Strategic Planning for Real Estate with Sarah Joy
Sarah Joy has created a video series that focuses on the most crucial aspects of strategic planning for real estate. These videos not only provide a fast and relatively painless way to earn more money and keep more of what you earn, but they also simplify the planning process.
As someone who has worked with agents for many years, Sarah has noticed that many agents struggle with planning and creating a solid strategy. Some find it challenging to get disciplined and write a plan, while others don’t know where to start.
However, a strategic plan is vital as it serves as a roadmap for decision-making throughout the year and helps businesses stay on track to keep more of their earnings.
In this series, we follow “The Strategic Planning Workbook for Real Estate,” but it can be used independently of the book. The titles of the videos are as follows:
– Start With Where You Are: In this video, we take a current inventory of our example real estate business and assess where it stands in terms of profit, margin, marketing spend, current client list (we will talk about this), referral program, number of deals per year and the breakdown, and deals by value.
– Goals, Strategies, & Initiatives: Once we assess the business, we can write goals for the future and decide both the overarching strategies and the more granular specifics of how we will achieve those goals.
– Order Matters: In this video, we put our ideas on a schedule that makes sense to our overall plan and offers the best opportunity to increase revenue without wasteful spending.
– Matching Marketing Goals: After establishing goals and means to accomplish them, we layer in the marketing plan and goals to match the business’s side. This is imperative as these two things must be in alignment with each other for the plan to work.
– Tying It All Together: In this video, we finalize the plan, wrap up anything open-ended, and go over how to use this now and into the future.
This series is a must-watch for anyone in the real estate business who wants to run their business like a business and have something to show for their efforts when nearing retirement.
About Sarah Joy
Sarah Joy is a business consultant with over 13 years of experience and an expert in strategic planning and execution. She’s helped well over 50 companies, with a claim to fame for increasing margins without increasing spend, her specialty.
During the COVID years, she worked at Chicago Title, putting her consulting on hold while the market for many business owners was volatile. However, while in Chicago, Sarah was able to utilize her planning process to help her real estate agents create business plans and help them see high-dollar results, too.
Her latest book “The Strategic Planning Workbook for Real Estate” and corresponding videos, are a map of her process, specifically customized to the real estate world. Her content takes the nuances of running a successful real estate practice and breaks it down into digestible segments that an agent can easily absorb.
Her understanding of the RE world is an asset to agents both new and seasoned. A must-see for any agent without a plan!
