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2022 Business Success Plan



Real estate agents are small business owners in the purest sense. We're in real estate to earn a profit and gain wealth. We must navigate our business through difficult times, deal with reductions in commission, handle demanding clients, and fight off competition from hundreds of agents in our market. Without a roadmap for success, it's easy to get lost.

So let's make a plan.

This exercise will help you determine how much money you want to make each year, and how much business you'll have to do to make it happen. It's not going to figure everything out to the last penny, but it'll give you a good idea of how hard you'll have to work to achieve your goals.

As you create your business plan you'll analyze your personal and professional spending. You'll discover where you can make cuts, and where you get more bang for your buck.

During this process, you will also create your business core values and brand promise. This is how your clients will see you and how they will describe you when they are giving your name to their friends and neighbors as their trusted real estate referral.




We recommend using the free version of Adobe Acrobat Reader for best results with the interactive version of the plan.

Please note, Apple Preview does not support the auto-calculation functionality of the interactive PDF.



Build your business plan step by step alongside Breakthrough Broker's President Eric Sachs by viewing the Business Plan Workshop below!




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Equipped with features such as:

Workbooks, checklists, playbooks, and workshops to support the growth and management of your business.
Easy-to-use marketing technology to create and customize professional marketing designs.
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