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Beyond the Basics of Business Planning for Owners and Managers
Beyond the Basics of Business Planning for Owners and Managers Storefront > Managers' Resources > Coaching Resources
Beyond the Basics of Business Planning for Owners and Managers
Part Number: 7e848JN63AaF
Price: $249.00
Status: Available

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This is a digital program--nothing is shopped to you. All the planning templates are online, ready for you to fill in, along with all video tutorials for your agents and you.

This program is available to real estate professionals worldwide.

Important: You won't get your materials on this site. After you order the program, you will get an email that directs you to the business planning membership site. Watch for that email. You will register. We will approve your registration via email within 24 hours of your registration. Then, you can go to the membership site and get all your information.

If your business planning process is falling short (or failing to start at all!), you’ll love the dozens of tips, planning pages, and agents’ instructional webinars included in this package. And, it’s all proven in the field.

Carla Cross, author of the only internationally published book on business planning, and the CRB (Certified Real Estate Brokers’) course for managers on business planning integration, has put together a package to solve your major business planning hurdles.

How It Works

All the webinars are recorded, so you can access them at your convenience, and as many times as you wish. All the documents and bonuses are readily accessible at any time for you, too. The information will be available to you by November 20, so you have plenty of time to put your plans in place.

All the template planning pages (for both you and your agents) are online, ready for you to save and complete online.

How to Get Every Agent a Business Plan:

In 2 informative and entertaining webinars, Carla teaches your agents how to write a great plan—and provides you the 8 most critical planning guides. Carla even makes suggestions on how you can facilitate these webinars, if you wish, and have your agents write much of their plans while in the webinars—easy, fast, and foolproof!

Carla Cross’s business planning system works. Following her concepts, I earned almost 6 figures in my first year as an agent. Her system has been an integral part of my business success ever since.

Nada Sundermeyer, John L Scott, Inc
#1 in sales for three years in 1,430-agent company; NAR Superstar Panelist

Tips on how to get your agents to plan: Carla provides a webinar for you, in how to convince and coach your agents to great plans

How to get a Great Office Plan—and Buy-In from your Agents

In a fast-paced webinar, Carla shows you exactly how to involve your agents in the office planning process, to assure increased teamwork, cooperation, and understanding of your goals. She shows you how to integrate the agents’ plans with your own plan to make a realistic plan.

How to Create your Office Plan

In a webinar, Carla walks you through her proven strategic planning process for owners—and provides you the15 critical planning documents ready to use to create your plan

Get every agent to create a business plan. Inspire, teamify, and motivate your agents. Gain your own office plan to recruit, retain—and profit more.

To anyone who might read this, Carla’s systems work, Period. If anyone wants to save time and get their real estate business functioning and profitable, you must employ Carla and her real estate business systems. They work.

Thomas Sanzo, Geneva, Ohio

Your material INSPIRES me and MOTIVATES me and gives me an energy boost as a manager (unfortunately, being at the top doesn’t give many strokes and we spend most of our energy giving our agents that attention…you are giving me that.). Many thanks to you – GREAT JOB, CARLA!!!

Greg Fedro, Recar & Associates, Realtors

What You’ll Get in this Comprehensive Managers’ Planning Package

5 webinars:
• Agents: How to Create a Great Business Plan—part one
• Agents: How to Create a Great Business Plan—part two

In these training webinars, Carla teaches your agents exactly how to create a strategic plan that works for them (so you don’t have to)
14 major business planning templates and documents to use for your agents’ plans are included in this package, too.

• Webinar: How to Persuade your Agents to Make Business Plans
This webinar shows you how you can assure each of your agents actually writes a good business plan.
• Webinar: How to Create a Great Office Plan
This webinar walks you step by step through your strategic planning process, so you create an office plan to address your greatest challenges.
15 major busines planning templates documents to make your office plan are included in this package, too.
• Webinar: How to Integrate your Agents’ and Office Plans for Greater Teamwork
This webinar shows you how to use the business planning process to integrate your agents’ and office plan—providing focus, teamwork, and inspiration


• How to Do a Focusing Workshop to Teamify and Inspire your Office—a Leadership Strategy
• From the Coach: 53 Pointers for your Business Plan—use with your agents to coach them to better business plans
• 10 Guaranteed Methods to Save Money
• 52-page eBook: Beyond the Basics of Business Planning (for managers). This eBook walks you through 2 processes: How to get your agents to create great plans, and how to integrate your office and agent plans for greater teamwork, culturizing, and inspiration
•  For Teams: How to Use the Planning Process to Teamify

The most comprehensive system available under one cover… It will help associates, managers and trainers more quickly achieve success.”
Mike Brodie, CRB, CRS, Past Treasurer of the National Association of Realtors, Past President Realtors National Marketing Institute®; CRS Instructor

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