5,230,113
Spreadsheets that I clear and revise each year. They are mapped out by months/quarters to reach the ultimate annual goals.
The forecast is made based on personal goals & plans, market trends and just how much I want to push myself in the upcoming year.
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Anthony Acosta - ALLAT...
Atlanta, GA
-
John Juarez
Fremont, CA
-
Dario Ferreira
Attleboro, MA
-
Steve Penner
Winnipeg, MB
-
Bob "RealMan" Timm
Minot, ND
-
Doug Dawes
Topsfield, MA
-
Lyn Sims
Schaumburg, IL
-
Richard Weeks
Dallas, TX
6,393,609
Most things like this start with a mindmap.
Spreadsheets are another essential tool in forcasting where we want to go.
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Steve Penner
Winnipeg, MB
-
John Juarez
Fremont, CA
-
Dario Ferreira
Attleboro, MA
-
Bob "RealMan" Timm
Minot, ND
-
Doug Dawes
Topsfield, MA
-
Bob Crane
Stevens Point, WI
1,196,798
Pretty much the same as last year, Rae Dolan I use pen and paper. At this point in my life, I just look to do a maximum of 10 - 12 sales which adds a good supplement to my retirement income.
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Steve Penner
Winnipeg, MB
-
Debe Maxwell, CRS
Charlotte, NC
-
John Juarez
Fremont, CA
-
Bob "RealMan" Timm
Minot, ND
-
Doug Dawes
Topsfield, MA
3,416,038
At this point i have a running plan and make changes as needed. Some small, some large and sometimes no changes needed.
-
Steve Penner
Winnipeg, MB
-
Debe Maxwell, CRS
Charlotte, NC
-
John Juarez
Fremont, CA
-
Bob "RealMan" Timm
Minot, ND
-
Doug Dawes
Topsfield, MA
1,844,301
It looks like a bunch of squiggles on paper. Lots of numbers, lots of meaning for me.
Plan by quarter for me. I do not do a 'forecast'. I leave that for the idiots on the internet & mass media.
Tom Ferry has a good downloadable plan.
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Steve Penner
Winnipeg, MB
-
John Juarez
Fremont, CA
-
Debe Maxwell, CRS
Charlotte, NC
-
Bob "RealMan" Timm
Minot, ND
-
Doug Dawes
Topsfield, MA
5,216,409
While I use a template on my computer to track things, it all starts with a pen and paper.
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John Juarez
Fremont, CA
-
Steve Penner
Winnipeg, MB
-
Ron and Alexandra Seigel
Carpinteria, CA
-
Bob "RealMan" Timm
Minot, ND
-
Doug Dawes
Topsfield, MA
4,882,355
I've used an Excel work sheet that I developed years ago. You enter your goals and it does the calculations. If you would like a copy send me your email.
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Steve Penner
Winnipeg, MB
-
John Juarez
Fremont, CA
-
Debe Maxwell, CRS
Charlotte, NC
-
Bob "RealMan" Timm
Minot, ND
-
Doug Dawes
Topsfield, MA
5,583,278
it looks similar to last year..... tweaked a bit....
-
Steve Penner
Winnipeg, MB
-
Debe Maxwell, CRS
Charlotte, NC
-
Bob "RealMan" Timm
Minot, ND
-
John Juarez
Fremont, CA
3,345,091
That is private and confidential information. It all works well for me - slow and steady as she goes into year 18 in the real estate business.
Here's to the best year ever - 2020!
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Anthony Acosta - ALLAT...
Atlanta, GA
-
Bob "RealMan" Timm
Minot, ND
-
John Juarez
Fremont, CA
-
Debe Maxwell, CRS
Charlotte, NC
3,125,842
It's looking fantastic! Good luck to you in 2020.
-
Anthony Acosta - ALLAT...
Atlanta, GA
-
Debe Maxwell, CRS
Charlotte, NC
-
Bob "RealMan" Timm
Minot, ND
-
John Juarez
Fremont, CA
1,598,452
Rae, same and better.
-
Anthony Acosta - ALLAT...
Atlanta, GA
-
Debe Maxwell, CRS
Charlotte, NC
-
Bob "RealMan" Timm
Minot, ND
-
John Juarez
Fremont, CA
5,772,575
It is looking very very good.
-
Anthony Acosta - ALLAT...
Atlanta, GA
-
Bob "RealMan" Timm
Minot, ND
-
Steve Penner
Winnipeg, MB
-
John Juarez
Fremont, CA
5,104,931
What business planning? When I left the corporate world in 1989 I promised myself that after writing business plans for almost 20 years that I would neer do it again. And in 26 years in real estate, I've kept that promise. I just do what I know needs doing and it works!
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John Juarez
Fremont, CA
-
Ron and Alexandra Seigel
Carpinteria, CA
-
Bob "RealMan" Timm
Minot, ND
-
Doug Dawes
Topsfield, MA
1,311,397
Our Team has met. We have drawn up our action plan and each member has personal responsibility for doing their part.
We will see how it works out as 2020 unrolls.
-
Debe Maxwell, CRS
Charlotte, NC
-
Bob "RealMan" Timm
Minot, ND
-
Steve Penner
Winnipeg, MB
4,936,705
Pages long with a good budget and marketing plan for the year.
-
Debe Maxwell, CRS
Charlotte, NC
-
Bob "RealMan" Timm
Minot, ND
-
John Juarez
Fremont, CA
1,502,998
I'm a couple steps above a monkey w/a dart board. Discussion mostly.
-
Debe Maxwell, CRS
Charlotte, NC
-
Bob "RealMan" Timm
Minot, ND
-
John Juarez
Fremont, CA
130,857
I tend to not lean hard on financial predictions... although I loosely put together some financial projections on a spreadsheet. Try to maintain the mindset of creating and optimizing opportunities as they arise.
-
Debe Maxwell, CRS
Charlotte, NC
-
Bob "RealMan" Timm
Minot, ND
-
John Juarez
Fremont, CA
666,639
Rae ~ I use a spreadsheet to track my results on a monthly & YTD basis, so that the goals I set are broken down into smaller chunks and I know if am ahead or behind them.
As for goals, I start basically start out with transaction goals, etc., and then map out the activities that I control on a yearly calendar; client events, mailers, calling my sphere, whatever. For these things I have a spreadsheet with budgeted amounts vs. actual expenditures so I control costs.
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Bob "RealMan" Timm
Minot, ND
-
John Juarez
Fremont, CA
-
Debe Maxwell, CRS
Charlotte, NC
536,943
To work smarter not harder. There is a plan in place and I know what I have to do to accomplish my goals.
-
Bob "RealMan" Timm
Minot, ND
-
John Juarez
Fremont, CA
-
Debe Maxwell, CRS
Charlotte, NC
1,725,996
It is excellent with the many tools provided by Geneva Financial, my employer
-
Debe Maxwell, CRS
Charlotte, NC
-
Bob "RealMan" Timm
Minot, ND
-
John Juarez
Fremont, CA
7,836,164
Mostly with a pen and paper.
-
Debe Maxwell, CRS
Charlotte, NC
-
Bob "RealMan" Timm
Minot, ND
-
John Juarez
Fremont, CA
1,712,676
Daily, weekly, monthly, quarterly, yearly.
-
Bob "RealMan" Timm
Minot, ND
-
Steve Penner
Winnipeg, MB
-
John Juarez
Fremont, CA
2,781,173
When I am in the business mode....I multi-task & it looks/feels great to all
-
Bob "RealMan" Timm
Minot, ND
-
John Juarez
Fremont, CA
-
Debe Maxwell, CRS
Charlotte, NC
1,390,113
Mostly retroactively -- "We should have...."
Partly hypothetical -- "Maybe we can..."
-
Bob "RealMan" Timm
Minot, ND
-
John Juarez
Fremont, CA
-
Debe Maxwell, CRS
Charlotte, NC
1,239,901
Got to finish up what should have closed out in 2019... Not thinking about tomorrow yet.
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Bob "RealMan" Timm
Minot, ND
-
John Juarez
Fremont, CA
-
Debe Maxwell, CRS
Charlotte, NC
921,504
Wow! That is a lot of questions in one package. (hint)
I start with 3 categories. One is 'new stuff.' I hinted at one element, Ring-Ring agent earlier. This is largely marketing.
The second is strategic. Identifying the portal of access to new business.
The third is logistical, Make sure the band is assembled, rehearsed when 'our time' comes.
Forecasting is important. The tricky part is the last 10% of effort results in the best outcome. Most agents efforts cease at 70%.
-
Bob "RealMan" Timm
Minot, ND
-
Debe Maxwell, CRS
Charlotte, NC
-
Doug Dawes
Topsfield, MA
2,390,620
#1) How much do I have to earn to pay the bills?
#2) How much time do I want to spend with my family?
#3) Spend remaining time enjoying doing things that may or may not earn me some extra income.
That's my plan and i'm sticking with it Rae Dolan
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John Juarez
Fremont, CA
-
Debe Maxwell, CRS
Charlotte, NC
2,220,654
My 2020 business planning looks very good. thanks for asking.
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Anthony Acosta - ALLAT...
Atlanta, GA
5,868,554
Calling past clients, visiting with past clients and putting together some business for the New Year.