Unlock Your Best Skills and Build a Pipeline You’re Proud Of

You’ve got the sales stuff down - from calculating costs to explaining products, you’re killing it. But the marketing and CRM stuff? They’re on the back burner.

Let’s build a custom tech-stack that serves you and your goals.

Create My Custom Plan

So what’s holding you back?

A Lackluster Roadmap

Without that proverbial “X” to work towards, what’s the point? Your plans should include granular actions and tactics that take you straight to success.

A Complicated CRM

With clunky CRMs with ridiculous settings, who has time to do real work? You deserve a tool that works overtime for your goals.

Or Metrics That Go Nowhere

From email opens to website visits, KPIs and call quotas, sales folks are drowning in data. Your success should focus on target metrics built just for you.

No Tricks, No Sneaky Stuff, Just Real Strategies

The Process Is Really Simple

We’ll help you go from this…

To a clear plan like this:

Want more proof?

We’ve helped loan officers transform from drowning-in-their-daily-tasks to kick-ass-and-taking-names with our custom approach to sales, marketing, and tech strategy. You are unique, your customers are unique, so why can’t your tech stack be unique too? Here’s just a few of the custom plans we’ve built for our clients.

We dial up your awesomeness to an 11

You know your clients and business better than anyone - but that big pain in your ass? Technology. CRM. Social Media. Copywriting. Websites. The things that every business needs, but the things that also become the biggest time sucks. We make your life easier by providing customized tutorials and support for your tech stack so you can get back to crushing your goals.

No Matter Your Starting Point, We’ve Got An Answer For You

I want to mine my database

Want to beef up that pipeline with people that already know you and your services? Learn how to do that with our Guide to Lead Nurturing.

I want a website that finds leads for me

Looking for that SEO magic that creates leads in your sleep? Follow our website checklist that will overhaul your digital footprint to something powerful.

I want goals that feel real and rewarding

We’ll take you through a deep-dive of your daily, weekly, and monthly checkpoints to **actually** work towards the goals you care about.

Joining us means you’ve got two teammates in your corner to cheer you on

Our approach is about the long haul. We want you to find peace, expand that pipeline, and get the best ROI on your tools. And making that happen means we hold your hand through discovery, implementation, and success - we’ll even bring the confetti to celebrate.

Let's Get Started

Industry Experts Love Pink Note Society

Their insight is valuable and game changing. They have the uncanny ability to identify issues, create a plan to combat them, and get everything moving in the same direction to solve the problem. Pink Note's ability to effectively work with people at all levels to get the job done & scale .

Mark Canale, Operating Branch Manager Cross Country Mortgage
A lot of people can do many things and do them well but only a few can do many things and do them at the highest level - Monica is one of them! She does an amazing job providing custom services to exactly what you need for your business. There is never a one size fits all approach, she takes her time really getting to know your business and providing solutions that work for you.

Matt Bernhard - Regional Sales Manager, Business Development, and Marketing -Cross Country Mortgage
Monica has an unusual skill set mix of vision, organization, and an ability to get the right things done. Even better, she’s incredibly humble, collaborative, and generous to the teams she works and partners with. People rise up to the challenge with her.

Trish Maraski, Moder- VP Product & Strategy
Monica will take time to get to know you and then gently, honestly, and directly call out where you have room for improvement. She has life and work experience, and the smarts, to hit the right buttons to hold you accountable and motivate you.

Ray Lozano, MLO - Walnut Hill Mortgage

Here’s a taste of what Pink Note Society Members Get

Sales Insights

Marketing Strategy

Goal Setting

You’re about to kick ass with your business

And we’ll be with you every step of the way.

Become a Member

Choose your starting point

Starter Pack

Get access to our free tips, hacks, tutorials, and more focused on helping you create real change in your business. As a thank you for signing up, you’ll get our bestselling Guide to Lead Nurturing for free!

Join For Free

Monthly Membership

Monthly access to our growing library of online classes, training courses, special events, and exclusive webinar access.