Coach Cheri’s Business Planning Guide
forReal Estate Agents
How to set, plan and achieve all of your business and life goals using an easy step-by-step system.
Created by Cheri Alguire, Pro Business and Life Coach
Section B: Vision – Goal Setting
Part 5 – Is Your Business Running Smoothly?
Break your business into eight key areas, score how it is running today, and see where your momentum may be slowing down.
The 8 Areas of Your Business
- Marketing and Lead Generation Systems: All online and offline marketing, including but not limited to website, social media, internet leads, networking events, relationship marketing, direct mail, expired leads, FSBOs, video marketing and any type of advertising.
- Listing Inventory Systems: Number of listings, listing presentations, listings priced to sell, listings positioned to produce leads, listing marketing systems and seller servicing.
- Technology Systems: AI-powered CRM and assistant tools, document management, listing marketing, transaction coordination, email marketing, content creation, smart phones, tablets, computers and communication systems.
- People Systems: Staffing and training of your team (assistants, buyer agents and other team members) and preferred vendors.
- Support Systems: Broker, financial, legal, family and coaching.
