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Katie Clancy, Director of Business Development
William Raveis Real Estate
Get ahead of change and thrive in any market.
Win a $50 Gift
Certificate to Spoon &
Seed!
Post images from today’s event and tag someone
you think would appreciate this content. Use the
hashtags #successonpurpose and #williamraveis
so we can find you!
The winner will be pulled tomorrow, Friday,
February 22 at the end of the day.
Preview of the Day:
Why have a plan?
Which is the best plan?
What is a 1-3-5 plan?
What is MY 1-3-5 plan?
How do I use this plan—got any pro tips?
Plan to Succeed
Any plan is better than no plan.
Why Have a Plan?
✤ Most people in our industry don’t make
and follow a plan, so most people are not
very successful. You are not most people.
✤ The market has changed—a tide can’t rise
forever. Plan to succeed in spite of market
challenges.
✤ The industry has changed—your value has
been diminished. Plan to succeed in a new
environment.
Photo by Elena Koycheva on Unsplash
Which is the Best Plan?
The one that
you will follow
What is a 1-3-5 Business Plan?
Main
Goal
Focus
Area
Focus
Area
Focus
Area
Strategies
Tasks
Choose a Main Goal
This goal should be attainable and quantifiable, such as one of these:
Dollar Volume
Units
Gross Commissions
Net Income
Main
Goal
Define Focus Areas
Marketing
Focus
Area
Focus
Area
Focus
Area
Some Ideas:
Lead Generation
Database Tools & Systems
Professional Development Online Presence
Strategies
For each Focus Area, what are 5 strategies you could employ under each?
Lead Generation Online Presence SOI/Database
1
Internet leads: get more,
convert more
Up our email marketing
game
Become a CRM Ninja
2 Use a prospecting calendar
Create and use a landing
page
Create a calendar for
touches
3 Recommit to farming Get really good at Instagram
Develop a gratitude
campaign
4
Develop a system for follow
up
Improve my website
Clean and sort my
database
5 Use an accountability partner Start a video series Attend a CRM training
Tasks
Brainstorm the steps that you need to take in order to employ each strategy.
Internet leads, get more,
convert more
1. Maximize lead gen and conversion resources we already have
1. Take a realtor.com tutorial
2. Facebook
1. Finish the course you started
2. Take Katie Lance webinars and academy classes
3. Use Placester Academy
4. Read The Conversion Code
5. Deep dive on tools we have: FiveStreet, Engage 121, BombBomb
6. Make sure my profiles are consistent on all platforms
Tasks
Strategy
Pro Tips for Getting the
Most out of Your
Business Plan
Dedicate an hour or two drilling down until you
have at least 75 tasks to choose from.
Break down your goals into 90-day chunks.
Make a regular appointment with yourself (or
perhaps with an accountability partner or
manager) to review your plan and mark
progress.
Katie Clancy, Director of Business Development
William Raveis Real Estate
Next course: Personal Branding June 27, 2019
Win a $50 Gift
Certificate to Spoon &
Seed!
Post images from today’s event and tag someone
you think would love this content. Use the hashtags
#successonpurpose and #williamraveis so we can
find it!
The winner will be pulled tomorrow, Friday,
February 22 at the end of the day.

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Success on Purpose: Business Planning

  • 1. Katie Clancy, Director of Business Development William Raveis Real Estate Get ahead of change and thrive in any market.
  • 2. Win a $50 Gift Certificate to Spoon & Seed! Post images from today’s event and tag someone you think would appreciate this content. Use the hashtags #successonpurpose and #williamraveis so we can find you! The winner will be pulled tomorrow, Friday, February 22 at the end of the day.
  • 3. Preview of the Day: Why have a plan? Which is the best plan? What is a 1-3-5 plan? What is MY 1-3-5 plan? How do I use this plan—got any pro tips?
  • 4. Plan to Succeed Any plan is better than no plan.
  • 5. Why Have a Plan? ✤ Most people in our industry don’t make and follow a plan, so most people are not very successful. You are not most people. ✤ The market has changed—a tide can’t rise forever. Plan to succeed in spite of market challenges. ✤ The industry has changed—your value has been diminished. Plan to succeed in a new environment. Photo by Elena Koycheva on Unsplash
  • 6. Which is the Best Plan? The one that you will follow
  • 7. What is a 1-3-5 Business Plan? Main Goal Focus Area Focus Area Focus Area Strategies Tasks
  • 8. Choose a Main Goal This goal should be attainable and quantifiable, such as one of these: Dollar Volume Units Gross Commissions Net Income Main Goal
  • 9. Define Focus Areas Marketing Focus Area Focus Area Focus Area Some Ideas: Lead Generation Database Tools & Systems Professional Development Online Presence
  • 10. Strategies For each Focus Area, what are 5 strategies you could employ under each? Lead Generation Online Presence SOI/Database 1 Internet leads: get more, convert more Up our email marketing game Become a CRM Ninja 2 Use a prospecting calendar Create and use a landing page Create a calendar for touches 3 Recommit to farming Get really good at Instagram Develop a gratitude campaign 4 Develop a system for follow up Improve my website Clean and sort my database 5 Use an accountability partner Start a video series Attend a CRM training
  • 11. Tasks Brainstorm the steps that you need to take in order to employ each strategy. Internet leads, get more, convert more 1. Maximize lead gen and conversion resources we already have 1. Take a realtor.com tutorial 2. Facebook 1. Finish the course you started 2. Take Katie Lance webinars and academy classes 3. Use Placester Academy 4. Read The Conversion Code 5. Deep dive on tools we have: FiveStreet, Engage 121, BombBomb 6. Make sure my profiles are consistent on all platforms Tasks Strategy
  • 12. Pro Tips for Getting the Most out of Your Business Plan Dedicate an hour or two drilling down until you have at least 75 tasks to choose from. Break down your goals into 90-day chunks. Make a regular appointment with yourself (or perhaps with an accountability partner or manager) to review your plan and mark progress.
  • 13. Katie Clancy, Director of Business Development William Raveis Real Estate Next course: Personal Branding June 27, 2019
  • 14. Win a $50 Gift Certificate to Spoon & Seed! Post images from today’s event and tag someone you think would love this content. Use the hashtags #successonpurpose and #williamraveis so we can find it! The winner will be pulled tomorrow, Friday, February 22 at the end of the day.