“If one advances confidently in the direction of his dreams, and endeavors to live the life which he has imagined, he will meet with a success unexpected in common hours.” – Henry David Thoreau

What’s the fastest way from point A to point B? A straight line. Your business plan is your straight line. It serves the purpose to keep you on track towards your goal when the universe is pushing you in every other direction.

Writing a business plan as a new agent is a crucial part of a successful start in real estate. Planning your goals and how to attain them can help you stay focused, and inspired. Everything does not always go as planned and you may not know exactly where you’ll be a few years from now, but that’s okay. The business plan is your guide to pushing yourself forward. Follow these steps to help you organize your plan for the future.

Step #1 Goals and Inspiration

Determine Your Goals

You’re finally your own boss, calling the shots and making decisions. Now the question is what do you want to do with this entrepreneurial lifestyle?

To answer this question, you have to gain an understanding of what you truly want. Start by digging deep into your motivations and internal reasoning’s. Why did you want to become a real estate agent? Was it to make a lot of money? To support your family? Are you passionate about houses and real estate? Think about what ignites you and that will be your fuel. It’s important to stay driven because if you don’t have a good reason to focus or work hard, then you won’t continue to do it.

Now it’s time for your career goals. Sit down for a few minutes and think about what you want your career to look like in 5 years. How much money do you want to be making? What kind of achievements will you want to obtain? Write them all down, and then begin to dissect them into smaller more actionable mini goals.

Step #2 Planning

A Goal Without a Plan Is Just a Wish

Once you know what you want and what motivates you, it’s time to figure out how to get there. Break down your goals into smaller actionable steps and do some research to figure out how to complete each one. You want to be as informed as possible when going through each step so you’ll know how to tackle them when the time comes.  If they don’t seem feasible yet, then keep breaking them down until one does seem possible. You can accomplish anything, one step at a time.

Make sure you’re setting realistic timelines as you research and plan your steps. One of the key set of metrics to look at in real estate are production numbers. To do this, we have to reverse engineer the real estate sales process starting with the closing. Real Estate Funnel

To earn commission money when looking at real estate sales, you have to to have a closing. In order to have a closing, you have to have a contract. Before you have a contract, you must first meet with your client on an appointment. And finally, before you can set an appointment with a client you must have a lead.

As illustrated in the funnel above, not all leads will turn into an appointment, just as every appointment won’t turn into a contract. And even when you have a contract, they don’t always close.

Once you understand your real estate sales relationship funnel, you can put some numbers behind it, to figure out how much input (leads) will give you your desired outcome (closings).

Below is a calculator you can use to help understand the targets that will allow you to achieve your larger goals.


Step #3 Action

Once you have laid out your plan that will power your funnel, the most important part in your business plan will be the follow through. You have your motivation, your goals, and your plan on how to reach them. What once seemed so far away and unlikely is now clearly possible and actionable.  So put some action behind your plan and begin to cross the tasks off your list. Remember to stay coordinated and consistent. You didn’t do all that research and planning to remain dormant.

Life Begins at the End of Your Comfort Zone
Life Begins at the End of Your Comfort Zone – Neale Donald Walsh

Writing your business plan as a new agent can help you immensely when launching your career. Separate yourself from the average by staying focused, organized and calm. You can achieve anything you set your mind to.

Jon Carissimo

View all posts


Let us know what you think in the comments!

  • I really like whatever you guys are typically up too.
    This particular clever work and reporting! Keep up to date
    the terrific works guys I’ve incorporated you guys to our blogroll.

  • I’ll immediately snatch your feed as I can’t find your email subscription link or e-newsletter
    service. Do you’ve any? Please permit me recognize so as that I may subscribe.

  • Hello! I am aware this is certainly kinda off topic nevertheless i was wondering which blog
    platform are you presently using for this particular website?
    I’m getting sick and tired of WordPress because I’ve had
    issues with hackers and I’m taking a look at alternatives for another platform.
    I would personally be awesome in the event you could point
    me toward a great platform.

  • I am aware this if off topic but I’m considering starting my weblog and was curious
    what all is required to get setup? I’m assuming using a blog like yours would cost you a pretty penny?

    I’m not very web savvy so I’m not 100% sure. Any suggestions
    or advice can be greatly appreciated. Cheers

  • Hi! This post couldn’t be written any better!

    Reading through this post reminds me of my good old room mate!

    He always kept chatting about this. I will forward this article
    to him. Pretty sure he will have a good read. Many
    thanks for sharing!

  • Its such as you read my thoughts! You seem to grasp a great deal about
    this, as if you wrote the e-book in it or something.

    I feel that you simply can use a couple of % to drive your message home slightly, however instead
    of that, this can be wonderful blog. A fantastic read.

    I am going to certainly return.

  • Can I simply just say what a relief to uncover somebody
    who truly knows what they’re discussing on the internet. You definitely understand how
    to bring a problem to light and make it important. More people ought to
    read this and understand this side of the story.
    I can’t believe you aren’t more popular since you certainly have the gift.

  • Its like you read my thoughts! You seem to know a lot about this, such as you wrote the e-book within it or something that is.
    I feel which you could use some p.c. to power the message
    home a little, however besides that, that is certainly great blog.
    An excellent read. I am going to certainly come back.

  • Sweet blog! I came across it while searching on Yahoo News.
    Are you experiencing any tips concerning how
    to get listed in Yahoo News? I’ve been trying for quite a while nevertheless i never appear to get there!
    Many thanks

  • I’m curious to determine what blog platform you happen to be utilizing?
    I’m having some small security problems with my latest website and I might prefer to find something more risk-free.
    Have you got any solutions?

  • Unquestionably think that that you simply stated. Your best reason appeared to be around the internet the simplest thing to be familiar with.

    I say to you, I definitely get annoyed while people think
    of worries they just don’t know about. You was able to hit the nail upon the most notable and also defined out everything without having unwanted effect , people can require a signal.

    Will likely be back to obtain more. Thanks

  • Thank you a lot for sharing this with all of us you really recognise what you are speaking about!
    Bookmarked. Please also seek advice from my website
    =). We can have a link exchange arrangement among us

  • Your look is extremely unique when compared with others We have read stuff from.
    Many thanks for posting in case you have the chance, Guess I am going
    to just bookmark this website.

  • whoah this weblog is magnificent i love studying
    your articles. Keep up the good work! You realize, many people are searching
    around for this info, you could help them greatly.

  • Aw, this was an incredibly nice post. Taking the time and actual effort
    to produce a good article but what can I say I hesitate a lot and
    don’t manage to get nearly anything done.

  • Hello can you mind letting me know which hosting
    company you’re using? I’ve loaded your blog in 3 different web browsers and I must say this web
    site loads a good deal quicker then most. Could you recommend a great web hosting provider in a honest price?
    Thanks a lot, I appreciate it!

  • My brother suggested I might like this web site. He was totally
    right. This post truly made my day. You cann’t imagine simply how much time I had spent for this info!


  • Im not that a good deal of internet reader to be honest but your
    blogs very nice, ensure that is stays up! I’ll
    go ahead and bookmark your website to return down the road.
    Many thanks

  • Thanks for some other excellent article. The place else may
    anybody get that type of information in such a perfect way of writing?
    I’ve a presentation subsequent week, and I am on the search
    for such information.

  • Ahaa, its pleasant discussion about this bit of writing around this place around this internet site, I actually have read
    all that, so at the moment me also commenting at this

  • My significant other and so i stumbled over
    here different web address and thought I might check things out.
    I enjoy things i see so now i’m following you. Look ahead to finding out about your web
    page again.

  • Hey terrific blog! Does running a blog like this require a lot
    of work? I’ve very little understanding of programming but I
    had been hoping to start my own blog in the near future.
    Anyhow, should you have any recommendations or tips for new blog
    owners please share. I understand this is off topic nevertheless
    I simply wanted to ask. Cheers!

  • We stumbled right here from a different web address and thought I might check things out.
    I really like things i see so now i am just following you.
    Look forward to looking into your internet page yet again.

  • Great blog here! Also your website loads up fast! What web host have you
    been using? Can One buy your affiliate hyperlink to
    your host? If only my site loaded up as fast as yours lol

  • I just like the valuable information you supply in your articles.
    I will bookmark your blog and take a look at again here frequently.

    I’m reasonably certain I’ll be informed many new stuff
    proper here! Good luck for the next!

  • I’m really loving the theme/form of your website. Do you ever come
    upon any browser compatibility problems? A few of my blog readers have complained about my
    website not working correctly in Explorer but looks great in Chrome.

    Have you got any solutions to aid fix this issue?

  • hi!,I really like your writing very so much! proportion we communicate extra approximately your post on AOL? I require an expert on this space to unravel my problem. Maybe that’s you! Taking a look ahead to look you.

  • I found myself wondering if you ever thought of changing the layout of your own website?
    Its perfectly written; I love what youve have
    got to say. But you could possibly could a bit more in the form of content so people could connect with it
    better. Youve got so much of text for only having one or 2 pictures.
    Maybe you could space it all out better?

  • Wow that was strange. I just wrote an really long
    comment but after I clicked submit my comment didn’t appear.
    Grrrr… well I’m not writing all that over again. Anyhow, just wanted to say fantastic blog!

  • Hi there, In my opinion your internet site could very well be having internet browser compatibility problems.
    Once I review your blog in Safari, it looks fine however when opening in IE,
    it has some overlapping issues. I really wanted to provide a quick heads up!
    In addition to that, wonderful website!

  • Aw, this was an exceptionally good post. Spending some time and actual effort to make a superb article but
    what can I say I procrastinate a whole lot and don’t seem to get nearly anything done.

  • Very great post. I simply came across your blog and
    wanted to say that I’ve really loved surfing around your blog posts.
    In any case I’ll be subscribing for your rss feed and I
    really hope you write once more immediately!

  • This is the perfect website for everyone who really wants to find out about this topic.
    You realize so much its almost tough to argue with you (not that I really would
    want toHaHa). You definitely put a fresh spin on a topic that has been discussed for years.
    Great stuff, just excellent!

  • Hello just wanted to provide you with a fast heads up. The text in your post are most often running off the screen in Firefox.
    I’m unsure if it is a formatting issue or something connected to internet browser compatibility but I thought I’d post to let you
    know. The style and design look great though! Hope you obtain the problem resolved soon.

  • I will without delay clutch your rss feed while i can’t find your e-mail subscription link or e-newsletter service.
    Do you possess any? Please allow me know in order that I may just subscribe.

    • We’re glad you enjoy our posts! You can subscribe by simply entering your email into the box at the top of these comments where it says “like what you just read?” once you type in your email and hit enter, you will be subscribed and receive an email when we post a new blog.

  • Fantastic beat ! I would want to apprentice while you amend your web site,
    how could i subscribe to get a blog site?
    The account aided us a acceptable deal. I was tiny bit acquainted on this your broadcast provided bright
    clear idea

  • I don’t even know how I ended up here, nevertheless i thought this post
    was great. I don’t know who you really are but definitely you’re attending a famous blogger when you aren’t already 😉 Cheers!

  • My brother recommended I may like this blog.
    He used to be totally right. This submit truly made my day.
    You can not consider just how a lot time I had spent for this info!

  • This design is steller! You certainly know how to keep a reader
    amused. Between your wit and your videos, I was almost moved to start my own blog (well, almost…HaHa!) Wonderful job.
    I really enjoyed what you had to say, and more than that, how
    you presented it. Too cool!

  • I have got been surfing online more than 3 hours today, yet
    I never found any fascinating article like yours. It’s lovely value
    enough in my opinion. Personally, if all web owners and bloggers made good content
    material as you probably did, the internet is going to be a lot more
    helpful than previously.

  • We have been exploring for slightly for almost
    any high-quality articles or blog posts in this particular sort of house .
    Exploring in Yahoo I eventually stumbled upon this
    web site. Studying this information So i’m happy to convey that I’ve
    an incredibly good uncanny feeling I came upon exactly what I needed.
    I most indisputably can certainly make sure to don?t omit
    this site and give it a glance on a continuing basis.

  • It’s perfect time for you to develop plans for the future and
    it really is time and energy to be at liberty.
    I have got read this post of course, if I could I wish to suggest you few interesting things
    or advice. Perhaps you could write next articles making reference to this article.
    I desire to read more reasons for having it!

  • Hey there just wanted to give you a quick heads up and let you know a few of
    the pictures aren’t loading properly. I’m not sure why but I think its a linking issue.
    I’ve tried it in two different browsers and both show the
    same outcome.

  • Nice post. I was checking constantly this blog and I am impressed!

    Extremely helpful info specifically the last
    part 🙂 I care for such information a great deal.
    I was seeking this particular information to get a long time.
    Thank you and best of luck.

  • Thanks for sharing superb informations. Your web-site is very cool. I’m impressed by the details that you’ve on this web site. It reveals how nicely you understand this subject. Bookmarked this web page, will come back for extra articles. You, my friend, ROCK! I found simply the info I already searched all over the place and just could not come across. What an ideal web-site.

  • I’m extremely impressed with the writing skills as well
    as with all the layout on your weblog. Is this a paid theme or would you modify it yourself?
    In any case keep up the nice quality writing, it’s rare to
    view a great blog similar to this one nowadays.

  • Heya this is kinda of off topic but I was wondering if blogs use WYSIWYG editors or if you have to manually code with HTML.
    I’m starting a blog soon but have no coding experience so I wanted to get
    guidance from someone with experience. Any help would be greatly appreciated!

Most Popular