Rethink Real Estate

Business Planning Tool

January 16, 2023

Download Your 2023 Real Estate Business Planning Tool

Elevate your real estate business in 2023 with our comprehensive business planning excel file. Designed for real estate professionals, this free tool helps you outline your business plan, set and track your income goals, and manage your prospecting and farm area for the year.


In our business planning video and template, we look at all facets of prospecting. Only a small minority of people are lucky enough to have a strictly referral business. A very small minority. A referral business is the goal, but in order to achieve this, we need to do the ‘hard yards’ and prospect. Prospecting has become even more important as the market starts to slow down. We look at a variety of prospecting techniques to reach potential clients, such as cold calling, door-to-door canvassing, open houses, and micro-farming. By understanding the importance of personal prospecting, you can increase lead conversions.

Finally, building a sphere of influence database is essential for real estate agents, especially with recent changes in privacy laws. By building a database of contacts, you will be able to better reach out to potential clients and build relationships with them to ensure you are working towards the elusive referral business.

Download our business planning template today, and you’ll have all the tools you need to make your real estate business a success!

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