Build Your Business plan

Name*

First NameLast Name

Email That You Want The Plan To Be Sent To*

example@example.com

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.)*

How much cash will that experience/purchase require by THE END OF THE QUARTER?*

Personal Expenses

What are your current total MONTHLY bills/Expenses*

This is your total personal expenses for the quarter ( Auto calculated field)*

This is the total income needed ( Monthly Expenses For Quarter + Quarterly Goal Cost) to achieve your goal (Auto calculated field)*

Transaction Breakdown:

Enter Your Average Deal Commission (company average is $9500):*

This is the number of deals needed this quarter:*

AUTO CALCULATED FIELD

This is the number of deals needed per month for the next quarter:*

AUTO CALCULATED FIELD

This is the number of deals needed per week for the next quarter:*

AUTO CALCULATED FIELD

Select Your Conversion Rate % (How many appointments will turn into deals?):*

This is the number of appointments we need per month for the next quarter:*

AUTO CALCULATED FIELD

This is the number of appointments we need per week for the next quarter:*

AUTO CALCULATED FIELD

Mindset

Commitment

A plan without the will to execute is only words on a page. So, write a message to yourself and your coach stating how seriously you are committed to implementing this plan and being held accountable to it.

Accountability

What additional accountability do you need to ensure your success? Let your manager know.

Your Why

What 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.

Vision

A 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.

Mission

A 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.

Values

Values 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.

The Plan

Select Your Agent Experience

New Agent - (Zero deals)Experienced Agent (1+ deals)

This Years Deal Sources

	Closed A Deal From...
Past Clients
Referrals from past clients
Sphere Of Influence
Referrals from Sphere
Referrals from another agent
Geographical Farm
Open House
Company generated leads
Other

Past client calc

Past client referral calc

SOI calc

SOI referral calc

agent referral calc

farm calc

Open House calc

company lead calc

other lead calc

This past year, how many deals did you do with past clients?

This past year, how many deals did you do that were past client referrals?

This past year, how many deals did you do from your S.O.I.?

This past year, how many deals did your SOI refer you?

This past year, how many deals did you do that were other agent referrals?

This past year, how many deals did you do from your geographical farm?

This past year, how many deals did you do from open houses?

This past year, how many deals did you do from company generated leads?

This past year, how many deals did you do from other lead sources?

Your total # of deals this past year was:

AUTO CALCULATED FIELD

Your total # of deals needed this quarter to hit your goal is:

AUTO CALCULATED FIELD

How Many Deals Will You Do In Month 1

How Many Deals Will You Do In Month 2

How Many Deals Will You Do In Month 3

Your Quarterly Total Production Will be

AUTO CALCULATED FIELD

With this production, You will hit this % of your goal

AUTO CALCULATED FIELD

This Years Lead Source Breakdown

	Lead Source	# of Deals From Source	Action Item 1	Action Item 2	Action Item 3
Source 1
Source 2
Source 3
Source 4
Source 5

What are your daily "non-negotiables"?

Please Select Your Office*

Your Plan Is Complete & Will Be Emailed To You.

Now the only thing left to do is EXECUTE!