Action required by Oct 1:Please sign your agreement and set up your subscription so your Live Transfers keep flowing without interruption.
See the Oct 1 Deadline
Official Program Transition · Effective October 1, 2026

Good news: your referral fee drops to 30% on October 1.

Hi Subscriber & Partner,

Starting October 1, 2026, our program moves directly to Conversion Coaching AI. The biggest change for you: your referral fee drops from 50% to 30%. You keep more of every deal the program brings you, and you get more tools than ever.

Previous Live Transfers Note: All previous live transfers will be paid out on the original split with Keller Williams. If you have questions about this, reach out directly to Lisa.
30%
New Referral Split (Was 50%)
Daily
Fresh Island Seller Leads
4 Hours
AI Seller Page Turnaround
12 Wks
1:1 Meetups with Chad
Everything You Get In The Program

More Tools Than Ever. More Profit on Every Deal.

Starting October 1, 2026, your referral fee drops from 50% to 30%, keeping an extra 20% commission on every transaction. Here is the entire system you receive.

The Biggest Change for You
30%was 50%

Referral Fee Drops to 30% on October 1

You keep more of every deal the program brings you. That's thousands more in your pocket on every closed transaction while unlocking the most advanced AI toolset in real estate.

Keep 70% of gross commissionsEffective Oct 1, 2026
Exclusive High-Touch

1:1 Meetups with Chad Storey

For Your First 12 Weeks

Personal sessions to make sure you're off to a strong start inside your CRM and tracking your conversion ratios from day one. You are never left to figure it out alone.

Chad Storey
Direct 1:1 with Founder
CRM mastery & conversion ratio tuning

Fresh Daily Seller Leads for Your Island

Leads for your island and exact work area, uploaded directly into your system daily. Expireds, FSBOs, and absentee owners — fresh every morning for your ISA to dial.

Uploaded every morning

ISA Live Transfers

Our ISA team dials expireds, FSBOs, and absentee owners and bridges motivated sellers directly to your cell phone live.

Zero cold dialing on your part

AI Landing Pages for Every Transfer

Our ISAs build a personalized, AI-powered seller page from each call transcript, published within 4 hours. Ask your ISA for details.

Ready in 4 hours or less

Dakota AI Roleplay

Practice objection handling daily by voice or text, on your own schedule. Be razor-sharp before a seller picks up.

Voice + SMS 24/7 simulator
Fully Managed

Your Own Dedicated Sub-Account

Your own dedicated system, completely set up for you. Pre-built workflows, CRM pipelines, follow-up automations, and calendar scheduling ready on day one with zero tech friction.

Includes pre-configured pipelinesCustomized for your business
Full Concierge

Hands-On Help With Your Entire Stack

Prelisting package, CRM, AI voice, email campaigns, and working with your dedicated ISA. Our technical team works alongside you to remove every operational obstacle.

Prelisting · AI Voice · EmailEnd-to-end guidance
Critical Deadline · Complete Before October 1, 2026

No signed agreement and no payment? Your Live Transfers are suspended on October 1.

It's essential to complete all three steps below before October 1 so your program continues without any lapse or pauses. If your referral agreement is not signed and your $299/month subscription is not active by the deadline, your Live Transfers will be suspended starting October 1, 2026.

Hawaii account locks October 1

The previous Hawaii account will be locked as of October 1, 2026 at 8:00 AM PT (5:00 AM HST). After that, leads and transfers flow only through your new Conversion Coaching AI sub-account.

No lapse, no pauses

Sign your agreement and set up your subscription now so your sub-account and daily island leads stay live on October 1 — and your transfers never miss a beat.

Complete Your 3 Steps NowNeed help? Reach Chad directly or reply to this notice.
Required Subscriber Roadmap

Your Action Plan: Complete Before October 1

Starting October 1, 2026, our program moves directly under Conversion Coaching AI with your referral fee dropping from 50% to 30%. Follow these 3 required steps to ensure zero downtime on your live transfers and keep everything live on October 1.

Deadline: Complete your agreement and subscription before Oct 1 so your Live Transfers keep flowing — see full deadline details below.
Step 01

Sign Your Referral Agreement

Fee drops from 50% → 30%

Download the updated referral agreement reflecting your 30% split. Complete, sign, and email it directly back to Chad so your deals close under the new terms.

Note on prior transfers: All previous live transfers will be paid out on the original split with Keller Williams. Reach out directly to Lisa with questions.
Download Agreement

PDF format · Send signed copy to Chad

Step 02 · Essential

Set Up $299/mo Subscription

Activates your sub-account & leads

Your program runs on a recurring monthly subscription of $299/month. Lock it in here so your dedicated sub-account, AI tools, and daily island seller leads stay live on October 1.

Set Up Subscription

Secure Stripe checkout · $299 / month

Step 03

Join Tuesday Live Meetups

3 back-to-back weekly sessions

AI is changing listings faster than any manual can track. These 3 Tuesday sessions are how you stay current and build systems live alongside Chad and the ISA team.

Join Live Zoom
Tuesday Master Schedule

Three Tuesday Sessions Every Week (Same Team, Same Zoom)

Permanent Zoom Link
10:00 AM PT / 7:00 AM HSTBlock 1
Onboarding

Get your systems dialed in: sub-account, CRM, prelisting package, and working your live transfers. You graduate when nothing on the call is new to you.

10:30 AM PT / 7:30 AM HSTBlock 2
New Features

What's new in AI voice, AI follow-up, and listing tools this week, and how to put it to work immediately on your next seller appointment.

11:00 AM PT / 8:00 AM HSTFeatured Live Workshop
AI Training & Advanced Feature Building

Build it live. Email campaigns, AI voice agents, automations, and custom seller pages, set up inside your own system while on the call.

Coming in October 2026 · Exclusive First Access

Our Brand-New Buyer Lead Program

Limited Capacity · 3 Agents Per Island · 3 Per City

Buyers are out there right now, and the agents who get to them first win. That's why we're launching our Buyer Lead Program in October — and as a current subscriber, you get first access before anyone else. Capacity is strictly capped at 3 agents per island and 3 per city to protect your territory.

Dedicated Buyer ISA Team

Our dedicated buyer ISAs find ready-to-buy clients and transfer them to you live, so you're working buyer deals without chasing them.

Same Favorable 30% Referral Fee

Your seller program stays exactly as it is, and the same favorable 30% referral fee applies to all buyer deals.

Separate, Specialized ISA Division

This is an additional $299 per month, as this is a separate team with different ISAs dedicated entirely to buyers in your marketplace.

Program Overview

Buyer Lead Program

October 2026
Subscription:$299 / month (Separate Team)
Referral Fee Split:30% (Matches Seller Rate)
Delivery Method:Warm Live Phone Transfer
Buyer Profile:Ready-to-buy (warm transfer)
Territory Cap:3 per island · 3 per city
Availability:Current Subscribers First

"Our dedicated buyer ISAs find ready-to-buy clients and transfer them to you live, so you're working buyer deals without chasing them."

— Lisa & ChadConversionCoaching.AI
Chad Storey — Real Estate Coach & Founder

Chad Storey

Real Estate Coach · Strategist

Founder, ConversionCoaching.AI

Direct Mentorship Included

1:1 Meetups with Chad for Your First 12 Weeks

Personal sessions to make sure you're off to a strong start inside your CRM and tracking your conversion ratios from day one. You'll master:

Fine-tuning your sub-account & workflows
Handling live ISA transfers smoothly
Prelisting packages & seller landing pages
Daily Dakota AI objection handling reps
Partnered with LisaSame team, stronger system, 30% split
Direct Line to Lisa & Chad

Confirm Your Island & Priority Buyer Access

Make sure your daily lead feed matches your exact island and lock in your first-in-line access for the October Buyer Lead Program.

We'll verify your sub-account within 24 hours of submission.
Subscriber Questions & Answers

Frequently Asked Questions About the October Transition

Clear answers regarding commission splits, Keller Williams payout policy, your sub-account, Dakota AI reps, ISA dialing volume, and weekly coaching with Chad & Lisa.

Important Payout Notice

What happens to live transfers that occurred prior to October 1, 2026?

All previous live transfers will be paid out on the original split with Keller Williams. Starting October 1, 2026, all new live transfers move under Conversion Coaching AI at the new, lower 30% referral fee (you keep 70%).

Have specific closing questions or pipeline files?Reach out directly to Lisa for payout details
Deadline & Suspension Policy

What happens if I haven't signed my agreement and paid by October 1?

Your Live Transfers will be suspended starting October 1. To keep your program running without any lapse or pauses, your signed referral agreement and active $299/month subscription must both be in place before the deadline. The previous Hawaii account will be locked as of October 1, 2026 at 8:00 AM PT (5:00 AM HST), so complete all three steps beforehand.

When does my new 30% referral fee officially take effect?

Effective October 1, 2026. Every seller and buyer deal originated under your new Conversion Coaching AI sub-account and referral agreement will be honored at the 30% referral fee instead of 50%, letting you keep an extra 20% commission on every transaction.

Why do I need to sign the new Master Referral Agreement?

Because the program is transitioning directly to Conversion Coaching AI. The new agreement formally documents your reduced 30% referral fee and activates your island lead allocation. Download it from Step 1, sign it, and send it directly to Chad before October 1.

How does the ISA dialing volume and live transfer handoff work?

Our ISA team works through AI-prioritized Expired, Cancelled, FSBO, and Absentee seller records — running roughly 600+ dials to surface each motivated seller — then bridges that seller directly to your mobile phone live, ready to speak with you. No cold calling on your part.

How does AI-assisted follow-up keep leads from going cold?

Most leads in real estate die in the pipeline due to inconsistent follow-up. Our AI-assisted follow-up works an automated, multi-touch sequence on every contact — sending personalized texts and calls, and updating status in your CRM until the contact converts or resolves. Ask in the Tuesday New Features session for this week's exact cadence.

How do the AI-built seller pages (Project Dallas) work?

Within 4 hours of every live transfer, AI reads the recorded conversation transcript, extracts the seller's unique situation, pain points, and property details, and automatically generates a custom, personalized landing page. There is zero lift required from you—your ISA handles the deployment.

What is Dakota AI and how do I practice with it daily?

Dakota AI is our proprietary voice and SMS roleplay bot built specifically for real estate objection handling. You can practice pricing objections, commission questions, and live-transfer handoffs 24/7 on your phone so you're razor-sharp before you take a live seller transfer.

How does the Buyer Lead Program launching in October work?

The Buyer Lead Program is an optional add-on for $299/month staffed by a completely separate ISA division dedicated exclusively to buyer outreach and warm live phone transfers. The same favorable 30% referral fee applies. Existing subscribers receive exclusive first access before anyone else.

What are the three weekly Tuesday coaching blocks?

Every Tuesday on the same Zoom link:
• 10:00 AM PT / 7:00 AM HST: Onboarding (sub-account, CRM, prelisting package, working your live transfers)
• 10:30 AM PT / 7:30 AM HST: New Features (AI voice, AI follow-up, and listing tools this week)
• 11:00 AM PT / 8:00 AM HST: AI Training & Advanced Feature Building (live email, AI voice, and automation builds)
Plus, new subscribers receive 1:1 sessions with Chad Storey for their first 12 weeks.

Who do I contact if I have further questions?

For questions about prior Keller Williams splits or commission accounting, please reach out directly to Lisa. For systems, onboarding, tech setup, or CRM assistance, reach out directly to Chad or email team@conversioncoaching.ai.