Closed Transaction Goal for 2015 (From Business Plan) ______

2015: Q1-2 Review & Q3-4 Goals

Name:______

Closed Transaction Goal For 2015 (from Business Plan) ______

Q1-2 BUSINESS BREAKDOWN

TRANSACTION RECAP: YTD

Closed ______

Pending in to 3rd Q ______

Number of Listings Sold ______

Number of Buyer Sales ______

Income Earned ______

YTD

# of Listing Appointments gone on ______

# of Listings Taken ______

# of Listings Sold ______

# of Listings that Expired ______

# of Listings Canceled/Withdrawn ______

# of Buyer Agency Contracts ______

# of Pended Buyer Transactions ______

# of Buyer DFT (deal fell through) ______

# of Listing Sold (deal fell through) ______

BUSINESS SOURCES: YTD

(Identify the number of transactions generated from these areas)

Past Clients Repeat Business ______

Past Client Referral Business ______

FSBO ______

Expireds ______

Center of Influence/METS ______

Just Listed/Just Sold ______

YTD

Target/Farm Area ______

Marketing ______

Internet/Website ______

Walk in/Phone Duty ______

Agent Referral ______

Other:______

BUSINESS NUMBERS: (Complete the numbers – if known – for the following so that we can establish your current efficiency. These are your numbers, not the markets):

Days worked in 2015: ______

Hours prospected: ______

Contacts made: ______

Contacts to a Listing Appt: ______

Listing Appt/Listing Taken: ______

Contact to Buyer Appt: ______

Buyer Agency/Buyer Sale: ______

List Price/Sales Price: ______

Your average days on market: ______

MLS MARKET TERRITORY DIAGNOSIS (based on actual numbers):

The current market I cover is: ______

The # of listings in Q1-2 2015: ______

The # of pendings in Q1-2 2015: ______

The average days on market: ______

The average list price/sales price: ______

My current capture rate/listings: ______

My current capture rate/sales: ______

Q3-4 Goals and Plan of Action:

Transaction Goal: ______(# under contract)

Number of Listings Sold: ______(# under contract)

Number of Buyer Sales: ______(# under contract)

Number of Closed Transactions: ______

Income Earned: ______

# of Listing Appointments ______

# of Listings Taken ______

# of Buyer Agency Contracts ______

Weekly Goals

Appointments gone on per week: ______(Listing)

Listings Secured per week: ______(Listing)

Appointments gone on per week: ______(Buyer)

Buyer Agency Contracts signed per week: ______(Buyer)

3rd Quarter Projection:

Number of Listings in to 3Q ______

Number of BAC in to 3Q ______

Number of Pendings in to 3 Q ______

New Hires in Q3-4 (Position)

1.

2.

3.

# Added to Downline in Q3-4: ______total downline: ______

LEAD GENERATION:

The following are the areas I intend to focus on in my coaching around lead generation:

Resource Area for Lead Generation / Current Skill Level
(1-10, 10 being best) / Desired Skill Level
(1-10, 10 being best)

The following areas are my primary focus in the second half of 2015:

1.

2.

3.

I have reviewed my P & L before the 2nd Half begins: Yes No

I have made adjustments to my P & L Yes No

2015 Q1-2 Review www.GoKWStL.com Page | 3