The 12-Month Production Planner is your roadmap to financial success! It’s not just about setting a big goal; it’s about breaking down what you need to do every single day, week, and month to achieve your income targets.

• Step 1: Go to the Goals Page: Click on “Performance” or “Goals” in the left-hand menu.
• Step 2: Open the Planner: You’ll see a button that says “Goal Planner.” Click this to start the process.
• Step 3: Follow the Guided Steps: The planner will walk you through several sections:
  • Agent Information: Basic details about your current year and income target.
  • Financial Planning: This is where you think about your personal and business expenses, and what you want to earn after everything is paid.
  • Deal Structure: How much commission do you typically earn? What’s your average sale price? Do you work more with buyers or sellers?
  • Activity Planning: Based on your goals, how many conversations, appointments, and contracts do you need each month? The planner helps calculate this!
  • Business Plan Summary: This brings everything together, showing you the big picture of your goals and the activities required.
• Step 4: Finish & Activate Plan: Once you’re happy with your plan, click “Finish & Activate Plan.” This will automatically create your annual goals in the system, setting the stage for your daily actions.

Imagine you’re planning a cross-country road trip. The Production Planner is like putting your destination into the GPS. It tells you how far you need to drive each day, how many stops you might make, and what to expect along the way.

Best Practice Tip: Don’t be afraid to use realistic numbers, even if they seem high! The planner is designed to help you achieve them. You can always come back and adjust your plan later if your business changes.

he planner helps you create the map, but you still have to drive! It’s a powerful tool, but it relies on your commitment to follow through with the activities it suggests.