Make no little plans; They have no magic to stir men ’ s blood.
Daniel Burnham
It’s a
Workshop!
(not a Seminar)
THE MAP
Beforedivingin,setaquiet,dedicatedtimeandspacetowork throughthisworkbook Treatitlikeabusinessmeetingwithyour futuresuccessfulself.
THE GPS
Don'tletthesepagesgatherdust.Implementthestrategies,track yourprogress,andadjustasyougo.
THE GPS
Don'ttrytoconquertheworldinoneday.Tackleeachsection methodically.
Engage regularly
Thisisn'taone-and-donedeal.Revisityourcompletedsections regularly.
Phase 1 REVIEW
REFLECT - YEAR IN REVIEW
RENEW - GRATITUDE EXERCISE
IDEAL CLIENT
Phase 2 RESET
ASSESS
BUSINESS REVIEW
Phase 3 ENVISION
Q2 GOALSETTING
QUANTITATIVE - THE #’S
QUALITATIVE - THE LOOK & FEEL
QUARTERLY BREAKDOWN
MAJOR INITIATIVES
ROCKS (BY QUARTER)
Phase 4 EXECUTE
BONUS RESOURCES
VT/O: VISION/TRACTION ORGANIZER IMPACT
R O A D M A P
BUSINESSPLANDESIGN
T H E 4 P H A S E S O F Y O U R
B U S I N E S S P L A N
1 3 2
RESET
REVIEW
REFLECT: Year in review
RENEW: Express gratitude & embrace abundance
ASSESS: Acknowledge where your business is so that you can effectively chart your course.
ENVISION
Q2 Goalsetting:
Quantitative: The Science
Qualitative: The Art
BREAK IT BEFORE YOU MAKE IT
Chunk it down 80/20
ROCK & ROLL
4
EXECUTE
PLAN, DO, REVIEW, IMPROVE KEEP SCORE PULSE OR DIE BUDDY SYSTEM
10GREATHAPPENINGS:
Iammostproudofthese3accomplishmentsfrom2024
THE YEAR IN REVIEW: 2024
ThreegreatestlessonsI’velearnedfrom2024
Threebusiness(orpersonal)improvementsIhavemadein2024:
THE YEAR IN REVIEW: 2024
TakeaDo-Over: Iwoulddothese3thingsdifferentlyfrom2024:
EMBRACE GRATITUDE // CREATE ABUNDANCE
3amazingpeopleinmylifeare:
3greatthingsaboutwhereIwork&whatIdoforalivingare:
3greatgiftsofuniquetalent&skillIhavebeengivenare:
3greatgiftsofknowledge&experienceIhavedevelopedare:
BUSINESS ASSESSMENT
Iplanmydayoutthedaybefore
My goals are written, prominently displayed and regularlyreviewed.
I love what I do and enjoy getting up every day to domyjob
I am continually filled with feelings of accomplishment and satisfaction from my work.
I am constantly improving my professional strengths&weaknesses
IfIcould,Iwouldstilldomyjobwithoutpay.
Iamhomewithmyfamilyontimeeveryday.
My real estate business has the realistic potential of accomplishing all my financial goalsforthenextyear.
My real estate business has the realistic potential of accomplishing all my financial goalsforthenext10years
My real estate business gives me a feeling of significance as it makes a positive difference inthelivesofothers
BUSINESS ASSESSMENT
BUSINESSASSESSMENTSCORE: TOTALPOINTSAVAILABLE: 50
ASSESSMENTSCORE:
PERCENTAGE/GRADE: A: 90-100% B: 80%-89% C: 70%-79% D: 60%-69%
Q2 Goalsetting:
Quantitative: The Science
Qualitative: The Art
BREAK IT BEFORE YOU MAKE IT
Chunk it down 80/20
ROCK & ROLL
BUSINESSGOALS
TARGET ANNUAL NET INCOME
TAX RATE (33% ENTER AS .33)
ESTIMATED INCOME BEFORE TAXES
ANNUAL BUSINESS EXPENSES
ADJUSTED GROSS COMMISSIONS
AVG COMMISSION RATE (PER SIDE)
PREVIOUS YEAR AVG SALES PRICE
TOTAL TRANSACTIONS
MONTHLY TRANSACTION GOAL
QUARTERLY TRANSACTION GOAL
DAYS OFF
BUSINESSGOALS
MY REFERRAL & CONTACT* RATIOS:
# REFERRALS FOR 1 CLOSE
# CONTACTS FOR 1 REFERRAL
REFERRALS PER MONTH
CONTACTS PER MONTH
DAILY CONTACTS
YeartoDate2024 Goalfor2025
RECOMMENDED REFERRAL & CONTACT* RATIOS:
3 REFERRALS TO 1 CLOSE (TRANSACTION TARGET X 3 = REFERRALS NEEDED)
20 CONTACTS TO 1 REFERRAL (REFERRALS NEEDED X 20 = TOTAL CONTACTS NEEDED)
CONTACTS NEEDED / 20 = DAILY CONTACTS NEEDED (BASED ON 20 WORKDAYS PER MONTH)
NOTE: “CONTACT” = AN ACTUAL INTERACTION WITH A PERSON VIA FACET0-FACE (POP-BY, MEETING, ETC) OR VOICE-TO-VOICE (PHONE CONVERSATION) AND ASKING FOR A REFERRAL.
2025 MARKETING PLAN
JANUARY
FEBRUARY MARCH
REASON TO CALL REASON TO TEXT
2025 MARKETING PLAN
PERFECT WEEK
TARGET DAY
MEETING PULSE
PLAN - DO - REVIEW - IMPROVE
FRIDAYHUDDLE
Daily Planner
Schedule
5AM 6AM 7AM 8AM 9AM 10AM 11AM 12PM 1PM 2PM 3PM 4PM 5PM 6PM 7PM 8PM
Date S / M / T / W / T / F / S
Top3Priorities
ToDo
TodaysGoals
6:00 AM 7:00 AM 8:00 AM 9:00 AM 10:00 AM 11:00 AM 12 NOON 1:00 PM 2:00 PM 3:00 PM 4:00 PM 5:00 PM 6:00 PM 7:00 PM 8:00 PM 9:00 PM 10:00 PM 11:00 PM
WEEKLY SCHEDULE
BONUS MATERIALS
PREDICTABLE TRIANGLE
VT/0 - VISION/TRACTION
ORGANIZER
IMPACT FILTER
TRACTION: BOOK
