Do You Have a Business Road Map?

You already know where you want your career to take you, but do you know how to get there? Successful agents know you need to have a well-thought-out plan and stay the course to reach your goals.

What do all top-producing agents have in common? They’re planners. They don’t wing it, or leave their business to chance. Top producers know what their sales goals are, and they have a proven, comprehensive business plan that they know will help them reach their goals.

Often times, it takes years—if not decades—for agents to develop a winning business plan. Through trial and error, they figure out how, and how often, to engage with their clients, tweaking their communication styles and messages until they hit on a strategy that works.

Reach Your Goals Faster with a Business Road Map

Most agents don’t have years and years to perfect their business plan, however. With those agents in mind, Locations developed a data-driven program more than five years ago to help agents prioritize the activities that will net the biggest gains, while keeping them informed of their progress and on track to meet their year-end sales goals.

We call this system our Business Road Map, because it’s a proven tool to get agents from where they are to where they want to go. No other firm uses our proprietary mix of data to boost agent productivity. It’s just one more way we give our agents a competitive edge in a crowded marketplace.

How Does Locations’ Business Road Map Work?

When developing the Business Road Map, the data geeks at Locations analyzed the activities of our top producers, like how many contacts have they entered into our customer relationship management system or CRM, how many of their contacts are active on our website or have downloaded our mobile app, how many email communications they send and much more.

Based on our findings that greater client engagement leads to more sales, our road map system provides a snapshot of how an agent is performing at any given time throughout the year and suggests actions that could further client engagement and drive sales.

You Need a Co-Pilot

Because even the best drivers sometimes need a co-pilot to help read a map, Locations’ full-time, professional coaches are always available to help agents navigate their Business Road Map. A coach can help you to make sense of your performance and identify areas where you may need to increase your efforts to see greater results. Because we believe that coaching is an essential element to any successful business plan, all Locations agents receive complimentary coaching. At Locations, you’re never left to your own devices!

Are You on the Right Track This Year?

If you don’t have a business plan, don’t panic. Take a moment to reflect on your performance so far this year. Are you on track to meet your annual goals? If not, it’s not too late. Try to pinpoint where you’re getting stuck—maybe you’re not reaching enough potential clients through your prospecting, or maybe your presentations are falling flat.

Once you’ve identified areas that need improvement, you can outline some actions steps you could take to increase your productivity. For example:


Feeling lost? We can help! Book your confidential meeting and let’s discuss where you want to go and how Locations could help you get there faster!

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