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Explore the Marketing Center

2024 Business Success Plan

*Sponsored by ARW Home Warranty. Learn more about ARW Home Warranty here.


Real estate agents are small business owners in the purest sense. We're in real estate to earn a profit and gain wealth. We must navigate our business through difficult times, deal with reductions in commission, handle demanding clients, and fight off competition from hundreds of agents in our market. Without a roadmap for success, it's easy to get lost.

So let's make a plan.

This exercise will help you determine how much money you want to make each year, and how much business you'll have to do to make it happen. It's not going to figure everything out to the last penny, but it'll give you a good idea of how hard you'll have to work to achieve your goals.

As you create your business plan you'll analyze your personal and professional spending. You'll discover where you can make cuts, and where you get more bang for your buck.

During this process, you will also create your business core values and brand promise. This is how your clients will see you and how they will describe you when they are giving your name to their friends and neighbors as their trusted real estate referral.




We recommend using the free version of Adobe Acrobat Reader for best results with the interactive version of the plan.

Please note, Apple Preview does not support the auto-calculation functionality of the interactive PDF.

Build your business plan step by step alongside Breakthrough Broker's President Eric Sachs by viewing the Business Plan Workshop below!

Thank you to our webinar sponsor: ARW Home Warranty. Learn more about ARW Home Warranty here.

breakthroughbroker
Technology, marketing, & strategy your real estate business needs!

Being a Real Estate Professional is challenging. Finding the time and technology to stay top of mind and generate new business is a full-time job. Breakthrough Broker is here to help.

Equipped with features such as:

Workbooks, checklists, playbooks, and workshops to support the growth and management of your business.
Easy-to-use marketing technology to create and customize professional marketing designs.
Direct mail marketing services and engaging social media content.

Create your free account and join over 600,000 other real estate pros.

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A guide to your advanced real estate marketing tool kit.
Click through the menu on that left to see all the incredible perks of your BB Plus membership, as well as tutorials for using them to save more time and sell more homes.
MLS Lookup
Automated Postcard Campaigns
Social Posts
Team Designs
Preset Brand Color
Headshot Library
Other BB Plus Benefits
Using MLS Lookup
Create marketing for your listing in seconds
  1. Find a marketing template you love.
  2. Enter your listing’s MLS number in the left sidebar.
  3. Watch as your listing’s information and photos instantly populate the item.
  1. Double check for accuracy.
  2. Download for free, share on social media, or use our printing and shipping services.
  3. Create marketing for your listing in seconds.
Select a template and try the MLS Lookup!
Using Automated Postcard Campaigns
Take care of your sphere marketing for the year with just a few clicks.
  1. Choose a postcard set.
  2. Customize your postcards with your information and special message.
  3. Upload your contacts’ addresses or purchase a mailing list.
  1. Purchase your direct mail campaign.
  2. Sit back and relax! Each postcard will be automatically sent at the right time throughout the year.
Create your Automated Postcard Campaign!
Setting up team and two-agent branding
Market as a team.
  1. Visit your BB Plus profile using the waffle icon in the top right corner.
  2. Upload your teammate or team’s information, headshot, and logo.
  3. Open your desired marketing template and select two-agent or team in the left sidebar.
  1. Whatch your teammate or team's information instantly populate the item.
Try team branding by editing a template!
Selecting your preset brand color
Say good bye to “Frankenstein” marketing.
  1. Visit your BB Plus profile using the waffle icon in the top right corner.
  2. Click the Edit Primary Brand Color widget.
  3. Select your brand color with the color picker or enter the Hexcode and click Select.
  1. Moving forward, every customizable marketing template you edit will automatically load with your brand color.
Using your headshot and logo library
Put your best look forward.
  1. Visit your BB Plus profile using the waffle icon in the to pright corner.
  2. Upload additional headshots and logos.
  3. Click Update to save changes.
  1. Edit your favorite marketing template and click on the headshot or logo image slot to pull up your library of images and select.
Other BB Plus Benefits
Premium Designs & Content
Eye-catching, exclusive marketing material and print collateral branded for you.
Unlimited Downloads
Every standard & premium content piece downloaded as much as you.
10% Off Print Orders
Receive 10% off all print orders, including our direct mail services.