Stage 03 · The third stage
The right move. The right asset. The right moment.
With the destination defined, we go find it. We search the market, evaluate opportunities, and match what's available to what you need — not just what looks good on paper, but what actually fits your goals, timeline, and life.
For the agent · how to run this stage
Run your Outfit work — market knowledge, relationships, the search — and bring back only what fits the filters set in Roadmap. Present conditions straight, good and bad. Keep the shortlist tight: comparison creates confidence, overload creates doubt.
In this stage · the client lives it & you run it
Do · tools that live here
The OS tools that support this stage of the client's journey. Open them straight from here.
Learn · curriculum
Lessons and a short video that teach you to walk a client through Identify. In production — placeholders for now.
Identify — stage overview
A 4–6 minute walkthrough of how to run Identify with a client.
Match asset to outcome
Lead with the outcome — not the other way around.
Market conditions, honestly
Presenting good news and bad without losing confidence.
The shortlist conversation
Helping clients compare without getting overwhelmed.