John  Cordeira, John Cordeira (Cordeira Homes)

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Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

John Cordeira - the one that I love - and is complete solution for our business is - ReferralMaker Pro. Nothing can beat that....

Mar 19, 2016 03:57 PM
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Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

A spreadsheet and a word doc are probably all you need to document your plan. Easy to update as needed

Mar 19, 2016 09:24 AM
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Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

Mine is the use of what I have in individual situations like my Apple calendar or notes with reminders. I use Pomodoro for time blocking. In my CRM, Realty Juggler, I can set goals and follow metrics on it, but I don't. Look at various CRM systems to see if they get you what you want for tracking.

Mar 19, 2016 12:07 AM
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Anthony Acosta - ALLATLANTACONDOS.COM
Harry Norman, REALTORS® - Atlanta, GA
Associate Broker

John Cordeira I tried a program once and it became too involved and consumed all of my time.  I stoped and now I just go with the flow.

Mar 18, 2016 10:49 PM
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Roy Kelley
Realty Group Referrals - Gaithersburg, MD

I have never used software for my business plan. This will be a good blog topic for you.

Mar 18, 2016 09:50 PM
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Doug Perry
Strategic Real Estate Trainers - Chicago, IL

Hi John,

Whether you use a spreadsheet or some app, your task is to reverse engineer from the money you'd like to earn to the activities required to do so.  Look at what you made last year, increase it appropriately, then start there.  In other words...

  • To earn # dollars, I need to close # listings
  • To close # listings, I need to acquire # listings
  • To acquire # listings, I need to schedule # listing presentations
  • To schedule # listing presentations, I need to do # marketing activities, etc.

Track completed activities against your goals, daily if possible.

Mar 21, 2016 03:57 AM
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TeamCHI - Complete Home Inspections, Inc.
Complete Home Inspections, Inc. - Brentwood, TN
Home Inspectons - Nashville, TN area - 615.661.029

 Eyes open, mouth closed.

Mar 19, 2016 05:57 PM
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Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • Green • GRI • HAFA • PSC Calabasas CA

I do not any best? Also, there are so many of business plans online offered for free....did you check some?

Mar 19, 2016 05:08 PM
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Bob Crane
Woodland Management Service / Woodland Real Estate, Keller Williams Fox Cities - Stevens Point, WI
Forestland Experts! 715-204-9671

Good question, I look forward to the answers.

I use Excel, Word, and Mindjet.

Mar 19, 2016 11:58 AM
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Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

The one that you understand and know how to use.  And, then use it.

Mar 19, 2016 03:40 AM
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Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

 Each brokerage has one. It used to be you make a plan and review them.  Then the make you sign up with the broker. Some even have quota. But agents ignore the broker and resign in mass to go next door which does not have a marketing plan and quota.  The best is they got better commission also. 

Mar 19, 2016 03:22 AM
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Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate

Word. Excel. I keep things simple.  Sometimes less is more. And more efficient.

Mar 19, 2016 03:21 AM
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FN LN
Toronto, ON

I have never used such software.  If I want to make a plan, I'll just whip one up in a spreadsheet.

Mar 19, 2016 01:55 AM
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Abby Stiller
REMAX Realty Group - Cape Coral, FL
Professional Bilingual Realtor (239) 284-8637

John Cordeira you got great answers. 

Mar 19, 2016 12:56 AM
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Dan Pittsenbarger
Keller Williams Western Realty - Bellingham, WA
Improving Conditions

12 years so you're not talking about a CRM program. The only thing I can think of for forcasting future success is knowing your numbers and your conversion ratios and constantly work on improving both.

Mar 19, 2016 12:37 AM
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Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

I am anxious to read the comments. I am still a pad of paper guy!

Mar 19, 2016 12:09 AM
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Richie Alan Naggar
people first...then business Ran Right Realty - Riverside, CA
agent & author

Mine is proprietary and it is called Richie....Yours is called John.

Mar 19, 2016 12:04 AM
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Barbara Todaro
RE/MAX Executive Realty - Retired - Franklin, MA
Previously Affiliated with The Todaro Team

in 38 years, I've never used any software for that.... I create my own business plan and I make adjustments as time passes....

Mar 18, 2016 11:49 PM
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Mary Yonkers
Alan Kells School of Real Estate/Howard Hanna Real Estate - Erie, PA
Erie/PA Real Estate Instructor

Thanks for Q, waiting for suggestions as I don't have A

Mar 18, 2016 11:19 PM
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Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

parked and reading

Mar 18, 2016 11:15 PM
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Richard Weeks
Dallas, TX
REALTOR®, Broker

I have an excell file that an agent I use to work with put together.  It is easy to use; however I am sure the design on his part was difficult.

Mar 18, 2016 11:04 PM
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John Cordeira
Cordeira Homes - Massapequa Park, NY
John Cordeira

Thanks for the response. I'm looking for something more automatic, keeping me on track day to day. I don't mind if it's an online system requiring subscription fee.

Mar 18, 2016 10:28 PM
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Peter Mohylsky. Beach Expert
PrimeSouth Properties - Santa Rosa Beach, FL
THE BEACH IS OPEN

I do a yearly business plan but need to update it quarterly.  Almost time right now.  I would be interesting to see the answers to this question.  Better homes and gardens provides an excel spread sheet that I used originally. 

Mar 18, 2016 09:23 PM