12 Month Business Plan

Name:

Date:

Section 1 – Income, Expenses and Goals

Income from Homes Sold

Step 1 Total Profit Goal $______

+

Step 3 Total Expenses $______

(From Expense Chart)

Step 4 Total Revenue Needed $______

Step 5 # Of Closings Needed ______

(See chart in back, match the Total Revenue Needed with the Running Total on the chart)

Core Services

Outbound Referrals / Outbounds Sent / Outbounds Closed
Property Management / Seller Leads Sent / Homes Leased
Insurance Leads Sent
Cendera Funding
Leads Sent
Connections
Leads Sent
Utility Helper Sign-ups

Expenses Chart

Board Dues and MLS / 1000
E&O / 600
CSS Charge / 264
Total Expenses

Activities to Get Listings # of Listings

A.
B.
C.
D.
E.
F.
G.
H.
.
O.
Totals Listings Obtained

It would be nice to believe every listing sells, but we know it doesn’t. Below we will factor in for expireds, cancelleds, withdrawn, foreclosed, etc.

Total Listings Obtained______x .70 = ______Total Sold Listings

The Buyer Section is a bit different; we focus on Active Buyers Generated and then calculate the # of closings this turns into.

# Of Active

Buyer Activities Buyers Generated

Q.
R.
S.
T.
U.
V.
Z.
Total Active Buyer’s Generated

Total Buyer Leads______x .60 = ______Total Buyer sides closed

Helpful Hints

Be very very detailed

Put timelines to all commitments, for example if you put in your plan to call your past clients every month detail it out like this. Call past clients on the 15th Day of Jan, March, and May. Calls will be made between 5:30-7:00pm. The script I will use is attached.

Detailed Plan For Each Activity

(Add more pages, letters as needed)

A.

B.

C.

Units / Avg. Sale / 3% com / After Split / Minus NAF FEE / Total Paid
1 / 135000 / 4050 / 2025 / 1782 / 1782
2 / 135000 / 4050 / 2025 / 1782 / 3564
3 / 135000 / 4050 / 2025 / 1782 / 5346
4 / 135000 / 4050 / 2025 / 1782 / 7128
5 / 135000 / 4050 / 2025 / 1782 / 8910
6 / 135000 / 4050 / 2025 / 1782 / 10692
7 / 135000 / 4050 / 2025 / 1782 / 12474
8 / 135000 / 4050 / 2025 / 1782 / 14256
9 / 135000 / 4050 / 2025 / 1782 / 16038
10 / 135000 / 4050 / 2025 / 1782 / 17820
11 / 135000 / 4050 / 2025 / 1782 / 19602
12 / 135000 / 4050 / 3442.5 / 3199.5 / 22801.5
13 / 135000 / 4050 / 3442.5 / 3199.5 / 26001
14 / 135000 / 4050 / 3442.5 / 3199.5 / 29200.5
15 / 135000 / 4050 / 3442.5 / 3199.5 / 32400
16 / 135000 / 4050 / 3442.5 / 3199.5 / 35599.5
17 / 135000 / 4050 / 3442.5 / 3199.5 / 38799
18 / 135000 / 4050 / 3442.5 / 3199.5 / 41998.5
19 / 135000 / 4050 / 3442.5 / 3199.5 / 45198
20 / 135000 / 4050 / 3442.5 / 3199.5 / 48397.5
21 / 135000 / 4050 / 3442.5 / 3199.5 / 51597
22 / 135000 / 4050 / 3442.5 / 3199.5 / 54796.5
23 / 135000 / 4050 / 3442.5 / 3199.5 / 57996
24 / 135000 / 4050 / 3442.5 / 3199.5 / 61195.5
25 / 135000 / 4050 / 3442.5 / 3199.5 / 64395
26 / 135000 / 4050 / 3442.5 / 3199.5 / 67594.5
27 / 135000 / 4050 / 3442.5 / 3199.5 / 70794
28 / 135000 / 4050 / 3543.75 / 3300.75 / 74094.75
29 / 135000 / 4050 / 3543.75 / 3300.75 / 77395.5
30 / 135000 / 4050 / 3543.75 / 3300.75 / 80696.25
31 / 135000 / 4050 / 3543.75 / 3300.75 / 83997
32 / 135000 / 4050 / 3543.75 / 3300.75 / 87297.75
33 / 135000 / 4050 / 3543.75 / 3300.75 / 90598.5
34 / 135000 / 4050 / 3645 / 3402 / 94000.5
35 / 135000 / 4050 / 3645 / 3402 / 97402.5
36 / 135000 / 4050 / 3645 / 3402 / 100804.5
37 / 135000 / 4050 / 3645 / 3402 / 104206.5
38 / 135000 / 4050 / 3645 / 3402 / 107608.5
39 / 135000 / 4050 / 3645 / 3402 / 111010.5
40 / 135000 / 4050 / 3645 / 3402 / 114412.5
41 / 135000 / 4050 / 3645 / 3402 / 117814.5
42 / 135000 / 4050 / 3645 / 3402 / 121216.5
43 / 135000 / 4050 / 3645 / 3402 / 124618.5

For my analytical folks, this chart was created using the Awards Plan 1, level 1. It calculates for the bump to 85% (line 12). The avg. sales price is very conservative; if your market is higher you will obviously need less closings to hit your financial goals.