In this workshop, I break down:
- The One-Page Business Planning Process
- How to think about the big goals in the various parts of your life
- How to take a 3 year vision and break it down to actionable chunks
- How to grow your database and nurture your clients
- How to build a simple 12-month action calendar based on your priorites
- How to come up with your "Daily Magic Number"
- How to build a plan for you and your team's production
- How to plan and track attraction and team growth
- And most importantly, the key anchors to keep you committed to the process overall
Download the 1-Page Business Plan Worksheet
Additionally, here is the LIVE document that I wrote on during the workshop that you can immediately download and reference.
Resources I share in the workshop
Book Keeping and Automated P&L Monthly Reporting
- I recommend Khristine Valdez CEO of Haven Financial
- I have known her for 10+ years and has helped hundreds of agents.
- I don't get any kickbacks or affiliate, so I am just sharing this with you
- Email Khristine and tell her I sent you. Her firm will take good care of you
Virtual Assistants
- I have worked with various Virtual Assistant companies over the last 10 years
- The best experience I have had is with Assistantly
- I currently have 11+ VAs just on Sharran brand
- I built a VA Onboarding Masterclass with them as a paid course - when you utilize their team they give you a free membership to it
- Top Talent. No Hidden Costs. No Long Term Commitments
- You choose your pricing and budget
- I don't get any kickbacks or affiliate, so I am just sharing this with you
- Tell their team I sent you - they will take good care of you
Who Builds Your Systems?
- We all have great ideas, but systems bring them to life
- The problem is: building systems is really hard
- That's why I work with Leo Chen and his agency to build systems for us
- Anytime I have an idea - may it be process, lead gen, conversion, tracking, reporting, prospecting, email marketing, attraction... I just explain my idea to Leo's team and they build the system for me.
- If you want to have someone build systems for your ideas, talk to my friend Leo Chen at Systemology
Investing in Real Estate
- I talked about this briefly but I have been only investing in multi-family
- I work exclusively with ARC Multifamily Group because I trust them as operators
- If you would like to get on their VIP list for for multi-family deal flow here is the link
Other things I shared
- Deal of the Week System (Database Nurture)
- ISA Agent Appointment Setting Trial
- Passive Income Mastermind
- 5am Club for Entrepreneurs
Links that you may like:
- Deal of the Week System (Database Nurture)
- My go-to source for virtual assistants (I have 11)
- Business School Podcast with Sharran
- Sharran's Tips on Instagram
- Sharran's Top Agent Power Pack (Free)
If you liked this...
- Send me a DM on Instagram
- Or Text me at: 808-201-1597
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