PREMIUM TIER · 1:1 COACHING
The most direct path through Solo OS or Team OS
fully customized to your practice.
For senior CRE brokers and team leaders who want the curriculum sequenced to their specific constraints, gated by their actual progress, and delivered with direct access to me.
Self-paced and K.I.P.-gated — most clients invest about six months, moving as fast as they clear each gate. Custom strategy session before the first module.
SOLO OS OR TEAM OS
CUSTOM-SEQUENCED
SELF-PACED
FROM $1,000/MO
WHY PERSONAL?
You're paying more for
three things.
Personal isn't always the right answer. Group is faster to start. Online is lower-friction. Here's exactly what you get at the Personal tier — so you can decide whether the premium is worth it.
| Entry TierOnline | Mid TierGroup | Premium TierPersonal | |
|---|---|---|---|
| Curriculum Depth | Phases 1–312 modules | Phases 1–416 modules | Full curriculum22 Solo / 18 Team |
| Sequencing | Fixed order | Fixed order | Custom to your diagnostic |
| Live Coaching | Monthly Q&A | Biweekly group+ monthly 1:1 | Unlimited — you set the paceK.I.P.-gated 1:1 + 15-min Q&A anytime |
| Strategy Session | — | Group orientation | Full 90-minute custom |
| Format | Self-paced | Cohort of 6–8 | Fully private |
| Best For | Brokers $200K+ starting the framework | Senior brokers committed to a 6-mo cohort | Brokers/leaders who want the deepest customization |
| Investment | From$1,497 | From$2,997 | From$1,000/mo Solo · $2,500/mo Team |
The right tier is the one that matches your situation, not the one with the most features. If you're new to the framework, Online is enough to start. If you want structure and accountability, Group is the sweet spot. If you want the full curriculum sequenced to your practice with direct access,
that's what Personal is built for.
TWO TRACKS
Personal splits two ways.
Pick the one that fits.
The Personal program runs on either the Solo OS curriculum or the Team OS curriculum.
The track you're on depends on whether you're scaling yourself or scaling a team.
FOR SENIOR BROKERS
Solo OS -
Personal
22 Modules 5Phases
For individual senior brokers with active production who want all 22 Solo OS modules sequenced specifically to their pipeline, market, and growth bottleneck. The path most premium clients take to break $1M GCI.
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All 22 modules across 5 phases
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Custom sequencing based on diagnostic
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Unlimited K.I.P.-gated coaching calls
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15-minute Q&A access anytime
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Best for $500K–$2M+ GCI brokers
FROM
$1000
/mo
SEE SOLO OS DETAILS ↓
FOR TEAM LEADERS
Team OS -
Personal
18 Modules · 6 Phases
For brokerage team leaders who need the practice to function without them in the room every day. Team OS handles financial architecture, client systems, talent infrastructure, marketing authority, and operating independence.
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All 18 modules across 6 phases
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Custom sequencing for your team structure
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Three coaching tiers based on team scope
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Optional team workshops or group programs
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Best for established team leaders
FROM
$2500
/mo
SEE TEAM OS DETAILS ↓
TRACK 1 · SOLO OS PERSONAL
The full Solo OS curriculum,
sequenced to your practice.
Solo OS Personal is the complete 22-module operating system for senior CRE brokers, delivered with the highest level of customization. After a practice review and full strategy session, the curriculum is sequenced to your specific constraint — so you start where the leverage actually is.
WHAT MAKES SOLO OS PERSONAL DIFFERENT
You set the pace.
The work sets the ceiling.
Book as many 1:1 coaching calls and 15-minute Q&A slots as you need — there's no monthly quota. Access is gated only by your K.I.P. progress: clear Knowledge, Implementation, and Performance, and the next call unlocks. Do the work and move as fast as you want. The gate is your completion, not my calendar.
THE THREE PHASES
Phase
01
M1 - M3
Foundations
Mindset and identity, time and capacity management, strategic planning. The internal architecture before the external work.
Phase
02
M4 - M7
Business Development
Ideal client and niche, message and offer creation, outreach and pipeline building, relationship marketing. How the right deals start finding you.
Phase
03
M8 - M12
Core Operations
Sales process, deal management, financial analysis, and the rep playbooks for listing, landlord, tenant, and buyer work. The execution engine.
Phase
04
M13 - M16
Scalable Growth
Systems and SOPs, metrics and scoreboards, recruiting and hiring, training and culture. The infrastructure that lets the practice scale beyond your hours.
Phase
05
M17 - M22
Legacy & Renewal
What makes seven figures sustainable. Leadership, exit strategy, tech stack & AI, wealth & tax, digital authority, wellness.
What's included
01
Custom Curriculum Sequencing
All 22 modules ordered to your specific diagnostic — you start where the leverage is.
02
Unlimited K.I.P.-Gated Calls
No monthly quota. Book as many 1:1 calls as you need — each unlocks when your Knowledge, Implementation, and Performance gates clear. You set the pace.
03
15-Minute Q&A, Unlimited
Quick-access slots for in-the-moment deal questions, client situations, or pipeline crises — as often as you need them, no cap.
04
NotebookLM Study Companion
Your personal AI study companion built on the entire Solo OS curriculum, fed by our calls. Available 24/7.
Investment - Banded by GCI
Tier 1 - Under $500K GCI
$1,000
/mo
Tier 2 - $500K- $750K GCI
$1,500
/mo
Tier 3 - $750K - $1M GCI
$2,000
/mo
Tier 4- Over $1M GCI
$2,500
/mo
Ready to talk through Solo OS Personal?
BOOK A SOLO OS PRACTICE REVIEW →TRACK 2 · TEAM OS PERSONAL
The full Team OS curriculum,
built for team leaders.
Team OS 1:1 is the 18-module operating system for brokerage team leaders. It's built around eliminating the Fragility Tax — the structural risk that the practice can't function without you.
THE SIX PHASES
Phase 1
M1 - M3
Operating Architecture
How you lead, plan, and make decisions at scale. Leader identity and standards, platform design and operating logic, and a formal L10 meeting rhythm with a Decision Rights Matrix that transfers authority from the leader's judgment to the platform's protocols.
Phase 2
M4 - M6
Financial Architecture
How the firm is financed, staffed, and stress-tested. The 6-Month OpEx Rule, a Spend Authority Matrix that removes the leader as the financial bottleneck, and entity bifurcation with a 5% Profit First separation protocol.
Phase 3
M7 - M9
Client & Relationship Systems
How clients are owned, served, and grown by the platform. Client ownership frameworks, service-level standards, the Pronoun Pivot from 'I' to 'The Platform,' and institutional nurture.
Phase 4
M10 - M12
Team Architecture
How you hire, develop, and lead people without becoming their bottleneck. Org design and hiring, the Ghost Org Chart, job scorecards, 30/60/90-day onboarding, succession, and accountability culture.
Phase 5
M13 - M15
Brand & Growth
How the firm generates authority and lead flow independent of the leader. The Entity Over Ego filter, a Content Cascade that turns one leader insight into ten team-managed assets, and an authority-campaign referral engine.
Phase 6
M16 - M18
Operational Resilience
How the firm documents, executes, and sustains excellence without the leader in the room. Workflow documentation, an Objective Escalation Matrix, and a formal Leader Absence Test that proves the platform's independence.
What's included
Leader Only
$2,500
/mo
The entry point · defined coaching cadence
Direct 1:1 coaching for the team leader, on a defined cadence. Everything you need to install the Team OS operating system yourself.
BUILD YOUR ENGAGEMENT
From
$2,500
/mo
· scales with your firm
Add anyone beyond the leader and the engagement is scoped to your firm — cadence is customized to the team, not templated. A two-to-three-person engagement typically fits firms doing $1.5M–$2M+ in team production, and scales from there.
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Add a junior broker or partner to the 1:1
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Add a key operator — ops lead, chief of staff, second producer
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Run the full team through Solo OS Online beneath your Personal track
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Quarterly team workshops on Team OS modules
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Cohort the whole team as a group
We design the cadence and investment together on the strategy call.
Ready to talk through Team OS Personal?
BOOK A TEAM OS Practice Review→THE ONRAMP
You don't enroll into Personal.
You're matched into it.
Personal is the only tier that requires qualification before enrollment. That's not exclusivity for its own sake — it's because the program is fully customized, and customization only works if I understand your practice deeply before we start.
30 Min · Free
01
Practice Review
A no-pressure diagnostic conversation. We talk about your current practice, your bottleneck, and whether Personal is the right tier — or whether Group or Online would serve you better.
About 60% end with me recommending Group or Online instead of Personal
90 Min · Included
02
Total Business Blueprint
We map your pipeline, calendar, deal flow, client roster, and growth trajectory into one document — a custom Solo OS or Team OS sequencing plan built to your practice.
This is where customization actually starts — not after enrollment.
Pre-Module 1
03
Intake Questionnaire
A structured questionnaire that captures the specific constraints, goals, and metrics we'll measure against. Submitted before Module 1 begins
Establishes the baseline we'll measure progress against.
The Work Starts
04
Module 1 Begins
Custom-sequenced curriculum starts. From this point forward, every module unlocks behind a K.I.P. gate — Knowledge, Implementation, Performance
Self-paced from here — about six months for most. No rushing, no skipping
PREMIUM-TIER QUALIFICATION
Personal is the deepest commitment on the menu.
Make sure it's the right one.
Personal clients invest $6K to $36K over a program that typically runs about six months.
That deserves an honest filter. Here's who Personal actually fits.
✓
FIT IF
You can say yes to these
$500K+ GCI (Solo) or an established team (Team OS)
The customization pays off only with a real practice to customize around.
You want the full curriculum, not a phase subset
Personal is the only tier with all 22 (Solo) / 18 (Team) modules and Phase 5/6.
You'd rather have direct access than a peer room
Unlimited 1:1 calls and 15-min Q&A. No cohort.
You'll commit to the work and the K.I.P. gates
The gates are the product. Most clients invest about six months — at your pace, never a clock.
The investment is a rounding error on the upside
$6K–$36K against a $1M+ GCI trajectory.
X
NOT YET IF
Any of these describe you
You're under $500K GCI and still finding your base
Group compounds faster for you first. Come to Personal when the base is there.
You want validation more than challenge
Personal includes hard feedback by design. If you want validation, save your money.
You want a peer cohort more than customization
If learning alongside other senior brokers is the bigger draw, Group is genuinely the better fit at half the investment.
You want quick tactics, not a structured system
Personal is structural and gated. Quick wins live elsewhere.
You can't protect the time for months of steady work
The gates assume steady work. Missing it wastes the customization.
WHO'S COACHING
36 years on the
other side of the table
36
YEARS CLIENT-SIDE CRE
$2B+
IN TRANSACTIONS CLOSED
100s
BROKERS HIRED ACROSS ALL ASSET CLASSES
13
YEARS COACHING SENIOR CRE BROKERS.
I’m Jeff Nelsen. I’m not a coach who used to be a broker — for 36 years I was the client.
Developer, principal investor, and capital partner with $2B+ in transactions across office, industrial, retail, and residential. I raised billions in institutional equity from Apollo, Blackstone, and other major firms. And I hired hundreds of brokers along the way.
For the past 13 years I've coached senior brokers at CBRE, JLL, Colliers, Newmark, and Cushman & Wakefield. Personal clients get that client's-eye perspective applied directly to their practice — what attracts high-value deals, what closes them, and what builds a practice that compounds.
READY TO TALK?
The strategy call is the cleanest way to find out
if 1:1 fits.
Free. No pitch. Just a diagnostic conversation. If Personal is the right tier, we'll talk through next steps.
If Group or Online is a better fit, I'll tell you that — and you'll leave with a clearer view of where to start.