Regional President Business Plan Calculator

1
Name* This field is required.
First Name
Last Name
2
Email* This field is required.
example@example.com
3
At the end of the quarter, what do you want to experience? ( Ex: A vacation to the keys, an investment property, a new car etc.)* This field is required.
4
How much cash will that experience/purchase require?* This field is required.
5
Personal Expenses- Defined
6
How much is your monthly mortgage/rent payment?* This field is required.
7
How much is your monthly car(s) payment(s)?* This field is required.
8
How much is your monthly transportation expense ( Fuel)?* This field is required.
9
How much is your monthly health insurance cost?* This field is required.
10
How much is your monthly utility cost?* This field is required.
11
How much is your monthly grocery expense?* This field is required.
12
How much is your monthly personal care ( hair cuts, nails, gym membership etc)?* This field is required.
13
How much is your monthly family obligations? ( sports, activities, amusement park passes etc)* This field is required.
14
How much is your monthly education expense? ( College debt, kids tuition etc)* This field is required.
15
How much is your monthly lifestyle? ( Dinners, drinks, etc)* This field is required.
16
How much is your monthly legal/professional council expense?* This field is required.
17
How much is your monthly donation/charity expense?* This field is required.
18
How much is your monthly car insurance expense?* This field is required.
19
How much is your monthly insurance (Other) expense?* This field is required.
20
How much is your monthly credit card/debt payment expense?* This field is required.
21
Total of any other monthly expenses?* This field is required.
22
This is your total monthly expenses* This field is required.This is an auto calculated field. Do not edit just click next!
23
This is the total income needed ( Monthly Expenses For Quarter + Quarterly Goal Cost) to achieve your goal* This field is required.This is an auto calculated field. Do not edit just click next!
24
Income/Recruiting Breakdown:
25
Enter the total amount of annual income you have from sources beyond your RP comp:* This field is required.
26
Enter the total number of agents you want in your region by the end of the quarter:* This field is required.
27
Select The Average # of deals Per Agent/Year (Company average is 9):* This field is required.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
28
Select The Average Deal Size ( per transaction)* This field is required.
$200,000
$225,000
$250,000
$275,000
$300,000
$325,000
$350,000
$375,000
$400,000
$425,000
$450,000
$475,000
$500,000
$525,000
$550,000
$575,000
$600,000
29
Select The Average Commission Rate Per Deal* This field is required.
1%
2%
2.5%
3%
4%
5%
6%
30
This is the average gross company dollar before brand fees and RP Split* This field is required.This is an auto calculated field. Do not edit. Just click next below.
31
This is average company dollar after brand fees:* This field is required.This is an auto calculated field. Do not edit. Just click next below.
32
This is YOUR projected company dollar income per quarter* This field is required.This is an auto calculated field. Do not edit. Just click next below.
33
This is YOUR projected Agent Fee income per quarter* This field is required.This is an auto calculated field. Do not edit. Just click next below.
34
This is the average projected value per agent* This field is required.This is an auto calculated field. Do not edit. Just click next below.
35
This is the number of agents needed per quarter to hit your goal:* This field is required.This is an auto calculated field. Do not edit. Just click next below.
36
This is the number of agents needed per month for the next quarter:* This field is required.This is an auto calculated field. Do not edit, just click next below.
37
This is the number of agents needed per week for the next quarter:* This field is required.This is an auto calculated field. Do not edit, just click next below.
38
Select Your Conversion Rate % (How many interviews will turn into new hires?):* This field is required.
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
39
This is the number of interviews we need per month for the next quarter:* This field is required.This is an auto calculated field. Do not edit, just click next below.
40
This is the number of interviews we need per week for the next quarter:* This field is required.This is an auto calculated field. Do not edit, just click next below.
41
Mindset
42
Do you believe you can accomplish this goal?* This field is required.
YESNO
43
CommitmentInterested? Committed? Obsessed? Write a message to yourself and your manager stating how seriously you are committed to implementing this plan and being held accountable to it.
Huge
Large
Normal
Small
Ok
Ok
44
AccountabilityWhat additional accountability do you need to ensure your success? Let your manager know.
Huge
Large
Normal
Small
Ok
Ok
45
Your WhyWhat motivates you? A powerful Why comes out of a clear understanding of self. Do not write what should motivate you. Acknowledge the truth about what drives you.
Huge
Large
Normal
Small
Ok
Ok
46
VisionA vision statement is a clear, detailed description of your business in the future, say, 3-5 years from now. It clarifies your long-term goal. It should be Specific, Measurable, Actionable, Realistic and Time-bound. Unlike your mission, it is usually not meant to be publicized.
Huge
Large
Normal
Small
Ok
Ok
47
MissionA mission statement articulates the purpose of your business and your means of reaching it. It should be a simple sentence or a phrase. The public needs to see it. And you need to focus on it
Huge
Large
Normal
Small
Ok
Ok
48
ValuesValues shape identity and guide decision making. Instead of single words, write brief sentences. Consider - and feel free to use - Tom’s: 1) Deliver Value; 2) Embrace Innovation; 3) Build and Maintain Trust; 4) Execute with Relentless Discipline; 5) Strive for Greatness. Share your values with the public. Embrace them yourself.
Huge
Large
Normal
Small
Ok
Ok
49
The Plan
50
How Many Agents Will You Hire In January?
51
How Many Agents Will You Hire In February?
52
How Many Agents Will You Hire In March?
53
How Many Agents Will You Hire In April?
54
How Many Agents Will You Hire In May?
55
How Many Agents Will You Hire In June?
56
How Many Deals Will You Do In July?
57
How Many Agents Will You Hire In August?
58
How Many Agents Will You Hire In September?
59
How Many Agents Will You Hire In October?
60
How Many Agents Will You Hire In November?
61
How Many Agents Will You Hire In December?
62
Your Q1 Total Recruiting Production Will beThis is an auto calculated field
63
Your Q2 Total Recruiting Production Will beThis is an auto calculated field
64
Your Q3 Total Recruiting Production Will beThis is an auto calculated field
65
Your Q4 Total Recruiting Production Will beThis is an auto calculated field
66
This Years Lead Source BreakdownYour Plan Of Action To Hit Your Goal
Lead Source
# of Deals From Source
Action Item 1
Action Item 2
Action Item 3
Source 1
Co-op agents
SOI
Current agent referral
Courted targeted agent
ISA referral
Other
Row 0, Column 0
Row 0, Column 1
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 0, Column 2
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 0, Column 3
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 0, Column 4
Source 2
Co-op agents
SOI
Current agent referral
Courted targeted agent
ISA referral
Other
Row 1, Column 0
Row 1, Column 1
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 1, Column 2
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 1, Column 3
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 1, Column 4
Source 3
Co-op agents
SOI
Current agent referral
Courted targeted agent
ISA referral
Other
Row 2, Column 0
Row 2, Column 1
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 2, Column 2
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 2, Column 3
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 2, Column 4
Source 4
Co-op agents
SOI
Current agent referral
Courted targeted agent
ISA referral
Other
Row 3, Column 0
Row 3, Column 1
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 3, Column 2
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 3, Column 3
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 3, Column 4
Source 5
Co-op agents
SOI
Current agent referral
Courted targeted agent
ISA referral
Other
Row 4, Column 0
Row 4, Column 1
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 4, Column 2
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 4, Column 3
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 4, Column 4
Source 1
Source 2
Source 3
Source 4
Source 5
Lead Source
Co-op agents
SOI
Current agent referral
Courted targeted agent
ISA referral
Other
Row 0, Column 0
# of Deals From Source
Row 0, Column 1
Action Item 1
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 0, Column 2
Action Item 2
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 0, Column 3
Action Item 3
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 0, Column 4
Lead Source
Co-op agents
SOI
Current agent referral
Courted targeted agent
ISA referral
Other
Row 1, Column 0
# of Deals From Source
Row 1, Column 1
Action Item 1
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 1, Column 2
Action Item 2
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 1, Column 3
Action Item 3
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 1, Column 4
Lead Source
Co-op agents
SOI
Current agent referral
Courted targeted agent
ISA referral
Other
Row 2, Column 0
# of Deals From Source
Row 2, Column 1
Action Item 1
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 2, Column 2
Action Item 2
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 2, Column 3
Action Item 3
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 2, Column 4
Lead Source
Co-op agents
SOI
Current agent referral
Courted targeted agent
ISA referral
Other
Row 3, Column 0
# of Deals From Source
Row 3, Column 1
Action Item 1
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 3, Column 2
Action Item 2
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 3, Column 3
Action Item 3
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 3, Column 4
Lead Source
Co-op agents
SOI
Current agent referral
Courted targeted agent
ISA referral
Other
Row 4, Column 0
# of Deals From Source
Row 4, Column 1
Action Item 1
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 4, Column 2
Action Item 2
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 4, Column 3
Action Item 3
Send mailers
Post social content daily
Use Moxi To Connect & Email
Cold Call & Make follow up calls
Send text daily
Will run ads & follow up all leads daily
Row 4, Column 4
1 of 5
67
What are your daily "non-negotiables"?These are things your going to commit to doing no matter what. Your daily schedule may change, but no matter what these are things you will ensure get done before you go to bed that night. List them below. Be honest with yourself. This is solely designed to help YOU!
Huge
Large
Normal
Small
Ok
Ok
68
Your Plan Is Complete & Will Be Emailed To You.

Now the only thing left to do is EXECUTE!
Should be Empty: