Plan your 2027

Your 2027, on one page.

The same business plan JRE agents build at Planning Day. Work top to bottom and your plan fills in as you type. Nothing is saved unless you email it to yourself.

1 What I Want to Make
2 What It Costs Me

Your time first, then your money. Use your own agreement, the one you have today or one you’re weighing.

3 How I’ll Do It

Conversion rates start at the worksheet’s 70%. Change them to your own.

4 Where It Comes From
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Adds up to 100%. The first line is your MET database, the second is leads from your brokerage.

Pace my goals by
5 How I Want to Grow in 2027

Pick one to three areas you want to get better at this year. For each one, tell us why it matters and what success looks like.

Focus areas (pick 1 to 3)