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What we learned at The Mastermind Retreat 2026 in Myrtle Beach, Hosted by Chesapeake Homes, that will help YOU increase sales

Posted:
September, 28, 2026
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What we learned at the 2026 Management Mastermind Retreat

We had an amazing retreat last week, thanks to our gracious hosts at Chesapeake Homes, Cassie Smith, Audrey Leer, Naomi Wright Bellamy, and Jeanice Ford. Plus our generous sponsors, who are mentioned in detail below, and the lively, knowledgeable, and fun owners and managers who attended. We had an amazing time and enjoyed walking through three world-class sales centers, 15  beautifully merchandised model homes, and the Chesapeake state-of-the-art Design Studio, designed by national expert Jane Meagher.  

We connected, laughed, and learned from each other. We had so much fun on the bus singing karaoke on the way back to the beachfront hotel. We enjoyed the delicious seafood dinner at Hook And Barrel, accompanied by lashings of specialty adult beverages and wine.

Dave, Terri, Shannon, Bill, Naomi, Jenna, Audrey, & Jeaniece
Dave, Terri, Shannon, Bill, Naomi, Jenna, Audrey, & Jeaniece

I was so touched that Jenna Parker of Stevens Fine Homes and Naomi Wright Bellamy of Chesapeake Homes decided to make an impromptu speech at the dinner. Click on this link to hear their heartfelt words. 

 

 

After the Design Studio tour, we sat down for round table discussions and learned current “Best Practices” from each other, as well as from our industry-leading sponsors. Here are some of those incredible assets for you. Please let me know what you think.

Round Table Discussions / Best Practices 

Alex Miller – Forbes Capretto Homes (Buffalo, NY) - Grand Openings / “Home in the Sky” *

Alex Miller from Forbes Capretto Homes on Grand Openings and Home in the Sky

Alex shared his winning formula for Grand openings, gleaned and perfected from Kevin Oakley's “Presale Without Fail” book and concepts. Alex discussed:  

  • Having the discipline to stick with a launch strategy,  
  • Building a home in the sky first, 
  • Creating pent-up demand for an event, 
  • Hosting the launch event at the neutral but effective space of his design studio, 
  • His whole plan is brilliant and worth its weight in gold; well done, Alex.   

* If you would like his detailed plan, please email me at Roland@newhomesalesplus.com and type MMG 2026 Assets.  

 

Bill Rodriguez – Guild Mortgage (Denver, CO) - Solving the Affordable Home Crisis with Creative New Financing *

Bill Rodriguez from Guild Mortgage on Solving the Affordable Home Crisis with Creative Financing

How to leverage the Economy and sell homes with payment, not price. 

Bill shared economic data (*His slides are attached) and three buyer concerns:  

  1. The price they pay for the home 
  2. The payment or rate they will carry 
  3. Whether their job will be there in twelve months 

Bill discussed Guild's “Forward commitments” to lock in the rate at 4.9% and promote this to drive traffic and sales. 

The Guild Mortgage team may have just solved the American home affordability problem with their revolutionary ”Land Lease” program called “Estately”. This has been released in just one state and will be released to many more in January. 

** If you would like his detailed plan, please email me at Roland@newhomesalesplus.com and type MMG 2026 Assets.   

Contact Bill for more information at Bill.Rodriguez@guildmortgage.net.

 

Bob Williams – Beechen and Dill (Chicagoland, IL) – “Ranch Plus”

Bob Williams from Beechen and Dill on Ranch Plus

Bob shared how we had an issue with luxury townhomes ($600 to $800K), where no one wanted the two-story townhome in the middle, selling only the ranch-style homes on the end. We had a group meeting, and someone said that the home is really a Ranch plus a loft and a bed and bath upstairs.  I liked the way this sounded, and suggested we call the homes “Ranch Plus”, and Bob and Bernadette, his sales partner, agreed to ask potential clients:  

Bob – Sales Genius

“Would you like to see the Ranch Home or the Ranch Plus?” 

They have since sold six of the Ranch Plus plans, as older buyers let go of their negative bias about two-story homes and are excited to learn about the “plus”. Another great victory for carefully crafted sales language. Well done, Bob!

  

Cassie Smith – Chesapeake Homes & Host of this retreat  (Virginia Beach, VA, Myrtle Beach, SC, Raleigh & Wilmington, NC) – Perfect Implementation of Sales Tools & Accountability Forms for the Sales Team  

Cassie in Turquoise dress in the middle, with many of her Chesapeake Homes sales team

Cassie in a turquoise dress in the middle, with many of her Chesapeake Homes sales team  

Cassie and her team of Audrey, Naomi, and Jeanice were our hosts and shared so many great ideas with us.  

Their signage, sales centers, sales props, and model homes were all perfectly executed. We walked through three neighborhoods and viewed 15 model homes and learned so much from being there.  

Design Studio Tour - We had a wonderful tour for the design consultant of the World Class, Jane Meagher-inspired Design Studio.

Design Studio Tour of the Jane Meagher inspired Design Studio

Accountability form – Cassie shared how every single sales team member signs a “Mutual Accountability Agreement”. They agree to abide by the company’s values, actively participate in training, prospecting, follow-up, and more.   

Brick House – Cassie created a visual way for each region to focus on their sales goals brick by brick.

The Brick House visual way for each region to focus on their sales goals brick by brick

Myrtle Beach Manager Audrey Leer, with her very own LEGO brick house. 

 

Jacobi Winslett – Timber Craft Homes (Oklahoma City, OK) – Social Media that Increases Sales

Jacobi Winslett from Timber Craft Homes on Social Media that Increases Sales

Jacobi is a true expert in creating social media content that actually drives traffic, with over 40,000 followers, and provably increases sales.  

He will be speaking with me, Jenna Parker from Stevens Fine Homes, and Jason Farmer, owner of Riverstone Construction, and showing videos next week at Bob Whittens SMA Summit in Orlando.   

Follow Jacobi on Instagram at @Jacobisoldit. 

 

Tammy Sauls and Jordan Shepler – Keystone Homes of NC (Greensboro, NC) – Salespeople Marketing Agreement & Realtor Outreach *

Tammy Sauls and Jordan Shepler from Keystone Homes of NC on Salespeople Marketing Agreement & Realtor Outreach

Tammy shared how every month, her salespeople turn in their marketing plan with a budget of $250.   

*Please email me at Roland@newhomesalesplus.com and type MMG Retreat Assets if you would like Tammy’s Prospecting plan.  

Tammy shared creative gifts for Realtors, such as a handheld fan, and the accompanying message “We are fans of yours.”  

Lastly, Tammy has a competition with the sales team to decorate their model homes and win a prize.  

We looked at wonderful photos of Christmas-decorated models and also Pumpkins for Halloween. 

 

Terri Smith – Bosgraaf Homes (Holland, MI) – How to get the most out of EOS = Entrepreneurial Operating System with STRETY 

Terri shared that their whole company has been transformed by EOS, which is derived from the great book “Traction” by Gino Wickman. They found a company called Strety, which helps them implement EOS at the highest level.

 

Dan Hnatkovksy – Jome ( Austin, TX)  - How Outbound AI Voice Follow-Up and Inbound After-Hours AI are Increasing New Home Sales Exponentially!

Dan Hnatkovksy from Jome on How outbound AI voice follow up and inbound after-hours AI are increasing new home sales exponentially

Dan and his partner Sofia have spent millions of dollars and many years perfecting Jome as a specialized AI voice follow-up for builders.  Here are some of the takeaways.  

  • The results are astounding, gaining 3-5% appointments from leads marked as dead. (That’s not a typo; do the math!) 
  • The AI reads the CRM and then creates specialized calling to match the builder's style and brand. 
  • You can even choose male or female voices, any age group, and dialect to connect with your local buyers the best.  
  • Their AI has recognized the three times a day that are optimal to contact leads in the database; it can make 100 calls at a time at these three peak times.   
  • It has unlimited capacity and will call and email up to 18 times before marking a lead dead and marking this in the CRM. 
  • The sweet spot is between 5 to 11 contacts, with 8 being the sweet spot. 
  • It makes notes in your CRM and cleans up your database. 
  • Resuscitated leads can be directed to salespeople or OSC’s.  
  • This is not replacing humans, just accomplishing follow-up at a far more effective level. Humans are still needed for face-to-face sales.  

Think about this: Builders spend between $200 to $900 per lead that walks in the model. Let's say $300 is average. You have 10,000 leads in your database; that means you are sitting on a THREE-MILLION-DOLLAR untapped Gold Mine!  

Jome has a special MMG incentive for Masterminds:  

  • Free analysis of your current AI.  
  • Free setup of Jome AI  - Saving $2,000.   
  • Just $2 per lead. So, for just $20,000, you can mine the 10,000 Golden leads in your database (reaching out to every single lead up to 18 times by phone and text) and fill your months with be-back appointments and clean up the CRM.  
  • You can start with as low as 1,000 leads = $2,000 and always increase from there.  

Feel free to contact Dan at dan@jome.com. 

 

Shari Morton & Sarah Haynes – Shared Drive – Outsourced OSC & CRM Integration

Sharie and Sarah at dinner with Alex Miller and Bob Williams

Shari and Sarah at dinner with Alex Miller and Bob Williams (Before Alex started watching the Bills game on his phone.) 

Shari and Sarah offer two valuable services for builders. Many of our masterminds have worked with them and have been thrilled at the service and results.  

  • Outsourced OSC Services: They take hiring, training, and managing an OSC off your hands. They select an OSC that they believe will be a good fit for you; this OSC becomes an expert on your locations, communities, and homes, and you let them drive. 
  • HubSpot CRM Integration: Many builders have been switching to HubSpot for their CRM. Shari and Sarah are official trade partners with HubSpot and can get you the best pricing; plus, for a very reasonable flat fee, they will help you migrate to this platform and train your team. 

Feel free to contact Shari at shari@shareddrive.com. 

 

Arnav – Rilla – (Brooklyn, NY) – Sales coaching with Ride along App 

Most of you know who Rilla is by now. Just in case, here goes. 

  • Rilla provides a ride-along app service that listens to every single salesperson encounter, transcribes it, and then provides coaching to the salesperson in real time. 
  • Managers can listen to every ride-along and provide feedback.  
  • I have access to the Mastermind Builders on the Rilla Platform and often listen and offer coaching as well.  
  • I have licensed my training program to Rilla for only our Mastermind clients. 
  • Chesapeake Homes, our hosts, have 20 salespeople on the platform and are getting great results. 
  • Arnav announced many new initiatives and self-guided programs for the sales team to role-play.    
  • Arnav is offering a Free Rilla trial for 30 days for Masterminds. 

Feel free to reach out to Arnav for more info at Arnav@rilla.com.

 

Leslie Jeter at Clear Evaluations – Video Shopping  

Leslie wasn’t able to make the Retreat, but she has been a loyal MMG sponsor for many years.  

I have worked with Leslie for decades, and our clients love the quiet of her shops and the very well “Leslie-trained” shoppers.  

Clear Evaluations has a great service where managers fill in a complete backstory and profile for each community; as a result, our masterminds have found her shops to be of the highest benefit as a yearly or bi-annual coaching tool.  

Many clients we work with have Rilla and still invest in Leslie’s shops as well. 

Leslie can be reached at Leslie@clearevalutions.com.

NAHB rookie of the year and his manager plus mmg bus pic

NAHB sales rookie of the year Sam Barkan & his manager Jeaniece Ford + The MMG Tour Bus

Whew, that was a lot of info, and I am sure I only scratched the surface. We had another incredible retreat, and I know we're all exhausted when we got home. Please feel free to reach out to our generous sponsors or me with any questions. 

Truly, 

Roland Nairnsey

2026 MMG Retreat

By Roland Nairnsey, President, New Home Sales Plus

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