
YEARLY, MONTHLY AND DAILY GOALS
This is the fundamental part of your business.
If you feel uncomfortable filling these form and answering the questions, is because, you don't have set your goals and are not following diciplinary routine schedule. Do you have a schedule made yet?

UNDERSTANDING THE NUMBER OF CONTACTS PER DAY |RECORDING
WATCH THIS VIDEO
HOW DO YOU DETERMINE?
- NUMBER OF CONTACTS TO APPOINTMENTS TO CONTRACT

BUSINESS PLANNING RECORDING
WATCH THE VIDEO AND REFERENCE THE FOLLOWING FILE
DIGITAL BUSINESS PLAN
Review the Monthly Desired Earnings Plan recap, featuring key performance indicators from the last month including prospected contacts, listings sold, buyer sales, and income earned. Assess the production needed for the upcoming month with active listings, price reductions, and leads goal. Highlight action plans, necessary skill improvements, and targeted scripts for the month ahead to stay on track and achieve goals.
DAILY TRACKING (PROSPECTING)
DAILY PROSPECTING LOG
Discover a comprehensive approach to managing all aspects of real estate, from aligning expectations to communicating effectively. This guide covers important areas such as realty date messages, contact management, and follow-up strategies. Also included are insights on today's wins and successes in real estate, helping you streamline your operations for better results.
MANUAL DAILY BUSINESS PLAN
Track your daily progress with Daily Log Sheet. This log helps you reflect on gratitude, tally daily contacts, monitor online leads, follow up with FSBOs, Expireds, Past Clients, and Centers of Influence. It also enables you to document Just Listed/Just Sold activities and appointments, ensuring you stay on top of your wins and successes every day.
MANUAL MONTHLY BUSINESS PLAN
Review the comprehensive monthly business plan. This document outlines year-to-date performance compared to yearly goals, including transaction counts, income, active listings, and much more. Stay updated with key action items, monthly goals, and personal development objectives to ensure ongoing success and growth.
QUARTERLY MANUAL BUSINESS PLAN
Yearly Business Plan Overview
Dive into the comprehensive breakdown of our annual business plan. This summary includes vital metrics from the past year and lays out ambitious goals for the upcoming year. Analyze income, expenses, transactions, appointments, hours worked, and sales performance. Discover what worked well and identify areas for improvement as we strategize for continued success.
MID-YEAR BUSINESS PLAN
Explore the comprehensive mid-year review of The Align Group Luxury Realty. Get insights into transaction goals, listing achievements, buyer sales, closed deals, and income earned in the first six months. Understand the team's daily prospecting activities and contact strategies that contributed to the success, as presented by Coach John Tsai.
SAMPLE SCHEDULE
SAMPLE DAILY SCHEDULE
CREATE YOUR OWN USING THIS SAMPLER BASED ON YOUR COMFORTABLE TIMING, AVAILABILITY AND LIFESTYLE.
