"Planning is bringing the future into the present so you can do something about it now."

~Alan Lakein

Planning your business is an essential part to growing your business. You need to CHOOSE a goal and then COMMIT to it. Only then can you plan the days ahead to make your goal a reality. Click the button to download the entire business planning workshop and follow along with the video below, or keep scrolling as we go through the plan page by page. 

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Step 1: Where are you now?

Before you can create a goal, you need to determine where you are RIGHT NOW. 

First things first, you need to make sure you know yourself. Using the first page of the business plan, take some time to think about why you want to succeed and, more importantly, what success means to you. Think about how you picture your ideal self, and then really think about that. Where are you? Who's with you? What are you doing that day? Remember, there are no wrong answers to this. You can see yourself in a home filled with children laughing and playing; or you can be in a penthouse suite laying on a pile of money. Whatever it is, the important thing is that you know what you want and you can get started on how you're going to get there. 

Once you've done that, you can start thinking about the more near future. What is going to happen this year that you'll be able to look back on? For the more experienced, it could be the first year you net over $100,000; and for the newer agents, it could be as little as making your first closing. It can also be less specific, this could just be the first year you commit to being an agent, or it can be the year you start eliminating bad habits. 

The next thing you're going to want to do is find the shape of your wheel and know how bumpy is your ride? 

Using the 2nd page of the plan, "My Business NOW," give yourself a score from 1-10 in each of the different categories. Then, draw a line connecting each dot to make your business wheel. This lets you see where you need to improve the most. The first step to improving your productivity is identifying your problem areas. 

Now that you know where you are now and where you want to go, let's work on getting you there. 

Step 2: Create a Plan

As you could see on the business wheel, there are a lot of different aspects to a successful business. It's important to differentiate the plans for accomplishing each one, so that everything you need to do is on paper and nothing gets left behind. While it's true that the business side of things will take a lot of planning, a lot of people forget the importance of planning for their own life. Many things like doctor's appointments, personal finance, and planning for vacations can be very distracting. These personal matters can slowly chip away at time you could be spending on your business, that's why we recommend getting them all in the open and including them in your plan for the rest of the year. 

Equally important are the things you want to do that will help you grow as an individual. Maybe that's exercising or finally doing yoga, or maybe it's committing to less time on the phone. Whatever it is, make sure to include it in your plan. Think of things that will make you proud that you accomplished them and schedule them first thing in the morning, but we'll get to your schedule later. For now, just write down what you want. 

Next, you want to work on your economic plan. You should start by filling out your data from last year, if this is your first year you can just leave it blank. Hopefully, you've been using an online tracking system, similar to the one we offer (see Tracking your Numbers (link)), but if not you can just estimate. Next, use that information to update the goals you want for the rest of this year. 

If you're creating it for the first time, take a look at our ratios below. These ratios came from more than a hundred SRPC clients of varying experience levels. Start with the number of closings and then use these ratios to fill out the rest of the economic plan. 

Now you want to get started on your lead generation plan. Lead generation is at the heart of ANY good business. Think of your lead generation as legs of a table, each leg works together to hold up your business, but you're safe in knowing that if one leg breaks, the other three will keep it up. Take a look at the example lead generation legs below. 

Next, it's time to work on your marketing plan. Use this in tandem with the lead generation plan to keep business buzzing and growing throughout the year. We have plenty of marketing examples that can be found in our Marketing section (ADD LINK). Start with your marketing plan and then move on to the marketing outline. Print this out and follow it week after week, month after month. See below for some general marketing ideas for an entire year. 

Now that's a lot of planning, but after all this work, the odds of this year being your best yet have skyrocketed. Keep all of this in mind, think about how much lead generation you'll need to do in order to reach the goal you set for yourself with your economic plan (don't forget the ratios!) With this information, update your daily planner, we included our recommended daily plan for you below, click on the image to download an editable version of this plan so you can integrate your specifications. (NOTE: The plan should ideally bring users back to the SPRC website, either for script review or to update their numbers). 

Step 3: Commit

Last thing you need to do is COMMIT to this plan. Click on the button below to access your personal contract between you and your business. Commit to your goals and promise that you'll keep up with your plan.