Know your numbers. Build your plan.
Understand what your business needs to earn, the closings that support your life, and the activities that will get you there.
Practical planning for real estate professionals across all brokerages.
Your business
Do you share your commission with a real estate team?
How it works
- Step 1
Know your numbers
Understand your compensation and what it costs to support your life and business.
- Step 2
Set your targets
Connect income needs to closings and source-specific activities.
- Step 3
Build your plan
Turn those targets into annual direction and quarterly execution.
Preview your plan
Every part of your plan connects to the one before it.
Illustrative plan preview
- Financial baseline
- Production targets
- Activity commitments
- AIM
- ACT
AIM · Annual goal
Build a steady business I can sustain with my family schedule.
Imperative 1 of 3
Grow repeat and referral business from my sphere.
Mission 1 of 5
Reconnect personally with every past client this year.
ACT · Quarterly goal
Rebuild consistent sphere conversations.
Monthly commitment 1 of 3
Hold planned conversations with my sphere each week.
- Week 1
- Week 2
- Week 3
- Week 4
A partial example for illustration only. Your full plan includes 3 imperatives, 15 missions and 3 monthly commitments built from your own numbers.
Planning clinic
Facilitated clinics help agents work through their numbers and plans together. The online planner works on its own, so attending a clinic is never required.
Explore the planning clinic