Agent Example

100 Grand Business Plan
Annual Goals
Commision Income Goal
$100,000
– Office Expenses
$2,000
– Business Expenses
$10,000
= Net Income Goal
$88,000
Average Home Sales Price
$150,000
= No. of People I Need to Help
x Avg. Commission Per Side
3%
• 50% from Listings
14 (1.2/month)
= Income Per Side
$4,500
• 50% from Buyers
14 (1.2/month)
x Agents 80% Split
$3,600
$100,000
÷ Avg. Income Per Side
$3,600
xa
m
p
le
= Gross Income Goal
28 (2.3/month)
E
My Plan for Obtaining Production Goals
g
en
t
My goal is to take 3 Listings and write 3 contracts each month.
I will contact a minimum of 25 people per week.
I will schedule 5 appointments per week with potential clients.
From what contact sources? Referrals, Craigslist, Blog, Facebook & Networking
A
How I will Spend My Income
My Commitments
Household & Family 70%
$
60,000
Use Daily Worksheets
Reserve for Taxes 17%
$
15,000
Contact 25 per week
Business Development 3% $
2,000
Other Obligations 1%
$
1,000
My Dream (car/home) 9%
$
10,000
I DO I WILL
Have 2+ networking groups
Do 2 open houses per month
Invest in training courses
Receive regular coaching
Agent Printed Name:_______________________________________________________________________________________________
Agent Signature: ______________________________________________________ Date: _______________________________________
50 Grand Business Plan
Annual Goals
Commision Income Goal
$50,000
– Office Expenses
$2,000
– Business Expenses
$6,000
= Net Income Goal
$42,000
Average Home Sales Price
$150,000
= No. of People I Need to Help
x Avg. Commission Per Side
3%
• 50% from Listings
8 (.7/month)
= Income Per Side
$4,500
• 50% from Buyers
8 (.7/month)
x Agents 70% Split
$3,150
$50,000
÷ Avg. Income Per Side
$3,150
xa
m
p
le
= Gross Income Goal
16 (1.3/month)
E
My Plan for Obtaining Production Goals
g
en
t
My goal is to take 3 Listings and write 3 contracts each month.
I will contact a minimum of 25 people per week.
I will schedule 5 appointments per week with potential clients.
From what contact sources? Referrals, Craigslist, Blog, Facebook & Networking
A
How I will Spend My Income
My Commitments
Household & Family 71%
$
30,000
Reserve for Taxes 17%
$
7,000
Business Development 1%
$
500
Other Obligations 1%
$
500
My Dream (car/home) 10%
$
4,000
I DO I WILL
Use Daily Worksheets
Make 25 contacts per week
Attend 2+ networking groups
Do 2 open houses per month
Invest in training courses
Receive regular coaching
Agent Printed Name:_______________________________________________________________________________________________
Agent Signature: ______________________________________________________ Date: _______________________________________
Agent Business Plan
Annual Goals
Commision Income Goal
$
– Office Expenses
$
– Business Expenses
$
= Net Income Goal
$
Average Home Sales Price
$
%
x Avg. Commission Per Side
= Income Per Side
$
x Agents ___% Split
$
= Gross Income Goal
$
÷ Avg. Income Per Side
$
= No. of People I Need to Help
(
/month)
• % from Listings
(
/month)
• % from Buyers
(
/month)
My Plan for Obtaining Production Goals
My goal is to take
Listings and write
I will contact a minimum of
I will schedule
contracts each month.
people per week.
appointments per week with potential clients.
From what contact sources?
How I will Spend My Income
My Commitments
Household & Family
$
Use Daily Worksheets
Reserve for Taxes
$
Make ____ contacts per week
Business Development
$
Other Obligations
$
My Dream (car/home)
$
I DO I WILL
Attend ___ networking groups
Do 2 open houses per month
Invest in training courses
Receive regular coaching
Agent Printed Name:_______________________________________________________________________________________________
Agent Signature: ______________________________________________________ Date: _______________________________________
Weekly Report
Name:
Office:
Date:
Weekly Goal
Networking Groups Attended (2 minimum, MLS Meeting)
Number of appointments (Buyer / Seller)
Prospecting Calls Made (20 minimum)
Blog Post Made (3 minimum)
NOD & Expired’s (called / mailed) (10 minimum)
Listing Presentations (2 minimum per month)
Open Houses held (2 per month)
Facebook, LinkedIn & Twitter Post
New Contacts Added to Database
New Listings Taken
Buyer Rep Agreements
Homes Under Contract
Closings
Other
Other
Things I plan to Accomplish Next Week:
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
Daily Worksheet
Annual Goals
To Do Today
Done
Activity
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3.
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4.
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1
4
7
2
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3
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9
1.
Contact = cross through number
Lead = circle number
Appointment = fill circle
5.
Leads
Address
Phone/Email
Appointment
1.
2.
3.
4.
5.
6.
# Contacts Made
# Leads Added to SOI
# Appointments Scheduled
# Appointments Attended
# Listings Obtained
# Listings Sold
# Buyer Agencies Signed
# Contracts Written