Create Your Business Plan

This three-part Learning Sprint series walks agents through creating a comprehensive business plan using the Business Plan Workbook. The video tells you when to pause, giving agents time to work on different tasks. Agents come away with a better understanding of a business plan’s value and a draft plan for next year. In addition, they create a task list for finishing their final version on their own or with the help of a mentor.

• Part 1: A quick review of the current year, ideas for crafting a mission statement, and a SWOT analysis for identifying growth opportunities.
• Part 2: Setting SMART goals and creating a simple budget.
• Part 3: Creating an action plan, including identifying a target audience, creating a marketing strategy, developing a referral strategy, and evaluating the plan based on income goals.

Supporting Documents

• Business Plan Workbook
• Production Goals Calculator (Excel)
• Production Goals Calculator Demo
• Entire three-part series YouTube playlist (for agents who miss a session)

Monthly Goal Setting

Setting goals regularly is linked to improved performance and success. Each month we guide agents through a quick exercise that helps them set and achieve a personal and professional goal.

• Goal Setting Worksheet
• VIDEO – full length (Use the first time you do the activity)
• VIDEO – short version (Use when you have done the activity in the past and only need a quick activity introduction)

Alternative Learning Sprints

If your office already has a process in place for creating annual business plans, consider these alternative Learning Sprints from our video library for your meetings this month.

• Start Your Plan with a SWOT
• The Art of Goal Setting
• Production Goals Calculator

Sweetest Day, October 21, 2023 (Pop By)

You and your referrals are the sweetest party of my business! Create small gift bags containing an assortment of candy. Attach a clever tag and your business card to the gift bag.

Sample tag available from Front Porch Portraits. Use code SPARK20 for a 20% discount on other products.

National Checklist Day, October 30, 2023 (direct mail)

Mail your power sphere a packet of quarterly home maintenance checklists. These checklists can easily be customized to add your company and photo information. Add a handwritten note that you’re celebrating National Checklist Day on October 30, and thought this information would be helpful. Always include a couple of business cards for referrals.

Using snail mail helps you mix up the way you keep in contact with your past clients and SOI. This type of marketing has a longer shelf life as it provides information that homeowners will need all year.

Example checklists available from Esty seller Real Estate Simplicity.

Halloween, October 31, 2023 (Pop By)

I am always ready to carve out time for you! Give your SOI a pumpkin and an inexpensive carving kit. Attach a clever tag and your business card.

Example tag available from Front Porch Portraits. Use code SPARK20 for a 20% discount.

Daylight Saving Time Ends, November 5, 2023 (email)

Craft a short email with an image reminding your clients (current and past) and sphere of influence to turn their clocks back on November 5, 2023. Example:  “Don’t forget to set your clocks back one hour on November 5^th as Daylight Saving Time comes to an end, giving you that extra hour of sleep!” Make sure that your signature block includes your company name, website address, email, and cell phone. The goal is to remind people that you are an active real estate agent.