A vision-based business plan, KPI trackers, and a 3 -year projection

More info on The Fundamentals

Using any trackers you may have and through accessing your MLS data, I will analyze up to the most recent 5 years of your sales history (and that of each team member during that period as well).

What you’ll learn from this is your:

• Average sales price

• Average percentage of sales above list price (for sellers)

• Average percentage of sales below list price (for buyers)

• Average days on market

• Year-over-year growth rate

I will dive into each individual lead that either entered your database or transacted with your team in the last 5 years.

This will tell you:

• Your average number of contact/touches per lead

• Lead source efficacy

• Automated vs human touch attempts

• Leads to retarget

• Lost repeat clients (in conjunction with the sales analysis)

• Agent performance with leads

The most valuable information you’ll gain from this is which leads you can cut and reallocate funds from

The conversion rate at every step of the process and ultimately from New Lead to Closed Sale for every agent on your team and the team’s average

This gives you insight into your team’s proficiencies and points of improvement. Any areas of improvement will come with a basic PIP (performance improvement plan) recommendation