The document provides guidance on creating a business plan for real estate agents, emphasizing the importance of establishing goals, creating a plan with specific, measurable, action-oriented, realistic and time-bound activities, and including income projections based on commission structure, marketing expenses, and desired earnings. It also offers tips for direct mail marketing campaigns targeting specific areas on a monthly basis.

1. Focused on Real Estate!
Marki Lemons-Ryhal
ABR, ABRM, ADPR, CNE, CRB, CRS, green, SFR , & MBA

2. Focused on Real Estate!
Whether Specializing In Seller Agency,
Buyer Agency Or Working With Both
… Without A Solid “Business Plan”
You Are Stepping Up To The Plate With
2 Strikes Against You.

3. Focused on Real Estate!

4. Establish Your Goals
Focused on Real Estate!
 Decide What You Want
 Create A Time Frame For Your Goal
 Set A Target For When To Start & When To
Accomplish Your Goal
 Create Activities To Keep You On Track
 Monitor Your Progress In A Quantifiable
Way

5. Focused on Real Estate!
Goals Plans
•Goals Can Come •Plans Are Calculated
Out Of Thin Air
•Goal Focus On •Plans Focus On Business …
Income … How Income, Expenses & Activities
Much Volume, Etc.

6. Focused on Real Estate!
Work SMARTer, not harder.
S – Specific
M – Measurable
A – Action Oriented
R – Realistic
T – Time Bound

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Income Expenses
Income Expenses
• Commission Structure • Transactional Expenses
• What You Charge • Personal Marketing
• What You Earn Expenses
• Average Home Price • Annual Overhead
• Mix Of Business
• Desired Income

11. (A) Set Your Annual Goal:
=$___________
(B) Monthly Earnings Goal:
(A) Divided by 12
(a) Average Sales Price per Transaction:
=$___________ =$___________
(b) Average Commission (co-op) per
Transaction: ________%
(C) Number of Units You Must Close per
(c) Dollars Earned per Transaction:
Month to Make Your Income Quota:
(a) X (b)
(B) / (e)
=$___________
=___________ (d) Agent Split per Transaction:
=________%
(e) Your Take Home Pay per
Transaction:
(c) X (d)
=$___________

12. Marketing Tools

14. Focused on Real Estate!
•4x5 Campaign, 4 mailers once per month for 5 months, mailed the
same week of each month to four different farm areas
•Bridging online and offline marketing through custom direct mail
•Best to use just one card design that you use consistently
•Order Postcard on Friday for Monday or Tuesday delivery

15. Focused on Real Estate!
June
July
August
Sept
Oct
Total
Zipcode
Week #1
60605
Week #2
60615
Week #3
60616
Week #4
60653

16. Focused on Real Estate!

17. www.createaplan.com