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Free downloads and roadmaps
Every plan, checklist, and worksheet on the site. All free. Start with the planning system, or jump to what you need.
Plans and roadmaps
Your planning system
Four tools that work together. Set the year, break it into months, plan each week, then run each day.
The year
Annual Planning Spreadsheet
Set your goals for the year and the numbers that get you there.
Google Sheet
The day
Daily Planning Spreadsheet
Track today’s work and see whether the plan is turning into action.
Google Sheet
More planning tools
- 28-Day Reboot CampA 28-day plan to reset your habits and get moving again.
- Building an Agent Referral NetworkHow to build relationships with agents who send you business.
- Client Tracking SpreadsheetA Google Sheet for keeping every client and follow-up in one place.
- Today’s ChecklistA one-page checklist for the day’s essentials.
- Today’s Real Estate MissionA daily focus sheet for your most important work.
- One-Sheet Business PlanYour whole business plan on a single page.
- 11-Page Business PlanA complete business plan for when you’re ready to go deep.
- Time Blocking ExampleA sample week that protects time for the work that matters.
- Eisenhower MatrixSort tasks by urgent and important so the right work comes first.
- Success Wheel WorksheetRate each area of your life and business to see what needs attention.
- Values ListA list of values to help you name what actually drives you.
- Client Avatar TemplateDescribe the client you most want to work with.
Getting started
- Before You Get Your License ChecklistWhat to line up before you get licensed.
- New Agent ChecklistThe first things to set up as a new agent.
- 5 Jobs of a RealtorThe five jobs every agent is actually doing.
- 125 Lead Generation IdeasA long list of ways to find your next client.
- Prospecting PathsThe six lead gen paths on one page.
- The Agent’s Journey eBookAn ebook about the stages of a real estate career.
- ChatGPT GuideWays to put ChatGPT to work in your business.
- YouTube BreakdownA breakdown of using YouTube as an agent.
Listings
- Listing ChecklistEverything to prepare when you take a listing.
- Transaction Checklist: Listing SideEvery step from signed listing to closing.
- Open House ChecklistWhat to do before, during, and after an open house.
Buyers
- Buyer QuestionnaireQuestions to ask buyers at your first meeting.
- Transaction Checklist: Buyer SideEvery step from accepted offer to closing.
DISC
- What DISC MeansThe four DISC styles in plain language.
- Assessing DISC in the MomentHow to read someone’s style during a conversation.
- Analogies of DISC ProfilesSimple comparisons that make each style easy to remember.
- Working with DISC ProfilesHow to adjust your approach for each style.
Free starter kit
The New Agent Starter Kit
Three of the most downloaded tools on the site, in one bundle. Plus a short weekly email with one idea you can use that day.
- 125 Lead Generation Ideas
- New Agent Checklist
- One-Sheet Business Plan
Get the kit free
Add your email and the Starter Kit lands in your inbox. One email a week after that. Unsubscribe anytime.