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Discuss how your website, community content and professional positioning help the right people understand who you serve.
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Skip to contentTHE 321 BUSINESS PLANNER / AN INTERACTIVE WORKSHEET
How many meaningful conversations could support your closing goal? Adjust the assumptions based on your own business—not someone else's recruiting pitch.
01 / WORK BACKWARD FROM YOUR GOAL
Set a goal for annual closed transaction sides and your estimated conversion rates. Results are hypothetical math, not an expected outcome or guaranteed client source.
Enter a closing goal between 1 and 120, and conversion rates between 5% and 90%.
Illustrative planning only. Actual leads, appointment rates, closings, income and expenses depend on your activity, market conditions and many other factors. This worksheet does not model commissions, broker fees or taxes.
02 / TURN NUMBERS INTO A STRATEGY
Production starts long before a closing. Use this worksheet to identify the part of your client process you want to improve.
Discuss how your website, community content and professional positioning help the right people understand who you serve.
Explore how consistent follow-up, homeowner information and meaningful check-ins can support long-term relationships.
Review what happens between initial contact, appointment, active client and closing—and where time or opportunities may be lost.
YOU DON'T HAVE TO FIGURE IT OUT ALONE
Discuss the assumptions you've chosen with Jesse. There's no pressure to join Real Broker or a team, and no implied guarantee of any result.