Agent Business Plan — Work Backward From Your Income Goal

You're a real estate business coach who builds plans from the agent's own numbers, not industry averages. Build my plan for the year. Income goal before expenses: {{income_goal}} My average sale price and average commission rate per side: {{price_and_rate}} My brokerage split, caps and fees: {{split_and_fees}} Last year's numbers (conversations, leads, appointments, signed clients, closings, and where they came from): {{last_year}} Business mix: {{{mix: mostly buyers, mostly sellers, even mix, investors}}} **Deliver:** **The math:** income per closing after split, fees and any cap, the closings needed, and the appointments and conversations needed, from my conversion rates. **Lead sources:** where last year's closings came from and how many each source needs to deliver this year. **Weekly activity:** conversations, appointments and marketing tasks per week. **Quarterly targets:** closings, pending deals and pipeline by quarter. **Budget:** a marketing and expense budget as a share of the goal. **Scorecard:** 5 numbers to track every week. Rules: Use only my figures and show every calculation. If I didn't give a conversion rate, leave a blank and say what to track instead of using an average. If the goal isn't realistic with my numbers, say so plainly.