MBA Broker Consultants

Congratulations on your decision to elevate your career!  This planner includes many powerful tools to take you from dreaming of success to accomplishing your goals.  Use the tools to leverage your day effectively and create your own customized systems.

 

Measure Sales Achievement with Fa$Track

 

To foster accountability, this set of tools helps you tally daily activities into weekly reports, tally the weekly reports into monthly reports, and tally the monthly reports into a year-end report.  Then, compare your projections with your actual achievements at the end of the year.

 

• Annual Sales Projections — write in your specific sales goals (both production and profit) at the beginning of the year

• Weekly Reports — included in the calendar at the end of each week (next to Sunday)

• Monthly Reports — a sheet for each month; tally the weekly reports to complete these

• Annual Sales Projections Met — tally the 12 monthly reports and write in your specific sales production and profit.  Compare it to the Projections you made at the beginning of the year.

• Daily Action Plan — sample detailed form so you can quiz yourself each day

• Weekly Check-Up — sample form, more detailed than the weekly report included in the calendar at the end of each week

 

Pipeline Tracking with Fa$tart to Success

 

This section gives you separate sheets to track the following:

• Transactions in Progress

• Current Listings

• Prospective Buyers

• Prospective Sellers

 

Calendar including DayStart idea canvas

 

• Activity Charting — listed by category, we suggest you use different color highlighters for each category type

• Sample Weekly Schedule — use your highlighters to color-code each sample activity.  Apply this method to your calendar too.

 

TIP:  Get a set of highlighters in 6 different colors (such as Staples Hype!™ Gripped Pen-Style Highlighters, chisel tip, assorted colors, 6/pack model #21648) and zip them in a clear ring binder pocket for easy access.