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.
Created by Shonn McCloud, Team Leader, KW Classic