Course Description

The System - The Guidance - The Forms!


December planning special: 25% off!

Owners and managers: Do you have a business plan that helps you predict success in this challenging, turbulent market?

If not, or if you current plan just isn’t working, you NEED one now! But don’t buy just any product that asks you to ‘fill in the blanks’. You need guidance, so why not get coached to write a business plan from the best?

Carla Cross - CRB, MA, and NAR Educator of the Year – has created this planning system from over two decades of work with real estate professionals like yourself.

In fact, it is the only planning system endorsed by the Managers’ Council of the National Association of Realtors (CRB)!

Your Planning System includes:
  • Vision worksheet
  • Analyzing your competition review
  • Analyzing your office review
  • Analyzing your company review
  • Analyzing your staff needs
  • Gathering your office statistics worksheet
  • Quartile your agents analysis
  • Career life cycle analysis
  • Strengths/challenges analysis
  • Manager’s time analysis
  • Systems and packaging analysis
  • Training program analysis
  • Office structure analysis
  • Financial budgeting worksheet
  • External marketing review
  • Mission worksheet
  • Objectives worksheet
  • Monthly goals and actuals timeline
  • The Recruiter Planner—example plan and 5-step worksheets
  • Action plan for ‘people development’
  • Worksheet for new agent training
  • Worksheet for new agent coaching
  • Information systems worksheet
  • Production/retention worksheet
  • Termination process/standards worksheet
  • Motivation worksheet
  • Training for experienced agents worksheet
  • Systems worksheet
  • Teamwork/loyalty worksheet
  • Marketing plan flow chart
  • Institutional marketing goals and action plan worksheet
  • Merchandise marketing goals and action plan worksheet
  • Comparison analysis: return on investment
  • Tracking your media sources of business
  • Your best sources of business tracking sheet
  • Cost per medium tracking
  • Campaign evaluation worksheet
  • Operations action plan worksheet
  • Professional/personal development worksheet
  • Systems/mechanical worksheet
  • Overall plan and budget worksheet
  • 20 point planning checklist
  • 18-point checklist: Mistakes to avoid
  • 3-month business plan review worksheet
You also receive
  • 7 examples of vision and mission statements
  • 15 methods to analyze what’s really going on in your business
  • 43 planning pages, (!) to get a true look at your business
  • 18 critical planning pages on your document CD, ready for you to fill out on your computer
  • 11 pages of marketing ideas and analysis, to help you in one of the most challenging areas for most brokers
  • 36 suggestions on how to make more money, including 8 specific strategies you can implement tomorrow to create a better team, a better management style, and more productivity
  • The best leadership style you can implement, with a helpful graphic on what this looks like in a real estate office
  • 10 methods to save money
  • 7 principles to follow in your marketing plan
Again, you’ll get a complete tutorial on how to plan and create a profitable business! Step up your business to the next level now. Make this small investment for a huge pay-off in added profits!

Click here for a sneak preview!

Additional shipping charges apply if shipping outside the continental U.S. Please call before placing your order if that is your destination.No PO numbers, please

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Course: Business Planning System For The Real Estate Owner, Manager, & Team Builder

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