A number on a whiteboard isn't a plan. This is.
Start with the income you want. The guided plan works backward to closings, appointments, conversations, and the weekly activity that produces them — then measures the plan against what your pipeline actually did.
- Target incomeYour number
- Closings neededCalculated
- Appointments / moCalculated
- Conversations / wkCalculated
Start with the life, not the transaction count
A short guided intake captures your target income, your average commission, your market, and how much time you can genuinely give. The plan is built from your inputs, not a template someone else's business fits.
- Guided intake — no blank spreadsheet
- Built around your average price point and split
- Revisit and adjust any time your situation changes
Backward from income to this week's activity
The system converts your goal into closings, then pending, then appointments, then conversations — and finally into a weekly activity number you can actually look at on Monday morning.
- Income → closings → appointments → conversations
- Conversion assumptions you can edit as you learn yours
- Separate lanes for sphere, new leads, and campaigns
The plan shows up as tasks, not a PDF
Weekly targets land in your CRM as tasks and reminders, tied to the campaigns and follow-up already running. The plan lives where the work happens instead of in a document you opened once in January.
- Weekly targets pushed into your pipeline
- Campaigns mapped to the goal they support
- Quarterly reset built into the cadence
Plan versus actual, every month
A simple scoreboard compares planned activity to what your CRM recorded — conversations held, appointments set, deals closed. When you're off pace, you see which input slipped instead of guessing.
- Monthly plan-versus-actual scoreboard
- Pace indicator against your annual goal
- Pinpoints the input that moved, not just the outcome
Projections are planning tools based on the numbers you enter. They are not a prediction or promise of income.
The gap is rarely effort — it's an unmeasured input.
Build the plan the platform will run for you.
Setup fee waived as a current offer. Build your plan in your first week.
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