Broker 150 Proposal

What you asked for

Your notes, and where each one landed

This version is built from your email of October 21, our call, your texts and the Steadfast LA note you sent on October 24. Each ask is below with the part of the plan that answers it. The first proposal, with every sample piece, stays at zm3dia.com/the-broker-150 for reference.

You asked	The plan
Budget$1,500 a month for three months	One plan at $1,500 a month, November 2026 through January 2027, $4,500 in all. Three card payments through a secure checkout that ends on its own after the third.
AudienceThe 100 to 150 brokers in the Palisades and the Westside	A named list of 150, built over the first six weeks from public sources and kept in a sheet you own. Palisades first, then Brentwood, Santa Monica, Malibu, Bel Air and Beverly Hills.
Head startThe 20 to 25 brokers you already do business with	They go first. A personal note from you and the four-page Smoke Claim Brief reach every one of them in week two, before anyone else on the list hears from you.
The goalFour to five clients a month, starting three to four weeks in	Set as the program's target, with first referrals targeted in weeks three and four and four to five a month by January. A scorecard with every broker's name each month, so you see what is moving. See Targets.
The step-up$2,000 a month once it brings five solid referrals a month	Set up as a scope increase you choose when the program earns it: ads, a second briefing each quarter and more. The fee pays for the added work and is never calculated per referral, which is how we keep it clear of the State Bar's rule on paying for recommendations.
EventsOne or two webinars before the end of the year	One online Broker Briefing on Wednesday, December 2, built around the January 7, 2027 date. Registration, invitations, reminders, slides, recap reels and follow-up are ours.
JanuaryYour Town Hall with Councilmember Traci Park (CD 11)	Full support: save-the-date and invitation to the 150, an RSVP page in your brand, reminder emails and posts, a boost to Westside agents, and a recap reel and email to every RSVP. Your team sends us photos and clips on the night; we post and recap them.
Steadfast LAA way to offer the first review without doing it for free, and a deck for the meeting	The Claim Check: an intake that organizes a homeowner's policy, letters and reports before you spend a minute, so a first look costs you about fifteen minutes. The deck, a one-page leave-behind and a clickable demo come as the Steadfast Kit, ready before the meeting.

Strategy

The fastest path to the first referral

A cold broker needs six to eight useful touches before they hand over a client. A broker who already does business with you needs one good reason. So the first three weeks go to the 25 you know, with something genuinely useful to hand a client right now: the Smoke Claim Brief, and the January 7 date most of their clients have not heard about.

Everything else in the program builds the next 125 relationships the way the first proposal described: education brokers can repeat to a client, your face on camera, and a direct line to you. December's briefing puts you in front of twenty or more of them at once, and January's Town Hall gives every name on the list a reason to show up in person.

Why it can move this fast

The warm 25. They already trust you. They need a reason to send a client this month, and a simple way to do it.
The date. For many policyholders, the window to sue over a January 2025 fire claim closes on January 7, 2027. Every broker with a client holding an open smoke or total-loss claim has a reason to call before then.
The new law. The Smoke Damage Recovery Act (AB 1795), signed in September 2026, changes the smoke conversation, and most brokers have not read it.
One line to text. Your number sits on every post, briefing slide and email: a broker texts a client's situation and hears back within a business day.

Weeks 1–3The Warm 25A personal note and the Smoke Claim Brief to the brokers you already know.

From week 2The Rebuild BriefA post every day on Instagram, built from one topic a week, each week ending with three lines a broker can say to a client.

From week 3The next 125Ten to fifteen new brokers a week, reached by hand from your account and email.

December 2The Broker BriefingThirty minutes online, open to the list and their colleagues.

JanuaryThe Town HallInvitations and RSVPs for the 150, and a recap they can share.

The 150

Your 25, then the Westside

You send us the brokers you know; we build the rest from public sources over the first six weeks. The list is yours from the first day.

Target ZIPsOfficesPalisades Fire area, approximate perimeter

Tier one · week 1

Your 20 to 25

The brokers you already do business with. First contact comes from you, personally, in week two, with the Smoke Claim Brief attached.

Tier two · weeks 1–3

The Palisades core

Listing and buyer agents with closed or active sales in 90272 and the fire zone in the last 24 months, ranked by volume.

Tier three · weeks 4–6

The wider Westside

Brentwood, Santa Monica north of Montana, Malibu, and the Bel Air and Beverly Hills new-build agents, plus the office managers who run the weekly meetings.

Names come from brokerage rosters, the listing agent credited on public listing portals, the DRE's public license lookup, and Instagram and LinkedIn profiles. No MLS exports and no bought lists. The sheet sits in your Google Drive with a stage column and a notes column for you, and it is used for this program only.

The plan

Thirteen weeks, November 2 to January 29

Start Monday, November 2, with your go-ahead by Thursday, October 29. Thanksgiving and the holiday weeks run lighter and are scheduled ahead.

Track

1

2

3

4

5

6

7

8

9

10

11

12

13

Build

In person

The Warm 25

Daily posts

The next 125

Broker Briefing

Town Hall

Scorecards

Dots are events: the kickoff and filming visit at your office on November 4, the Broker Briefing on December 2, the Town Hall in week 11 (shown there until you set the date), monthly scorecards, and the 90-day review on January 29. Lighter bars are invitations, promotion and holiday weeks scheduled in advance. Everything else runs from our studio.

Week	Dates	The week's topic	Wednesday reel	Program moves
1	Nov 2–6	No posts. The list begins, your Instagram is set up in your brand, the Smoke Claim Brief is drafted, and the reels are filmed and edited.		Kickoff and filming at your office, Wednesday, November 4: about ten short reels in one session. Your 20–25 names in that day; the Brief to you for approval Thursday
2	Nov 9–15	Why a real estate lawyer is posting about the rebuild	Read the Letter: "appears habitable"	Daily posts begin Monday; the Warm 25 note and Brief go out Tuesday
3	Nov 16–22	The January 7 date, in plain English	Habitable is not clean	Briefing registration opens; first batch of new brokers; scorecard 1
4	Nov 23–29	AB 1795: what changes for smoke claims	Why I'm talking to brokers	Thanksgiving week, scheduled ahead; second batch; briefing boost
5	Nov 30–Dec 6	The four buckets in a fire claim	The release: the signature that closes the file	Broker Briefing, Wednesday, December 2; review call 1
6	Dec 7–13	Briefing recap: the questions brokers asked	A clip from the briefing	Town Hall save-the-date once your date is set
7	Dec 14–20	Cost-plus, fixed price or GMP	Owner's rep or no owner's rep	Town Hall RSVP page; scorecard 2
8	Dec 21–27	Three weeks to January 7	A second clip from the briefing	Holiday week, scheduled ahead; Town Hall invitation to the 150
9	Dec 28–Jan 3	What to tell a client with an open claim	What to do before January 7	Holiday week, scheduled ahead
10	Jan 4–10	January 7: what it means for your client	Sell the lot or rebuild	Town Hall reminders and boost; review call 2
11	Jan 11–17	The 2027 rebuild season: permits and timelines	The five-minute CSLB check	Town Hall week (date to confirm)
12	Jan 18–24	Town Hall recap	The Town Hall, in 60 seconds	Recap email to every RSVP
13	Jan 25–29	Thirteen weeks of broker questions, answered	Lien releases and retention in 45 seconds	The 90-day review, Friday, January 29

Each week runs on one topic, posted every day: a Monday carousel, a Wednesday reel, and single-image posts the rest of the week (a key number, a broker question answered, what to tell your client, a rebuild update and the week in one slide). Topics are a starting order; briefing questions and what you are seeing in your own files move them around, and you approve each week's posts before they run.

What the $1,500 covers

Every month, for three months

Weeks 1–6

The list

Your 20 to 25 first, then the rest of the 150 by mid-December, in a Google Sheet you own: name, brokerage, office, Instagram, public email and phone, fire-zone activity, stage and notes.

Week 1

Your Instagram

Set up together at our kickoff visit on November 4: in your brand, with bio, highlights and link page, access you control, and the compliance checklist every post passes through.

Week 2

The Smoke Claim Brief

Four pages for brokers, built from your rebuild-team article and your notes: smoke versus habitable, the January 7 date, AB 1795, and three lines to say to a client. Designed as a PDF in your brand.

Daily

The Rebuild Brief

A post every day from November 9 to January 29, about 80 in all: a Monday carousel, a Wednesday reel and single-image posts the rest of the week. The reels come from one filming session at your office on November 4, plus the briefing and the Town Hall. Monday and Wednesday posts mirrored to LinkedIn.

Weekly

Outreach by hand

The Warm 25 first, then ten to fifteen new brokers a week by direct message and email, written by us, approved by you, sent from your accounts. A weekly engagement block across the list.

December 2

The Broker Briefing

Registration page, invitation, two reminders, slides, hosting support on Zoom, recap reels and the follow-up email.

January

Town Hall support

Save-the-date, invitation and RSVP page for the 150, reminder emails and posts, a boost to Westside agents, and a recap reel and email to every RSVP. Your team sends photos and clips on the night; we post and recap them.

Monthly

The scorecard

Every broker by name and stage, last touch, next step, and every referral logged with where it came from. A 30-minute review call on Zoom each month.

Always on

The Triage Line

Your number on every post, slide and email. A broker texts a client's situation; you reply within a business day with a direction and whether it needs a call.

Held for the $2,000 step-up: ongoing Meta ads management, a second Broker Briefing each quarter, the full twelve-page Playbook, a briefing at a brokerage office, and a monthly broker email.

Ad spend: two boosts at this level, one for the briefing and one for the Town Hall, $150 to $300 each, billed by Meta to your card. Nothing is marked up.

What it looks like