CEO Dashboard for
Real Estate Agents
Finally, a system that helps you run your business like a business.
You’re closing deals.
You’re staying busy.
But if you're being honest—your business runs on scattered notes, last-minute tasks, and a lot of “mental math.”
This isn’t about getting more done.
It’s about knowing what matters, when to do it, and how to build a business that doesn’t depend on you remembering everything.
See What You Get Inside
Verified Customer Feedback Insights
"Shoney, has changed my life! Every time he teaches or hosts a discussion I know that I will walk away with serious actionable items. He knows his stuff and he is always there to answer any questions or help workshop issues I am having in my business."
Simplify
The CEO Dashboard gives you:
The CEO Dashboard gives you:
✅ A clear weekly rhythm so you know what to focus on
✅ Built-in templates to track income, projects, tasks, and follow-ups
✅ A leverage system—so you can finally delegate with confidence
✅ A single command center (built in Notion) to run your entire business from
You’ll stop spinning and start leading—whether you're solo or scaling.
No more guessing. No more scattered days.
Uncover
What You’ll Get Inside:
→ Pre-built CEO dashboard (Notion template)
→ Weekly Planning System
→ Task + Project Tracker
→ KPI & Goals Tracker
→ Leverage Delegation System for VAs/EAs
→ Setup walkthrough video (less than 25 mins)
Execute
Built For
Agents doing 10–40+ deals who want to operate like a CEO
Business owners tired of juggling tools, checklists, and sticky notes
Growth-minded entrepreneurs who need a system before they hire help
"Shoney has a rare gift for making complex topics in AI, leadership and wealth building, simole, practical and immediately applicable"
Director of Marketing & Lead Generation | BBA Business Management & Marketing
Real Agents, Real Results:
6-Figure Growth Stories
Suzie Love
“Shoney has helped me shift from working in my business to truly building one. Because of what I’ve learned, I’ve opened another business and created more freedom for myself.”
Joshua Stern
“I’ve been in real estate for more than 20 years and trained with many coaches. Shoney stands out because he actually shows us how to integrate AI workflows into our business to save time and grow. It’s not hype—it’s systems.”
Mike Cole
“This was incredible! Great AI classes, and Shoney is amazing. I walked away with strategies I could implement immediately.”
Traci Sloan
“Shoney is leveling us up in the rapidly changing tech environment so we stay relevant. This isn’t just about AI—it’s about staying ahead as an agent.”
Jonny Christensen
“Shoney is the next-generation leader. He’s showing us how to use AI not as a gimmick but as a tool to run bigger businesses.”
Taylor Frampton
“Shoney’s AI Mastery Course helped me streamline my day-to-day. I’m more organized, saving hours, and showing up sharper for clients.”
Gwyn Stobie
“I’m an older agent and didn’t want to hold myself back. Shoney made AI simple and approachable, and now I feel confident applying it to my business.”
Hunter Strickland
“Shoney has shown me so much business potential with AI. My eyes are open to entirely new ways to scale my real estate career.”
Barbara Solley
“After attending the AI Summit live, I left energized, inspired, and with tools I could use in my business the very next day.”
Marita Hanna
“Shoney has a unique ability to take big, complex ideas and break them down into practical steps I can immediately implement.”
Suzie Love
“Shoney has helped me shift...”
Joshua Stern
“I’ve been in real estate...”
Mike Cole
“This was incredible!”
Traci Sloan
“Shoney is leveling us up...”
Jonny Christensen
“Shoney is the next-generation leader...”
Taylor Frampton
“Shoney’s AI Mastery Course helped me...”
Gwyn Stobie
“I’m an older agent...”
Hunter Strickland
“Shoney has shown me...”
Barbara Solley
“After attending the AI Summit...”
Marita Hanna
“Shoney has a unique ability...”
Workspace
What is this built in?
The CEO Dashboard is built inside Notion—a clean, drag-and-drop workspace trusted by millions of entrepreneurs.
But don’t worry, you don’t need to know Notion to use it.
You’ll get a guided walkthrough, and it works even if this is your first time using the platform.
FAQs
Do I need to be tech-savvy to use this?
Nope. It’s built in Notion, but you don’t need to know how to use Notion to get value from it. We include a simple walkthrough to help you get set up in less than 30 minutes.
Wait—do I need to know Notion to use this?
No. This isn’t a blank Notion template where you have to figure it out.
This is a fully built system—ready to go from Day 1.
You’ll get a step-by-step walkthrough (less than 30 minutes) to customize it to your business.
If you can open an email and fill out a form, you can use this.
Think of Notion like a clean office space.
You could build it yourself—or you could move into one that’s fully set up and ready to run your business.
We’ve done all the hard work for you.
You just show up and start operating like a CEO.
Can this help if I’m a solo agent without a team?
Absolutely. It’s built for solo agents who want to operate like a business owner—even before hiring a team.
If you’ve ever said, “I need a system before I can delegate,” this is the system.
What’s the refund policy?
Our Fair Implementation Guarantee. Because this is a digital product delivered immediately, all sales are final, but if you don’t see the value, shoot us a message and we’ll make it right.
I already use [Trello, Google Sheets, my calendar]. Why switch?
Those tools track tasks.
The CEO Dashboard helps you run your business—from projects to people to profits. It’s not just about checking boxes. It’s about staying aligned with what matters most.
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