2025 Business Planning

Our Resources for You to Succeed!

1. 2025 Business Workbook

Editable PDF with a comprehensive plan for real estate business success in 2025.

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2. Daily Planner

Two-sided editable PDF daily planner worksheet with top priorities and real estate-focused goals.

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3. Quarterly Plan Worksheet

Editable PDF to plan out your goals for each quarter of this year.

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4. 2025 Marketing Resources

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5. Marketing & Lead Gen

Google Folder with marketing and lead gen resources.

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6. Brand and Mission Statement AI Prompt

Pretend you are an expert brand strategist and digital marketer. I am working on establishing my brand identity. I am going to give you some information about myself and my business, and I'd like to you give me the following: Unique Value Proposition, Ideal Client, Target Audience, Brand Personality, Brand Story, Brand Promise, Brand Values, and ideas for my Visual Branding.

The Information:

Location & Specialty: [Austin, Texas (also have a showing assistant for my DFW clients. I used to live there 😊). I specialize in VA and first time home buyers.]

Differentiation & Strengths: [I take a fun, relaxed approach to purchasing a home. Most of my clients are nervous about the process and it’s my goal to guide them in one of their most important financial steps to generational wealth. I’m a mom and a wife first - but will always go above and beyond for my clients. Keeping family in mind has helped my clients feel confident, relaxed and cared for during their home buying experience. I want them to walk away feeling like they bought a house and gained a friend.]

Client Needs & Solutions: [If it’s my VA buyer my goal is to gain trust and confidence quickly with my knowledge about both VA purchasing experience and moving. My husband was a marine - I can always relate and empathize to the moving and changing. I use my own experience with the military life to help them gain that confidence in me. For first time home buyers -I’ve been there. It’s so stressful and can be very overwhelming. My goal is for them to know they have someone to lean on during the process.]

Tone of Voice: [Casual, friendly & personable.]

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