Real Agent Gear

Business Planner

A black spiral-bound notebook titled 'REAL AGENT GEAR' on a black background.

This isn’t just a place to write down appointments and dream big.

It’s a business planning system built specifically for real estate agents, designed to take you from “I want to make XX dollars this year” to knowing what you actually need to do this month, this week, and today.

You’ll start with your real numbers, figure out what your business needs to produce, choose the sources of business that make sense for you, and turn those big annual goals into manageable actions.

Because a goal is not a to-do list.

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The Planner

Portable 7” x 9” planner with durable frosted poly soft cover, featuring 170 pages of smooth paper, comprehensive business planning pages, quarterly scoreboards, monthly and weekly spreads, and an undated 1 year calendar - start at any time.

A spiral-bound planner page titled "How This Planner Works" showing different steps from planning life to executing weekly tasks, with detailed instructions for each step.

How it works

Start with your life.
Figure out what you actually need and want to earn.

Do the math.
Work backward through expenses, commissions, transaction goals, and sales volume - so you know exactly what you need to do to reach your financial goals.

Choose your business.
Pick your top three sources of business and determine the activities and leads needed to get there.

Break it down.
Turn annual goals into quarterly, monthly, and weekly targets.

Do the work. Track the results. Adjust. Keep going.
The planner keeps everything connected so you can see what’s working, and change what isn’t.

An open spiral-bound planner or calendar with handwritten notes for March, including appointments and reminders, and a printed sheet titled 'Resources of Business'.
Open spiral-bound weekly business planner with handwritten notes and checkmarks, showing tasks, appointments, and priorities for the week.
Open spiral notebook with pages showing a business planning layout, including diagrams, goals, and prompts for creating a business plan.

Features Include:

  • Sourced lead conversion data real numbers from NAR and REDX

  • Quarterly seasonality built in, typical Q1-Q4 percentages (not your goal divided by 12)

  • A Closed Transactions Log with built-in reminders

  • Monthly, weekly, and daily pages that all tie back to your actual goals

  • A "Marketing & Extras" toolkit, personal note prompts, pop-by ideas, social content ideas

  • A Half-Year Review to course-correct, and an End-of-Year Review to close the loop

Open spiral notebook with contents page on the right and quarterly and monthly business scorecards on the left, placed on a black surface.

What’s Inside

  • Annual business-planning worksheets

  • Income, expense, commission, transaction & volume calculations

  • Lead-source and conversion planning

  • Top 3 Sources of Business strategy

  • Quarterly goal & actual scoreboards

  • Monthly business dashboards

  • Weekly planning & lead tracking

  • Daily task and habit tracking

  • Mid-year and year-end reviews

  • Marketing, client-touch and content ideas

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Learn More

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