.

01

The engine — your week

Theme Days + the Daily 23. This is the whole system.
DayLead with (Power 2 Hours · 8–10 AM)Hub page
MonAgent partnerships — outreach + co-marketing playsRESPA §8Outreach · Co-Marketing
TueTransactions in process — protect every active file
WedBuyers — follow up leads, answer DMs, nurtureEmails · Social
ThuDatabase — reconnect past clients & sphereDatabase
FriPower 60 — a focused outbound push to finish strongAll
10database
5agent
5lead follow-up
3referral ask

= 23 daily contacts · the one number that predicts everything else. (Foundation tier: ramp at 15/day for 60 days.)

02

The business-model chain

Every closing makes the next two easier.
Attract
Content + reachHelpful, plain-spoken, daily — you become the trusted Northern Virginia name.
Connect
ConversationsDMs, calls, agent coffees — the Daily 23.
Convert
Pre-approvalsPlain-language guidance turns "maybe" into "let's go."
Close
Happy familiesClean files, on-time closings, cared-for buyers.
Multiply
Referrals & reviewsEvery family + agent sends the next two.

Closings feed referrals → referrals feed the database → the database feeds Thursday → the flywheel spins faster every quarter.

03

3 big bets for the year

Where the focus goes — everything else is support.
01

Own the first-time & conventional niche

Be the first-time and conventional buyer loan officer in Northern Virginia — the name professionals, condo and townhome buyers, and move-up families reach for. Pick one lane and dominate it instead of competing on everything.

02

Build the referral flywheel

Turn past clients and your sphere into a self-feeding engine. The Thursday Database habit is the highest-ROI work you'll do all year.

03

Land 5–10 real agent partners

A handful of right-fit agents who feed steady purchase deals beats 50 cold ones. The Monday/Agent engine, run weekly.

04

The referral engine, by the numbers

Activity targets you control — not promises.
23
contacts / day
your Daily 23
5
theme days / week
Power 2 Hours each
~90
touches / week
consistency compounds
12
months
same system, every week

Win the inputs and the outputs take care of themselves. Consistency > intensity.

05

Quarter by quarter

Build the base, then compound it.
Q1 — Launch & rhythmKunal
  • Send your launch page to 10 people; post the reintroduce video
  • Start the First 30 Days content; film 2 bursts/week
  • Build your "100 people" list; start Thursday Database
  • Land your first 2 agent partners
Q2 — Scale content & partnersKunal + Coaching
  • Run the 90-day calendar; hold the posting rhythm
  • Run your first co-marketing play (first-time buyer open house)RESPA §8
  • Grow to 5 agent partners; send the guides as value-drops
  • First database reactivation wave complete
Q3 — Authority & eventsKunal
  • Host a first-time buyer seminar (review the cost-split)
  • Add a "path to homeownership" class for agents' buyers
  • Lean hard into referrals from Q1–Q2 closings
  • Double down on whatever content is converting
Q4 — Optimize & planKunal + DeShawn
  • Review the numbers; cut what's not working
  • Recruit reviews + referrals from the year's families
  • Deepen the top 3 agent relationships
  • Set next year's production goal & refresh the plan
06

The idea bank

20 ideas, tagged when to run them. Don't do all at once.
IdeaWhen
Reintroduce video + launch page to 10 peopleNow
Daily Thursday database reconnectsNow
First 30 Days content sprintNow
Monday agent outreach (5/day)Now
Share the free guides as value-dropsNow
Co-host a first-time buyer open houseRESPA §8Q2
90-day content calendar (Weeks 3–12)Q2
Agent team lunch-and-learn (your niches)Q2
AI-personalized buyer guides for agentsRESPA §8Q2
FHA & low-down-payment Reels seriesQ2
First-time buyer seminarQ3
"Path to homeownership" classQ3
Community first-time homeownership nightQ3
Client-appreciation co-host eventQ3
Collect & post client reviews (with permission)Q3
Neighborhood market-update contentQ3
Recurring homebuyer workshop seriesLater
Paid social adsLater
Realtor CE class sponsorshipLater
Podcast / YouTube long-formLater
07

One post, start to finish

This is the bar — every post is this ready.
Pillar · First-Time, First Steps
"You don't have to know everything before we talk."
The number one thing I hear? "I don't even know what to ask." Good news — that's literally my job. You don't need a perfect credit score, a giant down payment, or all the answers before you reach out. You just need to be curious. CAPTION: If you've been putting off the conversation because you "don't know enough" — this is your sign. You don't have to know everything before we talk. That's what I'm here for. Send me a message and we'll start with the easy questions first. NMLS# 253695 #FirstTimeHomeBuyer #NorthernVirginiaMortgage #FHALoans #CMSMortgage
08

What's already handled for you

Set up before hand-off — nothing for you to chase.
Your market is set. Pages lead with Northern Virginia and your licensed-state list is wired into your launch page — nothing for you to configure. CMS
Your contact & apply link are live. Phone, email, and your application link are on every page — clients can reach you the moment you share a link. CMS
Your follow-up is built. Every borrower email and database sequence is written and loaded for you; CMS owns the GoHighLevel plumbing. CMS ops
Your tier is calibrated. Your scorecard targets and the Daily 23 are already tuned to your tier — start there, and we adjust as your real numbers come in. CMS
The one thing that's yours: protect 8–10 AM as phone time. Processing owns the files; you own the relationships. That's the whole job — everything above is done. You
If you do one thing this month

Start the rhythm — today.

Send your launch page to 10 people who know you, film your reintroduce video, and put your two Power 2 Hours blocks on the calendar. The plan only works if the week does.