Tools and Downloads

Our Business Growth Calculator is one of our annual review tools we use with agents in our Private Client coaching program.  We believe in measuring progress and stepping back from time to time and evaluating how to improve.  The Business Growth Calculator is an Excel file with all the hard work done for you.


Philosophy and Methodology

We are really intentional in our own lives and encourage our clients to live in the same.  With that said, our tools and core systems are designed the way they are on purpose and through years of trial and error.  Everything we do has a reason behind it.

This tool is designed to allow you to play with the numbers and get a feel for what they will do to your annual revenue.   It will focus you on your strengths and helps you see where to be spending the time and effort to increase profitability through the core  business.

There is a specific inclusion and focus on the agent’s Book of Business (PCG), Business to Business (B2B) and Niche Marketing.  We have found those three Berman & Pollinger Core Systems offer the best ROI and we have included the benchmarks for those programs.

We are happy to walk you through it if you have any questions.  Feel free to contact us anytime.


Step One

If you haven’t already, download the B&P Font Files and install them on your computer(s).  Since this is an active Excel file (which can be converted to Google Sheets or Apple’s Numbers but we don’t recommend that), you will need to have the fonts installed in order for everything to print properly.  We have included a PDF of the file so you can see how it is supposed to look when printed.

Step Two

Open up the file and fill in the white boxes.  Don’t worry about being exact.  The grey boxes are auto calculated using our internal benchmarks based on those who are the most profitable in the industry.  Remember, by downloading the file you are using it on your computer which means  your answers stay with you and aren’t captured in anyway by an outsider.  So by all means, feel free to play with the numbers a bit.

Business Growth CalculatorStep Three

Once top part is done, it will breakdown things into daily and weekly goals.  The bottom part of the sheet allows you to visually see your ROI by hour and by relationship.  The ring chart on the right shows the balance of where your increase in growth will come from.

Step Four

Print out the report or print it in PDF so you can post it and measure progress.

Step Five

If you haven’t already, download the zip file and start using the Business Growth Calculator in your business.

Business Growth Calculator

Important Reminder

As always, we are here to help.  If you have any questions please feel free to contact us anytime.

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