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

See more about what’s included in The Fundamentals

Using any trackers you may have and through accessing your MLS data, I will analyze up the entirety of your sales history (and that of each team member during their tenure with you).

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 to have entered your database.

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

• Cost of conversion

Your operating procedures are where culture really lives — they set the standards you will hold your team accountable to.

Because of that, it’s important that you are regularly auditing the SOPs your team lives by to ensure they are propelling you toward your goals.

But more than that, your SOPs are where your client experience lives. I’m here to ensure you give your clients the most premium experience they can have with you. And to take the pressure of “what’s next?” off your agents and admin

Meetings with every agents and admin to review their KPIs and help them acclimate to any operational changes.