Course Description
Quality Tested and Recommended by the Council of Residential Specialists (CRS)
In this challenging, turbulent, competitive market, you’ve got to have a plan. But, here’s much more than just forms to fill in. This is a comprehensive strategic planning system, suitable for the multi-million dollar producer as well as the agent with one year in the business.
Carla Cross, CRB, MA, gives you a complete “tutorial” on 2 audio CDS on how to make a business plan to reach your real estate goals. Who better to advise you? After all, she wrote the only internationally published book on planning, wrote the CRB (Certified Real Estate Broker) course to teach managers how to coach agents in their plan, and taught Strategic Planning for CRB for 12 years.
Watch out: This isn’t just a ‘generic’ how to plan book. It’s a resource Carla developed as a top agent and manager, working with thousands of agents to design a planning system that is easy to use and works!
“Carla Cross’s business planning system works. Following her concepts, I earned almost 6 figures in my first year as an agent. Her system has been an integral part of my business success ever since.”
Nada Sundermeyer, John L Scott, Inc
#1 in sales for three years in 1,430-agent company; NAR Superstar Panelist
2nd edition, with new planning worksheets, including 4 interactive Excel spreadsheets to set and track your business!
- The 6 steps to a great strategically designed plan—completely laid out for you with planning ‘templates’
- The 6 principles to a great plan—so you make a plan that works
- 21 components of an effective strategic plan
- 8 worksheets to analyze and monitor your plan—so you’re sure it works
- Vision worksheet with examples
- Changes in the Environment worksheet to help you adjust for your shifting market in time to make more money
- Analyze your company/office’s strengths worksheet so you know how to capitalize on what you’re provided to save money
- Your review of business and projections so you can see how much money you’re going to make
- Lead generation sources worksheet so you can save money
- Worksheet: Internal sales effectiveness review so you can polish your sales skills
- Worksheet: Systems review so you can plan for effective time management and growth
- Worksheet: Analysis of your time and activities to assess your time management
- Worksheet: How to choose the ‘right moves’ for where you are in your career (The Career Life Cycle review)
- Worksheet: Motivational review
- 9 examples of mission statements
- Worksheet: Mission statement (and how to write one)
- Worksheet and how to: Setting the right objectives
- Tracking your goals to “actuals” monthly worksheet
- Personal operating expenses worksheet
- The 4 steps to creating your budget
- Your real estate budget worksheet
- The 4 principles of how to spend your money (and how not to spend it)
- Lead Generation plan and worksheets to track your leads
- Your Weekly Scorecard—tracking what you did that week
- 20 pages on creating a marketing plan
- A sample marketing plan
- Worksheet: Itemization of tactics with dates and budget
- Worksheet: Tactical development of marketing plan
- Marketing budget worksheet
- Survey: After the Sale (to buyers and sellers)
- Worksheet: Tracking your Media Sources of Business
- Worksheet: Tracking your best sources of business from sales
- Worksheet: Cost per medium
- Worksheet: Marketing campaign evaluation
- Worksheet: Comparison analysis: Return on investment
- 7 marketing principles to spend right and avoid common mistakes
- Worksheet: Systems/mechanical/labor goals
- Worksheet: Professional development goals
- 21 areas to watch for in your plan
- 22 common mistakes agents make in their plans
- 21 worksheets on hard copy and CD to easily create your plan
- 5 most important worksheets to measure your plan success and make adjustments
- Worksheet: 3 month plan review
- Dozens of tips to make money; advice on wrong planning strategies to avoid
- 50 marketing tactics that work
- 6 areas you need to watch for or you will spend money unwisely
- Budget worksheets and samples
- Sample plans
- Goal tracking tools—included on your CD
Additional shipping charges apply if shipping outside the continental U.S. Please call before placing your order if that is your destination.No P. O. numbers.