BUSINESS STRATEGY PLAN 2026
What got you here will get you less in 2026. If you fail to plan, you plan to fail.
Build and execute on your plan and acquire everything you want in life and more.
- Troy Reierson CEO
LOOKING BACK TO SEE AHEAD
Where are you starting from? This exercise is designed to help you find the mental tools necessary to begin your journey. If looking to make positive changes, there will be struggles. Habits are not easily broken as we tend to stay comfortable in our lives. Just remember, growth is disguised as discomfort. Embrace it, own it and LIVE IT!
Accomplishments over last 3 years
Accomplishments last year - Top 5
TOP
5
Planning to accomplish this year
Looking forward 3 years from today, what do I see and how do I feel? What have I done?
What am I going to do?
3
Success is the sum of small efforts repeated day in and day out. - Robert Collier If you were in the best health of your life, your relationships were strong and you were financially secure... what would you do differently? You can achieve each of these things by applying yourself and being intentional with every decision you make.
2025 REVIEW
Let’s understand what worked and what didn’t work over the past 12 months. A business plan must include an honest review of your original goals , results, strategies and circumstances.
What were your goals for last year?
What were your results last year?
What were the top lead sources?
What specific activities produced new leads last year?
What didn’t work? What were your struggles?
Listings Taken
Buyers Closed
Leases Closed
THE MONEY
Let’s understand what your total business expenses were last year. Use the first column to list your actual expenses. Use the second column to budget for next years expenses.
DRE License
Association Dues
MLS Dues
Risk Management
Education
Coaching
Direct Mail
Photography
Printing
Signs
Events
Digital Ads
Print Ads
Subscriptions
Apps / Software
Hardware
Consulting
TC Fee
Assistant(s)
TOTAL EXPENSES
GOALS TO BE ACCOMPLISHED THIS YEAR
Do one thing daily that directly affects
Health Goals
Personal / Relational / Faith
Professional Goals
B.I.G.for the year (B.I.G. = Big Important Goal)
“Talking about doing something is similar to planting a seed. Nothing will happen until it is nurtured, fed and watered. Be careful not to overthink things as version one is much better than version none.”
- Troy Reierson
BHHS
BREAK IT DOWN Q1
THEME:
HOURLY RATE: _____________________________
2
1
3
Obstacles are what you see when you take your eyes off the goal.
- Troy Reierson
INCOME GOAL: ____________________________
HOURLY RATE: _____________________________
3 THEME:
“This is Your Recipe.” - Troy Reierson
BREAK IT DOWN Q3
INCOME GOAL: ____________________________
HOURLY RATE: _____________________________
THEME:
2
3
“Follow your directions to keep from following other’s directions.” - Troy Reierson
Gino Blefari Chairman
BREAK IT DOWN Q4
INCOME GOAL: ____________________________
HOURLY RATE: _____________________________ 90
THEME:
1
2
3
“Your final stretch. How are you tracking for the year? Any areas that need an extra push and if so, identify them and work them into your plan. Begin to imagine what it feels like when you look back on Jan 1 in the new year and know that you lived your life by your design.”
- Troy Reierson
LEAD GENERATION
How will you generate leads this year?
◆ Call Past Clients
◆ Call Sphere of Influence
◆ Call Open House Leads
◆ Call For Sale By Owners
◆ Call For Rent By Owners
ACTIVITY #1
Door Knocking in Farm
Door Knocking Around Listings
Visit Past Clients
Door Knock FSBOs
Email/DM Past Clients
Email/DM SOI
Email/DM Open House Leads
DM on Social Media
LEAD GENERATION PLAN
Let’s write down the execution plan for each of your lead generation activities.
SCHEDULE IT!
MONDAY
TUESDAY
WEDNESDAY
THURSDAY
FRIDAY
SATURDAY
SUNDAY
What is the budget for this activity?
How will I be accountable for this activity?
“The key is not to prioritize what’s on your schedule, but to schedule your priorities.” - Stephen Covey
LEAD GENERATION PLAN
How will you generate leads this year?
What is the budget for this activity?
How will I be accountable for this activity?
SCHEDULE IT!
MONDAY
TUESDAY
WEDNESDAY
THURSDAY
FRIDAY
SATURDAY
SUNDAY
“The key is not to prioritize what’s on your schedule, but to schedule your priorities.” - Stephen Covey
LEAD GENERATION PLAN
Let’s write down the execution plan for each of your lead generation activities.
SCHEDULE IT!
MONDAY
TUESDAY
WEDNESDAY
THURSDAY
FRIDAY
SATURDAY
SUNDAY
What is the budget for this activity?
How will I be accountable for this activity?
“The key is not to prioritize what’s on your schedule, but to schedule your priorities.” - Stephen Covey
MARKETING
Marketing unlike active prospecting is passive. It does not produce leads immediately. But with a solid plan and consistent execution, marketing will become a constant lead source over time. Let’s start building that plan now.
What marketing will you commit to this year?
ACTIVITY #1
ACTIVITY #2
Marketing Ideas
◆ Direct Mail - Farm
◆ Direct Mail - Past Clients
◆ Direct Mail - Absentees
◆ Direct Mail - Buyers
◆ Sponsorships
ACTIVITY #3
◆ Direct Mail - Referral Sources (Attorney, Accountants, Financial Advisors)
◆ Community Events ◆ Client/SOI Events ◆ Print Ads ◆ Door Hangers ◆ Flyer Dropping ◆ DM on Social Media
MARKETING PLAN
Let’s write down the execution plan for each of your marketing activities.
What is the budget for this activity?
How will I be accountable for this activity?
“If you do what you’ve always done, you’ll get what you’ve always gotten.” - Tony Robbins
MARKETING PLAN
Let’s write down the execution plan for each of your marketing activities.
What is the budget for this activity?
How will I be accountable for this activity?
“If you do what you’ve always done, you’ll get what you’ve always gotten.” - Tony Robbins
MARKETING PLAN
Let’s write down the execution plan for each of your marketing activities.
What is the budget for this activity?
How will I be accountable for this activity?
“If you do what you’ve always done, you’ll get what you’ve always gotten.” - Tony Robbins
CLIENT BASE
PLAN FOR CLIENT BASE
PLAN FOR CLIENT BASE
PLAN FOR CLIENT BASE
SOCIAL MEDIA PLAN
Let’s write down the execution plan for each of your social media activities.
Create a cadence and follow-through.
MON TUE WED THU FRI SAT SUN
Facebook Feed
Facebook Story
Instagram Feed
Instagram Story
Instagram Reels
Useful Hashtags
#BHHSCALIFORNIA #BHHSNV #BHHSAZ #BHHSCA #REALESTATE #REALESTATEAGENT #REALTY #REALTORFORLIFE #LUXURYREALESTATE #BROKER #FORSALE #NEWHOME #HOUSEHUNTING #PROPERTY #INVESTMENT #PROPERTIES #HOME #HOUSING #MORTGAGE #FORECLOSURE #SELLING #LISTING #JUSTLISTED #JUSTSOLD #OPENHOUSE #OFFMARKETLISTING #NEWLISTING #HOMESALE #HOMEFORSALE #EATINKITCHEN #MARBLECOUNTERS #MOTHERINLAWSUITE #EMPTYNEST #PETFRIENDLY #DOGFRIENDLY #CATSOKAY #MIDCENTURYMODERN #COLONIAL #VICTORIAN #BUNGALOW #TOWNHOUSE #CONDO #STARTERHOME #DREAMHOME #TURNKEYINVESTMENT #MILLIONDOLLARLISTING #WALKABLENEIGHBORHOOD #WALKSCORE #DOWNTOWN #UPTOWN #CURBAPPEAL #BACKYARDPOOL #FRONTPORCH #RENOVATED #MARBLECOUNTERTOPS #FIXANDFLIP #HOMEINSPECTION #WALKABLENEIGHBORHOOD #HOA #TREELINEDSTREETS #DOWNTOWN #UPTOWN #CLOSETOTHEBEACH #GREATTRANSPORTATION #OPENHOUSE #SUBURBANLIFE #MOUNTAINVIEW #CUSTOMHOME #HOMEINSPECTION #FORECLOSURE #CREDITREPORT #CREDITSCORE #OPENHOUSE #OFFMARKETLISTING #BUYMYHOUSE #GREATVALUE #MAKEMEMOVE #HOMEGOALS #HOUSEGOALS #LOCATIONLOCATIONLOCATION #WONTLAST! #CALLNOW! #BRINGTHEDOG #POOCHFRIENDLY #FREECOOKIES #JUSTREALTORTHINGS
AGREEMENT
Achieving my goals will allow me to:
What I need to do to achieve these goals:
I agree to the following:
I will hold myself accountable & never use an excuse
I am responsible for my actions & energy put towards my goals
I will focus on daily production & my DRC (Daily Revenue Commitment)
I will view a “failure” as an undesirable outcome and learn from it
I will maintain a positive mindset & show gratitude towards others
I will succeed by doing whatever it takes that is legal, ethical & moral.
SIGNATURE: ______________________________________________
BRANCH MANAGER: ______________________________________
BHHS EXECUTIVE: ________________________________________
DATE: __________________
DATE: __________________
DATE: __________________
QUARTERLY CHECK-UP
January - March 2026
Listings Taken
April - June 2026
Listings Taken
July - September 2026
Listings Taken
October - December 2026
