Download this Digital Template Bundle to get guidelines and templates to set yourself up for success with strategic planning frameworks. This Digital Template Bundle includes guidelines and blank templates to create a Lean Canvas, SWOT Analysis, Pirate Metrics, 4 P's of Marketing, a Marketing Funnel, Mission-Vision-Goals, SMART Strategy-SMART Goals, a Real Estate Report Card and It's All About the Numbers-Quarterly Business and Action Plan. This is great for Individual Real Estate Agents or full Brokerages. Ask us about Custom Branding for your Brokerage for just a few dollars more!

This Digital Template Bundle is set up in such a fashion that you print out all of the Fillable pages (Pages 9 through 17) and keep the Guideline pages digitally, to save on paper and ink.

This Packet is meant as a helpful guideline to setting up your Real Estate Business Plan. Feel free to adjust, use as a jumping off point, get direction and motivation and/or use it to light a fire under yourself. Use all of it or some of it, but most importantly, go do it!! You need a Business Plan!

Our Suggestion: Fill in the "Real Estate Report Card" and "It's All About the Numbers! Quarterly Business & Action Plan," then fill in all of the other Plan Templates. Decide which one or two templates works best for your brain and business, and then make a point to Review and Re-Fill them in on an annual basis. When you use this system for the first time, re-do the Real Estate Report Card after one month and see how much you have already improved.