Peek Inside
Real Estate Planner
Solid Plans Design
Solid Plans Design
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.
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.