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What Planning & Goal Setting Tools Should I Be Using?

June 29, 2011


   Question:  What Planning & Goal Setting Tools Should I Be Using?




   Answer:    Re/Max Crossroads has been in business for 30 years, with sales totaling over $1 billion last year alone.  The key to so many of our brokerage Top Producers’ success is planning their work and working their plan.  With the generous help from them, we have created a “Top Down Planner” for you.  This Planner will give you a clear path to follow based on the various goals that you set.


The “Top Down Planner” is available electronically on our office Intranet site, only made available to Re/Max Crossroads Agents.


  1. Go to:
  2. Login with your User ID (your first name) & your Password (your last name)
  3. Under Quick Links on the Homepage, click on “Top Down Planner for Realtors”


Once the Top Down Business Planner is open, you will find a very easy to use table showing: “Your Goals”, “Your Averages”, “What You Need to Do”, and “Time Investment”.  All that you need to do to use it is to fill in the RED numbers. Everything else will be calculated automatically for you and your goals will be shown in BLACK numbers.  Examples of goals computed for you include: 


  • Total number of leads and transactions required;
  • Percent of your gross income to be reserved for advertising;
  • Total number of listing/buyer presentations required; and
  • Total contacts that need to be made. 


By following the generated targets, you can clearly see what has to be done in order to meet your annual goals.   The Top Down Planner will also compare Your Averages vs. Industry Averages to give you a benchmark for better evaluation.  It also tells you how many hours you will need to invest in presentations, generating business, and servicing listings and working with buyers in order to achieve your goals successfully.


You should make use of The Top Down Planner as it is a very simple and comprehensive tool designed to help you look at your business as strategically as some of the most productive Realtors in the business.   Don’t forget to save your completed Top Down Planner and print a copy.  You should review your goals periodically and track your progress throughout the year. Make sure you keep on top of your goals.


Remember, set realistic and attainable yet driven goals, manage your time wisely, and balance your priorities vs. other tasks based on your set goals.  Most of all, believe in yourself just as Re/Max Crossroads believes in you!


“The greater danger for most of us lies not in setting our aim too high and falling short, but in setting our aim too low and achieving our mark.”- Michelangelo



Our Website Wednesday’s are part of an overall campaign to keep you updated, informed and up-to-date on the most relevant technology available at our office.  We would really appreciate any questions you may have, as it will assist us in answering that question for everyone in the office.  So please reply back with any questions or concerns you may have.


And until next week, have Fantastic week!

Tagged with: website wednesdays planning goal setting tools
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