The Business Planning Tool
Set your target, IN ONE TOOL.
This is what agents build in Jayson's Life by Design clinics — Life by Design turned into a GPS, turned into a 411, with the MREA economic model supplying the numbers. Three steps, and the numbers carry forward on their own. Agents leave his clinics with exactly these sheets.
Economic Model — how many appointments do you actually need?
The MREA economic model, worked backward: the net income you want to keep determines the GCI you have to generate.
The MREA flow — GCI to net
closings for the year — at — in GCI per closing, which takes — written contracts, at your contracts-that-close rate.
appointments held for the year, at your appointments-to-contracts rate.
These three goals flow straight into your GPS in Step 2 — no re-typing.
GPS — Goals, Priorities, Strategies
Your goals arrive from Step 1. Your job: name the three levers that will produce them.
Goals — from your economic model
Priorities — your three levers
Name each lever — where your business will come from — and the share of your business it should produce. The units and appointments each lever has to deliver are calculated for you.
This lever has to produce — units from — appointments.
Strategies for this leverThis lever has to produce — units from — appointments.
Strategies for this leverThis lever has to produce — units from — appointments.
Strategies for this leverEvery unit is accounted for — your levers add up to the whole business.
411 — your action plan
The year, broken into the month, broken into the week, broken into today.
1 Year
- Units goal—
- GCI goal—
- Appointments goal—
- Top levers—
1 Month
Pre-filled at your annual goals ÷ 12 — edit to match this month's reality.
4 Weeks
The pace comes from Step 1 — the ONE Things are yours to choose.
Built the plan? Now get a coach to hold you to it.
Bring your GPS and 411 to a discovery call — Jayson will pressure-test the numbers and the levers with you, and tell you straight whether coaching is the right next step.