2019 Beyond Routine Weekly Real Estate Planner

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Let's Be Friends @BeyondRoutinePlanner @BRPlanner

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Copyright © 2018 - 2019 - Beyond Routine, LLC. ALL RIGHTS RESERVED BEYOND ROUTINE, LLC. © ISBN: 978-0-692-90427-5 Designed in the United States of America. Made in China.

Hi, Friends!

Beyond Routine Planner was dreamed up in 2017 while running a successful Real Estate Virtual Assistant Company. After years of working with real estate companies, helping them brand and market their businesses, manage their transactions, and implement listings, we noticed a need for our agents to have a well-balanced planner with their career and schedule in mind.

There is a difference between being busy and being productive, making money and creating wealth, going through the motions and being present in every waking moment of every single day. It is time to transform your life so that it is rooted in your intentions and executed with unshakable focus.

This planner was designed to be your vision guide. We have created a place for you to come each and every day of the year where you can track expenses, mileage, production, listings, contracts, marketing performances, blogs, business partners, leads, and make sure you are not throwing money down the drain. It's time to reverse engineer your long term goals to ensure your weekly and monthly goals are in alignment.

Our first year in business was a huge success and that was made possible by so many of you who purchased our planners and provided valuable feedback.

We have taken into consideration so many of your suggestions and made improvements that we hope you will find second to none.

What an honor this journey has been! Many thoughts, hours of research, design, and planning went in to creating this planner specifically for you, the Real Estate professional! We hope you enjoy using this planner as much as we have enjoyed creating it! We are committed for a lifetime; ready to evolve year after year with you and watch you flourish to your fullest potential!

New Year's Day ..................................................

Tuesday, January 1

Martin Luther King, Jr. Day .............................

Monday, January 21

Groundhog Day ..................................................

Saturday, February 2

Valentine's Day .................................................. Thursday, February 14 Presidents' Day .................................................. Monday, February 18 Daylight Savings Time Begins .......................

Sunday, March 10

St. Patrick's Day ................................................. Sunday, March 17 April Fools Day ................................................... Monday, April 1 Palm Sunday........................................................ Sunday, April 14 Passover .............................................................. Friday, April 19 - 27 Easter Sunday ....................................................

Sunday, April 21

Administrative Professionals Day ...............

Wednesday, April 24

Cinco De Mayo .................................................... Sunday, May 5 Mother's Day ......................................................

Sunday, May 12

Armed Forces Day ............................................. Saturday, May 18 Memorial Day ..................................................... Monday, May 27 Flag Day ...............................................................

Friday, June 14

Father's Day ........................................................ Sunday, June 16 Independence Day ............................................

Thursday, July 4

Labor Day ............................................................. Monday, September 2 Grandparents Day ............................................. Sunday, September 8 Rosh Hashanah .................................................. September 29 - October 1 Yom Kippur .......................................................... October 8 - 9 Columbus Day ..................................................... Monday, October 14 Boss's Day ............................................................ Wednesday, October 16 Halloween ............................................................ Thursday, October 31 Daylight Savings Time Ends ..........................

Sunday, November 3

Veterans Day ...................................................... Monday, November 11 Thanksgiving Day .............................................. Thursday, November 28 Advent .................................................................. December 1 - 24 Hanukkah ............................................................. December 22 - 30 Christmas Eve ....................................................

Tuesday, December 24

Christmas Day .................................................... Wednesday, December 25 New Year's Eve ..................................................

Tuesday, December 31

For the next couple of pages you will be setting your goals to ensure you are in alignment with what you want for your future. Take this time to design your perfect year/lifestyle.

Where do you live? What are you doing? What type of home do you live in? What kind of activities are you doing? Who is with you? Remember, this is if you had unlimited resources and finances, dream big!

Now that you have designed your dream year you can now list bullet points of what you will need to have completed as 10 year goals to make this dream a reality.

10 YEAR GOALS

Professional (Business & Career)

Family (Relationships & Social)

Financial (Savings, Retirement & Investments)

Personal (Well-Being & Health)

5 YEAR GOALS

Now that you know what you want for yourself in 10 years, what do you need to accomplish in 5 years to be well on your way to your 10 year goals?

Professional (Business & Career)

Financial (Savings, Retirement & Investments)

Family (Relationships & Social)

Personal (Well-Being & Health)

Now that you know your 5 year goals, what do you need to accomplish within this year to keep you on track to reach your 5 year goals?

By December 31, 2019 I will be celebrating the following accomplishments: Business Accomplishments - What do I want for my business?

Financial Accomplishments – What do I want to establish for my financial future?

Family Accomplishments What do I want for my family life?

Personal Accomplishments What do I want for my well being?

What personal improvements and resources do you need to ensure you meet your yearly goals?

What Areas Would I Like to See Improvement In?

Books to Read/Listen To

Seminars to Attend Online Classes to Take

Notes Give: Who Can I Mentor?

Charities/Groups to Contribute To

Living Expenses

Monthly Business Expenses

$ _____________ Mortgage/Rent Payment

$ _____________ Assistant & Staff

$ _____________ Savings/Tithes

$ _____________ Office Rent

$ _____________ Food (Groceries & Dining Out)

$ _____________ Office Utilities

$ _____________ Electric/Gas

$ _____________ Internet

$ _____________ Car Expenses (Payment, Gas)

$ _____________ Computer Software

$ _____________ Entertainment

$ _____________ Contractors

$ _____________ Child Care

$ _____________ Marketing

$ _____________ Education

$ _____________ Legal

$ _____________ Telephone (Cell & Landline)

$ _____________ Bookkeeping

$ _____________ Cable/TV

$ _____________ Payroll Taxes

$ _____________ Medical Insurance

$ _____________ Business Taxes

$ _____________ Misc Medical Expenses

$ _____________ Transaction Coordinator

$ _____________ Life Insurance

$ _____________ Listing Coordinator

$ _____________ Misc Expenses

$ _____________ Dues & Subscriptions

$ _____________ TOTAL

$ _____________ Misc

$ _____________ TOTAL Multiplied by 12

$ _____________ Misc

Months (Gross Income Required for Personal

$ _____________ Total

Finances)

$ _____________ TOTAL Multiplied by 12 Months

$ _____________ Partner or Spouse's Yearly

(Amount of Yearly Business Expenses)

Contribution

$ _____________ Subtract Total Amount Paid by

$ _____________ Income You are Personally

Business Partner or Investor

Responsible For (Subtract Spouse from Gross)

$ _____________ Yearly Business Expenses You are Personally Responsible For

Annual Business Expenses $ _____________ Desk Fee $ _____________ MLS Dues $ _____________ MLS Lockboxes $ _____________ Signs

FINAL BREAKDOWN Add Living, Annual, and Business Expenses (Yearly Gross Totals):

$ _____________ E & O Insurance $ _____________ TOTAL Yearly Business Expenses $ _____________ Total Amount Paid by Business Partner or Investor $ _____________ Yearly Business Expenses You are Personally Responsible For (Subtract Partners Contribution from the Gross Amount)

Add Living, Annual, and Business Expenses (Yearly Personal Responsibility Totals):

Step #1:

Step 2:

Determine Your Average Commission Per Transaction

Income Goal $______________ (Use Your Responsibility Amount on the Previous Page)

Average House Price Range X Commission % = Total

÷2 (for sale side or listing side)

÷ by Commission Per Transaction = Transactions Needed Per Year

x Broker Split Per Transaction = Total Commission

EXAMPLE Step #1 Determine Your Average Commission Per Transaction Average House Price Range $275,000.00 X 6 % Commission = $16,500.00 ÷2 (for sale side or listing side) $8,250.00 X Broker Split 6% Per Transaction = $4,950.00

Step 2: Income Goal: $125,000.00 (Use Your Responsibility Amount on the Previous Page) ÷ by Commission Per Transaction = Transactions Needed Per Year: 25 Contracts

Calculate Leads Needed per Year

Take the total amount of contracts you needed X 40 (prospect-to-sale ratio is 40 to 1)

= Total Number of Leads Needed Break it Down to a Weekly & Daily Number ÷ by 52 Weeks = Total Weekly Leads

÷ by 5 Days = Total Daily Leads

EXAMPLE 25 Contracts Needed X 40 (prospect-tosale ratio is 40 to 1)

= 1,000 Leads Needed Break it Down to a Weekly & Daily Number ÷ by 52 Weeks = 19 leads a week ÷ by 5 Days = 4 leads a day

Find great professionals in these industries and meet them in person, add them to your social media and emails lists. Be sure to solidify the partnership by referring someone to them first, then they will trust you enough to send referrals your way!

Industry Financial Advisor Wedding Planner CPA-Accountant Insurance Agents Divorce Attorney Moving Company Cleaning Company Lender Title Home Inspector Home Warranty Rep Custom Home Builder Surveyor Relocation Company Local Bank President Property Manager Remodel Contractor Interior Designer Architects

Name

Date Met

+ Social Media

+ Email List

Sent Referral

Begin to have your social media presence consistent, select days of the week to post certain topics and keep track of the scheduling. Monday

Tuesday

Wednesday

Facebook Likes

Facebook Followers

Thursday

Friday

Saturday

LinkedIn Followers

Twitter Followers

Q1

Q2

Q3

Q4

Track Your Growth

Instagram Followers

1/1/19 4/1/19 7/1/19 10/1/19 12/31/19 Notes

Sunday

Jot down your blog ideas as they come to you, place checkmarks once you have completed your drafts, proofread, and published. Next, track your stats to see what your readers find more interesting.Â

Idea/Topic (Title)

Date Draft Completed

Proofed

Published

Shared

Views

Review your life & business as separate departments and write your action items for each category. Administrative

Client Relations

Creative Direction

Accounts Payable

Marketing & Advertising

Accounts Receivable

Online Presence

Personal/Miscellaneous

Training & Development

"You are not here merely to make a living.

You are here in order to enable the world to live more amply, with greater vision, with a finer spirit of hope and achievement. You are here to enrich the world, and you impoverish yourself if you forget the errand."

Woodrow Wilson

www.BeyondRoutinePlanner.com

Sunday

Monday

Tuesday 1

Monthly Goals

Gross Total

New Years Day

6

7

8

13

14

15

20

21

22

Expense Total

Mileage Total

Overall Focus This Month

Notes Martin Luther King Day

27

28

29

The time you enjoy wasting is not wasted time!

Wednesday

Thursday

Friday

Saturday

2

3

4

5

9

10

11

12

16

17

18

19

23

24

25

26

30

31

Monday

Tuesday

Wednesday

Thursday

12- 31 - 2018

1 - 1 - 2019

1 - 2 - 2019

1 - 3 - 2019

Daily Gratitude

Daily Gratitude

Daily Gratitude

Daily Gratitude

Overall Focus

Overall Focus

Overall Focus

Overall Focus

6

6

6

6

7

7

7

7

8

8

8

8

9

9

9

9

10

10

10

10

11

11

11

11

12

12

12

12

1

1

1

1

2

2

2

2

3

3

3

3

4

4

4

4

5

5

5

5

6

6

6

6

7

7

7

7

8

8

8

8

9

9

9

9

Water - Fitness

Mileage

Water - Fitness

Mileage

Water - Fitness

Mileage

Water - Fitness

Mileage

New Year's Day - Jan 1

Friday

Saturday

Sunday

1 - 4 - 2019

1 - 5 - 2019

1 - 6 - 2019

Daily Gratitude

Daily Gratitude

Daily Gratitude

Overall Focus

Overall Focus

Overall Focus

6

6

6

7

7

7

8

8

8

9

9

9

10

10

10

11

11

11

12

12

12

1

1

1

2

2

2

3

3

3

4

4

4

5

5

5

6

6

6

7

7

7

8

8

8

9

9

9

Water - Fitness

Mileage

Water - Fitness

Mileage

Tasks

Notes

Water - Fitness

Mileage

Accomplishments

Expense Total Listings Secured Total Closings Total Mileage What Did Not Work This Week

Important Calls to Make

Tasks to Delegate

Social Media Goals Overall Focus This Week

Total Listings to Secure

Notes

Total Contracts to Close

Blog Posts

Monday

Tuesday

Wednesday

Thursday

1 - 7 - 2019

1 - 8 - 2019

1 - 9 - 2019

1 - 10 - 2019

Daily Gratitude

Daily Gratitude

Daily Gratitude

Daily Gratitude

Overall Focus

Overall Focus

Overall Focus

Overall Focus

6

6

6

6

7

7

7

7

8

8

8

8

9

9

9

9

10

10

10

10

11

11

11

11

12

12

12

12

1

1

1

1

2

2

2

2

3

3

3

3

4

4

4

4

5

5

5

5

6

6

6

6

7

7

7

7

8

8

8

8

9

9

9

9

Water - Fitness

Mileage

Water - Fitness

Mileage

Water - Fitness

Mileage

Water - Fitness

Mileage

Friday

Saturday

Sunday

1 - 11 - 2019

1 - 12 - 2019

1 - 13 - 2019

Daily Gratitude

Daily Gratitude

Daily Gratitude

Overall Focus

Overall Focus

Overall Focus

6

6

6

7

7

7

8

8

8

9

9

9

10

10

10

11

11

11

12

12

12

1

1

1

2

2

2

3

3

3

4

4

4

5

5

5

6

6

6

7

7

7

8

8

8

9

9

9

Water - Fitness

Mileage

Water - Fitness

Mileage

Tasks

Notes

Water - Fitness

Mileage

Accomplishments

Expense Total Listings Secured Total Closings Total Mileage What Did Not Work This Week

Important Calls to Make

Tasks to Delegate

Social Media Goals Overall Focus This Week

Total Listings to Secure

Notes

Total Contracts to Close

Blog Posts

Monday

Tuesday

Wednesday

Thursday

1 - 14 - 2019

1 - 15 - 2019

1 - 16 - 2019

1 - 17 - 2019

Daily Gratitude

Daily Gratitude

Daily Gratitude

Daily Gratitude

Overall Focus

Overall Focus

Overall Focus

Overall Focus

6

6

6

6

7

7

7

7

8

8

8

8

9

9

9

9

10

10

10

10

11

11

11

11

12

12

12

12

1

1

1

1

2

2

2

2

3

3

3

3

4

4

4

4

5

5

5

5

6

6

6

6

7

7

7

7

8

8

8

8

9

9

9

9

Water - Fitness

Mileage

Water - Fitness

Mileage

Water - Fitness

Mileage

Water - Fitness

Mileage

Friday

Saturday

Sunday

1 - 18 - 2019

1 - 19 - 2019

1 - 20 - 2019

Daily Gratitude

Daily Gratitude

Daily Gratitude

Overall Focus

Overall Focus

Overall Focus

6

6

6

7

7

7

8

8

8

9

9

9

10

10

10

11

11

11

12

12

12

1

1

1

2

2

2

3

3

3

4

4

4

5

5

5

6

6

6

7

7

7

8

8

8

9

9

9

Water - Fitness

Mileage

Water - Fitness

Mileage

Tasks

Notes

Water - Fitness

Mileage

Accomplishments

Expense Total Listings Secured Total Closings Total Mileage What Did Not Work This Week

Important Calls to Make

Tasks to Delegate

Social Media Goals Overall Focus This Week

Total Listings to Secure

Notes

Total Contracts to Close

Blog Posts

Monday

Tuesday

Wednesday

Thursday

1 - 21 - 2019

1 - 22 - 2019

1 - 23 - 2019

1 - 24 - 2019

Daily Gratitude

Daily Gratitude

Daily Gratitude

Daily Gratitude

Overall Focus

Overall Focus

Overall Focus

Overall Focus

6

6

6

6

7

7

7

7

8

8

8

8

9

9

9

9

10

10

10

10

11

11

11

11

12

12

12

12

1

1

1

1

2

2

2

2

3

3

3

3

4

4

4

4

5

5

5

5

6

6

6

6

7

7

7

7

8

8

8

8

9

9

9

9

Water - Fitness

Mileage

Water - Fitness

Mileage

Water - Fitness

Mileage

Water - Fitness

Mileage

Martin Luther King, Jr. Day - Jan 21

Friday

Saturday

Sunday

1 - 25 - 2019

1 - 26 - 2019

1 - 27 - 2019

Daily Gratitude

Daily Gratitude

Daily Gratitude

Overall Focus

Overall Focus

Overall Focus

6

6

6

7

7

7

8

8

8

9

9

9

10

10

10

11

11

11

12

12

12

1

1

1

2

2

2

3

3

3

4

4

4

5

5

5

6

6

6

7

7

7

8

8

8

9

9

9

Water - Fitness

Mileage

Water - Fitness

Mileage

Tasks

Notes

Water - Fitness

Mileage

Accomplishments

Expense Total Listings Secured Total Closings Total Mileage What Did Not Work This Week

Important Calls to Make

Tasks to Delegate

Social Media Goals Overall Focus This Week

Total Listings to Secure

Notes

Total Contracts to Close

Blog Posts

Monday

Tuesday

Wednesday

Thursday

1 - 28 - 2019

1 - 29 - 2019

1 - 30 - 2019

1 - 31 - 2019

Daily Gratitude

Daily Gratitude

Daily Gratitude

Daily Gratitude

Overall Focus

Overall Focus

Overall Focus

Overall Focus

6

6

6

6

7

7

7

7

8

8

8

8

9

9

9

9

10

10

10

10

11

11

11

11

12

12

12

12

1

1

1

1

2

2

2

2

3

3

3

3

4

4

4

4

5

5

5

5

6

6

6

6

7

7

7

7

8

8

8

8

9

9

9

9

Water - Fitness

Mileage

Water - Fitness

Mileage

Water - Fitness

Mileage

Water - Fitness

Mileage

Groundhog Day - Feb 2

Friday

Saturday

Sunday

2 - 1 - 2019

2 - 2 - 2019

2 - 3 - 2019

Daily Gratitude

Daily Gratitude

Daily Gratitude

Overall Focus

Overall Focus

Overall Focus

6

6

6

7

7

7

8

8

8

9

9

9

10

10

10

11

11

11

12

12

12

1

1

1

2

2

2

3

3

3

4

4

4

5

5

5

6

6

6

7

7

7

8

8

8

9

9

9

Water - Fitness

Mileage

Water - Fitness

Mileage

Tasks

Notes

Water - Fitness

Mileage

Accomplishments

Expense Total Listings Secured Total Closings Total Mileage What Did Not Work This Week

Important Calls to Make

Tasks to Delegate

Social Media Goals Overall Focus This Week

Total Listings to Secure

Notes

Total Contracts to Close

Blog Posts

Review Your Yearly Vision and Always Evolving - Yearly To Do What did I accomplish this month that brought me closer to my year end goals?

What did I accomplish this month from my Always Evolving Checklist?

Total Contracts Closed

Total Leases

Total Listings Secured

Total Referrals Received

Total Pending Contracts

Expense Total

Total Active Listings

Gross Revenue

Strategize & Plan For The Upcoming Month What do I need to accomplish this month that will bring me closer to my year end goals?

What do I need to accomplish this month from my Always Evolving Checklist?

Total Contracts to Close

Total Lead Goal

Total Listings to Secure

Projected Profit

Total Leases to Secure

Notes

Total Referral Goal

Monthly Expenses DATE

DETAIL

AMOUNT

NOTES

Monthly Advertisements AD NAME

PLATFORM

START DATE

END DATE

COST

CONVERSIONS