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Elevated Agent

Real Estate Business Plan

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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 2022 for your most successful year yet!

Do NOT waste another year of just guessing what will work. Make a plan and stick to it!

What is included: (Canva and a full PDF included with your purchase)
  • 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 personal real estate brand!


1. Download the PDF that contains your link
2. Just change the colors to your company's branding standards, add any additional images or logos you want
3. Once you're finished editing the template, feel free to download or edit as much as you want
4. Come back and leave us a review! (pretty please)

----Use this Packet for ANY company...simply change the colors and add your logo----

----This presentation can be used in any state or country, just edit it per state laws----

----Easily translates into other languages----

----Takes less than an hour to have a completed Pre-Listing Packet----

----Download in PDF or JPEG right out of Canva----

----One time purchase, forever your template----



Your purchase licenses you to use this template for personal use, i.e. to create and distribute a flattened end-product via your personal website, e-mail marketing platform, and/or social media channels. This template CAN NOT be resold or redistributed.

The sale of this template is not affiliated with Canva in any official way. Due to their digital nature, all products are non-refundable and non-returnable, with no exceptions.

This Template is designed in Canva. COMMON KNOWLEDGE OF CANVA IS REQUIRED. See our Canva Guide for more information or view our Canva Video Tutorials.

PLEASE NOTE: The free version of Canva now charges per download, but you can get FREE unlimited downloads for 30 days using this link for a trial version of Canva Pro:

 We also cannot guarantee the use of all free elements, Canva changes which are free and which are premium constantly. Thank you for understanding.

Returns Policy

Due to their digital nature, all products are non-refundable and non-returnable, with no exceptions.

You can always contact us for any return question at

Damages and Product Issues
Please inspect your order upon reception and contact us immediately if the item is defective, damaged, or if you receive the wrong item, so that we can evaluate the issue and make it right.

Unfortunately, we cannot accept returns on sale items or gift cards.