1.
SUCCESS ON
PURPOSE
Get ahead of change
and thrive under any
circumstance

2.
www.katieclancy.com

3.
Business
Planning
SUCCESS ON PURPOSE | 2019
Success on Purpose in Real Estate
Exceeding
Expectations
Nurturing
Relationships
Personal
Branding
Promoting
Your Listings
An elegantly
simple plan
that you will
follow.
Your
superpower
in a noisy
space.
High touch
transactions
yield referral
business.
Empowered
consumers
want
connection.
Woo both
the buyer
AND their
agent.

4.
People with written goals are 50% more likely to achieve them.
Learn an elegantly simple method for mapping out your strategy.
Armed with this plan you will always have an answer to “What can I
do today to move closer to my goals?”
Business Planning
SUCCESS ON PURPOSE
"If you fail to plan, you plan to fail" - Benjamin Franklin

5.
If I gave you the next 15
minutes for business building
activity, what would you do?
BUSINESS PLANNING

6.
1 MAIN GOAL
5 STRATEGIES
3 PRIORITIES
*ALL* THE
TASKS
SUCCESS ON PURPOSE | 2019

7.
Personal branding used to be interpreted as self-aggrandizing, but
times and technology have changed. You are now consumer-facing
all the time. Take control of how you show up.
Personal Branding
SUCCESS ON PURPOSE
"Be yourself. Everyone else is taken." - Oscar Wilde

8.
If you were to poll your
clients today, what would
they say about you?
PERSONAL BRANDING

9.
BUILD IT
What is something your friends and
family rib you for, but they secretly
appreciate about you?
QUIRK
When you look at your personal
social media content, what are two
themes which emerge?
THEMES
What types of properties, people,
price points, and areas are your
'zone'?
STATS
What are three kind words that
people often use when they talk
about you?
WORDS
SUCCESS ON PURPOSE | 2019

10.
Empowered consumers are ever less tolerant of salespeople. Earn
and respect the trust that is necessary for people to partner with
you on the home buying or selling journey
Nurturing
Relationships
SUCCESS ON PURPOSE
"Trust is the first chapter of wisdom." - Buddha

11.
Have you ever held a
newborn child and thought,
"What a jerk"?
NURTURING RELATIONSHIPS

12.
Contrary to your
experience,
people don't suck.
FIND A REASON
TO LOVE THEM UP

13.
Tell the compelling story of a property through your images and
verbiage and build good rapport with other agents and so they feel
excited about the idea of doing a deal with you.
Promoting Your
Listings
SUCCESS ON PURPOSE
"Maybe stories are data with a soul." - Brené Brown

14.
If you could only co-broke
with three specific agents for
the rest of your career, who
would they be?
PROMOTING YOUR LISTINGS

15.
There is a 95% chance that the buyer for your listing
is NOT one of your clients. Don't spam them with
every listing you get.
BUYERS
Possibly more valuable to you than buyers, other
agents are your sales force. Make it a pleasure for
them to do business with you.
OTHER AGENTS

16.
During a transaction if you tend to the people as carefully as you do
to the paperwork, your business will build itself.
Exceeding
Expectations
SUCCESS ON PURPOSE
"Always give a little more than you promise." - The
Studebaker Brothers

17.
If you didn't have to buy
leads what would you spend
that money on?
EXCEEDING EXPECTATIONS

18.
SUCCESS ON PURPOSE | 2019
SIMPLY NOTICE
AND RESPOND
Engagement, New Baby or
Pet
Illness, Loss, or Personal
Challenge
New Job, Graduation, or
other Achievement

19.
REFERENCES
BOOKS AND ONLINE
RESOURCES
https://thenelsonproject.org/sample-135
Sample 135: Your GPS Strategic Business Plan
By Seth Price and Barry Gold
The Road to Recognition
https://content.jwplatform.com/videos/JJUef7yr-
QwkEEaUz.mp4
ICNY: Relationship Marketing by Katie Clancy
https://www.forbes.com/sites/mikekappel/2018/01/17/5-
essential-tips-for-business-storytelling/#117afa3c454d
5 Essential Tips for Business Storytelling
https://www.inc.com/molly-reynolds/9-companies-that-
nailed-the-whole-surprise-and-del.html
9 Companies that Nailed the Whole Surpise
and Delight Thing

20.
B O N U S C O N T E N T
CrushYourYearinOneWeek
Add a subheading
A 7-Day Plan to Win the Next 12 Months
http://bit.ly/2WaNbJl

21.
B O N U S C O N T E N T
www.intentionaliteas.com
Surprise and delight your clients
Use code
Katieclancy
for 10% off your
order!