20-Point Business Plan

Mark the YES column when all of the segments in the question are applicable to your business.

WHAT IS YOUR MOST IMPORTANT GOAL FOR THE YEAR?

1. Do you have a written and clearly defined vision for your personal life and business?

2. Do you have defined goals and a written business plan that you visit at least once a quarter?

3. Do you have a target sphere that receives a minimum of a monthly mailing?

4. Do you have a target sphere or database that you contact regularly?

5. Do you have a database of customers/prospects that is updated weekly?

6. Do you have your contacts set up for Email Marketing (ActivePipe)?

7. Do you hold at least two open houses per month (depending on seasonality)?

8. Do you pursue expired listings in the primary market you serve?

9. Are you involved in any civic/charitable organizations where you give back and reach new clients?

10. Are all your online profiles complete with updated photos, information and customer testimonials?

11. Do you have a social media strategy with regular posts blending property, market, brand and personal content?

12. Are you generating at least one outbound referral per quarter and building relationships in the SIR network?

13. Do you have a follow-up contact plan for past customers (including annual real estate reviews) to stay top of mind and generate referrals?

14. Do you have a current listing consulatation and personalized marketing plan what may be delievered in person or electronically?

15. Are you using the pre-listing interview form and do you have a compelling pre-listing package (MSP) delivered to the prospect prior to the appointment?

16. Have you mastered Zoom or an alternative method of interacting with customers and prospects remotely?

17. Are you confident in your ability to address commission questions to ensure you’re earning what you’re worth?

18. Have you mastered your Ninja or alternative scripts for working with buyers and sellers?

19. Are you constantly tracking available inventory in your market and do you have all clients in your database set up on listing alerts?

20. Do you track your sources of business and amounts invested in lead generation? YES