1. Your Income Goal
Start with the end in mind. Your Net Income is what you take home after splits.
$190,000
$900,000
2.5%

Does your broker take a % of every deal, or a flat transaction fee?

80%
$15,000

The maximum you pay your broker per year.

Est. Annual Fee: -$15,000Total GCI Needed: $217,700

2. Lead Generation Strategy

How will you find business? The numbers below are based on conservative national conversion rates.

Sphere of Influence
Projected: 8 Deals/yr
People in Sphere200

24 touches/yr (Calls + Events)

Cold Outreach
Projected: 5 Deals/yr
100
contacts/mo

Conservative: 0.4% (1 deal per 250 contacts)

Paid Ads
Projected: 4 Deals/yr
$500
budget/mo

Conservative: 1.0% (1 deal per 100 leads)

Direct Mail
Projected: 0 Deals/yr
1000
pieces/mo
Est. Cost:$850/mo

Volume Game: 1 deal per 2,000 pieces sent

3. Operating Budget
Standard industry estimates for your fixed costs.
$1200
$600
$500
$1000
$500
$1200
$500
$1200
Fixed Ops (CRM, Signs, Dues)$6,700
Variable Marketing (Ads, Mail)$6,000
Total Annual Budget$12,700
Goal
10 deals
Projected
17 deals
ON TRACK 🎉

Your plan is ready.

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