Everything we keep about the people around your business, in one place — the spreadsheets you can edit, the pages you can read, and the groups inside ReferralMaker where you actually work the lists. Grouped by what you would be trying to do, not by what kind of file it happens to be.
Your sphere — who gets the mail-out, who lives where, and what you still owe a past client.
| What it is | Kind | What you would use it for | Size, read live | Can you change it? |
|---|---|---|---|---|
| IOV Mailing ListTPJG - 100 IOV Mailing List (Primary + Secondary) | Google Sheet | Who gets your Item of Value mail-out, in the order you would work it — Primary first, then Secondary, then everyone else who has a usable address. | 878 rows on “IOV Mailing List”115 rows on “Notes & Sources” | You edit thisYes — the Magazine column is yours (Yes/No). Your edits survive every rebuild: they are tied to a hidden contact ID, not to the name, so two people with the same name cannot steal each other's. |
| Setup Groups (the ranked list behind the IOV groups)TPJG - Setup Groups (Contacts, Transactions, Referrals, Tiers) | Google Sheet | The one ranked list your three IOV groups are filled from, plus the print pack. Rank 1-100 becomes Primary, 101-200 Secondary, the rest Tertiary. Order, top to bottom: one row per household (the spouse you have more calls, notes and texts with), then Houston-local people ahead of everyone out of area, and inside that your Active and Pending clients first, then anyone who closed with you in the last three years, then your top referrers with the most referrals first (a closed sale over $500K only breaks a tie at the same referral count), then everyone else. Primary and Secondary are Houston-local only; Tertiary is any location. The print tabs are the mailing roster, the label sheet and the short list of people we could not find an address for. | 678 rows on “Setup Groups”236 rows on “Notes & Sources”708 rows on “IOV Roster (Print)”237 rows on “IOV Labels (Avery 5160)”1 rows on “IOV Missing Address” | You edit thisYes — the Confirm Address, Verify Address and Suppress? columns are yours, and your entries survive every rebuild because they are tied to a hidden contact ID, not to the name. |
| Closed clients — mailing rosterTPJG Marketing Roster — Group 1: Closed Clients 2023-2026 | Google Sheet | Everyone who has closed with you, with the address to actually mail them at, so a card or a magazine can go out. Each name links back to their record in ReferralMaker. The years covered are in the sheet name underneath. | 114 rows on “Roster”11 rows on “Summary” | Read only |
| A+/A Sphere Map/sphere-map/ | Web page | Every A+ and A client as a pin on a map, so you can see who is near you or near a listing before you drive across town. | 650 clients pinned | Read only |
| A+/A near Brookshire/aplus-a-brookshire-map/ | Web page | A one-off answer to one question: which A+/A people live within ten miles of Travis Thompson in Brookshire. A snapshot, not a living list. | 29 contacts in range | Read only |
| Client For Life Dashboard/cfl-dashboard/ | Web page | What you still owe a past client — which post-closing touch is due, which are overdue, filtered by who owns the file. | 38 closings tracked | Read only |
| Buffini Company Live — invite list/buffini-company-live-invites/ | Web page | Who to invite to Company Live, with every email address checked for whether it will actually deliver before anything is sent. | 224 people to invite | Read only |
| PureBrain relationships you introducedTPJG - PureBrain Relationships (Introduced by Joseph) | Google Sheet | Everyone you have put in front of PureBrain — name, cell, email, when they were first invited, which sessions they actually attended, and whether they joined. Every date names the email or calendar invite it came from, and a blank means we genuinely could not find one. | 37 rows on “PureBrain Relationships”75 rows on “Notes & Sources” | Read only |
The trades and companies you put in front of a client. The roster is the decided list; the directory is everything we could find.
| What it is | Kind | What you would use it for | Size, read live | Can you change it? |
|---|---|---|---|---|
| Partners Roster (vendors)TPJG - Partners Roster (vendor candidates for review) | Google Sheet | Your vendor list. Tab one is what you have already confirmed. Tab two is everyone still waiting on your Yes or No. Tab three shows where each name came from and why it was classified the way it was. | 91 rows on “Partners Roster”179 rows on “Not Confirmed”213 rows on “Notes & Sources” | You edit thisYes — 'Vendor OK?' and 'Add to Partners?' are your columns. A Yes from you beats every rule we have, and nothing is ever deleted: a No moves to tab two with a status, so a wrong tap is one edit to undo. |
| Vendor Directory/vendor-directory/ | Web page | Every vendor name we could find anywhere in your records, grouped by trade and by role. Wider and rougher than the roster — use this to look somebody up, use the roster to decide. | 902 names on file | Read only |
| Preferred Partners (group)opens in ReferralMaker | ReferralMaker group | The group inside ReferralMaker itself. This one deliberately overlaps your IOV groups — a vendor can also be someone you send value to. | 94 people | You edit thisIt is your CRM, so anything you change here is live immediately. |
Referral partners and the people you have asked for a name — plus the investors already sitting in your email history.
| What it is | Kind | What you would use it for | Size, read live | Can you change it? |
|---|---|---|---|---|
| Top Referrers (last 36 months)TPJG - Top Referrers (Last 36 Months) | Google Sheet | Everyone who has actually sent you business in the last three years, most first, with the cell, email and address to reach them, their sort, and whether they are Houston, Texas, national or international. | 195 rows on “Top Referrers”113 rows on “Notes & Sources” | Read only |
| Estate / probate attorney referral rosterEstate/Probate Attorney Referral Roster | Google Sheet | The answers that came back from the text you sent asking who they would recommend for probate — the name, the firm, and who gave it to you. | 42 rows on “Roster”11 rows on “About” | Read only |
| Referral Re-Activation/referral-reactivation/ | Web page | Agents you have traded referrals with before, each with the message already written in your voice. Read the voice once and say go or no — nothing sends until you do. | 76 partners prepared | Read only |
| Out-of-State Agent Review/oos-agent-review/ | Web page | Out-of-state agents sorted into who is worth a referral relationship, for the out-of-area campaign. | 113 agents classified | Read only |
| Investor Contact List/investor-list/ | Web page | Investors found in your own email history, with their company and — where they actually said it — the price range they buy in. | 64 investors | Read only |
The rules and the tools underneath all of it: one search that sees everything, the filing standard, and the move off ReferralMaker.
| What it is | Kind | What you would use it for | Size, read live | Can you change it? |
|---|---|---|---|---|
| Contact 360 View/contact360/ | Web page | Search one person and see everything at once — their CRM record, texts, meetings, files and email, on one screen. | –nothing to count on this one | Read only |
| SOP — Contact/sop-contact/ | Web page | The written standard for how a contact gets entered, named and filed, so that two people do it the same way. | –nothing to count on this one | Read only |
| CRM Transition Plan/crm-transition/ | Web page | The plan for moving off ReferralMaker onto BoldTrail — the phases, and the points where the move stops and waits for your decision. | 1,272 contacts to move | Read only |
| Lifecycle Tracker/lifecycle-tracker/ | Web page | The checklist for bringing on — or letting go — an agent, a partner or vendor, or a piece of technology. | –nothing to count on this one | You edit thisYes — it is a live checklist; ticking a box saves it. |
These are not ours — they are your own ReferralMaker groups. Listed so this page tells you where the list is actually worked, with the size read live out of RM.
| What it is | Kind | What you would use it for | Size, read live | Can you change it? |
|---|---|---|---|---|
| IOV Primaryopens in ReferralMaker | ReferralMaker group | Ranks 1-100 off the Setup Groups sheet. Houston-local only — your Active and Pending clients first, then your last three years of closings, then your top referrers. Never padded to hit a round number. | 100 people | You edit thisIt is your CRM. |
| IOV Secondaryopens in ReferralMaker | ReferralMaker group | Ranks 101-200 off the same sheet, and Houston-local only too: the rest of your local closings and referrers, then your local A+ and A people. | 100 people | You edit thisIt is your CRM. |
| IOV Tertiaryopens in ReferralMaker | ReferralMaker group | Ranks 201 and below — any location. Everyone out of area sits here by rule, plus the Houston people who did not fit in the top 200. Same value, different mail run. | 482 people | You edit thisIt is your CRM. |
What changed, where everything else lives, and the one sheet on this page that is YOURS — we read it, we never write to it.
| What it is | Kind | What you would use it for | Size, read live | Can you change it? |
|---|---|---|---|---|
| Changes/changes/ | Web page | Every change we make, newest first — what it was before, what it is now, a link straight to it, and whether it is actually live yet. | 1920 changes recorded | Read only |
| Total Library/total-library/ | Web page | The index of every page we have ever built for you, grouped, with a one-line purpose each. This hub is the relationship slice of it. | 224 pages catalogued | Read only |
| Your Buffini roster / attendance / sponsor sheetEvent-Regional/Buffini/Roster/Attendance/Sponsor | Google Sheet | Your own sheet, going back years — event rosters, attendance and sponsors. It has been the single best predictor of who you actually count as a partner, so we read it. We never write to it. | 31 rows on “Sponsors”12 rows on “Summary”17 tabs in total | You edit thisYours entirely. |