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Goal Planning helps you define what success looks like and break it down into achievable steps. Stay focused, motivated, and accountable with structured goal tracking.

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Why Goal Planning Matters

Real estate success doesn’t happen by accident. Top producers know exactly what they want to achieve and have a plan to get there. Goal Planning helps you:
  • Define clear targets - Know exactly what you’re working toward
  • Break down big goals - Turn yearly goals into daily actions
  • Track progress - See how you’re doing in real-time
  • Stay motivated - Celebrate wins and course-correct when needed

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Goal Planning Features

Business Planning

Annual and quarterly business plan creation

Goal Setting

Define specific, measurable targets

Daily Tasks

Break goals into actionable daily items

Progress Tracking

Monitor your advancement toward goals

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How It Works

1

Set Your Vision

Define what success looks like for you this year
2

Create Goals

Set specific, measurable goals aligned with your vision
3

Break It Down

Divide goals into monthly, weekly, and daily targets
4

Take Daily Action

Complete the tasks that move you toward your goals
5

Review and Adjust

Track progress and adjust your approach as needed

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Goal Categories

Set goals across different areas of your business:

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Production Goals

  • Number of transactions
  • Total sales volume
  • Commission income
  • Average sale price

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Activity Goals

  • Calls per day/week
  • New contacts added
  • Appointments set
  • Showings conducted

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Marketing Goals

  • Social media followers
  • Content pieces created
  • Open house attendance
  • Website traffic

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Personal Development

  • Training completed
  • Certifications earned
  • Books read
  • Mentorship sessions

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The Goal Hierarchy

Goals work best when connected: 
Annual Vision
    └── Yearly Goals
        └── Quarterly Targets
            └── Monthly Milestones
                └── Weekly Focus
                    └── Daily Tasks
Start with your annual goals, then work backward. What needs to happen this month, this week, and today to stay on track?

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Getting Started

1

Access Goal Planning

Go to Goal Planning from the main navigation
2

Create Your Business Plan

Complete the guided business planning process
3

Set Your First Goal

Click + New Goal and define your target
4

Add Daily Tasks

Break down your goal into daily actionable items
5

Check In Daily

Review your Daily Pulse and complete your tasks

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Daily Pulse Integration

Your Goal Planning connects directly to your Daily Pulse:
  • Morning review - See today’s goal-related tasks
  • Progress updates - Track what you’ve accomplished
  • Course correction - Adjust when you’re off track
  • Celebration - Acknowledge your wins

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Learn More

Setting Goals

Create effective, achievable goals

Daily Tasks

Manage your daily action items