Business planning for the real estate agent ready to grow on purpose
DID YOU KNOW…
The average real estate agent doesn't have a realistic plan to reach their annual sales goal and is just
— winging it...
Know exactly how many homes you have to sell in 2027.
And exactly what to do each week to sell them.
business planning for the real estate agent ready to grow on purpose
"This was like a cheat code to my own success! It took me from a vague ‘I want a better year’ to an actual number, an actual closing count, and an actual weekly schedule to hit it. By the time I was done, the ‘I want to close more deals’ thought turned into a specific number of conversations I needed to have each week. I finally feel like I have a system in place that will actually help me grow personally and professionally!"
Grace
Sotheby's International realty
Let’s get real for a second, friend
MOST AGENTS HAVE WRITTEN A BUSINESS PLAN. ALMOST NOBODY IS STILL USING IT IN MARCH.
Because the plan was never built to survive an actual year in this business.
You know how it goes, because you have lived it. Somewhere between Thanksgiving and the second week of January you sit down with whatever template your brokerage sent around, or the one from top industry coaches. You write down a number that feels like growth. You feel good about it for a few weeks. Then a client needs something right now, or a deal needs saving, and the plan gets quietly filed away while the year runs you instead of the other way around.
Three Things Go Wrong
the plan is not comprehensive enough to be useful
Most planning templates ask what you want to earn and how many transactions that takes, then they stop. They never ask what your business actually costs to run, which of last year's lead sources earned the time and money you spent on them, or what happens if your average sales price moves. You're left holding a lofty goal that sits on top of a stack of assumptions nobody ever checked.
nothing in it ever reaches your calendar
A plan that lives in a document and never becomes a time slot is not really a plan, it is a wish with formatting. This is the gap almost every agent falls into, because writing the goal is satisfying and scheduling the work that produces it is not. So the important work stays theoretical while the urgent work takes every hour you have, and by the time you notice, it is April.
the number underneath the number was never calculated
This is the one that does the real damage. An agent picks a GCI target because it sounds like a good year, and never works backward through what their life actually costs. What taxes and expenses take off the top. What the brokerage keeps. What one closing is genuinely worth to them after all of it. The result is a target that is either too small to fund the life they are trying to pay for, or so large and delusional that they stop believing it by spring.
Almost every plan aimed at real estate agents is heavy on lofty goals and light on realistic living numbers.
what another year of guessing costs
The cost is not only money. It is that you will work exactly as hard in 2027 as you did in 2026, land roughly in the same place, and never know which of the things you did actually worked.
She thought she needed eighteen.
It was twenty-two.
What's your number?
The Deal Count Method
Six steps. No affirmations, no mindset, no vision board. Just the line that runs from the life you are funding to what you need to do on a Tuesday to reach your number.
Repeat after me
You do not need another person telling you to believe in yourself, and you do not need a bigger goal. What you need is the arithmetic that connects the life you are funding to the number of closings that fund it, and then a calendar that reflects the answer.
I’m not holding back, and I’m not keeping secrets.
This is the real deal, designed to walk you through tried-and-true strategies in small, bite-sized steps.
A goal you can say out loud without flinching. Most agents pick a number because it sounds like a good year. You will calculate yours from what your life actually costs.
The exact number of homes that gets you there. Not a range. Not an exciting, delusional goal. A deal count and the weekly activity underneath it. You will know on any given Friday whether you are on pace or behind.
At least one expense you can cancel tomorrow. Part Three runs every lead source you funded last year against what it actually returned. Almost every agent finds something they have been paying for that can be cut.
Three levers instead of 10. There are only three ways to grow commission income. You are probably working hard on two of them and quietly ignoring the one that would move the most. You will discover which one.
A week that survives a bad Tuesday. The plan lands on a calendar. Three non-negotiable blocks, an ideal week, and a daily minimum.
A plan you are still using in October. Four quarterly reviews and a twelve month tracker, built in. Most plans get written once and read never. This one gets checked four times, which is the difference between a plan and a document.
included bonus
the well planned agent workshop
You didn't think I would let you go it alone, did you?
Orders placed by October 26th will receive the Workbook and Workshop Bundle. A LIVE workshop via Zoom where we go through each section together and you end up with an intentional plan for 2027.
Join me Thursday, October 29th
11:00 AM - 1:00 PM eastern
Limited time only
the well planned agent
ai prompt library
Wait, there’s more? That’s right friend
In addition to the Well Planned Agent Business Planning Workbook AND live Workshop, I’m also including a bonus AI Prompt Library.
Every solo agent needs a thinking partner. This is the closest thing to one.
The hardest part of planning alone is that nobody checks your work. You set a target, and there is no one in the room to ask whether it is realistic, no one to tell you which lead source is quietly losing money, and no one to notice that you have scheduled three months of work into January.
The AI Prompt Library is fifteen prompts that map to a specific part of the workbook, written to turn Claude or ChatGPT into that second opinion. You paste one in, swap the brackets for your own numbers, and get back the kind of pushback a good coach would give you.
Yours today FREE when you purchase the 2027 Business Planning Workbook!
what you get
The kind of knowledge contained in this workbook is invaluable to your business. But my commitment to you is not only to give you a plan that actually works—it’s to give it to you at a price that doesn’t break the bank. That’s why for a limited time only, I’m offering the Well Planned Agent 2027 Business Planning Workbook, PLUS the live workshop where we put it all together, PLUS the AI Prompt Library Workbook Companion for a special price.
- 2027 Business Planning Workbook valued at $97
- Live 2hr Workshop Wednesday, October 14 valued at $146
- AI Prompt Library Workbook Companion valued at $27
- Delivered instantly as two fillable PDFs, yours forever
Total value of the bundle $270
Order today, and it's all yours for
$57
Valued at $270
the guarantee
Complete all ten parts. If you finish and you still do not have a specific number and a plan you can follow, send me your completed workbook within 30 days, and I will refund every dollar. I am not asking you to trust the workbook. I am asking you to fill it out.
NOW THROUGH OCTOBER 27
GET THE LIVE OCT. 29th WORKSHOP AND AI PROMPT LIBRARY INCLUDED WITH THE WORKBOOK
MEET THE CREATOR—christina giffin
After years of plans that didn't give me the full picture of what I needed to grow my business, I decided to craft my own.
Hi, I'm Christina. I have been selling real estate for well over a decade, and in that time I have tried nearly every business plan there is. The ones my brokerage handed out. Ones from the top national coaching companies. Anything I could find. They were all heavy on affirmations and wild goals and light on realistic living numbers. I would get excited, set that lofty 10X number for the next year, and be frustrated by the end of Q2 when I realized my ambitious goal never really had a solid plan. So I built one that does. Now it's easy to see the big picture of what I need to do and the plan has led me to multiple 6 figure years. Let's build 2027 together, intentionally.
WHAT ARE YOU WAITING FOR?
It’s time to find out what your number is and strategically build the plan, together.
Not ready? Find your number with the free Deal Count Calculator