The Master Playbook: CMG’s Business Planning Experience
At CMG, we believe strategic growth is intentional – and that success starts with a clear plan. That’s why we offer every Loan Officer the opportunity to build what we call the Master Playbook: a fully customized business planning and strategy experience designed to create clarity, efficiency, and scale in your business.
Step 1: Laying the Foundation
Before we build anything, we begin with discovery. This phase is about assessing your current business and identifying opportunities to maximize what’s already working – and fix what’s not.
Deep Dive into Current Activity
We start with the DTR: Define The Relationships. This includes a full chunk down of your production, referral sources, and relationship quality. From there, we:
- Review referral source history, including missed opportunities
- Calculate conversion ratios
- Create a visual Account Pyramid to clarify where time should be focused – and where new relationships are needed
Activity and Performance Review
We assess your day-to-day activities using tools like:
- A lead tracker and metrics
- Activity scorecard
- The DeWMY framework: What you’re doing Daily, Weekly, Monthly, and Yearly
This clarity helps uncover productivity gaps and surface simple changes that lead to outsized results.
Business Self-Assessment
We’ll run a Score Test to evaluate current habits, systems, and infrastructure – and identify areas where improvement will produce the greatest returns.
Step 2: Setting the Strategy
With a clear picture of where you are, it’s time to map where you want to go. This stage of the Master Playbook focuses on goal setting, planning, and accountability.
Goal Planning (1, 3, and 5-Year)
We work together to define what success looks like for you and your business in both the short and long term. These goals will serve as the guideposts for your strategy.
The DeWMY Marketing & Execution Plan
Your DeWMY roadmap evolves into your custom action plan – outlining:
- Marketing strategy
- Target partner engagement
- Daily activity targets
- Weekly, monthly, and quarterly benchmarks
You’ll also receive tools for tracking execution, measuring results, and holding yourself (and your team) accountable.
Customized 90-Day Onboarding Plan
If you’re new to CMG, we use your Master Playbook to build your first 90 days with intention – focusing on the systems, activities, and support that get you productive, profitable, and confident as quickly as possible.
Step 3: Team Alignment & Growth
If you have a team, we’ll help align their efforts and ensure every role is serving a clear function.
Team Structure & Personnel Assessment
- Role evaluation and SLAs
- Team checklists, systems, and process mapping
- DISC, Enneagram, and Genius tests to assess strengths and optimize assignments
Team Development & Goal Setting
We’ll help you create one-, three-, and five-year growth plans for your team members, including their personal and professional aspirations. This creates clarity, motivation, and loyalty.
Optional: Blueprint of Life
For those who want to go deeper, we offer a full personal development experience based on Mark Pfeiffer’s own playbook. This includes:
- Wheel of Life evaluation
- Filter and Power Number creation
- Priority Pyramid and personal goal setting (1, 3, 5 years)
- Legacy and mission work
- Letters to self, Bucket List, and your $100 Million Life
- DRIP Quadrant evaluation (Define, Refine, Invest, Perform)
This part of the Master Playbook is for those who want to build not just a great business – but a great life.
Why It Matters
The Master Playbook isn’t a one-size-fits-all strategy. It’s a tailored experience designed to:
- Bring clarity to your goals
- Make your activities intentional
- Streamline your systems
- Build scalable success
We’ve helped countless Loan Officers grow their production, increase income, reduce chaos, and live more purposefully.
If that sounds like what you want – let’s build your Master Playbook.
Call to Action
Reach out to schedule your strategy session and begin building your Master Playbook. Whether you’re onboarding at CMG or just looking to level up your business, this experience is built to help you do more, earn more, and live better.
Let’s make it happen.