Well Planned Real Estate Agent
Do you find yourself scrambling to manage everything it takes to be successful in real estate?
As real estate agents, we have all been in a situation where we looked at our business and thought, “If I am going to achieve success, I need to set goals, organize my schedule, and track my progress.”
At Well Planned Professional we created a step-by-step system to help you set a foundation to make success a consistent habit.
01
Real estate professionals run a business like no other.
We’re juggling the demands of buyers, sellers, and brokers, running all over town to appointments, handling listings, prospecting, marketing, negotiations and transactions, attending networking events, serving our community, and much more — all while taking care of our families, our health, and personal life.
All too often, you may find yourself feeling overwhelmed, stretched too thin, and fearful that you’re losing your competitive edge.
You got into real estate to forge your own path, create your own success, and tap into unlimited earning potential — with the freedom to run your own day and build a business around the things that matter most.
But more often than not, the day runs you, and flexibility means you’re working practically 24/7/365.
01
Being your own boss isn’t what you expected!
You’re constantly learning new things, staying on top of the market, trying to generate leads, and dealing with the ups and downs, ebbs and flows of money management and taxes.
Deep down, you know you can become a top producer…if you can only get a grip on working smarter and not harder to see greater rewards from your sacrifices.
Imagine having a system, guiding you through the process of setting up good habits of truthful analysis, goal setting, time management, strategic planning, evaluation, and rewarding progress.
The Well Planned Professional Real Estate Planner isn’t just a system to write down appointments so that you don’t forget an office meeting or a showing with a client.
This system is designed to keep you on track to becoming the best real estate agent in your market.
Peek Inside
Real Estate Planner
Click on the sample below to preview the Well Planned Professional planner as well as the step-by-step guide to the A.C.H.I.E.V.E Goal Setting and Planning System
A.C.H.I.E.V.E. SYSTEM
The Well Planned Way to Real Estate Success with
The A.C.H.I.E.V.E. Goal Setting and Planning System
The A.C.H.I.E.V.E. Goal Setting and Planning System
A
Assessing Your Motivation
A personal mission statement answers the question of why you do what you do.
C
Create Goals
Top agents attribute their success to setting clear and concise goals. Use this system to set personal or professional goals, long- or short-term goals, or even a BHAG (big hairy audacious goal) in a way that motivates you and drives you forward.
H
Highlight Benchmarks
Any big goal needs to be broken down into manageable chunks. The most practical way to accomplish this is by setting specific benchmarks that allow you to measure your efforts while also keeping you on track to meet your ultimate goal.
I
Incorporate Planning Strategy
Focus on creating a daily Strategy, learning to Prioritize, maximizing efficiency through Optimizing, and last but not least, Tackling your task lists. (To make this easier to remember, we’ve created a short acronym: S.P.O.T.)
E
Evaluate Progress
By utilizing the A.C.H.I.E.V.E. System evaluation worksheets, you can quickly review your monthly benchmark metrics and compare them with your progress.
V
Verify and Adjust
In this step, you are looking to see if the data from the evaluation encourages you to keep moving in the same direction or requires an adjustment.
E
Earn Rewards
Earning a reward after you have devoted time and energy to a goal is extremely satisfying. That is why the Well Planned Professional system incorporates a vision board to motivate and help keep us focused when working to complete the task.
PRODUCT FEATURES
Here’s Everything You Get With
Your Well Planned Real Estate Planner
Your Well Planned Real Estate Planner
Powerfully unique to the Well Planned Professional approach, we combine a quality, aesthetically appealing paper product with proven personal development methods and practical productivity and organizational tools.
This 268 page, 6-month, fully dated planner has everything you need to create a foundation for real estate success with a mission, goals, and metrics. You can execute your plan with a schedule and system to track day-to-day tasks, evaluate your progress, receive accountability, adjust as needed, and reap the rewards for your accomplishments and hard work.
As a Well Planned Professional planner user you will get...
Planning & Scheduling
A beautifully designed, full-color, 6-month planner
The A.C.H.I.E.V.E Goal Setting and Planning System
A monthly business expense tracker
A weekly focus & preparation area
Space to prioritize your weekly tasks
An area to optimize appointments
An area for tracking benchmarks weekly
Space to recap and evaluate weekly
Monthly Evaluation & Adjustments
Real Estate Worksheets
Prospecting Tracker
Buyer Intake
Seller Intake
Closing Tracker
Open House Checklist
All Star Vendors
Continuing Education Tracker
Social Media Topics
Social Media Holiday List
Real Estate Planner
Choose the Planner Design & Bundle That Works Best for You!
This is NOT just a basic planner on fancy paper with a calendar and checklists. It’s designed specifically for real estate professionals and built around a system to put you on the path to greater success.
PLANNER FEATURES
A Complete Guide
Let The A.C.H.I.E.V.E Goal Setting and Planning System guide you through breaking down your goals and benchmarks to equip you for your most successful year yet.
PLANNER FEATURES
Time Management
Plug into a TIME MANAGEMENT system that will help you finally take full advantage of the flexibility of being your own boss and maximize every moment.
PLANNER FEATURES
Accountability
Create ACCOUNTABILITY for yourself by putting a plan in place, tracking your progress, and regularly reassessing and adjusting what you are doing.
PLANNER FEATURES
Structure
Put STRUCTURE around your lead generation process to get a clear picture of what’s working, what needs improvement, and where to increase your efforts.
PLANNER FEATURES
Motivation
Stay MOTIVATED with tips, prompts, and inspirational messages to keep you on track and moving steadily toward your goals.
Real Estate Worksheets
Inside, you will find helpful tools, including….
Vision Board Page
Design: Growing My Business
It’s important that you can track your reward system, and the vision board is the perfect place. When the work gets tough and the goal seems unreachable, look to the vision board page in your planner and remember the reward you promised yourself when you succeed.
Highlight Benchmarks
Design: Growing My Business
You’ll need to ask yourself important questions to hit your numbers. On this page, you’ll find clarity to help you know exactly where you need to focus your efforts. How many leads do you need to reach your goal? How many transactions do you need each month? What is your 6-month commission goal? What is the average price of homes selling in your market? How many conversions do you need to make this month?
Buyer Sheet
Design: Building Blocks
Keep detailed notes on your buyers so you can focus on meeting their needs. What do you know about your potential buyer? Where are they in the process and what’s their timeframe? What precisely are they looking for in a home? The more information you have, the more personalized service you can provide. These sheets will help you focus on what you need to know.
Prospecting Tracker
Design: Building Blocks
If you want to grow your pipeline and keep it full, you must be willing to commit to consistent and effective prospecting activities. This tool will help keep you on track and accountable to yourself throughout the six-month goal period.
Closing Tracker
Design: Solid Plans
Reaching financial goals means keeping an eye on your benchmarks and breaking them down far enough to pinpoint exactly where to concentrate your efforts. The Financial Goal Worksheet makes it easy to calculate where you stand and check your progress at a glance.
Seller Intake
Design: Solid Plans
This perforated page provides space for you to enter your listing information at the top and buyer information at the bottom. It’s designed to be torn out easily and added to your CRM Book so you can keep key details at your fingertips.
Open House Planning Checklist
Design: Growing My Business
Hosting a successful open house requires planning and coordinating a multitude of moving parts. With this handy Open House Planning Checklist, you’ll never have to worry about letting details slip through the cracks again.
Continuing Education Tracker
Design: Growing My Business
Keeping your license up-to-date and staying on top of real estate knowledge is one more task on your plate to manage. This tool is designed to ensure you don’t miss an important date and pace your continuing education over time avoid a last-minute rush to get it done.
All Star Vendors
Design: Building Blocks
In real estate, you’re in the relationship business, and this goes beyond your clientele. Your “rolodex” of trusted professionals is a priceless asset. Keep a running list of preferred mortgage brokers, closing attorneys, inspectors, contractors, stagers, landscapers, and more to use and refer — at the ready.
Social Media Starters
Design: Building Blocks
Marketing yourself on social media is more important than ever. With consistent posting, you get more leads, make more transactions, and meet your benchmarks. The Social Media Starters pages include social media topics and holidays to spur creativity and help you engage well on social media.
Real Estate Planner
Choose the Planner Design & Bundle That Works Best for You!
F.A.Q.
Frequently Asked Questions
You probably still have some questions about Well Planned Professional and The Real Estate Planner.
I understand! You want to make sure that this is the system for you!
Let me share with you just a few of the questions our customers frequently ask.
- Is this planner all I need, or do I need other planners as well?
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The Real Estate Planner helps you easily manage business, home, and life all in one place. It’s more than a schedule and task list; it's a full system, designed to help you excel in your real estate career. As a result, this planner is all you will need for planning and goal setting in your real estate career while also managing your personal life.
- Where do I write down all of my appointments and events?
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Each monthly spread of the Real Estate Planner is designed to be spacious enough to allow you to keep track of all of your appointments and events. You can also jot notes down in the extra space at the bottom of your weekly spread to make sure it’s in front of you on a daily basis.
- What if I know nothing about time management? How do I get started using Well Planned Professional?
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I’m the kind of person who just naturally loves planners. But even I had to learn what it meant to use a planner well. So, I understand that it’s not easy to just pick up a new planner and instinctively know where to start. That’s why I’ve included the A.C.H.I.E.V.E Goal Setting and Planning System in the front of The Real Estate Planner. This system walks you through what it looks like to set goals, lay out your benchmarks and business plans, and work through the daily and weekly process of achieving success on your terms. It can feel like a lot when you first open your planner. But if you’ll walk through each step of A.C.H.I.E.V.E., you’ll be a planning pro in no time!
- How far ahead should I plan? Do I plan out one quarter? A full six months?
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As you walk through The A.C.H.I.E.V.E Goal Setting and Planning System, you’ll learn how to lay out benchmarks for your goal period, helping you stay on track and meet your goals. Knowing your long term goals are important but breaking those goals down into smaller objectives with benchmarks is the way to stay on track. Know your 1 year goal but break it down and don't look farther down the road than 6 months.
- Is this planner dated?
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Yes, we believe it is vital to have specific dates inserted when planning, forecasting, and goal setting.
- How long is the planner?
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The planners are designed for a 6 month time period.
- Is there blank note space in Well Planned Professional
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Yes, there are several pages for you to take notes.
- Can I buy a year of the planner at a time?
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Yes, but it would be delivered as 2 separate 6-month planners.
- Is it possible to use Well Planned Professional to plan for more than real estate (or my career)?
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Yes, this planner is designed to help you organize your life and not just your career. Your work/life balance is important and having both aspects of your life organized in one place is the best way to maximize your personal and professional goals.
- What if I'm part-time in real estate, would this planner be a good choice for me?
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Yes, this planner would be a fantastic fit because it would allow you to stay organized and focused on your real estate goals while also maintaining your full-time position.
These are the most commonly asked questions, but you might have more. If so, we encourage you to contact us at customerservice@wellplannedprofessional.com with any additional questions about the Well Planned Professional Real Estate Planner or any of our other planners and accessories!