Project Impact Planning System

P R O J E C T

1

P R O J E C T

BUSINESS STRATEGY PLAN 2026

BUSINESS STRATEGY PLAN 2 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

P R O J E C T

P R O J E C T

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

What have I done?

Accomplishments last year - Top 5

TOP

5

Planning to accomplish this year

What am I going to do?

Looking forward 3 years from today, what do I see and how do I feel?

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.

3

BUSINESS STRATEGY PLAN 4 2026

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?

Listings Taken

Listings Closed

Buyers Closed

Leases Closed

LAST YEARS GOAL

LAST YEARS GOAL

LAST YEARS GOAL

LAST YEARS GOAL

What were your results last year?

Listings Taken

Listings Closed

Buyers Closed

Leases Closed

ACTUAL RESULT

ACTUAL RESULT

ACTUAL RESULT

ACTUAL RESULT

What were the top lead sources?

Listings Taken

Buyers Closed

What specific activities produced new leads last year?

What didn’t work? What were your struggles?

Leases Closed

P R O J E C T

5

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

LET’S DO SOME MATH!

Association Dues

2026 Total Budget

2025 EXPENSES

MLS Dues Risk Management Education Coaching Direct Mail Photography Printing Signs

2026 BUDGET

+ Annual Living Expenses

= Net Commission Needed

+

Events Digital Ads Print Ads Subscriptions

Desired Profit (WIGS)

=

2026 Net Com Goal

Apps / Software Hardware Consulting TC Fee Assistant(s)

2025 NET COMMISSION

÷

TOTAL CLOSED TRANS

=

AVG NET COMMISSION

÷ 2026 TRANS GOAL TOTAL EXPENSES

BUSINESS STRATEGY PLAN 6 2026

GOALS TO BE ACCOMPLISHED THIS YEAR Do one thing daily that directly affects

Health Goals

Personal / Relational / Faith

Professional Goals BHHS

B.I.G.for the year (B.I.G. = Big Important Goal)

BIG “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

P R O J E C T

BREAK IT DOWN INCOME GOAL: ____________________________

Q1

THEME:

HOURLY RATE: _____________________________

90

90 Days - Tasks Broken Into Bite Sized Chunks

First Month

1 Second Month

2 Third Month - Final Stretch

3 Obstacles are what you see when you take your eyes off the goal.

- Troy Reierson

7

A MPL I F Y 8

BUSINESS STRATEGY PLAN 2026

BUSINESS STRATEGY PLAN 8 2026

BREAK IT DOWN INCOME GOAL: ____________________________

Q2

THEME:

HOURLY RATE: _____________________________

90

90 Days - Tasks Broken Into Bite Sized Chunks

First Month

1

Second Month

2 Third Month - Final Stretch

“This is Your Recipe.”

- Troy Reierson

3

P R O J E C T

BREAK IT DOWN INCOME GOAL: ____________________________

Q3

THEME:

HOURLY RATE: _____________________________

90

90 Days - Tasks Broken Into Bite Sized Chunks

First Month

1

Second Month

2 Third Month - Final Stretch

3

“Follow your directions to keep from following other’s directions.”

- Troy Reierson

9

BUSINESS STRATEGY PLAN 10 2026

Gino Blefari Chairman HomeServices of America

P R O J E C T

BREAK IT DOWN INCOME GOAL: ____________________________

Q4

THEME:

HOURLY RATE: _____________________________ 90 Days - Tasks Broken Into Bite Sized Chunks

90 First Month

1 Second Month

2 Third Month - Final Stretch

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

11

BUSINESS STRATEGY PLAN 12 2026

LEAD GENERATION How will you generate leads this year?

ACTIVITY #1

ACTIVITY #2

ACTIVITY #3

Active Lead Generation Ideas ◆ Call Past Clients

◆ Door Knocking in Farm

◆ Email/DM Past Clients

◆ Call Sphere of Influence

◆ Door Knocking Around

◆ Email/DM SOI

◆ Call Open House Leads

Listings

◆ Call For Sale By Owners

◆ Visit Past Clients

◆ Call For Rent By Owners

◆ Door Knock FSBOs

◆ Email/DM Open House Leads ◆ DM on Social Media

P R O J E C T

LEAD GENERATION PLAN

13

Let’s write down the execution plan for each of your lead generation activities.

SCHEDULE IT! MONDAY

TUESDAY

WHO?

WEDNESDAY

THURSDAY

FRIDAY

ACTIVITY #1

HOW?

SATURDAY

SUNDAY

WHEN?

“The key is not to prioritize what’s What is the budget for this activity?

on your schedule, but to schedule your priorities.”

How will I be accountable for this activity?

- Stephen Covey

BUSINESS STRATEGY PLAN 14 2026

LEAD GENERATION PLAN How will you generate leads this year?

SCHEDULE IT! MONDAY

TUESDAY

WHO?

WEDNESDAY

THURSDAY

FRIDAY

ACTIVITY #2

HOW?

SATURDAY

SUNDAY

WHEN?

“The key is not to prioritize what’s What is the budget for this activity?

on your schedule, but to schedule your priorities.”

How will I be accountable for this activity?

- Stephen Covey

P R O J E C T

LEAD GENERATION PLAN

15

Let’s write down the execution plan for each of your lead generation activities.

SCHEDULE IT! MONDAY

TUESDAY

WHO?

WEDNESDAY

THURSDAY

FRIDAY

ACTIVITY #3

HOW?

SATURDAY

SUNDAY

WHEN?

“The key is not to prioritize what’s What is the budget for this activity?

on your schedule, but to schedule your priorities.”

How will I be accountable for this activity?

- Stephen Covey

BUSINESS STRATEGY PLAN 16 2026

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

ACTIVITY #3

Marketing Ideas ◆ Direct Mail - Farm

◆ Direct Mail - Referral

◆ Client/SOI Events

◆ Direct Mail - Past Clients

Sources (Attorney,

◆ Print Ads

◆ Direct Mail - Absentees

Accountants, Financial

◆ Door Hangers

◆ Direct Mail - Buyers

Advisors)

◆ Flyer Dropping

◆ Sponsorships

◆ Community Events

◆ DM on Social Media

P R O J E C T

17

MARKETING PLAN Let’s write down the execution plan for each of your marketing activities.

SCHEDULE IT! Jan: Feb:

WHO?

Mar: Apr: May: Jun: Jul:

ACTIVITY #1

HOW?

Aug: Sep: Oct:

WHEN?

Nov: Dec:

“If you do what What is the budget for this activity?

you’ve always done, you’ll get what you’ve

How will I be accountable for this activity?

always gotten.”

- Tony Robbins

BUSINESS STRATEGY PLAN 18 2026

MARKETING PLAN Let’s write down the execution plan for each of your marketing activities.

SCHEDULE IT! Jan: Feb:

WHO?

Mar: Apr: May: Jun: Jul:

ACTIVITY #2

HOW?

Aug: Sep: Oct:

WHEN?

Nov: Dec:

“If you do what What is the budget for this activity?

you’ve always done, you’ll get what you’ve

How will I be accountable for this activity?

always gotten.”

- Tony Robbins

P R O J E C T

19

MARKETING PLAN Let’s write down the execution plan for each of your marketing activities.

SCHEDULE IT! Jan: Feb:

WHO?

Mar: Apr: May: Jun: Jul:

ACTIVITY #3

HOW?

Aug: Sep: Oct:

WHEN?

Nov: Dec:

“If you do what What is the budget for this activity?

you’ve always done, you’ll get what you’ve

How will I be accountable for this activity?

always gotten.”

- Tony Robbins

BUSINESS STRATEGY PLAN 20 2026

CLIENT BASE

ACTIVITY #1

ACTIVITY #2

ACTIVITY #3

Business Development Focus Categories ◆ Past Clients

◆ Geo Farming

◆ REO

◆ Sphere of Influence

◆ Probate & Estate

◆ Short Sale

◆ Open House

◆ New Homes

◆ Seniors

◆ For Sale By Owners

◆ Investors

◆ First Time Buyers

◆ For Rent By Owners

◆ B2B Referral

◆ Military

P R O J E C T

PLAN FOR CLIENT BASE SCHEDULE IT! Jan: Feb: Mar: Apr: May: Jun:

FOCUS #1

Jul: Aug: Sep: Oct: Nov: Dec:

Marketing & Outreach Activities ◆ Direct Phone Call

◆ Handwritten Note

◆ Digital Ads

◆ Direct Text

◆ Personal Visit

◆ Retargeting

◆ DM Message

◆ Direct Mail

◆ Gift Giving

◆ Custom Direct Email

◆ E-Newsletter

◆ Community Event

21

BUSINESS STRATEGY PLAN 22 2026

PLAN FOR CLIENT BASE SCHEDULE IT! Jan: Feb: Mar: Apr: May: Jun:

FOCUS #2

Jul: Aug: Sep: Oct: Nov: Dec:

Marketing & Outreach Activities ◆ Direct Phone Call

◆ Handwritten Note

◆ Digital Ads

◆ Direct Text

◆ Personal Visit

◆ Retargeting

◆ DM Message

◆ Direct Mail

◆ Gift Giving

◆ Custom Direct Email

◆ E-Newsletter

◆ Community Event

P R O J E C T

PLAN FOR CLIENT BASE

23

SCHEDULE IT! Jan: Feb: Mar: Apr: May: Jun:

FOCUS #3

Jul: Aug: Sep: Oct: Nov: Dec:

Marketing & Outreach Activities ◆ Direct Phone Call

◆ Handwritten Note

◆ Digital Ads

◆ Direct Text

◆ Personal Visit

◆ Retargeting

◆ DM Message

◆ Direct Mail

◆ Gift Giving

◆ Custom Direct Email

◆ E-Newsletter

◆ Community Event

BUSINESS STRATEGY PLAN 24 2026

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 LinkedIn

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

P R O J E C T

25

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: ______________________________________________

DATE: __________________

BRANCH MANAGER: ______________________________________

DATE: __________________

BHHS EXECUTIVE: ________________________________________

DATE: __________________

BUSINESS STRATEGY PLAN 26 2026

QUARTERLY CHECK-UP January - March 2026 Listings Taken

Listings Closed

Buyers Closed

Leases Closed

Listings Closed

Buyers Closed

Leases Closed

Listings Closed

Buyers Closed

Leases Closed

Buyers Closed

Leases Closed

April - June 2026 Listings Taken

July - September 2026 Listings Taken

October - December 2026 Listings Taken

Listings Closed

P R O J E C T

NOTES

27

BUSINESS STRATEGY PLAN 28 2026

P R O J E C T