September 7, 2022
Project ROI Worksheet
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,
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Category: Downloads
Welcome to our Downloads category. The ultimate destination for professional and informative resources for luxury real estate businesses.
September 7, 2022
Brokerage Modeling Excel File
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
September 7, 2022
Testimonial Recruiting Campaign
Testimonial Recruiting Campaign A testimonial recruiting campaign gives prospective agents a clearer view of how current team members experience an organization. The strongest stories are specific, approved by the person
August 26, 2022
Brand Awareness and Recruiting Plan
Brand Awareness and Recruiting Plan A recruiting plan gives prospective agents a coherent way to understand how a brokerage works. Build the message around the values, benefits, proof and invitations
August 26, 2022
Luxury Real Estate Business Plan Weekly Overview
Luxury Real Estate Business Plan Weekly Overview The Business Plan Weekly Overview is an 11×17 worksheet for turning a broad business plan into a short list of actions for the
June 6, 2022
42 Day Sprint Template
42 Day Sprint Template The 42 Day Sprint Template is a six-week planning frame for creating momentum through a defined period. It combines a weekly grid with prompts for accountability,
June 6, 2022
UVP Worksheet
UVP Worksheet A unique value proposition is most useful when it is specific enough to explain what a business does and why that work matters to the client. The UVP
June 3, 2022
Daily Manager Summary
Daily Manager Summary A daily manager summary gives a broker or manager one page for deciding what deserves attention next. The source worksheet is arranged in five columns: Business Dev,
June 3, 2022
Agent Daily Business Summary
Agent Daily Business Summary A daily summary turns a busy day into a small set of decisions. The template groups work into business development, pipeline management, conversion, servicing and personal
June 3, 2022
Sales Manager Profile
We conducted a study to find the best sales manager profile. This is the result from our study of the industries best sales manager. The subjects had over 100 agents