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The Agent’s Business Plan

$27.00

A plain-language business plan for real estate agents: last year in review, your goal worked back to weekly activity with your own ratios, marketing, budget, time blocks and quarterly reviews. Ebook + fillable companion planner, A4 + US Letter.

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    ⚡ Instant downloadStraight after checkout, by email.
    📄 A4 & US LetterEvery printable, both sizes.
    📱 Any devicePDFs read on a phone, tablet or computer.
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    Description

    "How many conversations a week is my goal?"

    Plan your year: goals, numbers, marketing and time.

      Get The Agent's Business Plan · $27

      Instant download · Ebook + Companion Planner · Digital download · All sales final

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      You’re here because…

      • You worked hard all year — showings at night, calls on Sundays — and you still could not say exactly where your business came from.
      • You wrote a big income number once. It never turned into what to do on a Tuesday morning.
      • Some months the commission landed all at once; others were silent while the dues, the car and the phone bill kept coming.
      • You have tried a brokerage template with fifty boxes, a planner you dropped by week three, leads you bought because someone else did.
      • And at 11 p.m. you wonder: "Another year like this — can I afford to stay in this business?"

      This guide turns your year into a plan you can actually run: last year reviewed on one page, your goal worked back to a weekly conversation number using your own ratios, a marketing plan with two or three lead sources you can sustain, a budget with tax money and a slow-month reserve, a time-blocked week, and a 90-minute quarterly review. A companion planner holds all of it. Templates and tools. Results depend on your market and your work.

      What it does for you

      You worked hard all year, but you still cannot say exactly where your business came from, what it cost or what to do on Monday morning. The income goal you wrote down never turned into a week — and the slow months keep catching you by surprise.

      This guide turns your year into a plan you can run. Review last year on one page, work your goal backwards to a weekly conversation number using your own conversion ratios, choose one focus and two or three lead sources, budget the year with a tax set-aside and a slow-month reserve, time-block your week and review every quarter in 90 minutes. Every example shows the arithmetic and is clearly an example to replace with your own numbers. A companion planner (business plan, weekly schedule, quarterly review) holds it all. Templates and tools. Results depend on your market and your work. Educational only — not legal, tax or financial advice.

      What’s inside

      Self-checkhow solid is your business plan today?
      Year-in-review worksheet and lead-source results with cost per closed deal
      Reverse funnelincome goal → GCI → deals → appointments → weekly conversations
      Niche / positioning matrix, positioning sentence and lead-source plan
      Marketing calendar by quarter, a sphere call script and the marketing rules checklist
      Budget and expenses table, commission account system, slow-month reserve and risk plan
      Time-blocked week, interruption rules, client hours message and weekly scoreboard
      KPI scoreboard, 90-minute quarterly review and mid-year recalculation
      Companion plannerbusiness plan (2 pages), weekly schedule, quarterly review

      A look inside

      The Agent's Business Plan: inside page 1
      The Agent's Business Plan: inside page 2
      The Agent's Business Plan: inside page 3
      The Agent's Business Plan: inside page 4

      How it works

      Know your numbersLast year, your ratios, goal to weekly activity
      Plan money and marketingFocus, 2–3 lead sources, budget and reserve
      Run and reviewTime-blocked weeks, quarterly reviews

      Made for

      • Real estate agents, realtors and estate agents paid by commission or fee split
      • Agents who want their income goal turned into a weekly activity number
      • Solo agents and small teams who want a budget, a schedule and quarterly reviews they will actually use

      Format

      • PDF · A4 + US Letter
      • Ebook + fillable companion planner
      • Planner in colour + ink-saver
      • Filled examples
      • Instant download

      Questions

      What format is it?

      PDF in A4 and US Letter, with a clickable contents page, plus the companion planner pages to fill on screen or print.

      Is it long and theory-heavy?

      No. It is practical: steps, checklists, tables and filled examples, written in plain words.

      Does it work where I live?

      It is written for the US, UK and Canada in plain language. Rules differ by country, state and province, so every tool tells you what to check locally.

      When do I get it?

      Straight after checkout: you get a download link by email and on the confirmation page.

      Get more for less

      This product alone is $27. Or upgrade and save.

      The Realistely Pro Agent Suite

      Best value for agents

      The Realistely Pro Agent Suite

      The Agent's Business Plan + 13 more tools + Start Here + bonus

      $197$484Save $287

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      Same instant download · Digital download · All sales final

      The Agent's Business Plan

      Plan your year: goals, numbers, marketing and time.

      Get it now · $27

      Instant download · Digital download · All sales final

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