The 2-Page Business Plan

The 2-Page Business Plan DESIGNED TO BE YOUR COMPASS

Measure what matters.

“If you are not tracking what it is you focus on, it gets sucked into the ether of the unknown deeming it insignificant.” —Chantal Kowalski

T HE HOW

Canvassing • • • • •

WORD S M ATTER

2024 Word of the Year:

Cold Calls Marketing Leads Door-knocking Networking Community Event

Online Leads

Motivational Word of the Year:

Assignments Geographical Farm Area

Lead Source

Open Houses

Out of Town Agent Referrals Past Clients

SOI (Sphere) P L A NNING

/Quarter ÷ 3 = /Month

2 024 G OAL S

Referrals

÷4=

# of transactions in 2024 (list, sell, referral, co-list, all sources)

Total GCI Total Sales Volume Avg. Home Value

“Real estate is a 24-7 game. You have to be adaptable and ready to change direction every hour.

—Jane Hoffman

Referrals

80% of sales require an average of 5 follow-ups in order to close the deal.”

AC T I O N S • • •

Review reflect, revise all year Place in “planning folder” with addt’l. docs Accountability

• •

Tracking (Internal + Statements) Daytimers

ADDITIONAL •

2024 Personal Expenses (Home, Car, Food, Donations, Insurance etc.)

•

2024 Business Expenses (Licensing, Pro Development, Coaching, Office, Tech/ Communication, Legal etc.)

•

2024 Budget & Net Worth Statement (Including strategy, investments or additional businesses)