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BUSINESS PLANNING | GOALS

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The Align Group

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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

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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)

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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.

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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.

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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.

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QUARTERLY MANUAL BUSINESS PLAN 

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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.

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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

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SAMPLE DAILY SCHEDULE

CREATE YOUR OWN USING THIS SAMPLER BASED ON YOUR COMFORTABLE TIMING, AVAILABILITY AND LIFESTYLE.

Daily Schedule and Success habits

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