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Real Agent Gear Business Planner

Chelle Wahlberg

Most planning systems have you write down a big number and hope, but this one shows you how to get it done, because a goal is not a to-do list. The Real Agent Gear Business Planner is a full year, undated planner built specifically for real estate agents. This is not just a generic day planner with real estate elements - this is a system to build and execute your 1 year business plan. Start by reverse-engineering your real number. Your actual living expenses, your business costs, and your commission structure combine to calculate exactly how many transactions and how much volume you need this year. From there, pick your top three sources of business and use real, sourced lead conversion data (pulled from NAR, REDX, and current industry research) to map exactly how many leads each source needs to produce. Your annual goal breaks down by real seasonality - Q1 through Q4 - because January and May markets aren't the same. The planner carries you through the whole year: Quarterly Scoreboards, Monthly Dashboards, Weekly planning pages with built-in lead tracking, a habit tracker, and a Closed Transactions Log that tracks every sale - plus reminders for whether you asked for the referral, asked for the review, and added the client to your database. All the nagging of your own executive assistant without paying a salary. A Marketing & Extras section rounds it out: ready-to-use client note prompts, 24 pop-by gift ideas, and a page of content ideas for when you're out of ideas. Built from 20+ years of experience working behind the scenes with top producers, small and large sales teams, brokers, and coaches - turning big goals into actual plans.
Price: $55.00
Pages: 173
Date Published: August 28, 2026
ISBN: 979-8-89771-122-2
Author: Chelle Wahlberg
Part Number: V4081915199-01
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