Wisconsin Discount Properties

Investor Coaching Flow

Internal tool for your 30–45 minute coaching calls. Select options as you go, add notes, then generate a summary to paste into ChatGPT.

1 Basic Info

Quick details to anchor the summary.

2 Motivation / Big WHY

Use your questions to uncover the deeper reason behind real estate. Pick the main driver and capture their language.

Main motivating factor (pick one):

3 Current Position

Where are they today relative to that vision?

Experience level (pick one):

4 Primary Hurdle & 90-Day Focus

Pick the main thing slowing them down. This drives the suggested focus areas and 90-day mission.

Main hurdle category (pick one):

Key Focus Areas

Pick a couple of levers to focus on over the next 90 days. These support the mission and goals.

Knowledge & Skill – Suggested focus:
Financial / Capital – Suggested focus:
Time / Lifestyle – Suggested focus:
Mindset / Confidence – Suggested focus:
Deal Flow – Suggested focus:
Team / Network – Suggested focus:
Strategy Confusion – Suggested focus:
Emotional / Personal – Suggested focus:
Structure / Accountability – Suggested focus:
Edit the suggested line so it sounds like them.

5 Goals (1 Week → 5 Years)

Goals are tailored based on their motivation, experience, and main hurdle. Pick a couple per section, then refine in the notes.

1-Week Win (momentum – pick 1–2)

1-Month Goal (first concrete milestone – pick 1–2)

1-Year Target (tangible outcome – pick up to 3)

5-Year Vision (freedom picture – pick 1–2)

6 Additional Notes & Summary

Any extra context you want captured in the final summary.

Tip: After the call, copy this summary into ChatGPT to build the final 1–2 page coaching deliverable.