It’s that time of year and don’t be discouraged if you haven’t taken the time to build out your Business Plan and strategy for this year this quite yet. Because there are many good resources out there, I thought I would share some of the best business plan resources available for free.
Below you will find a few business plan templates and marketing plan templates to guide your real estate business success in 2017!
“If you don’t plan, you are planning to fail.” – Benjamin Franklin
All too often real estate agents / brokers become reactive to the day and focus on the urgent and not the important. Focusing on the important plans you’ve built will allow you to intentionally and systematically grow your business and make it what you want. Don’t let it own you, own your dreams!
TIP: You don’t have to build a lengthy business plan to plan for the year ahead.
Placester’s Real Estate Business Plan Template – multiple pages
The article that goes along with the template is good, but the business plan template is an Excel Spreadsheet. I think Excel Spreadsheets are great for financials, but not so good for the overall planning process. You could print out the article and then create your own business plan by answering all the questions in the article. Then download the Excel Spreadsheet and fill in the financials. Click on the image below to get started!
One thing I absolutely love is when trainers and educators make things really simple. A one pager is my go to motto. If we try to over complicate things and / or do too many things, we can get overwhelmed especially when you’re a real estate agent / broker trying to manage being everything to everyone. While listening to a top producer who just started in the business and did 135 deals his first year, he attributed his success to a couple of things: focus on 2-3 things in marketing and outsourcing for low dollar activities.
So, that’s why I chose this business plan by the Real Estate Trainer because it follows the KISS principal: keep it simple silly! Click on the image below to get started!
Zillow 2016 Real Estate Business Plan – 17 pages
As you know, Zillow has a plethora of great resources in their Zillow Academy. For those of you that are in your maturing years of your real estate business, perhaps you’re looking for something a bit more formal. This 17 page real estate business plan is a fill-it-in type of format and is great for helping you walk through a more traditional / comprehensive business plan structure. Click on the image below to get started!
Another free and comprehensive resource is Zillow’s 14 page Marketing Plan Template that helps you define your market, brand and how to attract the kinds of clients you want. Navigating a business without a marketing plan is like a navigating a ship without a compass. Just can’t and shouldn’t do it. Click on the image below to get started!
Hubspot is one of my favorite marketing resources and they have some really smart people on their team. They pump out quite a voracious amount of highly valuable marketing tips and plans. If your 2017 marketing includes digital marketing, which it should, take a look at this article to see where you can incorporate some best practices to create a solid foundation. Click on image to get started!
What are your favorite business and marketing planning resources?