1. 2015 Real Estate Agent
Business Plan
Chuck Ward
“PRO” Director of Marketing

2. This Week’s Agenda
• Tuesday 12/9/2014
– What a Business Plan is
– Why is a Business Plan
Needed
– Pieces of a Business Plan
– Resources
• Thursday 12/11/2014
– Filling it Out
• Goal Setting
• Financial Planning
• Work Flow
• What to Do
• What NOT to Do
• Resources

3. Sport’s Story
• Do you remember last
year’s college football
rivalry UPSET
– Auburn / Alabama
– Alabama attempts 63
yard field goal (missed)
– Auburn fielded the FGA
as a kick – off
– Auburn returns the kick
for a touchdown
– AUBURN WINS

4. What’s the Point
• Auburn’s coaching staff had a plan
– Auburn had a goal
– Beat Arch Rival Alabama
• Alabama’s coaching staff also had a plan
– Alabama had a goal
– Did not account for unknowns
– Did not account for unlikely events or scenarios

5. Notable Industry Quotes

6. So Ask (and Answer)
 Do you have a goal in mind?
 Is it written down?
 Do you have a plan to achieve that goal?
 Is that written down?

7. Recipe for Successful
2015 Real Estate Business
• Goals Have to Be Ultra Defined
– Written Down
– Short and Long Term
• Steps to Achieve those Goals also have to be
• Ultra Defined

8. Roadmap Analogy
Your Goal is to drive
from somewhere really
cold to somewhere
warm
How are you going to
do this

9. Roadmap Analogy
Map each day
How far
Where to stay
Where to visit along the
way
Account for unexpected
Accidents
Traffic
Money
Conditions

10. A Real Estate Business Plan
Is Your Roadmap to Success in 2015
• A Roadmap
1. Helps you locate where you are
2. Helps you determine where you want to go
Helps you get from point 1 to point 2

11. What Does a 2015 Real Estate
Business Plan Include
• Mission Statement
• Marketing Plans
• Goals
– Personal
• Philanthropic
• Materialistic
– Professional
• Production
• Team
• Money
• Time
Goals must meet the following criteria
1. Written down
2. Believable and Obtainable
3. Measureable

12. What Does a 2015 Real Estate
Business Plan Include
What does it Take to Accomplish Your Goals
– How much money does it take to accomplish your
personal goals
– How many closings do you need
– How many conversations do you have to have
(23:1)

13. What Does a 2015 Real Estate
Business Plan Include
How are You Going to Accomplish Your Closings
How many conversations
 How many dials to make
 How many emails to send
 How many cards or letters to write
 How often (weekly or biweekly)
Do you specialize in niches?

14. What Does a 2015 Real Estate
Business Plan Include
How are You Going to Accomplish Your Goals
 Include Social Media
 Which social media and how often
─ Facebook
─ Google Plus
─ YouTube
 Work on my website more
 (optimization and blogging)
 More videos
 Try something new
 (corporate benefits, blogging, video emails)
 Get more client reviews

15. What Does a 2015 Real Estate
Business Plan Include
How are You Going to Accomplish Your Goals
 What is it that you can do (strengths)
 What do you need someone to do for you
(weaknesses)
─Virtual Assistants
 What do you need to learn
─How much time (daily or weekly) will you devote to
learning

16. What Does a 2015 Real Estate
Business Plan Include
Other Weaknesses/Strengths to Consider
Market Conditions
 (FHA loan amounts are unchanged for 2015)
 Mortgage debt relief act in 2015
 Credit Challenged Clients
 Down Payment Challenged Clients
Rising Technology Costs
 Time spent learning and putting into place systems
and programs
 Financial & Time Investment

17. 2015 Real Estate Business Plan Sample
Go to your member account to login to video
archives
– Sample will be included as a link at the bottom of
the video replay

18. Resources
• http://www.realtor.org/field-guides/field-
guide-to-writing-a-business-plan
• http://realtormag.realtor.org/sales-and-
marketing/sales-coach/article/2011/12/16-
steps-your-best-business-plan
• http://learn.marketleader.com/download/atta
chments/92931891/2014_Real_Estate_Busine
ss_Plan_Market_Leader.pdf?version=1&modif
icationDate=1383692847537

19. Resources
• http://www.slideshare.net/Placester/real-
estate-marketing-secrets-from-the-pros
• http://www.outboundengine.com/blog/9-pro-
tips-marketing-ideas-for-real-estate-agents-in-
2015/
• http://www.trulia.com/pro/grow-
business/real-estate-marketing-ideas-pursue-
2015/

20. Summary
1. What a Business Plan is
2. Why is a Business Plan Needed
3. Pieces of a Business Plan
4. Resources

21. Thursday Agenda
1. Recap
2. Going thru a sample business plan
3. Filling out a sample business plan

22. Do You Have Questions
Than
We have Answers

23. Thanks For Joining Us Today
• Got Questions
• Got Issues
• Got Concerns
• Got Problems
• Need Help
Contact the Helpdesk
Email:
helpdesk@realaccesspro.com
Phone
888-884-0303