Daily Business Summary

The Daily Business Summary is a tool we use with our Private Clients to help them focus on what is most important.  In our Sales Agent Master Class we break

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Daily Broker/Manager Summary

The Daily Broker/Manager Summary is a tool we use with our Private Clients to help them focus on what is most important.  In our Broker/Manager Master Class we break down

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Excel Marketing Plan and Budget

Tools and Downloads Our Excel Marketing Plan and Budget was designed to help you get a 30,000 foot look at marketing spends.  In a business which is often run by

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Excel Project ROI Worksheet

Tools and Downloads Our Excel Project ROI Worksheet was designed to help you quickly evaluate new projects, software or marketing spends.  In a business which is often run by how

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Personal Excel Dashboard

Tools and Downloads Our Personal Excel Dashboard was designed to keep agents on track.  In a business which is often run by the tyranny of the urgent, the important can

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Broker/Manager Recruiting Dashboard

Tools and Downloads Our Broker/Manager Recruiting Dashboard was designed to keep recruiting on track.  In a business which is often run by the tyranny of the urgent, the important can

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Agent Pipeline Dashboard

Tools and Downloads Our Agent Pipeline Dashboard was designed to keep agents on track.  In a business which is often run by the tyranny of the urgent, the important can

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