Start here
Your plan, saved to your private account
This is your 2027 business plan. It does the math for you, keeps your daily and weekly numbers, and builds a scorecard you can share. Everything saves as you type, and it's there on any phone or computer you sign in on.
What's private and what isn't
Step 1
Enter your plan once
Clear the example weeks, then fill in My numbers, My pillars, My 30-hour week, the 2027 calendar and Commitments. The plan is easiest on a computer or tablet: sign in there with the same email and it's all there.
Step 2
Log your numbers every day
Open the app, tap Log today, and tap in today's conversations and appointments. It takes 30 seconds and saves as you tap. Your weekly scorecard fills in from your daily logs.
Every week
Your 15-minute weekly routine, same day every week
My account
Get the app on your phone
Log your numbers in 30 seconds a day from your home screen. Set up your plan on a computer, log on your phone; it's the same plan everywhere.
Keep a copy
Your plan saves to your account automatically. You can also keep your own copy: the PDF is a printable copy of your whole plan; the backup file can be loaded back in. Have a backup from the old version of the plan? Load it here to bring your numbers in.
Log today
Today
Real conversations
Appointments and agreements
Big day? Contracts and closings
Saves as you tap
This week so far
Admin · only you see this
Who's using the app
Anonymous by design: activity is shown by agent code, never by name. Plans and individual numbers stay private to each agent.
Group totals, last 7 days
| Agent code | Days logged (7) | Days logged (30) | Last log | Last opened |
|---|
Text reminder list
Agents who agreed to receive texts: name, cell, email and brokerage only. Use it for training and meeting reminders.
Weekly scorecard
My week and my year
Your numbers from Log today add up here automatically, and you can fix any of them. Your goals and year-to-date totals fill in from your plan. Save it each week and send it to your coach or accountability partner.
| Money-making activity | This week | Week goal | Year to date | YTD goal | Pace | 2027 goal |
|---|
YTD goal = your 2027 goal × weeks completed ÷ 52. “On pace” is 100% or more of the YTD goal, “Close” is 80–99%, “Behind” is under 80%.
This week's script
My notes for the week
Share or save this week
Steps 1 and 2
How much income, how many transactions
Yellow boxes are yours to change. Everything else calculates.
My income
What it takes
My appointment funnel
Appointments I need
My working year and standards
My daily number
What skill is worth
Listing appointments needed to take your listings, with sellers you don't know. Same listings, a fraction of the appointments.
Step 3
Build the house on pillars
Decide what share of your closings will come from each pillar (it must total 100%) and how many real conversations each pillar takes per closing. Replace the starting ratios with your own tracked numbers.
| Pillar | % of closings | Closings | Conversations per closing | Conversations / year | Per week |
|---|
Step 4
My 30-hour week
About 80% of your week belongs to money-making activities: setting appointments, going on appointments, getting listings signed and sold, and getting buyer agreements signed and buyers under contract.
| Category | Type | Hours per week |
|---|
A model 6-hour day
2027 calendar
Check off the days you will work
A working day is a day you set appointments or go on appointments. Tap a day to mark it. Plan your time off first, then protect your working days.
Step 5
My commitments
Accountability
The THREE actions I must take every working day
Five areas I will master professionally
Five areas I will master personally
Script of the week
52 conversations to master in 2027
Role-play the script of the week out loud for 5 minutes every working day. Put it in your own words, and use only real, local numbers.