- Recent closed sales volume
- $8.325M
- Recent closed sales volume
- San Clemente luxury closing
- $4.9M
- San Clemente luxury closing
- Real estate industry experience
- 15+ Years
- Real estate industry experience
- Recent closed sales sides
- 6
- Recent closed sales sides
You've spent years learning this business.Now you're turning that experience into results.
Terianne,
I spent some time looking through your background and recent transactions ahead of our meeting, and there are a few things that caught my attention.
First, while your California sales license is relatively recent, your experience in real estate certainly isn't. You've spent more than 15 years around this industry, including years working behind the scenes. That gives you a different foundation than someone just entering the business.
Second, you've already put together some significant transactions. Representing the buyer on a $4.9 million property in Sea Summit is no small accomplishment.
And third, your military background and personal understanding of relocation give you something that's difficult to teach: a firsthand appreciation for what people go through when they're making important housing decisions under real pressure.
I see several different strengths coming together in your business.
The question I'm interested in exploring isn't whether you know how to sell real estate.
It's what your business could become with a more deliberate strategy behind those strengths.
That's what I'd love to talk about.
Jacob
Jacob Lawlor
Regional Branch Manager · First Team Real Estate
The foundation is already there.Now look at what it could support.
Before talking about where a business could go, it's worth recognizing what it's already accomplished.
Closed sales volume
Last 12 months
Closed sales sides
Last 12 months
Average closed sales price
Largest reported closing
Sea Summit, San Clemente
Cities represented
Across closed sales
Reported rental-side activities
Pending listing
Irvine, per October report
Closed, pending, and rental activity, shown separately.
Your recent transactions demonstrate strong buyer-side production, with additional experience serving landlords and developing seller relationships. That combination creates several interesting directions for future growth.
Production trajectory
- 2025$875,000
- 2026 YTD$8,325,000
2025 was a partial license year, so these are different reporting periods rather than a like-for-like annual growth comparison.
Closed volume by city
- San Clemente$4.9M
- Murrieta$1.885M
- Ladera Ranch$930K
- Laguna Hills$610K
San Clemente represents 58.9% of reported closed sales volume, driven by one notable luxury purchase.
Production figures are directional, based on public production research and MLS data; not a complete private business record.
Your next stage isn't about starting over.It's about building on what's working.
When I look at your recent business, I see five areas worth exploring. These aren't assumptions about what you're doing wrong. They're opportunities to discuss how your existing strengths could produce even more.
From one significant luxury transaction to a deeper high-end network
You've already represented a buyer at the $4.9 million level in San Clemente. That's a meaningful accomplishment. I'd love to explore how that relationship came about and whether there's a strategy for developing more opportunities in that market.
Opportunity
Build an intentional high-end referral and relationship strategy.
From buyer momentum to a more balanced sales business
Your recent production demonstrates what you can accomplish representing buyers. Your newer listing activity also gives us a starting point to explore how seller representation could become a larger part of your business.
Opportunity
Develop listing presentations, seller outreach, and consistent listing-side follow-up.
From rental transactions to long-term client relationships
Renters, landlords, and relocating households can become tomorrow's buyers, sellers, and referral sources. Your rental activity provides relationships that deserve a thoughtful long-term communication strategy.
Opportunity
Create an organized renter, landlord, and relocation follow-up program.
From relocation experience to a recognizable specialty
Your military background gives you a firsthand understanding of relocation. That experience could become a more visible part of your professional identity if it's a market you want to pursue.
Opportunity
Build focused relocation marketing, a dedicated landing page, and stronger referral relationships.
From individual transactions to a repeatable business model
The goal isn't to add more work to your calendar. It's to build a business where relationships, follow-up, marketing, and systems work together to produce more predictable opportunities.
Opportunity
A clear business plan, measurable pipeline, and practical automation.
"Your effort deserves better leverage."
See How We Could Build ItYou don't have to be everything to everyone.You can become known for something.
Your transaction history and personal background point toward several possible business directions. The most important question is which one fits the business you actually want.
Coastal Orange County LuxuryDemonstrated transaction experience
Build on your Sea Summit success.
Your $4.9 million buyer transaction in San Clemente gives us a meaningful starting point for discussing higher-end client relationships. The opportunity is to understand what created that transaction and build a strategy around the relationships, markets, and skills that made it possible.
Potential focus
- Luxury buyer relationships
- Coastal market expertise
- Premium consultations
- Professional referral partnerships
Military and RelocationAuthentic personal expertise
Turn firsthand understanding into a distinctive brand.
Relocation can be complicated, especially when a move involves military timelines. You've lived that experience. A focused relocation strategy could help connect your knowledge with more of the people who would value it.
Potential focus
- Military relocation education
- Southern California community guides
- Relocation referral relationships
- Long-term household follow-up
Seller and Landlord RelationshipsExisting relationships, future opportunities
Develop the listing side of your business.
Your activity with the Irvine and Valley Center properties demonstrates exposure to seller and landlord representation. A more intentional system around these relationships could help turn individual opportunities into a consistent part of your business.
Potential focus
- Seller consultations
- Property-owner database
- Listing marketing strategy
- Landlord-to-seller conversion
I wouldn't tell you which of these directions to pursue without first understanding your goals. The right strategy should fit the business you want to build.
A strong business deserves a strong platform.And someone helping you use it.
Coldwell Banker is an established company with substantial resources. I'm not suggesting otherwise.
What I want to show you is what First Team can provide, and more importantly, what working with me to put those resources into practice would look like.
A tool only matters if it helps you put more transactions together, deliver better service, or get more time back.
Your existing foundation
The First Team platform
How we'd put it to work
Your existing foundation
Buyer transaction experience
The First Team platform
RealScout, Follow Up Boss, buyer engagement systems
How we'd put it to work
Build a system for nurturing buyers and converting relationships into future transactions.
Your existing foundation
Coastal luxury closing
The First Team platform
Luxury Portfolio International, LeadingRE, premium listing marketing
How we'd put it to work
Develop a professional luxury brand and stronger high-end relationship strategy.
Your existing foundation
Emerging seller-side opportunities
The First Team platform
Listing Activity Reports, branded CMAs, Market Trends, Maxa
How we'd put it to work
Create stronger listing consultations, seller communication, and marketing plans.
Your existing foundation
Relocation knowledge
The First Team platform
Referral network, digital marketing, landing pages
How we'd put it to work
Build a focused relocation presence that supports your existing experience.
Your existing foundation
Rental and landlord relationships
The First Team platform
CRM smart lists, targeted campaigns, automated follow-up
How we'd put it to work
Turn individual transactions into a long-term client and referral pipeline.
Your existing foundation
Your industry experience
The First Team platform
Direct coaching, business planning, training, legal and operational support
How we'd put it to work
Build a customized plan around your strengths and review progress together.
First Team provides the platform.
Tools, technology, marketing, company credibility, professional support, luxury reach, and collaboration.
Jacob provides the execution.
Personal strategy, accountability, practical implementation, business coaching, and modern AI systems.
You deserve both.
The best way to understand the partnershipis to see what others have built.
Every agent's business is different. That's why I don't believe in giving everyone the same plan. Here are three examples of what happened when we built strategies around the strengths those agents already had.
The relationship-driven agent
From natural relationship skills to a remarkable real estate business.
Valerie Bourg
Valerie came into real estate with strong relationship skills but no real estate sales background. Rather than force her into someone else's business model, we built around her ability to connect with people. With a clear strategy, consistent action, and the right support, she turned those natural strengths into significant production.
$50M+
Volume in first three years
+91%
Production growth in 2025
$23M+
Sales volume in 2025
"His coaching and marketing strategies have helped me grow my real estate business with more confidence and clarity."
The coastal luxury parallel
Building the brand to compete at a higher level.
Marlene Hennings
Marlene was an experienced agent who wanted stronger positioning in the coastal luxury market. We worked with First Team's marketing department on her brand, messaging, and strategy. Within 90 days of joining, she secured a listing above $4 million in the market she wanted to reach.
$4M+
First listing in desired market
90 Days
Time to secure that listing
$10M
Closed volume within six months
"His one-on-one training, guidance, and support with personalizing my brand have been beyond anything I expected from a manager."
The high-value opportunity
Finding better opportunities inside existing relationships.
Sharon Custer
Sharon was already a respected top producer. Our work wasn't about teaching her how to sell real estate. It was about using smarter systems, AI, and targeted communication to identify additional opportunities within the relationships she had already built.
$24M
Approximate prior annual volume
2
Previously unidentified $10M+ buyer opportunities
+76%
Increase in average sales price
"Jacob truly knows real estate inside and out, and what sets him apart is his genuine commitment to helping his agents grow and succeed."
Individual results vary. These stories describe other agents' experiences, not promised outcomes.
Not more technology for technology's sake.Tools that support your next transaction.
I spend a lot of time helping agents decide which tools are actually worth using. The goal isn't to hand you another login. It's to connect the right resources to the business you're building.
Tool 01
Follow Up Boss
- Purpose
- Organize buyers, sellers, past clients, landlords, and referral relationships.
- First action
- Create segmented client lists and a practical follow-up schedule.
- Outcome to measure
- More meaningful conversations and appointments.
You already bring the experience.I bring a partner committed to helping you grow.
I'm not interested in being another manager who gives you access to technology and wishes you luck.
My job is to understand the business you're trying to build, help you create a strategy that fits, and work alongside you to put that plan into action.
Strategy
Understand your goals. Identify your strongest sources of business. Decide where to focus. Build a practical plan tied to actual transactions and income.
Execution
Work through the details together. Set up the systems, build the marketing, develop the follow-up strategy, and review what is working. The plan should actually get used.
Modern AI + Systems
Use AI and practical automation to reduce administrative work, create more personalized marketing, prepare for appointments, and identify additional opportunities inside your existing relationships.
Terianne, I don't believe a change of brokerage, by itself, changes someone's business.
What matters is having the right strategy, the right environment, and someone who's willing to do the actual work of building that business with you.
That's the kind of partnership I offer.
Jacob
- Regional Branch Manager
- Mission Viejo + San Clemente
- Corporate Trainer
- First Team Power Curve
- 1-on-1 Business Coach
- Strategy, accountability, implementation
- AI and Business Systems
- Practical, hands-on integration
Imagine the next chapter of your businesswith a clear plan behind it.
What you've already built
What we could build together
TodaySuccessful buyer transactions
TogetherA repeatable buyer and referral strategy
TodayExperience with a $4.9M coastal purchase
TogetherAn intentional approach to higher-end relationships
TodayRental and landlord relationships
TogetherA long-term client communication system
TodaySeller and listing opportunities
TogetherAn organized listing prospecting and presentation strategy
TodayPersonal relocation experience
TogetherA focused, differentiated relocation brand
TodayIndustry knowledge and individual production
TogetherA customized business plan with active support and accountability
Illustration
What could a few additional transactions mean?
Sometimes meaningful growth doesn't require doubling the hours you work. It requires a better system for creating and converting a few additional opportunities.
Current reported
$8,325,000
Illustrative additional
+$3,700,000
Illustrative combined volume
$12,025,000
Illustrative additional closings at $925K each. Not a guarantee of production.
A first 30-day working plan
Week 1
Map the business
Review existing relationships, client sources, pipeline, systems, and desired direction.
Week 2
Build the foundation
Set up the most important CRM segments, follow-up actions, and any needed marketing assets.
Week 3
Launch the first growth initiative
Choose a luxury relationship strategy, relocation campaign, or seller outreach initiative according to your goals.
Week 4
Review and improve
Measure conversations, appointments, opportunities, and what to adjust next.
This isn't meant to be a prewritten plan I'm handing you. It's a starting point for a real conversation about your goals and the kind of business you want to build.
I have a few questions for you.And some ideas I'd love to explore.
The production numbers tell part of your story. What interests me most is what they don't tell me.
I'd like to hear how you've created these opportunities, what you enjoy most about the business, and where you'd like to take it next.
How did your $4.9 million Sea Summit buyer relationship come about?
Which part of your business do you most enjoy, and which clients would you like to work with more often?
How are you currently staying connected with your past clients, rental clients, landlords, and referral relationships?
Would you like to develop more listing opportunities, higher-end buyers, relocation business, or some combination?
What kind of support and business planning are you already receiving, and what would be most useful to you?
If we were sitting here a year from now and you had an exceptional year, what would that look like for you?
Confirm or reschedule
Looking forward to meeting you, Terianne.
I'm looking forward to getting to know you better, hearing more about your business, and exploring a few ideas together. There's no pressure and no obligation. Just a conversation about where you want to go.
Jacob Lawlor · 949-201-0899 · JacobLawlor@FirstTeam.com
First Team Real Estate · Mission Viejo Office
Jacob also manages First Team's San Clemente office, where this meeting will take place.
Our meeting
Tuesday, October 27, 2026
2:00 PM Pacific
First Team Real EstateSan Clemente Office
209 Avenida Del Mar, Suite 104
San Clemente, CA 92672
Terianne, you've already shown what you can do.I'd love to help you see what's possible next.
You bring the experience, the relationships, and the talent.
First Team brings a strong platform.
I bring the strategy, the time, and the commitment to help you put that platform to work.
If there's an opportunity for us to build something meaningful together, I'd love to explore it.
And if our conversation simply gives you a few new ideas to help your business, that's worthwhile too.
Looking forward to meeting you.
Jacob Lawlor
Regional Branch Manager · First Team Real Estate
Let's Map Out the Plan