Investor Agent Curriculum.

Marketing needed a flagship training program to attract investor-friendly real estate agents, but all that existed were loose video transcripts: no curriculum, no homework, no delivery platform. Without structure, agents were not adopting the software, and agents who do not adopt do not recommend. The education gap was a distribution problem wearing a content problem's clothes.

I built it template-first, in Notion, rather than as a one-off course. The obvious path was to structure seven hours of video into five weeks and ship it. But a course that takes ten hours to prepare for every cohort quietly dies after the second one. Building reusable module templates meant future cohorts needed a content refresh instead of a rebuild, which is what turned a marketing asset into the company's primary inbound funnel.

• Catalogued all seven videos and tagged key concepts: investor fundamentals, portfolio analysis, platform workflows.
• Designed a five-week roadmap from system overview through lead-gen scripts, niche selection, and a 90-day business plan.
• Built a Notion course hub with lesson notes, embedded video, homework submission, and a progress tracker.
• Added weekly Zoom recordings with auto-synced Q&A notes, and template pages so future cohorts need only a content refresh.

3 weeks

to launch, with zero extra dev time

50%

of new MRR in Q2 2023; became the primary inbound funnel

~10 hrs → <1 hr

content prep per future cohort