Building next year’s plan in the fall? Good. Your January and February closings come from conversations you have in November and December, so the agent starts your daily number next Monday, not January 4. Want a full sprint to finish this year first? That’s what the Q4 Blitz is for.
Ninety minutes to build it. Two minutes a week to run it.
Most business plans get written in December and forgotten by February. Not because the plan was wrong, but because nothing ever checked on it. This one is built to be checked on. Same project, every Monday: you say check in, it keeps score.
Built for agents who sell, wherever you are: brand-new with no systems, a solo agent closing 30 a year, or a team leader running a big team who still produces. It adjusts the interview to you: about 30 minutes for a newer agent, 90 minutes for a solo agent, and two sittings for a team leader, with a roster, recruiting goals and 1:1s on the calendar. If you’ve stepped fully out of production to run your team, this isn’t the right tool for you. It’s the right tool for each of your agents.
You need Claude Pro or higher (Cowork or a Claude Project) or ChatGPT Plus or higher (a Custom GPT or a ChatGPT Project). It works best in Claude Cowork, where it can save your plan, schedule your check-ins and connect your calendar and CRM directly.
Bring your real numbers if you have them: a production tracker, your CRM, QuickBooks, or your brokerage’s production report. No tracker? It asks three questions and fills the gaps with stated defaults it replaces as your real numbers come in.
Get the agent
Drop your email and the kit lands in your inbox in about a minute: the Claude skill and the ChatGPT setup in one download. It also joins the Take It and Run newsletter: one practical move a week, and first word on every new agent we release. Unsubscribe any time.
The file is hosted on kristijencks.com. No Drive links.
A plan that knows what week it is.
The method is the one good coaches have taught for years: vision first, then your why, your numbers by lead source, the math worked backward to what you do today, then marketing, operations and money. What’s different is everything that happens after you write it down.
Three things it guarantees:
Step 1. Gather your numbers
Your last year of closed sales is the starting point: dates, prices, sides, GCI and where each deal came from. Any one of these works:
- Your CRM, if it has an AI connector (more and more do: GoHighLevel, BoldTrail, Lofty and others)
- QuickBooks, for your real income and expenses
- Your brokerage’s production report, read with Claude in Chrome while you’re logged in
- A production tracker spreadsheet
- A CRM or transaction-system export
- A PDF from your brokerage
- A photo of your whiteboard
- Last year’s business plan, from anywhere
Step 2. Make a project and install the agent
Request the kit at the top of this page. It has a START HERE file with both setups.
Install business-plan-agent-tiar.zip as a skill, then make one project called My Business Plan. Cowork is best, because it saves your plan file, schedules your check-ins and talks to your calendar on its own.
Create a GPT or a Project called My Business Plan, paste in the instructions file, upload the knowledge files and turn on code. At the end of each session it hands you the updated plan file to drop back in.
Step 3. Connect what you can
Each connection is optional, and each one makes the plan more real:
- Calendar (Google or Outlook): your prospecting blocks, check-ins and marketing dates go on a separate My 2027 Plan calendar you can show or hide. Never on your main one.
- Email (Gmail or Outlook): it drafts your monthly recap and your marketing pieces. Drafts only. You hit send.
- CRM: it pulls last year’s closings now, and pre-fills your numbers at every weekly check-in. Read-only. It never changes anything in your CRM.
- QuickBooks: real business spending instead of a guess.
Step 4. Drop in your numbers and say the words
Open a new chat in your project, attach your tracker if you have one, and type:
That’s the whole prompt. It reads your numbers, shows you a five-line summary of your last year, and asks “Does that look right?” before it uses any of it.
Step 5. Answer one question at a time
Eight parts, about 90 minutes, and the biggest chunk is the Dream. Stop whenever you want. Everything you’ve answered is saved, and next time it picks up at the first blank.
- Look BackLast year from your real numbers. What worked, what didn’t.
- Honest LookStrengths, weaknesses, opportunities, threats. Where you stand today.
- The DreamWhat it’s all for. Every dream gets a number and a date: retirement, college, the cabin, the boat. Then the math on what each one costs a month.
- FuelYour real why, three levels down, a letter from next December 31, and who you’ll report to each month.
- The MoneyThree numbers: your Floor (what life costs), your Dream number (what your dreams cost) and your Goal, plus how to split every commission check.
- The NumbersGoal to sales, by listings and buyers, by lead source, by month.
- The Daily MathYour lead sources’ real conversion rates, worked down to one number you can remember.
- Marketing & OperationsEvery marketing action gets a date so it can go on the calendar, plus your top operations projects.
Step 6. Put it on your calendar
Ten more minutes and the plan stops being a document. First it asks about your real week: the coaching call, the office meeting, the team meeting, the trips, and the things you want protected, like date night, your kids’ games and your workouts. Then it builds the business around your life, not on top of it:
- Prospecting blocks by activity (open houses, door knocking, cold calling), sized to your daily number
- For every hour of prospecting, an hour of lead follow-up and an hour of SOI time
- Your standing meetings and personal time, so the blocks never land on top of them
- A 15-minute Weekly Scorecard
- A monthly Money & Marketing Meeting
- A Quarterly Plan Reset
- Every mailer, event and newsletter, with a prep reminder ahead of each
- Email reminders on all of it, so nothing depends on you remembering to open the app
Step 7. Check in every week
When the Scorecard reminder pops up, open your project and type:
Two minutes. If your CRM is connected, it pulls your week first and asks you to confirm. You get your scorecard, an execution score (85% is the bar), one honest read on what happened, this week’s number, and the marketing coming due, with an offer to draft it.
Once a month it compares your sales and GCI to your Floor and Goal and drafts a five-line recap for your accountability partner. Have a coach? CC them. Coaches love seeing this between calls. Every quarter it resets the plan with your real conversion rates.
Step 8. When life happens, say so
This is where most plans die: a rough month turns into a quiet month, and the plan starts to feel like a record of failure. Type life happened (or I’m behind) and it asks what changed and how many hours you really have now. Then it gives you two options with numbers: keep the goal with a new daily number, or reset the goal and see it against your Floor.
Miss two weeks and the check-in shrinks to one question. Miss three and it offers to pause. Come back whenever. “New plan starts today. Nothing before today counts against you.”
This isn’t about selling more homes.
For most agents it’s not even about serving more families. It’s about building a better life for yourself and the people you love. So the plan starts there, and it spends real time there.
Vague goals get vague results. Specific ones, with a number and a date, get hit, because once you can see the target you start believing you can reach it. So the agent won’t let you off with “financial freedom.” It asks what free costs, starting at what age, and works out what that means per month, starting now.
Retirement, the kids’ college, paying off the house, the cabin, the trip, the boat. A helicopter counts too. Every dream gets a price and a date, you rank your top three, and your GCI goal shows you exactly which dreams it pays for.
| “Financial freedom” | What does free cost a year, starting at what age? |
| “Retire early” | Early is what age, living on how much? |
| “More time with my family” | Which nights, which weekends, how many weeks off? |
| “Take care of my kids” | College, a first car, a down payment? How much, and when? |
| “Travel more” | Where, how many trips, what does each cost? |
Dana’s answer: her goal of $260,000 fully funds retiring at 60 and Mia’s college. $320,000 funds all five of her dreams. That’s the number she’s chasing by 2029.
A sphere conversation and a cold call are not the same conversation.
Most plans use one conversion ratio for everything, and it lies to everyone. A past client who already trusts you and a stranger at the door do not convert at the same rate, and a Google lead and a Zillow lead are not the same lead.
So every lead source gets its own number, and your experience level picks the column. An experienced agent working mostly their sphere lands near 50 conversations per closing. A newer agent, or one doing mostly cold prospecting, lands at 150 to 200. Both are normal. The plan just has to know which one you are.
Paid lead sources are counted in leads, not conversations, so the plan also tells you how many leads a month you need and what they’ll cost, including referral fees taken at closing. Know your own numbers? Use them instead (“about 1 in 20 of my Zillow leads closes”). And if you do something unique, like a radio show, a billboard or an Easter egg hunt, it becomes its own lead source with its own ratio, worked out from your data or your best estimate.
Meet Dana. Here’s her whole plan.
Dana is a fictional solo agent in Mesa, Arizona: 17 closings last year, mostly sphere and referrals, a $260,000 GCI goal for 2027. Every page below is what the agent built from her answers in one sitting. Flip through all of it, or download the PDF.
The plan doesn’t go in a drawer. It runs.
Down to one number you can remember
Every lead source gets its own conversion rate, so a sphere conversation and a cold call aren’t counted the same. Dana’s whole year comes down to 4 conversations a day, plus about 3 new leads a month.
Same link, all year
Pace to her Floor and her Goal, this week’s numbers, her execution trend and sales by month. It updates every time she checks in, so she always knows exactly where she stands.
Two minutes on Monday
Her CRM pre-fills the week, she adds what it missed, and she gets a scorecard, one honest read, this week’s number and the marketing coming due, with an offer to draft it.
Her business, built around her life
An open-house week: SOI time every morning, farm door knocking with lead follow-up right behind it, her coaching call, her mastermind and Saturday’s open house, built around workouts, family dinner every night, date night and Mia’s soccer. All on a separate plan calendar, with email reminders.
For the people in her corner
Six lines, including the dream money she moved, drafted for her accountability partner with her coach CC’d. Nothing sends itself. Dana reads it and hits send.
Ready? Get the agent and build your plan this week.
We email it so it’s waiting at your desk. Block an hour, bring last year’s numbers, and type build my business plan.
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Three that go with it.
A 12-week sprint for the fourth quarter that hands off straight into next year’s plan.
Open it →Turn the sphere conversations in your plan into a daily list of who to call.
Open it →The webinar replay on hooking your CRM up to Claude, which makes every check-in automatic.
Open it →Before you block the hour.
Claude or ChatGPT: which should I use?
Both work, and the plan is the same. Claude Cowork does more on its own: it saves your plan file, schedules your weekly check-ins and writes straight to your calendar. In ChatGPT you’ll download the updated plan file at the end of each session and drop it back into your project. That’s how it remembers.
Does this replace my coach?
No. It’s the thing that shows up every Monday and asks for your numbers. If you have a coach, CC them on your monthly recap. They’ll get a five-line update between calls, and your coaching sessions get better for it.
Where do the conversion numbers come from?
They’re starting estimates from our coaching experience, by lead source, for experienced and newer agents. The moment your own tracker, CRM or weekly check-ins show your real numbers, those replace the defaults. At year-end you’ll see your real conversion rate for every source, which most agents have never seen.
I’m a newer agent. Will the math scare me?
It’ll be honest. Newer agents need about three times the conversations per closing, and that’s normal. If the hours don’t fit your life, it shows you options with numbers: find the time, shift toward the sources that convert best for you, or set a goal you can actually hit and still cover your Floor.
What does it do in my CRM and my email?
It reads. It never changes, tags or deletes anything in your CRM, and it never messages your contacts. Emails are always drafts you send yourself. Client names from your tracker never go into your plan, your calendar or any email.
Does it work for teams, or only solo agents?
Both. A brand-new agent gets a shorter plan built for where they are, with a database goal and a savings runway. A producing team leader gets two plans in one: the team plan (roster, per-agent goals, recruiting, 1:1s) and their own. It’s built for agents who sell, though. If you’ve stepped fully out of production to run your team, have each of your agents build their own plan and CC you on their monthly recaps instead.
Can I use my own conversion numbers, or add my own lead sources?
Yes to both. If you know that about 1 in 20 of your Zillow leads closes, or that you need about 40 sphere conversations per deal, say so and your number replaces the default. If you do something unique, like a radio show, a billboard, an Easter egg hunt or a builder partnership, it becomes its own lead source. The agent works out its ratio from your data, or uses your best estimate and marks it to check later.
What if I don’t really know what I want?
That’s normal, and it’s the most valuable hour of the whole plan. The agent walks you through it category by category (freedom, family, home, experiences, giving, fun) and helps you put a price and a date on each one, even when you’re estimating. Many agents do this part with their spouse or partner, as its own sitting.
Can I start in the middle of the year?
Yes. Build it in March and it plans the months you have, not a pretend January. Build it in the fall and it plans next year, with your daily number starting next Monday so January isn’t empty.
Why does it say I only work 43 weeks a year?
Because that’s closer to the truth for most agents. A disrupted week is any week you won’t hit 80% of your normal schedule: Thanksgiving, Christmas and New Year’s, a conference or retreat, a family vacation, spring break, the week you’re sick. Most agents have 8 to 10 of them. Plans built on 50 weeks look easy in January and fall apart by summer. You can set your own number, and the plan won’t count your planned disrupted weeks as misses.
What if I fall off for a few weeks?
Then you come back. Miss two weeks and the check-in shrinks to one question. Miss three and it offers to pause. When you return, say life happened and it rebuilds the rest of the year from today.
Is this tax or financial advice?
No. It’s planning math. It uses your budget and a tax rate you give it (or 30% if you don’t know yours) to show what GCI you need. Your CPA gets the final word.