Business Planning

Foundation

Video

Video

Operations

5 Lessons

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Download your monthly business planning worksheet and watch past months of business planning workshops.

Business Planning

Use the Savvy Agent Business Planning document to map out your strategy, systems and social plans for the year.

Video lesson

This is an excerpt of the annual business planning where we go in depth planning a project. By going through this worksheet you'll be able to identify systems that you need to implement in order to execute the project to meet your goals.

Video lesson

Checking in on your business plan on a regular basis is important. It allows you to evaluate your performance and make necessary changes to stay on track for your goal. You can use this process on a monthly, quarterly, or half year check in/review.

Video lesson

Download the Savvy Agent goal tracking sheets to have a visual at your desk to keep you on track to meet your goals!

Video lesson

Watch a quick tutorial on how to utilize the Recipe for Daily Success worksheet to crush your business goals!

Video lesson