Business Plan

Start with the income you want — we work backward through your funnel to the prospecting activity it takes, then apply it as weekly targets.
Saved
Your target
Deal economics
%
Working calendar
Conversion funnel how many it takes to advance one
Call → Meetingdials that book a meeting
%
Meeting → Pitchmeetings that reach a proposal
%
Pitch → Exclusiveproposals that win the listing
%
Exclusive → Closelistings that close
%
Your plan
Applying updates your weekly RPA targets & the Database daily goal.
Activity needed annual · quarterly · monthly · weekly · daily
Your progress actual vs plan · logged on the Daily Planner
Team leaderboard this period · by activity points
Team roll-up sum of everyone's saved plans