JANUARY - DECEMBER 2020 This planner belongs to:
Let’s Be Friends!
@BeyondRoutinePlanner . @BRPlanner . #BeyondRoutinePlanner
Copyright © 2019 - 2020 Beyond Routine, LLC. ALL RIGHTS RESERVED Beyond Routine, LLC. © - ISBN: 978-0-692-90427-5 Designed in the U.S.A. Made in China.
Hi, Friends! Beyond Routine, LLC. was dreamed up in 2017 while running a successful Virtual Assistant Company. After years of working with real estate companies, helping them brand and market their businesses, manage their transactions, and implement listings, we noticed a need for our agents to have a well-balanced planner with their career and schedule in mind. There is a difference between being busy and being productive, making money and creating wealth, going through the motions and being present in every waking moment of every single day. It is time to transform your life so that it is rooted in your intentions and executed with unshakable focus. This planner was designed to be your vision guide. We have created a place for you to come each and every day of the year where you can track expenses, mileage, production, listings, contracts, marketing performances, blogs, business partners, leads, and make sure you are not throwing money down the drain. It’s time to reverse engineer your long term goals to ensure your weekly and monthly goals are in alignment. As we move into our third year in business, made possible only by all of you who continue to purchase our products and provide valuable feedback, we feel that our planner is the best it has been so far! What an honor this journey has been! Many thoughts, hours of research, design, and planning went in to creating this planner specifically for you, the Real Estate professional! We hope you enjoy using this planner as much as we have enjoyed creating it! We are committed for a lifetime; ready to evolve year after year with you, watching you flourish to your fullest potential. Please continue to share Beyond Routine Planner and products with others that you feel would benefit.
~ Tristan & Tiffany
2020 HOLIDAYS New Year’s Day ……………………………………………. Martin Luther King, Jr. Day ………………………….. Groundhog Day …………………………………………... Valentine’s Day ……………………………………………. President’s Day ……………………………………………. Daylight Savings Time Begins ……………………. St. Patrick’s Day …………………………………………... April Fools Day ……………………………………………. Palm Sunday ………………………………………………... Passover ………………………………………………………. Easter Sunday ……………………………………………... Administrative Professionals Day ………………. Cinco de Mayo …………………………………………….. Mother’s Day ……………………………………………….. Armed Forces Day ………………………………………. Memorial Day ………………………………………………. Flag Day ……………………………………………………….. Father’s Day …………………………………………………. Independence Day ……………………………………... Labor Day …………………………………………………….. Grandparents Day ……………………………………….. Rosh Hashanah ……………………………………………. Yom Kippur …………………………………………………... Columbus Day …………………………………………….. Boss’s Day ……………………………………………………. Halloween ……………………………………………………. Daylight Savings Time Ends ……………………….. Veterans Day ……………………………………………….. Thanksgiving Day ……………………………………….. Advent ………………………………………………………….. Hanukkah …………………………………………………….. Christmas Eve ……………………………………………... Christmas Day ……………………………………………... New Years Eve ……………………………………………..
Wednesday, January 1 Monday, January 20 Sunday, February 2 Friday, February 14 Monday, February 17 Sunday, March 8 Tuesday, March 17 Wednesday, April 1 Sunday, April 5 April 8 -16 Sunday, April 12 Wednesday, April 22 Tuesday, May 5 Sunday, May 10 Saturday, May 16 Monday, May 25 Sunday, June 14 Sunday, June 21 Saturday, July 4 Monday, September 7 Sunday, September 13 September 18 - 20 September 27 - 28 Monday, October 12 Friday, October 16 Saturday, October 31 Sunday, November 1 Wednesday, November 11 Thursday, November 26 Nov 29 - Dec 24 December 10 - 18 Thursday, December 24 Friday, December 25 Thursday, December 31
DREAM YEAR For the next couple of pages you will be setting your goals to ensure you are in alignment with what you want for your future. Take this time to design your perfect year/lifestyle. Where do you live? What are you doing? What type of home do you live in? What kind of activities are you doing? Who is with you? Remember, this is if you had unlimited resources and ďŹ nances! Dream BIG!
10 & 15 YEAR GOALS Now that you have designed your dream year, you can list bullet points of what you will need to have completed as 10 year goals in order to make this a reality.
Professional (Business & Career)
Financial (Savings, Retirement & Investment)
Family (Relationships & Social)
Personal (Well-Being & Health)
Now that you know what you want for yourself in 10 years, what do you need to accomplish as 5 year goals to be well on your way to meeting your 10 year goals? Professional (Business & Career)
Financial (Savings, Retirement & Investment)
Family (Relationships & Social)
Personal (Well-Being & Health)
MY VISION FOR THIS YEAR Now that you know your 5 year goals, what do you need to accomplish within this year in order to keep you on track to reach your 5 year goals? By December 31, 2020 I will be celebrating the following accomplishments: Business Accomplishments - What do I want for my business?
Financial Accomplishments - What do I want to establish for my ďŹ nancial future?
Family Accomplishments What do I want for my family life?
Personal Accomplishments What do I want for my well being?
ALWAYS EVOLVING - YEARLY TO DO What personal improvements and resources do you need to ensure you meet your yearly goals? Areas I Would Like to Improve In
Books to Read/Listen To
Online Classes to Take
Seminars to Attend
Give: Who Can I Mentor? Charities/Groups to Contribute To
Notes
Mortgage/Rent Payment Savings/Tithes Food (Groceries/Dining) Electric/Gas Car Expenses (Payment/Gas) Entertainment Child Care Education
Monthly Business Expenses
Living Expenses
CALCULATING FINANCIAL GOALS Office Rent Office Utilities Internet Computer Software Contractors Marketing Legal
Telephone (Cell/Landline)
Bookkeeping
Cable/TV
Payroll Taxes
Medical Insurance Misc. Medical Expenses Life Insurance Misc. Expenses Total Multiply Total by 12 Months Partner/Spouse’s Yearly Contribution Income You Are Responsible For (Subtract Spouse’s from Gross)
Annual Business Expenses
Assistant & Staff
Desk Fee MLS Dues MLS Lockboxes Signs E&O Insurance
Business Taxes Transaction Coordinator Listing Coordinator Dues/Subscriptions Misc. Misc. Total Multiply Total by 12 Months Subtract Total Paid by Partner/Investor Yearly Expenses You are Responsible For
Final Breakdown Add Living, Annual, and Business Expenses (Yearly Gross Totals):
Total Yearly Business Expenses Total Paid by Partner/Investor Expenses You Are Responsible For (Subtract Partner/Investor’s from Gross)
Add Living, Annual, and Business Expenses (Yearly Personal Responsibility Totals):
CALCULATING PRODUCTION Step #1 - Determine Your Average Commission per Transaction Average House Price Range X (multipy by) Commission percentage = Total Divide by 2 (for Sale Side or Listing Side) Multiply by the Broker Split per Transaction = Total Commission
Step #2
Income Goal $_________________ (Use Your Responsibility Amount on the Previous Page) Divide by Commission per Transaction = Transactions Needed per Year
Step #1 EXAMPLE - Determine Your Average Commission per Transaction Average House Price Range $275,000 X Commission percentage 6% = Total $16,500 Divide by 2 (for Sale Side or Listing Side) $8,250 Multiply by the Broker Split per Transaction 6% = Total Commission $4,950
Step #2
Income Goal $125,000 (Use Your Responsibility Amount on the Previous Page) Divide by Commission per Transaction $4950 = Transactions Needed per Year 25 Contracts
Calculate Leads Needed per Year Take the total amount of contracts you needed X (multiply by) 40 (prospect-to-sale ratio is 40 to 1) = Total Number of Leads Needed Break it Down to a Weekly & Daily Number Divide by 52 Weeks = Total Weekly Leads Divide by 5 Days = Total Daily Leads
EXAMPLE 25 Contracts Needed X (mulitply by) 40 (prospect-to-sale ratio is 40 to 1) = 1,000 Leads Break it Down to a Weekly & Daily Number Divide by 52 Weeks = 19 Leads/Week Divide by 5 Days = 4 Leads/Day
PARTNER WITH PROFESSIONALS Depending on your industry, list great professionals you can meet with to share leads with, meet them in person, and add them to your social media and email lists. Be sure to solidify the partnership by referring someone to them ďŹ rst, then they will trust you enough to send referrals your way! Industry
Name
Date Met
+ Social Media
+ Email List
Sent Referral
NOTES
SCHEDULE YOUR SOCIAL MEDIA Begin to have your social media presence consistent. Select days of the week to post certain topics and keep track of the scheduling. Monday
Tuesday
Wednesday
Facebook Likes
Facebook Followers
Thursday
Friday
Saturday
Q1
Q2
Q3
Q4
Track Your Growth 1/1/2020 4/1/2020 7/1/2020 10/1/2020 12/31/2020 Notes
Instagram Followers
LinkedIn Followers
Twitter Followers
Sunday
BLOG TRACKER Jot down your blog ideas as they come to you. Place check marks once you have completed your drafts, proofread, and published. Next, track your stats to see what your readers ďŹ nd more interesting. Idea/Topic (Title)
Date Draft Completed
Proofread
Published
Shared
Views
YEARLY OVERVIEW Review your life and business as separate departments and write your action items for each category. Administrative
Client Relations
Creative Direction
Accounts Payable
Marketing & Advertising
Accounts Receivable
Online Presence
Personal/Miscellaneous
Training & Development
2020 MOTIVATION “You can't connect the dots looking forward; you can only connect them looking backwards. So you have to trust that the dots will somehow connect in your future. You have to trust in something — your gut, destiny, life, karma, God, whatever. This approach has never let me down, and it has made all the difference in my life. You've got to find what you love. Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do. If you haven't found it yet, keep looking. Don't settle. As with all matters of the heart, you'll know when you find it. And, like any great relationship, it just gets better and better as the years roll on. So keep looking until you find it. Don't settle. Almost everything — all external expectations, all pride, all fear of embarrassment or failure - these things just fall away in the face of death, leaving only what is truly important. Remembering that you are going to die is the best way I know to avoid the trap of thinking you have something to lose. You are already naked. There is no reason not to follow your heart. Your time is limited, so don't waste it living someone else's life. Don't be trapped by dogma — which is living with the results of other people's thinking. Don't let the noise of others' opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition. They somehow already know what you truly want to become. Everything else is secondary.” Steve Jobs' speech: How to Live Before You Die June 12, 2005
www.BeyondRoutinePlanner.com
2020 CALENDAR January S
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June
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30
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30
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July
September
August
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30
31
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38
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October W
November
December
4
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8
9
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14
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JANUARY 2020 February S
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Sunday
S 1
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Monday
Tuesday
Monthly Goals
5
6
7
12
13
14
19
20
21
Gross Total
Expense Total
Mileage Total
Overall Focus This Month
Martin Luther King Jr. Day
Notes
26
27
28
“This is my comfort in my affliction, that your promise gives me life.” - Psalm 9:5
Wednesday
Thursday
Friday
Saturday
2
3
4
8
9
10
11
15
16
17
18
22
23
24
25
29
30
31
29
1
New Years Day
JANUARY 1, 2020 - JANUARY 5, 2020 Monday
Tuesday
Wednesday
Thursday
JANUARY 1
JANUARY 2
Daily Gratitude
Daily Gratitude
Daily Gratitude
Daily Gratitude
Overall Focus
Overall Focus
Overall Focus
Overall Focus
6
6
6
6
7
7
7
7
8
8
8
8
9
9
9
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10
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10
10
11
11
11
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12
12
12
12
1
1
1
1
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2
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2
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3
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5
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5
5
6
6
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7
8
8
8
8
9
9
9
9
Water
Water
Water
Water
Fitness
Fitness
Fitness
Fitness
Mileage
Mileage
Mileage
Mileage
New Year’s Day - Jan 1 Friday
Saturday
Sunday
JANUARY 3
JANUARY 4
JANUARY 5
Daily Gratitude
Daily Gratitude
Daily Gratitude
Overall Focus
Overall Focus
Overall Focus
6
6
6
7
7
7
8
8
8
9
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9
10
10
10
11
11
11
12
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12
1
1
1
2
2
2
3
3
3
4
4
4
5
5
5
6
6
6
7
7
7
8
8
8
9
9
9
Water
Tasks
Notes
Water
Water
Fitness
Fitness
Fitness
Mileage
Mileage
Mileage
NOTES
JANUARY 6, 2020 - JANUARY 12, 2020 Monday
Tuesday
Wednesday
Thursday
JANUARY 6
JANUARY 7
JANUARY 8
JANUARY 9
Daily Gratitude
Daily Gratitude
Daily Gratitude
Daily Gratitude
Overall Focus
Overall Focus
Overall Focus
Overall Focus
6
6
6
6
7
7
7
7
8
8
8
8
9
9
9
9
10
10
10
10
11
11
11
11
12
12
12
12
1
1
1
1
2
2
2
2
3
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3
3
4
4
4
4
5
5
5
5
6
6
6
6
7
7
7
7
8
8
8
8
9
9
9
9
Water
Water
Water
Water
Fitness
Fitness
Fitness
Fitness
Mileage
Mileage
Mileage
Mileage
Friday
Saturday
Sunday
JANUARY 10
JANUARY 11
JANUARY 12
Daily Gratitude
Daily Gratitude
Daily Gratitude
Overall Focus
Overall Focus
Overall Focus
6
6
6
7
7
7
8
8
8
9
9
9
10
10
10
11
11
11
12
12
12
1
1
1
2
2
2
3
3
3
4
4
4
5
5
5
6
6
6
7
7
7
8
8
8
9
9
9
Water
Tasks
Notes
Water
Water
Fitness
Fitness
Fitness
Mileage
Mileage
Mileage
NOTES
JANUARY 13, 2020 - JANUARY 19, 2020 Monday
Tuesday
Wednesday
Thursday
JANUARY 13
JANUARY 14
JANUARY 15
JANUARY 16
Daily Gratitude
Daily Gratitude
Daily Gratitude
Daily Gratitude
Overall Focus
Overall Focus
Overall Focus
Overall Focus
6
6
6
6
7
7
7
7
8
8
8
8
9
9
9
9
10
10
10
10
11
11
11
11
12
12
12
12
1
1
1
1
2
2
2
2
3
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3
3
4
4
4
4
5
5
5
5
6
6
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7
7
8
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8
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9
9
Water
Water
Water
Water
Fitness
Fitness
Fitness
Fitness
Mileage
Mileage
Mileage
Mileage
Friday
Saturday
Sunday
JANUARY 17
JANUARY 18
JANUARY 19
Daily Gratitude
Daily Gratitude
Daily Gratitude
Overall Focus
Overall Focus
Overall Focus
6
6
6
7
7
7
8
8
8
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9
10
10
10
11
11
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12
1
1
1
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2
2
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4
5
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5
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6
7
7
7
8
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8
9
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9
Water
Tasks
Notes
Water
Water
Fitness
Fitness
Fitness
Mileage
Mileage
Mileage
NOTES
JANUARY 20, 2020 - JANUARY 26, 2020 Monday
Tuesday
Wednesday
Thursday
JANUARY 20
JANUARY 21
JANUARY 22
JANUARY 23
Daily Gratitude
Daily Gratitude
Daily Gratitude
Daily Gratitude
Overall Focus
Overall Focus
Overall Focus
Overall Focus
6
6
6
6
7
7
7
7
8
8
8
8
9
9
9
9
10
10
10
10
11
11
11
11
12
12
12
12
1
1
1
1
2
2
2
2
3
3
3
3
4
4
4
4
5
5
5
5
6
6
6
6
7
7
7
7
8
8
8
8
9
9
9
9
Water
Water
Water
Water
Fitness
Fitness
Fitness
Fitness
Mileage
Mileage
Mileage
Mileage
Martin Luther King Jr. Day - Jan 20 Friday
Saturday
Sunday
JANUARY 24
JANUARY 25
JANUARY 26
Daily Gratitude
Daily Gratitude
Daily Gratitude
Overall Focus
Overall Focus
Overall Focus
6
6
6
7
7
7
8
8
8
9
9
9
10
10
10
11
11
11
12
12
12
1
1
1
2
2
2
3
3
3
4
4
4
5
5
5
6
6
6
7
7
7
8
8
8
9
9
9
Water
Tasks
Notes
Water
Water
Fitness
Fitness
Fitness
Mileage
Mileage
Mileage
NOTES
JANUARY 27, 2020 - FEBRUARY 2, 2020 Monday
Tuesday
Wednesday
Thursday
JANUARY 27
JANUARY 28
JANUARY 29
JANUARY 30
Daily Gratitude
Daily Gratitude
Daily Gratitude
Daily Gratitude
Overall Focus
Overall Focus
Overall Focus
Overall Focus
6
6
6
6
7
7
7
7
8
8
8
8
9
9
9
9
10
10
10
10
11
11
11
11
12
12
12
12
1
1
1
1
2
2
2
2
3
3
3
3
4
4
4
4
5
5
5
5
6
6
6
6
7
7
7
7
8
8
8
8
9
9
9
9
Water
Water
Water
Water
Fitness
Fitness
Fitness
Fitness
Mileage
Mileage
Mileage
Mileage
NOTES
MONTH END REVIEW Review Your Yearly Vision and Always Evolving - Yearly To Do What did I accomplish this month that brought me closer to my year end goals?
What did I accomplish this month from my Always Evolving Checklist?
Total Contracts Closed
Total Leases
Total Listings Secured
Total Referrals Received
Total Pending Contracts
Expense Total
Total Active Listings
Gross Revenue
LOOKING AHEAD Strategize & Plan For the Upcoming Month What do I need to accomplish this month that will bring me closer to my year end goals?
Total Contracts to Close Total Listings to Secure Total Referral Goal
What do I need to accomplish this month from my Always Evolving Checklist?
Projected ProďŹ t Referral Goal
Lead Goal
HOT LEAD TRACKER Active Buyers
Notes
Active Sellers
Notes