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Individual Agent Real Estate Business Plan

You’ve probably heard the adage before “All real estate agents are small business owners,” and it’s totally true. You’re ultimately responsible for your own success in this biz, so a solid plan to achieve your goals is imperative. Open the template on Google Docs or download it below to get started on mapping out your goals and your strategies for getting there.

Real Estate Team Business Plan Template

Considering the launch of a team? Maybe you’re already running a group of agents within your brokerage and you need to get more organized. Either way, you’re not just a small business owner, you’re also a leader of other people.

Having a plan in place to help you achieve your goals, as well as those you lead is a must-have. As the leader of your team, you should head up the crafting of this plan, but don’t forget to involve your other team members where you can. Get started mapping out your team’s make-up, direction, and goals with this template today.

Real Estate Brokerage Business Plan Template

If you’re considering founding a brokerage, you know that there’s a lot that goes into this process. You’ll be spending tons of time and investing considerable resources to make this dream come true.

Unless you are sitting on a mountain of disposable cash, you’re going to need a plan to make sure you get to the starting line still on your feet.

Open up this template and start figuring out exactly what it will take from a space, spending and support perspective to make your plan of opening a real estate brokerage viable.

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#First5Minutes

We'll contact all new leads within 5 minutes of registration.

It Starts With Hello!

We start with a phone call and qualify your leads with a journey of personal calls, emails and text messages.

Meet Qualified Leads

Only meet qualified leads that are ready to buy/sell in 0-3 months.
Human Powered Real Estate Lead Conversion
When the Market's Hot,

#EveryLeadMatters

We've spent the last 11 years proudly partnering with North America's Top 100 real estate teams and brokerages. Now you can leverage a proven system of lead generation and qualification for agents, teams and brokerages across North America at a fraction of the cost.
Realty Conversion is human-powered. Let our highly trained Inside Sales Team based in Canada qualify your leads for you.
🔑 The Future Of Lead Generation combined with our Top Performing Inside Sales Team & Dedicated Account Managers. We call and connect with your leads within the #First5Minutes.

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#First5Minutes Approach

Realty Conversion is a lead generation and lead nurturing platform designed to get real estate agents more high quality leads and shorten the time from contact to close.

Human-Powered Inside Sales Agents

You're 21x more likely to convert a lead in the First 5 Minutes. We call them while they're still browsing the internet

Refined Calling Scripts

More than 11 years of experience in scripting and training Inside Sales Agents

Lead Conversion Experts

Your Lead Conversion Expert (LCE) integrates into your Team, Lead Pool and CRM

Dynamic Marketing Journeys

Our marketing journeys adapt to every lead's behaviour. Every Click, Open and Reply

Customer Experience

Every real estate agent/brokerage is different. We work with you to provide the best quality leads and follow up system.

Dedicated Associate

Dedicated LCEs allow leads to build a real relationship with your brand, while integrating into your team
Call Leads Within 5 Minutes

Call Leads Within 5 Minutes

We Have 5 Minutes to Contact Leads. 78% of Clients Buy From the First Responder.
Appointment Setting

Appointment Setting

Our highly-trained Inside Sales Agents pre-qualify each lead and book in person appointments for you to meet your new clients.
Human-Powered Connections

Human-Powered Connections

Your Inside Sales Force that establishes contact within 5 minutes by calling, emailing and texting, while we nurture leads through their entire lifecycle.
Engagement History

Engagement History

Real Estate Agents are empowered with unparalleled insights & an overview of every lead.
Engagement History

Engagement History

Real Estate Agents are empowered with unparalleled insights & an overview of every lead.
Dedicated Inside Sales Rep.

Dedicated Inside Sales Rep.

A dedicated sales representative is assigned to your leads. From prospecting to nourishment to appointments to meet you.
Physical In-Person Appointments

Physical In-Person Appointments

Our trained ISAs are experts in converting leads into qualified appointments for #Realtors.
Daily Reporting

Daily Reporting

Get daily reports from your dedicated ISA on your leads and appointments. We work with you to scale your Real Estate business.
100% Canadian Based & Operated

100% Canadian Based & Operated

Our highly trained in-house team of professionals and ISA Experts carefully control every process from Lead Generation, Nurturing, and Conversion.
Full Google Ads<br />
(PPC) Management

Full Google Ads
(PPC) Management

Our Paid Search (PPC) experts manage your Google Ads spend to generate leads on your websites.
Personalized Marketing Journeys & Content

Personalized Marketing Journeys & Content

Start with a branding call to explore your brand and chat about your real estate business.
Customized IDX Website & Pages

Customized IDX Website & Pages

Leverage an IDX powered website to provide your clients and leads with Live MLS search results.

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Testimonials

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