The Blaize Path to Legacy

FINAL WEEKLY OPERATING PLAYBOOK

CORE STANDARD: INTERACTION OVER TRANSACTION

Every Call, Video, Lunch, and Message exists to:

Build Confidence
Deepen Trust
Create Loyalty
Generate Advocacy

THE DAILY FOUNDATION (MON–THU)

9:00 AM – Don + Missy alignment call (daily)

Lunch 11:00–12:00 (protected)

Hard stop 4:00 PM

Don = relationships, visibility, leadershipMissy = pipeline, execution

Jr. LOs = buyers, follow-up, conversion

Purpose: Leadership alignment, cleanup, visibility
End: 4:00 PM

MONDAY - PIPELINE & PARTNERS

10:00 – 11:00 | Money Hour – Weekend Follow-Up

9:30 – 10:00 | Mandatory Team Pipeline & Huddle (ON CAMERA)

Who: Don
Who you contact:

Weekend leads
Missed calls, texts, DMs, emails

🚫 No Realtor active-deal calls
🚫 No prospecting

Tone: Helpful, responsive, calm

Reply to messages
Social engagement
Light scheduling

9:00 – 9:30 | Don + Missy Alignment Call

Agenda:

Fires or issues
Risk files
Messaging alignment
What needs leadership attention this week

(No scripts — leadership conversation)

11:00 – 12:00 | Lunch

1:00 – 2:00 | Rotating Referral Block (Group A / Group B)

WEEK A – CUSTOM VIDEO MESSAGES

Audience: Assigned Referral Group

Script (Video):

“Hey [Name], Don Blaize here. I just wanted to personally check in and say I appreciate you. I hope business is going great. If there’s anything coming up that we can help support, strategize on, or take a second look at, don’t hesitate to reach out.”

2:00 – 3:00 | Visibility + Follow-Up

WEEK B – MARKET CHECK-IN CALLS

Topics:

New listings
Open houses
List & Lock opportunities

Script (Call):

“Hey [Name], just checking in to see what you’re seeing in the market and if there’s anything coming up that could benefit from a second set of eyes or a List & Lock strategy.”

(Groups flip weekly)

3:00 – 4:00 | 🎥 SOCIAL VIDEO FILMING (LOCKED)

Topics:

Market clarity
Realtor education
Buyer confidence

🚫 No calls
🚫 No meetings

Led by: Missy
Attendees: Entire team

Purpose:

Full pipeline overview
Assignments
Accountability
Expectations for the week

Don’s role: tone, standards, leadership presence

TUESDAY — ACTIVE DEALS, PREQUALS & GRATITUDE

Purpose: Confidence + Care
End: 4:00 PM | Realtor Lunch Day

9:00 – 9:30 | Don + Missy Alignment Call

9:30 – 10:30 | Active Deal Realtor Touches

Primary action: 🎥 Welcome to the Transaction videos

Audience: Listing & selling agents on active contracts

Script (LOCKED):

“Hey [Agent Name], Don Blaize here with the Blaize Lending Team.
Congratulations on getting this one under contract.
I’ll be your flight director on this journey, making sure everything stays on course.
We’ve reviewed the file, we’re on top of the details, and this is where we’ll communicate throughout the transaction.
Looking forward to a smooth closing together.”

10:30 – 11:00 | TOUCH-BASE TUESDAY (TWO TOUCHES)

A. GRATITUDE VIDEOS – AGENTS (LAST WEEK’S CLOSINGS)

Script:

“Hey [Agent Name], I just wanted to thank you again for being awesome to work with. Working with agents like you truly makes our job easier.
If there’s a place where I can leave you a 5-star review or testimonial, I’d love to do that. And if there’s anywhere my team could improve, I’d really value that feedback.”

B. PREQUAL TOUCH-BASE – BORROWERS

Audience: All new prequals (last 7–10 days)

Script:

“Hey [Name], it’s Don Blaize. I just wanted to personally check in and congratulate you again on getting prequalified.
I want you to know my team and I are here for you every step of the way.
If questions come up or anything changes as you start looking, don’t hesitate to reach out.
You’re in great hands, and we’re excited to help you get to the finish line.”

11:00 – 1:00 | 🍽️ Realtor Lunch

Pre-Lunch Reminder (24–48 hrs prior):

“Looking forward to lunch! If you have a teammate who’d benefit from joining us, feel free to bring them.”

📬 Post-Lunch (MANDATORY):

Handwritten thank-you card sent within 24 hours

1:00 – 4:00 | Follow-Up, CRM, Visibility, Buffer

WEDNESDAY — GROWTH, OUTREACH & VISIBILITY

Purpose: Expansion
End: 4:00 PM | Realtor Lunch + Filming Day

9:00 – 9:30 | Don + Missy Alignment Call

9:30 – 10:30 | POWER CALL HOUR — NEW REALTOR OUTREACH

Audience:

Realtors not closed with in 120+ days
Social media connections who don’t know you yet

Script (Call):

“Hey [Name], this is Don Blaize. We’re connected on social and I wanted to properly introduce myself.
I work closely with agents to help deals get to the finish line smoothly, and I’d love to learn more about what you’re focused on this year.”

🎯 Weekly goal: 10 conversations

10:30 – 11:00 | Outreach Follow-Up

Thank-you texts
Calendar invites
CRM notes

11:00 – 1:00 | 🍽️ Realtor Lunch

🔔 Encourage bringing a teammate
📬 Handwritten thank-you card sent

1:00 – 2:00 | POWER CALL HOUR — DATABASE

Rotate:

Home anniversaries
6-month checkups
Recent credit pulls
Just-listed properties

Script (General):

“Just checking in to see how things are going and make sure everything with your home and mortgage still feels good. If there’s anything you need, I’m always here.”

2:00 – 3:00 | Visibility + Filming Prep

3:00 – 4:00 | 🎥 SOCIAL VIDEO FILMING (LOCKED)

THURSDAY — COACHING & RELATIONSHIP DEPTH

Purpose: Leadership & Leverage
End: 4:00 PM

9:00 – 9:30 | Don + Missy Alignment Call

9:30 – 10:30 | POWER CALL HOUR — STRATEGIC FOLLOW-UPS

Audience:

Warm Realtors
Referral Groups
Event follow-ups

10:30 – 11:00 | Coaching Prep

11:00 – 12:00 | Lunch

12:00 – 1:00 | 🧠 DON COACHING (LOCKED)

1:00 – 4:00 | Coaching Follow-Up, Visibility, Wrap

FRIDAY — PLANNING & CLOSE-OUT

Purpose: Control & clarity
End: 1:00 PM

🚫 No calls
🚫 No videos

9:00 – 9:30 | Don + Missy Alignment Call

9:30 – 10:15 | Weekly Review

Wins
Bottlenecks
High-level pipeline check

10:15 – 11:00 | Next-Week Setup (NON-NEGOTIABLE)

Book lunches
Confirm meetings
Assign Referral Groups
Plan video topics

11:00 – 12:00 | Lunch

12:00 – 1:00 | Admin, CRM, Close-Out

🛑 1:00 PM HARD STOP