ULTIMATE AGENT’S

PLANNER

If Found, Please Return To:

Name: ...................................................................................
Phone: . . ..................................................................................
Address:..............................................................................
Email: ...................................................................................
 Welcome to the Family!!! You are one of the more fortunate real estate agents
who have successfully hurdled our rigorous vetting process. With our partnership,
we created the dream team to herald the new leaders in the real estate business.
Your career success is important to us since it symbolizes our status as the best
real estate business in the country and beyond. You will have full support and
resources to maximize your potential. Failure will never be on the horizon since
you will be provided personalized strategies to overcome any challenge you may
encounter to bring your closer to achieving your goals. Together, let us flourish
and build a dynamic partnership.

We Innovate Business Strategies For YOU to Guarantee your Success!!!

Evolution and innovation are the keys to success. Leaders do not rest on their
laurels. They seek, they learn, and they listen. You are a good fit to the company
but there is always room for improvement. Your flaws will not impede your
growth and promotion in the company, it is your resolve to overcome these
shortcomings that will determine your career path and success. We will innovate
business strategies to harness your strengths and to convert your weaknesses into
your greatest assets. Together, we will build a strong partnership geared towards
success.

We Motivate and Inspire You to Succeed!!!

Your success is in your hands all you need is your commitment and dedication
(C)Copyright 2019 LYONS REALTY: as you begin your career with us. Though we have established good business
The ultimate Agent’s Planner framework and processes, we still strive to create and develop ways and methods
All rights reserved. This book or to adapt to the evolving needs of our customers and to guarantee your success.
any portion thereof may not be Let us mutually help and inspire each other to achieve the pinnacles of success.
reproduced or used in any manner
whatsoever without the express
We Truly Appreciate Your Efforts to Make Us Successful!!!
written permission of the publisher
except for the use of brief quotations
in a book review. You are a valued partner in this Company. Thank you for being part of our journey
and no effort is ever small to make an impact to create tranquil and beautiful
communities.

2 3
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 2020 2021
January February March January February March
SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA
1 2 3 4 1 1 2 3 4 5 6 7 1 2 1 2 3 4 5 6 1 2 3 4 5 6
5 6 7 8 9 10 11 2 3 4 5 6 7 8 8 9 10 11 12 13 14 3 4 5 6 7 8 9 7 8 9 10 11 12 13 7 8 9 10 11 12 13
12 13 14 15 16 17 18 9 10 11 12 13 14 15 15 16 17 18 19 20 21 10 11 12 13 14 15 16 14 15 16 17 18 19 20 14 15 16 17 18 19 20
19 20 21 22 23 24 25 16 17 18 19 20 21 22 22 23 24 25 26 27 28 17 18 19 20 21 22 23 21 22 23 24 25 26 27 21 22 23 24 25 26 27
26 27 28 29 30 31 23 24 25 26 27 28 29 29 30 31 24 25 26 27 28 29 30 28 28 29 30 31
31

April May June April May June

SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA
1 2 3 4 1 2 1 2 3 4 5 6 1 2 3 1 1 2 3 4 5 6
5 6 7 8 9 10 11 3 4 5 6 7 8 9 7 8 9 10 11 12 13 4 5 6 7 8 9 10 2 3 4 5 6 7 7 8 9 10 11 12 13
12 13 14 15 16 17 18 10 11 12 13 14 15 16 14 15 16 17 18 19 20 11 12 13 14 15 16 17 8 9 10 11 12 13 14 14 15 16 17 18 19 20
19 20 21 22 23 24 25 17 18 19 20 21 22 23 21 22 23 24 25 26 27 18 19 20 21 22 23 24 15 16 17 18 19 20 21 21 22 23 24 25 26 27
26 27 28 29 30 24 25 26 27 28 29 30 28 29 30 25 26 27 28 29 30 22 23 24 25 26 27 28 28 29 30
31 29 30 31

July August September July August September

SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA
1 2 3 4 1 1 2 3 4 5 1 2 3 1 2 3 4 5 6 7 1 2 3 4
5 6 7 8 9 10 11 2 3 4 5 6 7 8 6 7 8 9 10 11 12 4 5 6 7 8 9 10 8
9 10 11 12 13 14 15 5 6 7 8 9 10 11
12 13 14 15 16 17 18 9 10 11 12 13 14 15 13 14 15 16 17 18 19 11 12 13 14 15 16 17 16 17 18 19 20 21 22 12 13 14 15 16 17 18
19 20 21 22 23 24 25 16 17 18 19 20 21 22 20 21 22 23 24 25 26 18 19 20 21 22 23 24 23 24 25 26 27 28 29 19 20 21 22 23 24 25
26 27 28 29 30 31 23 24 25 26 27 28 29 27 28 29 30 25 26 27 28 29 30 31 30 31 26 27 28 29 30
30 31

October November December October November December

SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA
1 2 3 1 2 3 4 5 6 7 1 2 3 4 5 1 2 1 2 3 4 5 6 1 2 3 4
4 5 6 7 8 9 10 8 9 10 11 12 13 14 6 7 8 9 10 11 12 3 4 5 6 7 8 9 7 8 9 10 11 12 13 5 6 7 8 9 10 11
11 12 13 14 15 16 17 15 16 17 18 19 20 21 13 14 15 16 17 18 19 10 11 12 13 14 15 16 14 15 16 17 18 19 20 12 13 14 15 16 17 18
18 19 20 21 22 23 24 22 23 24 25 26 27 28 20 21 22 23 24 25 26 17 18 19 20 21 22 23 21 22 23 24 25 26 27 19 20 21 22 23 24 25
25 26 27 28 29 30 31 29 30 27 28 29 30 31 24 25 26 27 28 29 30 28 29 30 26 27 28 29 30 31
31

4 5
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 USING THIS PLANNER
One of the best features to the Ultimate Agent Planner©is that whether you’re a
brand new agent just hitting the streets or are a seasoned vet, the goal setting and
accountability trackers will work for everyone.

MONTHLY RECAP
Tracking your goals creates instant SYSTEMS = ACCOUNTABILITY
accountability. The Monthly Recap is a guided
reflection of your accomplishments, your DAILY PRIORITIES - The 1-2-3!
prospecting, and the areas that you want to Each night before you call it a day and close your eyes, take a few minutes to write down
improve. Each month will be different than tomorrow’s top 3 priorities. Knowing what you have to do tomorrow before you go to bed
GOAL PLANNING the last with new challenges, deadlines, and prepares you mentally for the next day. It’s more psychological than you know. Take a look at your
This is where you’re going to create time crunches. The Monthly Recap is an appointments for the day and know what must get done to make tomorrow a success.
and break down your 1, 3 & 5 year important tool that will keep you mindful of
goals. Kind of like you’re creating where and how you are spending your time. PIPELINE AT-A-GLANCE
your very own road map to how to
Knowing where your clients are in the sales process is the best way to track your progress and your
be a rock star real estate agent. To be
pipeline. ALWAYS keep this section updated (use a pencil so you can make adjustments).
frank, goal planning is one of the most
important parts of success. Don’t rush EXPENSE TRACKING
this section. Dive in. Be realistic and This is a no-brainer. You MUST keep track of every dollar you spend and every mile you drive. There
then be inspired. Dream big. are tons of apps and services and what nots that can track this for you, but writing down that you
spent $400 on lunches might change the way you spend when you see it on paper every week.

MONTHLY OUTLOOK MILEAGE TRACKER

Consider the Monthly Outlook the big Also, if you get in the habit of tracking your mileage now, come next year when you’re getting
sister to the Monthly Recap. By taking everything in order for your taxes, you’ll thank yourself for having a simple system in place that
the time to plan out the new month saves you so much time. Personally, I use the MileIQ app and every day or so tally my numbers and
at hand you’re actually planning for write it in my planner
success. What you do today, pays in
three months. Each month you will MUST-DO QUICK LIST
look to improve upon the last as well This is literally the “get shit done” section. You’ll always have a list of things that need your attention,
as CHALLENGE yourself to break status and most of the time it’s going to be tasks that won’t make you money. But they still have to be
quo. done. The best way to stay on top of the ball is to be aware of where your attention is needed and
cross it off ASAP so you can move on to the MONEY MAKING.

6 7
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
Goal Planning: Designing Your Dream
The fun part about setting any goal is realizing what acheiving those goals will do to improve your Envisioning your future life: What are some 7 specific things that you want to
life. Dial in to where you want to be in the next 5 years. Paint a picture of success that is not only accomplish during the next 5 years:
motivating but is a daily reminder of WHY you’re working so hard.

Think about your life and your business five years from now. Close your eyes and really envision it.
What does it look like? Don’t think in terms of dollars and numbers just yet.
Be specific. Describe what it looks like to you to be living your best life in 5 years.

What are some action items that you will need to accomplish in order to
achieve these goals.

8 9
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Goals Worksheet: Inspired Action Plan
Goal Worksheet: Reverse Engineering Now that your goals are set it’s time to develop an action plan. What are some
Congratulations on writing your vision! Now it’s time to pull some 5-year goals from specific things that you can do on a
that vision and trickle them back. Choose a 5 year goal in either personal, career or
health and plug it into this worksheet. Things that I can start doing monthly. . .

January
Personal Career Health
February
March
April

5 Year May
Goal June
July
August
September
To Get to my 5-Year Goal, I Will . . .
October
November
December
3 Year
Goal New habits that I can start doing weekly. . .

To Get to my 3-Year Goal, I Will . . .

New habits that I can start doing everyday. . .

1 Year
Goal

To Get to my 1-Year Goal, I Will . . .

10 11
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 In to order break down these GOALS we need to determine a few things.
Goal Planning: Crunching The Numbers You may need to ask your Broker or look at your past years sales. If you’re brand new
Do you know how many contacts you need in order to hit your sales goal? and just have no idea where to start, pick a city, neighborhood or community that you
Or how many Appointments you need? The National Association of REALTORS plan to focus on and look up the sales for the past year to calculate these numbers.
Average Statistics for Prospecting Conversions
Average Sales Price:.............................................................................................................................
35 Contacts for 1 Appointment Your Average Commision:..............................................................................................................
4 Appointments for 1 Closed Sale This Years Goal: ..................................................................................................................................
*3-Year Revenue Goal:........................................................................................................................
*5-Year Revenue Goal:........................................................................................................................

Example: *Your Annual goals should increase by 30% year-over-year

Average Sales Price: P265k due to repeat clients and client referrals.
Your Average Commision: P9k
This Years Goal: P5M Sales / P150k Gross Income Annual Goal:
*3-Year Revenue Goal: P8.5M Sales / P255k Gross Income Sales Goal:.............................../Average Sales Price.............................= (#of Sales Needed) .........................
*5-Year Revenue Goal: P13M Sales / P390k Gross Income
*Your Annual goals should increase by 30% year-over-year due Sales Needed:.......................................................... x 4 (Appointments) = ..................................................................
to repeat clients and client referrals. Appointments Needed: ................................................ x 35 (Contacts) = ..........................................................

Annual Goal: Monthly Goal:

Sales Goal: P5M Sales /Average Sales Price P265k = (#of Sales Needed) 19 transactions
Appointments Needed .......................................................... / 12 months =.............................................................
Sales Needed: 19 transactions x 4 (Appointments) = 76 appts Contacts Needed: ........................................................................ / 12 months =.............................................................
Appointments Needed 76 x 35 (Contacts) = 2,660 Contacts

Monthly Goal:
Appointments Needed 76 appts / 12 months = 6.3 appts / mo Think about your goals - and how they are applicable to your income. Do you
know what your income goal needs to be in order to obtain your goals?
Contacts Needed: 2,660 / 12 months = 222 contacts / mo
..........................................................................................................................................................................................................................................................................
..........................................................................................................................................................................................................................................................................
..........................................................................................................................................................................................................................................................................
..........................................................................................................................................................................................................................................................................
..........................................................................................................................................................................................................................................................................
..........................................................................................................................................................................................................................................................................

12 13
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Outlook January Year 1 If it doesn’t challenge you, it won’t change you!
day 4 day 5 day 6 day 7
Monthly Goals day 1 day 2 day 3

It’s a new month. Update your goals

and stay on track - you’ll also need these
numbers as you track your weekly goals.

Item Goal day 11 day 12 day 13 day 14

day 8 day 9 day 10
Number of New Contacts
Number of Appointments
Number of New Listings
Number of Sales day 18 day 19 day 20 day 21 CHALLENGE:
Number of Leases day 15 day 16 day 17 Start the year
Number of Referrals off on the right
What are 3 things you can foot by getting
improve this month?
organized! Fill
day 25 day 26 day 27 day 28 in the Closings
day 22 day 23 day 24
Tracker for the
entire year now
and mark the 1st
of each month
day 29 day 30 day 31
as the day you
mail out your
Notes
Notes
monthly Home
Equity Reports.

Closings Tracker
NAME ADDRESS DATE

14 15
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 December 31 - January 6 If you want to fly, give up everything Monthly Goal: January 5
that weighs you down.- Buddha
Weekly Goal: 6:00 AM.................................................
December 31 January 1 January 2
January 3 January 4 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. January 6
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

16 17
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Goal: January 12
January 7- January 13 Focus on where you want to go,
not what you fear. Weekly Goal: 6:00 AM.................................................
January 7 January 8 January 9
January 10 January 11 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. January 13
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

18 19
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Success begins with two beliefs: the future Monthly Goal: January 19
January 14- January 20 can be better than the present, and that
you have the power to make it better. Weekly Goal: 6:00 AM.................................................
January 14 January 15 January 16
January 17 January 18 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. January 20
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

20 21
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Goal: January 26
January 21 to January 27 The past is your lesson. The present is
your gift. The future is your motivation.
Weekly Goal: 6:00 AM.................................................
January 21 January 22 January 23
January 24 January 25 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. January 27
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

22 23
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Goal: February 2
January 28 - February 3 The day you plant the seed is not
the day you eat the fruit. Weekly Goal: 6:00 AM.................................................
January 28 January 29 January 30
January 31 February 1 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. February 3
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

24 25
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Recap Monthly Prospecting Planner
Reflect on the past month - What are some things that went well,
and what did not go well. Name Notes Name Notes
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
Did you hit your business goals? If not, Identify what may be blocking you ? .................................................................................................. ..................................................................................................
What can you change for next month? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

What are your biggest priorities for next month? How can you make .................................................................................................. ..................................................................................................
this week even better than last? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

26 27
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Outlook February Year 1
day 4 day 5 day 6 day 7
Monthly Goals day 1 day 2 day 3

It’s a new month. Update your goals

and stay on track - you’ll also need these
numbers as you track your weekly goals.

Item Goal day 11 day 12 day 13 day 14

day 8 day 9 day 10
Number of New Contacts
Number of Appointments
Number of New Listings
Number of Sales day 18 day 19 day 20 day 21 CHALLENGE:
Number of Leases day 15 day 16 day 17 Become your
Number of Referrals farming
market area’s
What are 3 things you can online know-
improve this month?
it-all! Create a
day 25 day 26 day 27 day 28 monthly market
day 22 day 23 day 24 report that you
not only post via
your blog, social
media and other
online sources,
but you also
day 29 day 30 day 31
print it and pass
it out at local
Notes events and share
with other local
business owners.
BE CONSISENT!

Closings Tracker
NAME ADDRESS DATE

28 29
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Goal: February 9
February 4- February 10 If you want to be more successful,
stop waiting on other people...
Weekly Goal: 6:00 AM.................................................
February 4 February 5 February 6
February 7 February 8 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. February 10
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

30 31
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Goal: February 16
February 11- February 17 ... Start serving more people ...
Weekly Goal: 6:00 AM.................................................
February 11 February 12 February 13
February 14 February 15 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. February 17
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

32 33
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Goal: February 23
February 18- February 24 ... Start sharing your story ...
Weekly Goal: 6:00 AM.................................................
February 18 February 19 February 20
February 21 February 22 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. February 24
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

34 35
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Goal: March 2
February 25 - March 3 ... Start loving your work.
Weekly Goal: 6:00 AM.................................................
February 25 February 26 February 27
February 28 March 1 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. March 3
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

36 37
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Recap Monthly Prospecting Planner
Reflect on the past month - What are some things that went well,
and what did not go well. Name Notes Name Notes
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
Did you hit your business goals? If not, Identify what may be blocking you ? .................................................................................................. ..................................................................................................
What can you change for next month? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

What are your biggest priorities for next month? How can you make .................................................................................................. ..................................................................................................
this week even better than last? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

38 39
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Today I will do what others won’t so that
Today I will do what others won’t so that tomorrow

tomorrow I can do what others can’t.

I can do what others can’t.
Monthly Outlook March Year 1
day 4 day 5 day 6 day 7
Monthly Goals day 1 day 2 day 3

It’s a new month. Update your goals

and stay on track - you’ll also need these
numbers as you track your weekly goals.

Item Goal day 11 day 12 day 13 day 14

day 8 day 9 day 10
Number of New Contacts
Number of Appointments
Number of New Listings
Number of Sales day 18 day 19 day 20 day 21 CHALLENGE:
Number of Leases day 15 day 16 day 17 Take a class or join
Number of Referrals a team! Sign up for
dance lessons, an
What are 3 things you can exercise class, couples
improve this month? cooking class, join
day 25 day 26 day 27 day 28 an indoor soccer
league or roller derby
day 22 day 23 day 24
team! Get involved
and have FUN! It’s a
great way to network
and meet new people,
but it’s also a great
day 29 day 30 day 31 way to unwind and
take time for yourself
and family.
Notes

Closings Tracker
NAME ADDRESS DATE

40 41
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Goal: March 9
March 4 - 10 Today is another chance to
get better. Weekly Goal: 6:00 AM.................................................
March 4 March 5 March 6
March 7 March 8 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. March 10
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

42 43
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 March 16
Doubt is only removed by action. Monthly Goal:
March 11-17 If you’re not working, thats when
doubt will show up. Weekly Goal: 6:00 AM.................................................
March 11 March 12 March 13
March 14 March 15 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. March 17
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

44 45
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 March 18 - 24 All things are difficult before Monthly Goal: March 23
they are easy! Weekly Goal: 6:00 AM.................................................
March 18 March 19 March 20
March 21 March 22 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. March 24
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

46 47
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 March 25 - 31 Never underestimate the Monthly Goal: March 30
importance of having fun. Weekly Goal: 6:00 AM.................................................
March 25 March 26 March 27
March 28 March 29 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. March 31
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

48 49
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Recap Monthly Prospecting Planner
Reflect on the past month - What are some things that went well,
and what did not go well. Name Notes Name Notes
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
Did you hit your business goals? If not, Identify what may be blocking you ? .................................................................................................. ..................................................................................................
What can you change for next month? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

What are your biggest priorities for next month? How can you make .................................................................................................. ..................................................................................................
this week even better than last? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

50 51
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Outlook April Year 1
Make yourself proud. - Peter W. Smith
day 4 day 5 day 6 day 7
Monthly Goals day 1 day 2 day 3

It’s a new month. Update your goals

and stay on track - you’ll also need these
numbers as you track your weekly goals.

Item Goal day 11 day 12 day 13 day 14

day 8 day 9 day 10
Number of New Contacts
Number of Appointments
Number of New Listings
Number of Sales day 18 day 19 day 20 day 21 CHALLENGE:
Number of Leases day 15 day 16 day 17
Number of Referrals
Join a Real
What are 3 things you can Estate Book
improve this month?
Club or better
day 25 day 26 day 27 day 28 yet, start your
day 22 day 23 day 24 own Brokerage
Book Club! In
the words of
Harry Truman,
“Not all readers
day 29 day 30 day 31 are leaders, but
all leaders are
Notes readers”.

Closings Tracker
NAME ADDRESS DATE

52 53
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 April 1-7 Monthly Goal: April 6
Purpose fuels passion.
Weekly Goal: 6:00 AM.................................................
April 1 April 2 April 3
April 4 April 5 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. April 7
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

54 55
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
April 8 - 14 Everything comes to you in the right moment. Monthly Goal: April 13
Be patient. Be present. Be grateful. Weekly Goal: 6:00 AM.................................................
April 8 April 9 April 10
April 11 April 12 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. April 14
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

56 57
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Goal: April 20
April 15 - 21 Coca-cola sold only 25 bottles in it’s
first year. Never give up! Weekly Goal: 6:00 AM.................................................
April 15 April 16 April 17
April 18 April 19 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. April 21
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

58 59
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 April 22 - 28 If you’re not gaining knowledge, connections Monthly Goal: April 27
or money, you’re wasting your time.
Weekly Goal: 6:00 AM.................................................
April 22 April 23 April 24
April 25 April 26 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. April 28
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

60 61
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Recap Monthly Prospecting Planner
Reflect on the past month - What are some things that went well,
and what did not go well. Name Notes Name Notes
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
Did you hit your business goals? If not, Identify what may be blocking you ? .................................................................................................. ..................................................................................................
What can you change for next month? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

What are your biggest priorities for next month? How can you make .................................................................................................. ..................................................................................................
this week even better than last? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

62 63
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Discipline is the bridge between goals
Monthly Outlook May Year 1 and accomplishment. - Jim Rohn
day 4 day 5 day 6 day 7
Monthly Goals day 1 day 2 day 3

It’s a new month. Update your goals

and stay on track - you’ll also need these
numbers as you track your weekly goals.

Item Goal day 11 day 12 day 13 day 14

day 8 day 9 day 10
Number of New Contacts
Number of Appointments
Number of New Listings
Number of Sales day 18 day 19 day 20 day 21 CHALLENGE:
Number of Leases day 15 day 16 day 17 In real estate, what
you do today will pay
Number of Referrals off in three months.
Don’t let the Back to
What are 3 things you can School slump slow you
improve this month?
down! Host a First
day 25 day 26 day 27 day 28 Time Home Buyers
Class. Gather info on
day 22 day 23 day 24
grants, down pay-
ment assistance, and
different loan pro-
grams that can help
potential home buyers
jump in the market
day 29 day 30 day 31 sooner than they had
hoped for.
Partner with your
Notes trusted mortgage
professionals and title
companies to help get
the word out.

Closings Tracker
NAME ADDRESS DATE

64 65
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Goal: May 4
April 29 - May 5 Dress like you own the bank,
not like you need a loan from it. Weekly Goal: 6:00 AM.................................................
April 29 April 30 May 1
May 2 May 3 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. May 5
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

66 67
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 May 6 - 12 I’d rather hustle 24/7/365 than Monthly Goal: May 11
slave from 9 to 5. Weekly Goal: 6:00 AM.................................................
May 6 May 7 May 8
May 9 May 10 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. May 12
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

68 69
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 May 18
May 13 - 19 Your level of success is determined by your
level of discipline and perseverance.
Monthly Goal:
Weekly Goal: 6:00 AM.................................................
May 13 May 14 May 15
May 16 May 17 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. May 19
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

70 71
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 May 20 - 26 If opportunity doesn’t knock... Monthly Goal: May 25
build a door. Weekly Goal: 6:00 AM.................................................
May 20 May 21 May 22
May 23 May 24 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. May 26
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

72 73
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 May 27 - June 2 I thought about quitting. But then Monthly Goal: June 1
I realized who all was watching. Weekly Goal: 6:00 AM.................................................
May 27 May 28 May 29
May 30 May 31 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. June 2
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

74 75
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Recap Monthly Prospecting Planner
Reflect on the past month - What are some things that went well,
and what did not go well. Name Notes Name Notes
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
Did you hit your business goals? If not, Identify what may be blocking you ? .................................................................................................. ..................................................................................................
What can you change for next month? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

What are your biggest priorities for next month? How can you make .................................................................................................. ..................................................................................................
this week even better than last? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

76 77
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 One day or day one. It’s your decision.
Monthly Outlook June Year 1
day 4 day 5 day 6 day 7
Monthly Goals day 1 day 2 day 3

It’s a new month. Update your goals

and stay on track - you’ll also need these
numbers as you track your weekly goals.

Item Goal day 11 day 12 day 13 day 14

day 8 day 9 day 10
Number of New Contacts
Number of Appointments
Number of New Listings
Number of Sales day 18 day 19 day 20 day 21 CHALLENGE:
Number of Leases day 15 day 16 day 17 Join a Real
Number of Referrals Estate Book Club
or better yet,
What are 3 things you can start your own
improve this month?
Brokerage Book
day 25 day 26 day 27 day 28 Club! In the
day 22 day 23 day 24 words of Harry
Truman, “Not
all readers are
leaders, but
all leaders are
day 29 day 30 day 31 readers”.

Notes

Closings Tracker
NAME ADDRESS DATE

78 79
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 June 8
June 3 - 9 We are what we repeatedly do. Excellence, Monthly Goal:
then, is not an act, but a habit. - Aristotle
Weekly Goal: 6:00 AM.................................................
June 3 June 4 June 5
June 6 June 7 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. June 9
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

80 81
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 June 10 - 16 Stop waiting for the right time. Monthly Goal: June 15
Time isn’t waiting for you. Weekly Goal: 6:00 AM.................................................
June 10 June 11 June 12
June 13 June 14 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. June 16
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

82 83
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 June 22
June 17 - 23 Always deliver more Monthly Goal:
than is expected. Weekly Goal: 6:00 AM.................................................
June 17 June 18 June 19
June 20 June 21 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. June 23
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

84 85
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 People lose their way when they Monthly Goal: June 29
June 24-30
lose their why. Weekly Goal: 6:00 AM.................................................
June 24 June 25 June 26
June 27 June 28 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. June 30
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

86 87
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Recap Monthly Prospecting Planner
Reflect on the past month - What are some things that went well,
and what did not go well. Name Notes Name Notes
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
Did you hit your business goals? If not, Identify what may be blocking you ? .................................................................................................. ..................................................................................................
What can you change for next month? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

What are your biggest priorities for next month? How can you make .................................................................................................. ..................................................................................................
this week even better than last? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

88 89
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Outlook July year 1 Sales go up and down. Service lasts forever.
day 4 day 5 day 6 day 7
Monthly Goals day 1 day 2 day 3

It’s a new month. Update your goals

and stay on track - you’ll also need these
numbers as you track your weekly goals.

Item Goal day 11 day 12 day 13 day 14

day 8 day 9 day 10
Number of New Contacts
Number of Appointments
Number of New Listings
Number of Sales day 18 day 19 day 20 day 21 CHALLENGE:
Number of Leases day 15 day 16 day 17 Write and send
Number of Referrals 25-50 parachute
letters to your
What are 3 things you can support system
improve this month? and past cli-
ents that you’ve
day 25 day 26 day 27 day 28
grown close to
day 22 day 23 day 24 over the years.
Don’t have a
parachute letter?
Go to https://
theultimateplan-
day 29 day 30 day 31 ners.com/shop/
parachuteletter
to order and
Notes download the
Ultimate Agent’s
Parachute Letter

Closings Tracker
NAME ADDRESS DATE

90 91
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 July 1 - 7 Every no brings me closer to a yes. Monthly Goal: July 6
- Mark Cuban Weekly Goal: 6:00 AM.................................................
July 1 July 2 July 3
July 4 July 5 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. July 7
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

92 93
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Goal: July 13
July 8 -14 There are only two options: make
progress or make excuses. Weekly Goal: 6:00 AM.................................................
July 8 July 9 July 10
July 11 July 12 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. July 14
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

94 95
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 July 15 - 21 Never forget how wildly Monthly Goal: July 20
capable you are. Weekly Goal: 6:00 AM.................................................
July 15 July 16 July 17
July 18 July 19 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. July 21
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

96 97
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
July 22 - 28 Lack of direction, not time, is the problem. Monthly Goal: July 27
We all have the same
twenty-four hours in each day. Weekly Goal: 6:00 AM.................................................
July 22 July 23 July 24
July 25 July 26 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. July 28
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

98 99
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Recap Monthly Prospecting Planner
Reflect on the past month - What are some things that went well,
and what did not go well. Name Notes Name Notes
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
Did you hit your business goals? If not, Identify what may be blocking you ? .................................................................................................. ..................................................................................................
What can you change for next month? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

What are your biggest priorities for next month? How can you make .................................................................................................. ..................................................................................................
this week even better than last? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

100 101
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 August year 1
The word “no” is not rejection, it’s redirection.
Monthly Outlook
day 4 day 5 day 6 day 7
Monthly Goals day 1 day 2 day 3

It’s a new month. Update your goals

and stay on track - you’ll also need these
numbers as you track your weekly goals.

Item Goal day 11 day 12 day 13 day 14

day 8 day 9 day 10
Number of New Contacts
Number of Appointments
Number of New Listings
Number of Sales day 18 day 19 day 20 day 21 CHALLENGE:
Number of Leases day 15 day 16 day 17 Expand your
Number of Referrals partnerships
with other
What are 3 things you can local business
improve this month? owners. Find
a local winery
day 25 day 26 day 27 day 28
or meat market
day 22 day 23 day 24 to purchase a
signature closing
gift for your
home buyers
that spotlights
day 29 day 30 day 31 a local product.
Ask if you can
leave your
Notes market report
there each
month for their
customers.

Closings Tracker
NAME ADDRESS DATE

102 103
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Aug 3
July 29 - August 4 Say this out loud: “I help a lot of people and Monthly Goal:
I make a lot of money!” Now say it again!
Weekly Goal: 6:00 AM.................................................
July 29 July 30 July 31
Aug 1 Aug 2 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. Aug 4
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

104 105
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 August 5 - 11 A river cuts through a rock not because Monthly Goal: August 10
of it’s power but for it’s persistence.
Weekly Goal: 6:00 AM.................................................
August 5 August 6 August 7
August 8 August 9 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. August 11
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

106 107
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 August 12 - 18 Rock bottom has built more heroes Monthly Goal: August 17
than privilege ever will. Weekly Goal: 6:00 AM.................................................
August 12 August 13 August 14
August 15 August 16 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. August 18
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

108 109
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 August 19 - 25 When writing the story of your life, Monthly Goal: August 24
don’t let anyone else hold the pen.
Weekly Goal: 6:00 AM.................................................
August 19 August 20 August 21
August 22 August 23 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. August 25
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

110 111
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
August 26 - September 1 Don’t chase people... Monthly Goal: August 31
Be an example. Weekly Goal: 6:00 AM.................................................
August 26 August 27 August 28
August 29 August 30 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. September 1
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

112 113
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Recap Monthly Prospecting Planner
Reflect on the past month - What are some things that went well,
and what did not go well. Name Notes Name Notes
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
Did you hit your business goals? If not, Identify what may be blocking you ? .................................................................................................. ..................................................................................................
What can you change for next month? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

What are your biggest priorities for next month? How can you make .................................................................................................. ..................................................................................................
this week even better than last? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

114 115
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Don’t deliver a product. Deliver an experience.
Monthly Outlook September year 1
day 4 day 5 day 6 day 7
Monthly Goals day 1 day 2 day 3

It’s a new month. Update your goals

and stay on track - you’ll also need these
numbers as you track your weekly goals.

Item Goal day 11 day 12 day 13 day 14

day 8 day 9 day 10
Number of New Contacts
Number of Appointments
Number of New Listings
Number of Sales day 18 day 19 day 20 day 21 CHALLENGE:
Number of Leases day 15 day 16 day 17 The Holidays are
Number of Referrals coming! Now is
the perfect time to
What are 3 things you can start a charitable
improve this month? drive for a local
day 25 day 26 day 27 day 28 food pantry or
homeless shelter.
day 22 day 23 day 24
Start asking for
donations or
planning a client
appreciation
event where you
day 29 day 30 day 31 ask your
guests to bring
donations for
Notes your cause.

Closings Tracker
NAME ADDRESS DATE

116 117
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 September 7
September 2 - 8 Work hard. Attract people.
Monthly Goal:
Weekly Goal: 6:00 AM.................................................
September 2 September 3 September 4
September 5 September 6 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. September 8
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

118 119
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 September 14
September 9 - 15 Be yourself. Every day.
Monthly Goal:
Weekly Goal: 6:00 AM.................................................
September 9 September 10 September 11
September 12 September 13 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. September 15
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

120 121
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 September 21
September 16 - 22 The people you need in Monthly Goal:
your life will find you. Weekly Goal: 6:00 AM.................................................
September 16 September 17 September 18
September 19 September 20 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. September 22
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

122 123
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Goal: September 28
September 23 - 29 It’s never too late to get
your shit together. Weekly Goal: 6:00 AM.................................................
September 23 September 24 September 25
September 26 September 27 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. September 29
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

124 125
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Recap Monthly Prospecting Planner
Reflect on the past month - What are some things that went well,
and what did not go well. Name Notes Name Notes
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
Did you hit your business goals? If not, Identify what may be blocking you ? .................................................................................................. ..................................................................................................
What can you change for next month? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

What are your biggest priorities for next month? How can you make .................................................................................................. ..................................................................................................
this week even better than last? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

126 127
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Outlook October year 1 No one is you and that’s your SUPER POWER!
day 4 day 5 day 6 day 7
Monthly Goals day 1 day 2 day 3

It’s a new month. Update your goals

and stay on track - you’ll also need these
numbers as you track your weekly goals.

Item Goal day 11 day 12 day 13 day 14

day 8 day 9 day 10
Number of New Contacts
Number of Appointments
Number of New Listings
Number of Sales day 18 day 19 day 20 day 21 CHALLENGE:
Number of Leases day 15 day 16 day 17
Get your blog
Number of Referrals on! Create an
editorial blog
What are 3 things you can
schedule for the
improve this month?
last quarter of the
day 25 day 26 day 27 day 28 year showcasing
day 22 day 23 day 24 all the fantastic
Holiday events,
reviews of your
favorite local
restaurants,
volunteering
day 29 day 30 day 31 opportunities,
etc. Commit
to writing and
Notes
posting at least
one blog a week
for the rest of the
year!

Closings Tracker
NAME ADDRESS DATE

128 129
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 October 5
September 30 - October 6 You don’t have to be perfect, Monthly Goal:
you just have to get it going. Weekly Goal: 6:00 AM.................................................
September 30 October 1 October 2
October 3 October 4 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. October 6
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

130 131
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 October 7 - 13 Mirror, Mirror on the wall: Monthly Goal: October 12
I ALWAYS get up after I fall. Weekly Goal: 6:00 AM.................................................
October 7 October 8 October 9
October 10 October 11 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. October 13
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

132 133
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 October 19
October 14 - 20 Push yourself. No one else is going Monthly Goal:
to do it for you. Weekly Goal: 6:00 AM.................................................
October 14 October 15 October 16
October 17 October 18 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. October 20
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

134 135
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 October 21 - 27 Nothing changes if nothing Monthly Goal: October 26
changes. Weekly Goal: 6:00 AM.................................................
October 21 October 22 October 23
October 24 October 25 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. October 27
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

136 137
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 November 2
October 28 - November 3 Life is a constant journey of growing Monthly Goal:
and refining who we are. Weekly Goal: 6:00 AM.................................................
October 28 October 29 October 30
October 31 November 1 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. November 3
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

138 139
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Recap Monthly Prospecting Planner
Reflect on the past month - What are some things that went well,
and what did not go well. Name Notes Name Notes
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
Did you hit your business goals? If not, Identify what may be blocking you ? .................................................................................................. ..................................................................................................
What can you change for next month? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

What are your biggest priorities for next month? How can you make .................................................................................................. ..................................................................................................
this week even better than last? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

140 141
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Make it happen. Shock everyone!
Monthly Outlook November year 1
day 4 day 5 day 6 day 7
Monthly Goals day 1 day 2 day 3

It’s a new month. Update your goals

and stay on track - you’ll also need these
numbers as you track your weekly goals.

Item Goal day 11 day 12 day 13 day 14

day 8 day 9 day 10
Number of New Contacts
Number of Appointments
Number of New Listings
Number of Sales day 18 day 19 day 20 day 21 CHALLENGE:
Number of Leases day 15 day 16 day 17 Recap! Take a
Number of Referrals look at the last
10 monthly
What are 3 things you can recaps. Have
improve this month? you truly been
day 25 day 26 day 27 day 28 challenging
yourself to
day 22 day 23 day 24
improve? If
you aren’t
assessing your
progress on a
regular basis are
day 29 day 30 day 31 you really intune
with where your
business can
Notes improve?

Closings Tracker
NAME ADDRESS DATE

142 143
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 November 04 - 10 Monthly Goal: November 9
You CAN...
Weekly Goal: 6:00 AM.................................................
November 4 November 5 November 6
November 7 November 8 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. November 10
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

144 145
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 November 16
November 11 - 17 ... Just get out of your own way.
Monthly Goal:
Weekly Goal: 6:00 AM.................................................
November 11 November 12 November 13
November 14 November 15 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. November 17
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

146 147
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 November 23
November 18 - 24 I’m doing this for me.
Monthly Goal:
Weekly Goal: 6:00 AM.................................................
November 18 November 19 November 20
November 21 November 22 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. November 24
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

148 149
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 November 30
November 25 - December 1 I’m doing this for me.
Monthly Goal:
Weekly Goal: 6:00 AM.................................................
November 25 November 26 November 27
November 28 November 29 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. December 1
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

150 151
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Recap Monthly Prospecting Planner
Reflect on the past month - What are some things that went well,
and what did not go well. Name Notes Name Notes
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
Did you hit your business goals? If not, Identify what may be blocking you ? .................................................................................................. ..................................................................................................
What can you change for next month? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

What are your biggest priorities for next month? How can you make .................................................................................................. ..................................................................................................
this week even better than last? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

152 153
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Outlook December year 1
Let go of the need to control the outcome.
day 4 day 5 day 6 day 7
Monthly Goals day 1 day 2 day 3

It’s a new month. Update your goals

and stay on track - you’ll also need these
numbers as you track your weekly goals.

Item Goal day 11 day 12 day 13 day 14

day 8 day 9 day 10
Number of New Contacts
Number of Appointments
Number of New Listings
Number of Sales day 18 day 19 day 20 day 21 CHALLENGE:
Number of Leases day 15 day 16 day 17 Find an accountability
Number of Referrals partner that’s equally
motivated to make 2020
What are 3 things you can
even better than this
improve this month? year. Spend
one day planning out
day 25 day 26 day 27 day 28 your accountability
day 22 day 23 day 24 meetings & expectations
for the coming year.
Need help creating
accountability?
Go to https://
theultimateplanners.
com/shop/
day 29 day 30 day 31
accountabilityplan to
order and
download a copy of
Notes the Ultimate Agent’s
Accountability Plan
today!

Closings Tracker
NAME ADDRESS DATE

154 155
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 December 7
December 2 - 8 Trust the process.
Monthly Goal:
Weekly Goal: 6:00 AM.................................................
December 2 December 3 December 4
December 5 December 6 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. December 8
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

156 157
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 December 9 - 15 Monthly Goal: December 14
Trust your intuition.
Weekly Goal: 6:00 AM.................................................
December 9 December 10 December 11
December 12 December 13 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. December 15
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

158 159
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 December 16 - 22 Monthly Goal: December 21
Trust Yourself.
Weekly Goal: 6:00 AM.................................................
December 16 December 17 December 18
December 19 December 20 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. December 22
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

160 161
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
December 23 - 29 Monthly Goal: December 28
Breathe.
Weekly Goal: 6:00 AM.................................................
December 23 December 24 December 25
December 26 December 27 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. December 29
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

162 163
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 December 30 - January 5 Monthly Goal: January 4
Breathe.
Weekly Goal: 6:00 AM.................................................
December 30 December 31 January 1
January 2 January 3 7:00 AM.................................................
1 1 1 8:00 AM ................................................
1 1
2 2 2 .9:00 AM ...............................................
2 2
3 3 3 10:00 AM .............................................
3 3 11:00 AM .............................................
6:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
12:00 PM ............................................
7:00 AM................................................. 7:00 AM................................................. 7:00 AM................................................. 6:00 AM................................................. 6:00 AM.................................................
1:00 PM ...............................................
8:00 AM ................................................ 8:00 AM ................................................ 8:00 AM ................................................ 7:00 AM................................................. 7:00 AM.................................................
2:00 PM ................................................
.9:00 AM ............................................... .9:00 AM ............................................... .9:00 AM ............................................... 8:00 AM ................................................ 8:00 AM ................................................
3:00 PM.................................................
10:00 AM ............................................. 10:00 AM ............................................. 10:00 AM ............................................. .9:00 AM ............................................... .9:00 AM ...............................................
4:00 PM ................................................
11:00 AM ............................................. 11:00 AM ............................................. 11:00 AM ............................................. 10:00 AM ............................................. 10:00 AM .............................................
5:00 PM.................................................
12:00 PM ............................................ 12:00 PM ............................................ 12:00 PM ............................................ 11:00 AM ............................................. 11:00 AM .............................................
6:00 PM.................................................
1:00 PM ............................................... 1:00 PM ............................................... 1:00 PM ............................................... 12:00 PM ............................................ 12:00 PM ............................................
7:00 PM ................................................
2:00 PM ................................................ 2:00 PM ................................................ 2:00 PM ................................................ 1:00 PM ............................................... 1:00 PM ...............................................
8:00 PM.................................................
3:00 PM................................................. 3:00 PM................................................. 3:00 PM................................................. 2:00 PM ................................................ 2:00 PM ................................................
4:00 PM ................................................ 4:00 PM ................................................ 4:00 PM ................................................ 3:00 PM................................................. 3:00 PM.................................................
5:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. 4:00 PM ................................................ 4:00 PM ................................................
6:00 PM................................................. 6:00 PM................................................. 6:00 PM................................................. 5:00 PM................................................. 5:00 PM................................................. January 5
7:00 PM ................................................ 7:00 PM ................................................ 7:00 PM ................................................ 6:00 PM................................................. 6:00 PM.................................................
8:00 PM................................................. 8:00 PM................................................. 8:00 PM................................................. 7:00 PM ................................................ 7:00 PM ................................................ 6:00 AM.................................................

8:00 PM................................................. 8:00 PM................................................. 7:00 AM.................................................

Write Tomorrow’s Priority List Write Tomorrow’s Priority List 8:00 AM ................................................
Write Tomorrow’s Priority List
Write Tomorrow’s Priority List Write Tomorrow’s Priority List .9:00 AM ...............................................
10:00 AM .............................................

Your Pipeline At-a-Glance Expense Tracking 11:00 AM .............................................

Mileage Tracker Must-Do Quick List 12:00 PM ............................................
Sellers Status Items Cost 1:00 PM ...............................................
Total Weekly Miles Tasks that don’t generate income
2:00 PM ................................................

Monday............................................................................................................................... 3:00 PM.................................................

Tuesday .............................................................................................................................. 4:00 PM ................................................

Wednesday ...................................................................................................................... 5:00 PM.................................................

Buyers Status 6:00 PM.................................................
Thursday ............................................................................................................................
Friday ................................................................................................................................ 7:00 PM ................................................

Saturday............................................................................................................................. 8:00 PM.................................................

Sunday ..............................................................................................................................

164 165
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Monthly Recap Monthly Prospecting Planner
Reflect on the past month - What are some things that went well,
and what did not go well. Name Notes Name Notes
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
Did you hit your business goals? If not, Identify what may be blocking you ? .................................................................................................. ..................................................................................................
What can you change for next month? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

What are your biggest priorities for next month? How can you make .................................................................................................. ..................................................................................................
this week even better than last? .................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................
.................................................................................................. ..................................................................................................

166 167
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Year End Recap Goals & Accomplishments
Personal Career Health
Time to celebrate your year end accomplishments. What were your biggest successes this year?

Break it down! Did you regularily hit your weekly & monthly goals? Where can you improve ?

Next Year, I Will . . .

2020 is on the horizon, whats the biggest thing you will do differently to meet your new goals?

168 169
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
Important Login Info

170 171
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
Important Contacts

172 173
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
Important Contacts

174 175
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Notes Notes

176 177
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Notes Notes

178 179
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Notes Notes

180 181
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Notes Notes

182 183
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Notes Notes

184 185
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
 Notes Notes

186 187
ULTIMATE AGENT’S PLANNER ULTIMATE AGENT’S PLANNER
ULTIMATE AGENT’S

PLANNER