One-pager · Planning

Business Planning Clinic

A one-hour working session. Start with the Big Why. Leave with your number and three commitments.

“A number without a reason is a wish. A reason without a number is a hope. We start with the reason.”

What we cover

  • The Big Why: the reason behind the work, in ten words or less

  • The life and the number: turning the life you want into the income your business has to produce

  • The four models: economic, budget, lead generation, and organizational, working as one system

  • What if: change one thing and watch your number move

  • Commit: one goal, three priorities, three commitments with dates

What you walk away with

  • Your net income goal, tied to the life it pays for

  • The GCI, closings, appointments, and daily conversations it takes

  • One lead source to scale and one to fix or cut

  • Your next hire, and what it really costs

  • Three commitments, and someone to hold you to them

Best for

Agents planning their year, teams, and associations. Most recently presented for Metro Orlando NAREB and Women’s Council.

Book this clinic for your group

Created by Shonn McCloud, Team Leader, KW Classic