Coaching leaders and teams on the root causes - not the noise. Whether you need clarity in your business, peace in your personal life, or both, we’ll map the system, reset the order and build habits that hold growth without burnout.
Some days you need a push and a steady hand to hold.
Our partnership will give you both.
Clarified owner role and vision; filled the first key “seats.”
Hired the right ops lead; rolled out scorecards + weekly leadership rhythm.
Built recruiting & onboarding playbooks that scale beyond one office.
Established SOPs for listings, transactions, and compliance.
Snapshot
Former Transaction Coordinator turned owner. Wanted to scale beyond solo success and build a brokerage that compounds—without burning out.
Situation / Challenge
Growth hinged on the owner’s personal capacity.
Hiring was reactive; roles weren’t clearly defined.
No unified operating system across locations.
What We Did
Clarity & structure — codified 3-year picture, owner role, and first hires.
Leadership install — recruited a DOO/ops lead; implemented scorecards, L10/weekly leadership cadence.
Scale systems — recruiting pipeline, onboarding playbooks, training paths, compliance SOPs.
Finance & focus — set metrics by location; time-blocking to protect strategic work.
Operating Rhythms Installed
Weekly leadership meeting + cascading huddles
Monthly scorecard review and hiring sprint
Quarterly offsite + annual planning
Outcomes / Wins
Opened additional locations with consistent standards.
Reduced owner firefighting; decision rights clear.
Recruiting and onboarding cycle time cut.
Trajectory
Credible plan toward $1B brokerage.
Client Voice
“We stopped guessing and started operating. The cadence and scorecards changed everything.”
Next Milestone
Regional leadership bench + M&A playbook.
Defined a 3-year picture (family first) and owner role for both companies.
Installed leadership leverage per location (GM, DOO, clinical lead) with scorecards.
Standardized SOPs + dashboards across states; set a weekly cadence.
Designed a sustainable personal cadence (childcare, home support, focus blocks).
Owner hours down, family time protected, and both businesses scaling without her as the bottleneck.
Snapshot
Mom of nine; wife; CEO of a multi-state birth center and a real estate business. Needed scale that honored family, not consumed it.
Situation / Challenge
Owner was the hub; decisions slowed when she was unavailable.
Locations varied in quality; no unified cadence.
Personal bandwidth was maxed—risk of burnout.
What We Did
Future & roles — clarified the family-first 3-year picture; wrote owner job descriptions for both businesses.
Leverage map — installed per-location leadership (GM/DOO/clinical leads) and clear decision rights.
Standards & visibility — SOPs, clinical/operational checklists, shared dashboards across states.
Cadence & care — weekly leadership rhythm; personal operating system (childcare grid, home support, deep-work blocks).
Operating Rhythms Installed
Weekly leadership + clinical review; monthly quality walk
Quarterly people planning (hiring lanes + bench)
Family calendar integration + non-negotiable rest blocks
Outcomes / Wins
Owner hours decreased; fewer escalation calls.
Both businesses scaling without her as the bottleneck.
Improved client experience consistency across locations.
Capacity returned for high-value work and family.
Client Voice
“We built a life-first plan and installed leverage. My hours dropped and our standards rose in every location.”
Next Milestone
More leverage + leadership.
Coached the COO to drive cross-brand leverage across the holding company.
Built leadership scorecards, hiring lanes, and a shared operating cadence.
Aligned the ancillary (Title) unit to the core for cleaner handoffs + faster cycle time.
Installed a portfolio dashboard (people, process, cash) for one weekly view.
$13M+/mo in just one ancillary with less friction and clearer accountability across businesses.
Snapshot
COO of one of the largest real estate conglomerates; multiple brands and an ancillary (Title) unit generating $13M+. Needed alignment across people, process, and cadence.
Situation / Challenge
Each brand ran a different play; handoffs were messy.
Leaders lacked shared metrics and hiring standards.
Title performance depended on personalities, not systems.
What We Did
Portfolio view — mapped the ecosystem; defined the “right order” for the portfolio.
Common operating cadence — weekly leadership rhythm; shared definitions for scorecards and decision rights.
Title alignment — re-engineered the intake → close workflow; clarified SLA’s; set “clean handoff” standards.
People & accountability — hiring lanes, role scorecards, and a portfolio dashboard (people/process/cash).
Operating Rhythms Installed
Weekly portfolio meeting (one-page view)
Cross-brand handoff huddles + SLA scorecards
Quarterly bench planning + leadership development loop
Outcomes / Wins
$13M+ ancillary performance with less friction and faster cycle times.
Cleaner accountability; issues surfaced and solved weekly.
Leaders share a common language, cadence, and metrics.
Client Voice
“The portfolio finally runs as one system. Cleaner handoffs, clearer dashboards, and fewer surprises.”
Next Milestone
Replicate play in additional ancillaries + deepen leadership bench.

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