A personalized business-growth briefing

Prepared exclusively for Dawn Leibovitz

Dawn, you've built the experience. Now you're building the momentum. Let's turn it into your strongest chapter yet.

More than two decades in real estate. Deep roots in South Orange County. And a recent surge in production that shows what's possible when experience, relationships, and opportunity align.

Your next step isn't about reinventing your business. It's about building more listing leverage, a stronger Laguna Niguel market position, and the systems to make your growth more sustainable.

Let's map out the plan →Explore your growth briefing

Our conversation · Friday, October 9 · 12:00 PM Pacific · Via Zoom

Mediterranean-style coastal residence overlooking the Pacific at golden hour in South Orange County

22+ Years

Real estate experience

$9.53M

Trailing 12-month volume

+72%

Volume growth

62.2%

Production in Laguna Niguel

02 — Your foundation

Your success has always been built on relationships. Now those relationships can create even more leverage.

Dawn, your real estate career has depth that can't be manufactured overnight.

You've been licensed since 2003, navigated multiple market cycles, and built experience across both Los Angeles and Orange County. Since making South Orange County home in 2008, you've developed the kind of local familiarity that matters when families are making meaningful housing decisions.

Your recent transactions tell a particularly interesting story. Laguna Niguel accounts for more than 62% of your trailing sales volume, and your work extends from established South County neighborhoods to properties exceeding $2 million.

That's more than geographic coverage. It's the beginning of a recognizable local market identity.

Your involvement with the Aliso Niguel High School theatre company, including serving as its vice president, also reflects an important part of your story: a willingness to invest time, organization, and care into the community around you.

And now your production is accelerating.

The question is no longer whether you know how to succeed in this business.

It's how to build the right structure around the success you've already created.

Experience

More than two decades of real estate knowledge and market-cycle perspective.

Community

Long-standing South Orange County roots and genuine familiarity with local families.

Momentum

Growing sales volume and an increasingly compelling Laguna Niguel market position.

The goal is not to change who you are. It's to amplify what already works.

03 — The business snapshot

The numbers tell a strong story. The next opportunity is even more interesting.

Your recent production reflects strong momentum, an established price point, and meaningful concentration in one of South Orange County's most desirable residential markets.

$9.526M

Closed sales volume · Last 12 months

+72%

Year-over-year volume growth

Closed transactions

$1.361M

Average closed sales price

100%

Closed-to-list price ratio

22 Days

Average days on market

$5.926M

Laguna Niguel closed volume

22+ Years

Real estate experience

Your recent business has been powered by strong buyer relationships, with approximately 70% of closed volume coming from the buy side. The research snapshot also includes two active listings and no pending transactions shown. That combination creates a valuable next opportunity: turning more of your existing relationships into listing appointments and building a steadier seller pipeline without losing the buyer business you already serve so well.

Production figures are directional, based on public production research and MLS data — not a complete private business record.

Geographic production

Laguna Niguel$5.926M · 62.2%
San Clemente$1.460M · 15.3%
Los Angeles$1.315M · 13.8%
Santa Ana$825K · 8.7%

Nearly two-thirds of your recent closed volume already centers on Laguna Niguel. That concentration offers the foundation for a sharper geographic identity and more focused listing strategy.

Selected production milestones

Period	Sales volume	Story
2019	~$1.08M	An established starting point
2023	~$5.19M	Meaningful production foundation
2024	~$8.04M	Higher annual activity
2025	~$5.45M	A changing market cycle
2026 YTD	~$8.70M	Renewed momentum
Trailing 12 months	$9.526M	Current rolling production strength

The important takeaway isn't any single calendar-year comparison. It's that your recent business is growing, your average transaction is substantial, and your Laguna Niguel relationships provide a clear platform for the next phase.

04 — Where the next leverage lives

This isn't about fixing your business. It's about building on what's working.

You're already producing, already trusted, and already active in a valuable South County market. The opportunity is to make that production more intentional, listing-focused, and scalable.

01
Convert buyer relationships into future listings
Your buyer business is a strength. Every purchase also represents relationships, neighborhoods, homeowner connections, and future move-up opportunities. A structured homeowner follow-up strategy can turn today's successful buyer transactions into tomorrow's seller appointments.
02
Turn Laguna Niguel into a recognizable specialty
Your transaction concentration provides the raw material for local authority. Build consistent community-level market updates, neighborhood-specific seller campaigns, and personal branding that connects Dawn Leibovitz with Laguna Niguel real estate expertise.
03
Make the next opportunity visible before the current transaction closes
A deliberate 30-, 60-, and 90-day pipeline creates more clarity around who is ready to buy, who may sell, and which relationships need attention now. That structure makes growth easier to manage and less dependent on the timing of individual closings.
04
Move naturally into higher-value listings
Your $2.46 million Laguna Niguel transaction demonstrates experience at the upper end of your recent market. Premium listing presentations, international exposure, property preparation, and credible seller reporting can help turn that experience into stronger seller-side positioning.
05
Protect the time that makes your business valuable
More volume should not require a proportional increase in administrative work. The right technology, transaction support, marketing systems, and direct coaching can protect your time for clients, negotiations, relationships, and the activities that produce new business.

Your effort deserves better leverage.

Map the plan →

05 — The market opportunity

Your strongest next position: Laguna Niguel market specialist. With a more powerful listing story.

The clearest growth lane isn't trying to become everything to every Southern California buyer and seller. It's expanding the value of the Laguna Niguel relationships, market knowledge, and transaction experience you already have.

Relationship-driven · Listing-focused · Luxury-ready

Lane 01

Laguna Niguel Homeowner Authority

Build a focused neighborhood strategy around local ownership, property values, community trends, and homeowner decisions. Become a natural first call when an owner begins thinking about selling.

Lane 02

Move-Up Seller Strategy

Target families and homeowners whose needs are changing but whose plans depend on accessing equity or coordinating their next purchase. Turn an intimidating transition into an organized plan.

Lane 03

Luxury-Adjacent Listing Growth

Use your success with properties in the $1 million to $2.5 million range as the foundation for more high-value listing consultations supported by polished marketing and expanded buyer reach.

Lane 04

Buyer-to-Seller Relationship Development

Create systematic follow-up after every buyer transaction, connect with local homeowners in the client's network, and identify future selling opportunities inside existing relationships.

Lane 05

Seller Confidence Before Market Launch

Bring a stronger listing appointment story through property preparation, marketing strategy, early buyer exposure, and consistent reporting once the property is live.

Lane 06

Los Angeles-to-Orange County Connections

Your professional history across Los Angeles and Orange County creates a natural bridge for relocation referrals and clients making a lifestyle move into South County.

62.2% of your recent volume is already in Laguna Niguel.

The next opportunity is to turn that geographic concentration into a larger share of local seller relationships.

Not a different business. A more intentional version of the business you've already earned.

06 — The platform advantage

First Team brings the platform. Jacob helps you turn it into execution.

The right brokerage should add tangible strength to your client experience and measurable capability to your business. For an experienced agent like you, the conversation isn't about getting access to another set of tools. It's about putting the right resources behind the opportunities you want to pursue.

1976

Year founded

48+

Southern California offices

2,200+

Sales associates

$6.25B

Company closed sales in 2025

550 Firms

LeadingRE global network

70 Countries

International network reach

From strong individual production to greater business leverage.

Your next business opportunity

First Team + Jacob execution

Your next business opportunity
Greater Laguna Niguel listing share
First Team + Jacob execution
Local market reports, homeowner campaigns, geographic strategy, and coaching around listing appointments.
Your next business opportunity
More compelling seller presentations
First Team + Jacob execution
Buyer Delivery System, Buyer Pipeline, SneakPreview, and premium listing marketing.
Your next business opportunity
Better solutions for move-up homeowners
First Team + Jacob execution
First Team Forward / Cash Offer+ and First Impressions Concierge programs.
Your next business opportunity
More sophisticated luxury positioning
First Team + Jacob execution
Luxury Portfolio International, LeadingRE, and elevated marketing assets.
Your next business opportunity
More consistent database engagement
First Team + Jacob execution
Luxury Presence CRM, lead capture, automated follow-up, and AI-assisted workflows.
Your next business opportunity
More production capacity without more friction
First Team + Jacob execution
Direct strategic coaching, in-house legal and IT support, transaction systems, and file auditing.

An established professional doesn't need another platform presentation. She deserves a conversation about what each resource could actually help her accomplish.

Let's map out the plan →

07 — Real agents. Real growth stories.

The difference isn't just having better tools. It's having the right partnership behind them.

These three agents brought experience, professionalism, ambition, or strong client relationships into their businesses. The breakthroughs came from pairing those strengths with clearer strategy, proactive leadership, and better leverage.

The luxury positioning story

Marlene Hennings

From capable agent to a more powerful coastal luxury position.

Marlene joined First Team from a boutique brokerage with the talent and drive to succeed, but without the proactive brand and business-building partnership she wanted. Jacob worked with First Team's marketing department to help her clarify her identity and enter her desired coastal luxury market. Within 90 days, she secured a listing exceeding $4 million. Within six months, she had closed $10 million.

$4M+

First target-market listing

90 Days

To secure that listing

$10M

Closed volume in six months

“Jacob has truly helped me build confidence in my real estate business. His one-on-one training, guidance, and support with personalizing my brand have been beyond anything I expected from a manager.”

— Marlene Hennings

The modern leverage story

Sharon Custer

Already successful. Modern strategy unlocked even more opportunity.

Sharon was already a respected South Orange County top producer with approximately $24 million in annual volume. Jacob helped her apply AI, relationship mining, and smarter business systems to her existing client network. She identified two buyers with budgets exceeding $10 million who were already within her relationships, and increased her average sales price by 76%.

$24M

Annual sales volume

2 × $10M+

Buyers identified in existing network

+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.”

— Sharon Custer

The experience-meets-strategy story

Preston Willson

The experience was already there. The right strategy changed the trajectory.

Preston had been licensed since 2005 and brought decades of real estate and sales experience to his business. His opportunity was aligning that experience with a more focused and consistent strategy. Through Jacob's coaching, stronger systems, and a business model designed around his natural strengths, Preston increased his production dramatically in one year.

2005

Year originally licensed

$1.5M → ~$12M

Annual sales volume

+640%

Reported one-year growth

Sometimes the agent already has the talent. What they are missing is the right strategy to unlock it.

— The Preston Willson story

Three different agents. Three different starting points. One shared principle: the right strategy should amplify the person who is already there.

Individual experiences are examples of what focused coaching and platform support can make possible, not promises of equivalent results.

08 — The tools that matter to your business

Technology should serve your strategy. Not become another job to manage.

These are the First Team capabilities most closely aligned with your Laguna Niguel listing opportunity, premium buyer relationships, and desire to create a more repeatable business.

Listing conversion

Buyer Delivery System + Buyer Pipeline

Tap into internal buyer demand across First Team's regional network and bring a stronger buyer-match story to your listing consultations. This can help sellers see the value of your reach before their property reaches the open market.

Early market access

SneakPreview

Access searchable off-market and pre-market opportunities for your buyers while adding another meaningful differentiator to your seller conversations.

Seller preparation

First Impressions Concierge

Help homeowners navigate property improvements, repairs, staging, and preparation. That is particularly useful for Laguna Niguel sellers whose next move depends on maximizing the appeal of their current home.

Move-up seller solutions

First Team Forward / Cash Offer+

Bring practical buy-before-you-sell and cash-offer options into conversations with homeowners facing equity and timing challenges, subject to program eligibility and terms.

Local market authority

Market Trends + Market Edge

Turn local market data into persuasive, neighborhood-specific homeowner conversations. Sharpen your pricing presentations and build a consistent Laguna Niguel market-intelligence presence.

Seller confidence

Listing Activity Report + Syndication

Keep sellers informed through structured marketing-activity and exposure reporting. Give clients a clearer understanding of the work taking place behind their listing.

Relationship leverage

Luxury Presence CRM + AI

Create a more connected follow-up process for buyer clients, past sellers, homeowners, referrals, and future move-up opportunities. The goal is to keep relationships active without requiring you to personally remember every follow-up.

Upmarket reach

Luxury Portfolio International + LeadingRE

Expand the marketing story behind premium Laguna Niguel and South Orange County listings through luxury exposure, national relocation connections, and international network relationships.

Also supporting your business

Maxa marketing platform
Social Media Concierge
Testimonial Tree
SkySlope transaction management
In-house legal guidance
Live IT support
Transaction coordination and file auditing

The value isn't the number of tools available. It's knowing which tools to use, when to use them, and having a partner who helps put them to work.

09 — The partnership

A strong platform matters. The person helping you use it matters just as much.

Jacob Lawlor · First Team Real Estate

Dawn, you've been in real estate long enough to know that a brokerage's technology, branding, and resources only matter when they actually make your business better.

My role isn't to teach you what you already know.

It's to understand what you want the next chapter to look like, identify the most valuable opportunities inside your current business, and work alongside you to build the strategy and systems that help you pursue them.

First Team provides the platform. I help you make it productive.

01
Pillar 01 — Business strategy
A focused growth plan for Laguna Niguel, listing generation, database opportunities, and the type of clients and properties you most enjoy representing.
02
Pillar 02 — Execution & accountability
Regular conversations about real opportunities, listing consultations, seller follow-up, and pipeline activity — with an emphasis on making consistent progress rather than adding busywork.
03
Pillar 03 — Modern leverage
Practical use of CRM systems, marketing infrastructure, AI, automation, and business intelligence to help a seasoned agent work with more precision and less friction.

“First Team gives you the platform. I help you turn it into production.”

— Jacob Lawlor

Get to know Jacob Lawlor ↗

10 — Your next chapter

Imagine keeping everything you've built. And adding a more deliberate growth engine behind it.

The next chapter doesn't need to look dramatically different from the outside. It should feel more focused, more predictable, and better supported on the inside.

What's already working

What we could build around it

What's already working
Strong buyer relationships
What we could build around it
Buyer-to-seller referral and homeowner follow-up system
What's already working
Recognizable Laguna Niguel production
What we could build around it
Focused local listing and homeowner-authority strategy
What's already working
Experience with premium properties
What we could build around it
Polished high-value listing presentations and luxury exposure
What's already working
Substantial personal market knowledge
What we could build around it
Consistent market reports, branded insights, and seller outreach
What's already working
Growing production momentum
What we could build around it
Repeatable pipeline habits and targeted growth tracking
What's already working
Hands-on client service
What we could build around it
More operational, marketing, and transaction support behind each client

A practical first 90 days

Days 01–30
Clarify the opportunity
- Review your client database and referral sources.
- Identify Laguna Niguel homeowners and past buyers most likely to be future sellers.
- Establish a clear listing-growth objective.
- Set up useful CRM lists, follow-up reminders, and seller-opportunity tracking.
- Identify one or two neighborhoods where your reputation has the strongest opportunity to compound.
Days 31–60
Build the listing engine
- Develop a branded Laguna Niguel market-update strategy.
- Refine your listing consultation and seller marketing materials.
- Introduce First Impressions Concierge and First Team Forward into relevant homeowner conversations.
- Use Buyer Delivery System and SneakPreview to strengthen listing presentations.
- Review appointments and active seller conversations regularly.
Days 61–90
Turn the plan into momentum
- Evaluate seller conversations and listing appointments.
- Refine follow-up around the highest-response homeowners.
- Expand the strongest neighborhood campaign.
- Build a repeatable monthly market-communication rhythm.
- Evaluate the systems and support that are creating the greatest real business value.

Strategic growth scenario

What does a $15M business look like at your current price point?

$1.36M

Current average sales price

~11 Closings

Approximate sides at that average price

~$15M

Illustrative annual sales volume

At your current average sales price, approximately eleven closed sides would represent nearly $15 million in annual sales volume. That's an additional four closings compared with your trailing seven. The value of this exercise isn't predicting a number — it's showing why better listing conversion, a stronger homeowner pipeline, and consistent follow-up deserve serious attention.

The next level should come from stronger leverage, not just a fuller calendar.

11 — Our conversation

Let's make our conversation worth your time. Starting with the business you want to build.

Dawn, you've already demonstrated that you can succeed through changing markets, evolving technology, and different stages of life.

Our conversation on Friday isn't about sitting through a generic brokerage presentation.

I'd like to learn what you're excited about, what you would most like to improve, and whether a different combination of platform and partnership could help you get there.

If we can identify one or two meaningful opportunities and map out a practical path forward, that alone should make the conversation valuable.

Seven questions worth exploring

01
With your recent production growth, what would you most like the next 12 months to look like?
02
If you could shift more of your business toward listings, what would your ideal buyer-to-seller balance be?
03
Where do most of your opportunities come from today — past clients, referrals, community relationships, online inquiries, or something else?
04
How intentionally are you staying connected with Laguna Niguel homeowners who already know and trust you?
05
What parts of the business take more of your personal time than you'd like?
06
How much value are you getting from your current marketing, technology, and brokerage support — and where would you welcome more hands-on partnership?
07
If we could build a practical 90-day plan to increase your listing opportunities, what would need to happen for you to feel excited about the direction?

This should be a working conversation between two real estate professionals — not a sales pitch.

Confirm or reschedule

Looking forward to our conversation, Dawn.

Our Zoom conversation is scheduled for Friday, October 9, 2026, at 12:00 PM Pacific Time. I'm looking forward to learning more about your goals and sharing the growth opportunities I've identified. If you'd like to confirm, reschedule, ask a question, or request the Zoom meeting link, please reach out directly.

Friday, October 9, 2026

12:00 PM Pacific Time

Via Zoom

Jacob Lawlor · First Team Real Estate

Text Jacob Email Jacob

Jacob Lawlor · 949-201-0899 · JacobLawlor@FirstTeam.com

First Team Real Estate · Mission Viejo Office

12 — A thought for the road ahead

Dawn, you've already done the hard part. You've built the experience, the relationships, and the momentum.

You know your clients. You know South Orange County. And your recent production speaks to the strength of the business you've created.

Now imagine pairing those strengths with a more intentional Laguna Niguel listing strategy, a powerful regional real estate network, stronger seller-facing tools, and a partner who helps turn good ideas into consistent execution.

That's the conversation I'd like to have.

Not about starting over.

About building the next chapter of your business with the support and leverage your experience deserves.

First Team

The platform, brand, tools, luxury reach, operational support, and regional strength.

Jacob Lawlor

The business strategy, coaching, accountability, market insight, and practical implementation partnership.

The future of your business should be as intentional as the work that brought you here.

Let's map out the plan →Email Jacob

Proven principles. Modern leverage. Serious agent growth.