The Business-Planning Masterclass · free
Two real planning sessions — a build-it-with-me workbook and a panel of agents doing $40M to $450M — merged into one path. Start at the income you want, and watch it compress, step by step, into a number you can hit on a Tuesday.
01 — Start with the take-home, not the houses
Plan the life, then back into the business — never the other way around.
Both rooms open the same way, and it's the most important reframe in either session: don't decide how many houses to sell. Decide what has to land in your account, treat taxes as a real and conservative expense, and let everything else be solved for. You keep roughly a third of gross — so the plan has to start from the net, anchored to a reason big enough to carry a hard week.
02 — Turn the number into transactions
Your average price decides how hard the year has to be.
Choose your seller/buyer split (50/50 until your history says otherwise), apply each side's real commission, and divide by your real average sale prices. The unit count falls out. The lever hiding in plain sight is average price: the same income goal that needs fifteen-plus deals a side at a starter price needs about seven at a luxury one. Raising your average sale price is the quietest way to halve your workload.
03 — Turn transactions into appointments — the heart of it
The entire year compresses to one appointment a week.
This is where both workbooks agree to the decimal. Apply two conversion rates per side — appointment-to-agreement and agreement-to-close — and your sold units expand back into the appointments you must run. In the panel's live example, twelve listings and twelve buyers at 80% conversion became nineteen and nineteen: about thirty-eight appointments for the entire year. That's four a month. One a week. A goal almost any schedule can hold.
04 — Build the engine that makes the weekly appointment
Three channels, five activities each, a 36-touch farm — and proof it works.
Now you reverse-engineer the appointment. The workbook's 135 is the skeleton: one goal, three lead channels you'll genuinely sustain, five concrete activities under each. Size the database behind it — a worked sphere of ~264, a ~1,000-contact cold model, or a hybrid — and keep it warm with a 36-touch year. The panel supplies the evidence that this isn't theory: door-knocking that produced $11.5M from two hours, quality-market-update farming, and client events worth $7–8M in a year. Pick the channels that fit your strengths, then run them relentlessly.
05 — Borrow the top producers' habits
The behaviors that separate the panel from everyone with the same plan.
A plan is necessary and not sufficient — the panel's edge is in how they execute it. They answer fast (Nicole's 'hot potato': handle every lead and offer immediately). They build relationships, not transactions. They run a SWOT on themselves and outsource what they're bad at. They never argue price with a discount agent — they win with a documented performance package. And they hire slowly, by referral, only after the leads are already coming.
06 — Execute and stay accountable
The calendar is where the plan either happens or doesn't.
The 411 turns the annual goal into monthly targets (scaled to your season), then four weekly blocks tracked green-for-done and red-for-missed. Audit your day, keep the four activities that make money, and protect about three focused hours of daily lead generation — the single strongest predictor of income in the team's own tracking. Put it all on the calendar with color, repeats, and reminders, and give the whole thing to an accountability partner. Finish with a one-page plan: mission, vision, values.
07 — The piece the workbook can't hand you
Every plan above ends at cold outreach. This is how you make it warm.
Follow either session honestly and you arrive at the same floor: a number of cold contacts you have to make, every weekday, until something changes. That 'something' is authority. When your market — and now AI — answers "who's the best agent in your area?" with your name, appointments arrive inbound instead of cold, and a fifty-touch chase becomes a six-touch hello. The workbook can plan the year; it can't make the treadmill disappear. Owning your area is the piece that does — and it's the one part of this we build for you.
The plan can take you to the treadmill. Owning your area is what makes it disappear.