Real Estate Agent Business Plan
Available to Vault Owners Only
Purchase the Vault Here
Real Estate Agents: Stop dreaming of the real estate business you want and start planning it! This 50-page real estate business plan template will take you through the process of dreaming, planning, and executing. Refer back to this workbook throughout the year for your most successful year yet!
Do NOT waste another year of just guessing what will work. Make a plan and stick to it!
👉🏼 Know your Numbers - What it will take to make the money you've always dreamed of
👉🏼 Vision Workbook -Discover your dream business!
👉🏼 Goal Planning Workbook - Determine the steps needed to create your dream business.
👉🏼 Business Audit Workbook- Review your current online pages and build a game plan.
👉🏼 Marketing Plan Workbook- Put pen to paper and create an actionable marketing plan
👉🏼 Branding Workbook- Visuals are important! Determine the style and vibe of your real estate brand! How our templates can benefit you:
--->Helps you be consistent
--->Never miss an opportunity to brand yourself and your business
--->Let the reader know what to expect from you
--->Show off your attention to local events and businesses
--->Articles that encourage listings!
--->Show off your agent stats and introduce yourself
Upon order completion, you'll receive a link to download a PDF guide with template access.
EDIT FOR YOUR BRAND IN 4 EASY STEPS:
- Download the document that comes with your purchase. Click the blue underlined link to access the Canva template.
- Change the colors to your company's branding standards, add any additional images or logos you want in Canva
- Once you're finished editing the template, feel free to download or edit as much as you want
- Come back and leave us a review! (Pretty please)
For the best experience using Canva, use a laptop/desktop computer with Google Chrome.
This template is designed in Canva. COMMON KNOWLEDGE OF CANVA IS REQUIRED. We also cannot guarantee the use of all free elements, Canva changes which are free, and which are premium constantly. Thank you for understanding.
You can get a FREE trial version of Canva Pro here.
The sale of this template is not affiliated with Canva in any official way.
CUSTOMER REVIEWS
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J
James Keoughan
What is a Verified Buyer
A Verified Buyer is a user who has purchased the reviewed product through this website.
Took me a little bit to figuer out how to convert to a pdf
OK
B
Brittany Brown
What is a Verified Buyer
A Verified Buyer is a user who has purchased the reviewed product through this website.
Absolutely brilliant
This plan isn't just numbers focused, it gets to the heart of your business through value proposition while also targeting areas like social media audits, goals, marketing etc. Very cohesive and a good flow to work through. Our whole team loved it!
C
Cecilia Aguilar
What is a Verified Buyer
A Verified Buyer is a user who has purchased the reviewed product through this website.
Excelente customer service
Had a question Elise replied back in a matter of hours, explained my question and did the fix for me. 🙌
From purchase to launch in minutes
HOW IT WORKS:
PURCHASE
Complete checkout and get instant access to your template.
CUSTOMIZE
Open in Canva. Add your branding, photos, and details.
LAUNCH
Download and print, post, or send to your database.
Buy the whole shop! With one purchase you get everything in the shop and everything we design in the future - FOREVER!
1000+ templates
Includes future templates
Access immediately
Edit in Canva
Best Sellers
Less time designing. More time closing.
Frequently Asked Questions
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Everything. Colors, fonts, images, text. The templates are fully customizable in Canva.
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Open the PDF you received after purchase. The Canva link is inside. Click it or copy/paste into your browser. It opens directly in Canva.
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For a few copies needed quickly, Office Max does solid work with fast turnaround.
For more time (7-10 days), Canva's print service is quality but pricier.
For larger quantities, Mixam (mixam.com) has the best pricing and top-notch quality. Longer shipping, but worth it.
Pro tip for booklets: Saddle stitch is a nice finishing touch. Always use a page count divisible by four (12, 16, 20 pages).
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After checkout, you'll receive an email with a PDF containing a link to the Canva template. Click the link and it opens directly in your Canva account.
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No. The templates work with free Canva. Some individual elements within Canva may be marked as Pro, but you can swap those out with free alternatives.
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Yes. Everything is fully editable. Add your branding, swap colors, change fonts, replace photos, and adjust text.
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Yes. Once you purchase, the template is yours to use as many times as you want for your own business.
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Yes. Share the Canva link with your team and they can customize it for you.
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No. This is a digital download. Nothing will be mailed to you.
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Due to the digital nature of the product, all sales are final. If you have issues accessing your template, contact us and we'll help.
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No. Templates are for your personal business use only. Reselling or distributing is not permitted.
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Ready to stop playing small?
MEET KELLI, BRAND AND MARKETING STRATEGIST AND DESIGNER FOR REAL ESTATE BUSINESS OWNERS.
Using my 15+ years experience as a Marketing Manager AND real estate agent coupled with my passion (and talent!) for branding, my mission is to help and support as many real estate agents as possible in building and growing their brands and businesses.
