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Friday Freebie: 2015 Real Estate Business Plan

January 15 2015

Last week, we highlighted a 15-task checklist that agents can use to get their business ready for 2015. It was the first in a series of "Freebies" that help prepare you for success in the New Year. This week, we're kicking it up a notch with a free, full-on business plan (complete with worksheets!) from Trulia.

2015 Real Estate Business Plan, courtesy of Trulia

frifree trulia 2015 bizplanNow when we said "full-on plan," we meant it. This is three dozen pages of content and worksheets designed to methodically assist you in determining realistic income goals and how to achieve them.

The Plan starts off by looking at how you performed last year--closed transactions, average commission, sources of business, etc. Once you understand where you've been, you can set your sights on where you want to go in 2015. This is accomplished by calculating how many closed transactions and prospects are needed to meet those goals. From there, you'll identify your strengths and develop a plan for the year ahead. Target markets, lead generation sources, and communication channels are all part of what you'll consider.

Your 2015 business plan will come together via a series of easy-to-use worksheets. Here's what's included:

  • Production Analysis Chart
  • Income Projection
  • Prospect Calculator
  • Plan Preparation
  • Marketing Checklist
  • Marketing Budget Worksheet
  • Monthly Marketing Calendar
  • Weekly Activity Tracker
  • Daily Activity Tracker
  • My 2015 Goals – Quick Reference

Read to get started? Download Trulia's 2015 Real Estate Business Plan today!Download Trulia's 2015 Real Estate Business Plan today!

About Trulia, Inc.

Trulia gives home buyers, sellers and real estate agents all the tools and valuable information they need to be successful in the home search process. Through its innovative mobile and web products, Trulia provides engaged home buyers and sellers essential information about the house, the neighborhood and the process while connecting them with the right agents. For agents, Trulia, together with its Market Leader subsidiary, provides an end-to-end system that enables them to find and serve clients, create lasting relationships and build their business. Founded in 2005, Trulia is headquartered in San Francisco with offices in New York, Denver and Seattle. Trulia and the Trulia marker logo are registered trademarks of Trulia, Inc.