The Business Plan

This section helps agents build a clear, actionable business plan focused on what truly drives success. We break it down into three key result areas:

• Sphere of Influence (SOI): Strategies to strengthen and leverage your personal network to generate consistent referrals and repeat business.

• Prospecting: Daily and weekly prospecting habits designed to fill your pipeline with new opportunities — from cold leads to warm conversations.

• Return on Investment (ROI): Smarter advertising. Smarter spending. We’ll track your marketing and advertising dollars to ensure you’re investing where it counts — and pulling back where it doesn’t.

By aligning consistent actions to each of these pillars, agents create a roadmap that leads directly to measurable, scalable growth.