Get Your Free Agent Plan

Getting started Step 1 of 9

Step 01 — Let's get started

Where should we send your plan?

We'll email you a copy so you can reference it anytime. No spam — just your plan.

Your name

Email address (where we'll send your completed plan)

How long have you been in real estate?

Your brokerage

Team structure

Step 02 — Your numbers

Where does your business stand right now?

Don't worry if you don't have exact figures — estimates are totally fine.

How many transactions did you close last year?

Total sales volume

Approximate is fine

Gross commission income (GCI)

What you actually earned

Walk us through your conversion funnel

This helps us identify if you have a lead problem, a conversion problem, or a market problem.

Leads received

Signed agreements

Closed transactions

Average sale price in your market

Step 03 — Your market

Where do you work and who do you serve?

Being specific here helps us tailor your content and lead gen strategy to your actual market.

Primary city / area you focus on

Sub-areas you also cover (up to 5)

These become the foundation of your content strategy — one city overview video per area.

What's your buyer/seller split roughly?

Any specific niches you focus on?

Step 04 — Where your business comes from

What are your current lead sources?

Select all that apply and give us a rough sense of what's working.

Where do most of your leads come from? (select all that apply)

What's your single biggest lead source right now?

What lead source do you wish was working better?

Step 05 — Your digital presence

Let's audit what you have online

This is where most agents leave money on the table. Be honest — we'll give you a real plan to fix the gaps.

Do you have a website?

What's your website URL?

Do you have IDX (property search)?

Is your site getting traffic?

What CRM are you using?

How are you using your CRM?

How are you currently tracking your leads and follow-ups?

No worries — we'll make a recommendation in your plan. Just tell us what you're doing now.

Google Business Profile — where are you at?

Which features are you actively using? (select all that apply)

Step 06 — Content & marketing

What does your current marketing look like?

Tell us what you're doing, how often, and what you want to do more of.

Which platforms are you active on? (select all)

Are you doing YouTube?

What type of content?

How often do you post?

Subscriber count roughly

How often are you posting to social media overall?

Are you running any paid ads?

What marketing would you most like to add or improve?

Step 07 — Your vision

Where do you want to be in 12 months?

Be specific. The more honest you are here, the more useful your plan will be.

GCI goal for next 12 months

Transaction goal

What's the single biggest thing holding you back right now?

What does success look like beyond the numbers?

More time with family? Build a team? Become the known agent in your area? Travel more?

Step 08 — Your brand

Let's capture your visual identity

This helps us give you brand-specific recommendations — and if you choose, your plan will render in your colors.

Your brand name (if different from your personal name)

Where does your branding stand right now?

Does your branding need help? optional

Our agency (Hi5 Biz Solutions) handles full brand identity for real estate agents — logo, colors, fonts, brand guide. Check the box if you'd like info on this.

Primary brand color

If you know your exact color, enter the hex code (e.g. var(--hi5-mid)) or RGB values. Otherwise, pick a color family below and we'll choose a shade.

Hex code e.g. var(--hi5-mid)

Or RGB e.g. 59, 109, 17

— or pick a color family —

Green

Blue

Red

Gold

Black

Purple

Orange

Teal

Select a shade:

Primary font optional

Secondary font optional

Step 09 — How you're wired

Help us understand how you operate

These questions help us personalize your marketing strategy to how you actually work — not a generic template. There are no wrong answers.

When you have a big business decision to make, you usually...

In your business, you do your best work when you...

Your natural work rhythm is...

When something feels off in your business, you usually...

You're most energized by...

When it comes to consistency in your business...

Building your Real Estate OS plan...

This takes about 20–30 seconds. We're analyzing your answers and building something custom.

⚠ Do not close or refresh this page — your report is being generated

Analyzing your business numbers
Mapping your market opportunities
Identifying your marketing gaps
Building your content strategy
Calculating your revenue roadmap
Writing your 90-day action plan

Get Your FreeAgent Business Plan

Get Your Free
Agent Business Plan