Tools and Downloads
Our Business Plan Weekly Overview is one of our 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 Plan Weekly Overview is an 11×17 PDF file which gives you visual reminder of what you need to do this week to stay on track.
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 keep you on track and focus on what’s going to move the needle in your business.
We are happy to walk you through it if you have any questions. Feel free to contact us anytime.
If you haven’t already, download the zip file.
Download the Business Plan Weekly Overview HERE
Take a look at the sample sheet to get a feel of how to fill out the overview in a meaningful way.
Fill out the boxes for each of the different areas of your business plan.
Print out the sheet and post it by your desk so you can see it.
As always, we are here to help. If you have any questions please feel free to contact us anytime.