Annual Goals Worksheet
Goal setting is the foundation for a successful business. Without goals, you are operating in the dark. And as your coaches, it will be difficult to help and support if we don’t know your plans. Please complete this form to establish your Annual Goals. Once completed, a .PDF copy will be immediately sent to your email inbox. If you have any questions, please give us a call. TIP: To calculate your advertising budget, we suggest you refer to the Cost per Buy of your market from the Lead Dashboard (based on a full 12 months look back) TIMES the # of houses you want to buy, DIVIDED by 12, EQUALS your monthly advertising investment, OR, a minimum of $10,000 per month - Whichever is greater.
Your Name
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First Name
Last Name
Name of Your Franchise Entity
*
ex: Amazing Property Solutions, LLC
E-mail
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Your HomeVestors email address
Today's Date
*
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Month
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Day
Year
Date Picker Icon
How much Gross Profit do you expect your business to generate annually?
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Gross Profit = Sales Contract price MINUS Purchase Contract price
How many properties will you need to SELL annually to generate your projected gross profit?
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How many properties do you plan to BUY annually?
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How much will you invest in your advertising?
Total Advertising for the next 12 months:
ex: $120,000
Monthly Advertising:
ex: $10,000
ANNUAL EXIT STRATEGIES Planner (0 for none)
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How Many Transactions
+ Avg. Gross Profit $$$
= TOTAL Gross Profit
Wholesale / Assign
Wholetail
Renovate to Retail
Buy and Hold (Avg. & Total Gross Profit does not Apply)
Total Exit Strategies Gross Profit:
*
From Exit Strategy Planner Above
BUYING - What is your Contract / Close ratio? Considering that not every purchase contract you write will close (title issues, seller changes their mind, etc.) what will be your contract/close ratio, on average? ex: If you want to buy 20 houses this year, and your contract / close ratio is 80%, you will need to write 24 purchase contracts to buy 20 houses.
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Contract / Close Ratio
To reach your BUY projections, how many properties must you contract MONTHLY, on average?
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# of Monthly Buys
How many properties will you need to sell monthly, on average, to reach your Gross Revenue Projections?
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# of Monthly Sales
Submit Your Goals
Should be Empty: