Realtor Business Plan Builder
The Realtor Business Plan Builder is a practical Excel-based planning system designed to help real estate professionals turn income goals into a clear, measurable plan of action.
The workbook helps agents calculate the number of closings, contracts, appointments, leads, contacts, and prospecting attempts required to support their desired income. It also allows users to plan by lead source, establish daily and weekly activity targets, compare actual performance with goals, and refine their plan as real conversion data becomes available.
Instead of relying on vague production goals, agents can use their own expenses, commission structure, sales assumptions, lead sources, and conversion ratios to build a business plan that reflects how they actually work.
Key features include:
- Income and expense planning
- Required transaction calculations
- Buyer and seller production goals
- Lead-source planning
- Attempts-to-closing conversion ratios
- Daily, weekly, monthly, and annual activity targets
- Prospecting calculator
- Executive dashboard
- Weekly actual-versus-target tracking
- Quick Start Guide and user instructions
This digital workbook is designed for newer agents, inconsistent producers, and experienced agents refining their business plan.
Software requirement: Microsoft Excel version 2016 or later is required. This workbook is not compatible with Google Sheets.
Digital product: No physical item will be shipped.