RE Luxe Leaders
January 4, 2024
Maximizing Sales-Driving Activities with the RELL Weekly Point Sheet The RELL Weekly Point Sheet is a dated worksheet for recording sales and service activity across a week. It groups entries
May 23, 2023
An annual review is more useful when it connects production, income, cost and time in one view. The Agent Business Analytic workbook is designed around that question: gather a year
November 14, 2022
The Agent Pipeline Dashboard is a visual planning tool for keeping active client work in view. It combines a rolling 12-month focus with client rows that record estimated volume, target
September 7, 2022
Marketing and Advertising Budget A marketing budget is easier to use when each line has a purpose, an owner and a time period. The worksheet for this article organizes planned
September 7, 2022
Project ROI Worksheet A project ROI worksheet can make a proposed project, software purchase or marketing spend easier to evaluate. Start by making the decision explicit: what are you considering,
September 7, 2022
Brokerage Modeling Excel File A brokerage model is useful when a leader can see how assumptions affect the company’s possible economics. The worksheet described here is designed for a brokerage
May 9, 2022
Time Assessment Sheet – Broker/Manager A broker or manager can spend a full week responding to urgent requests and still lose sight of the work that makes the business stronger.
March 21, 2022
Insights from a Real Estate Recruiting Coach Tools and Downloads A recruiting pipeline is a visual reminder of the agents or teams who need a deliberate next conversation. It helps
February 8, 2022
The Excel Brokerage What If Forecaster is a planning model for examining how changes in volume, roster, pricing, retained company dollar, referrals, fees, and expenses affect a brokerage or team
