Turn your licence into a planned business, from income goal to today's conversations
A complete business plan and prospecting system for real-estate agents, brokers and small teams: the method, the workbook, the forms, the scripts and the weekly rhythm, in any country and currency.
- A 10-chapter e-book that works a net income goal back to closings, appointments and daily conversations, with one composite agent's year running through every chapter
- The Agent Business Plan Workbook: 17 sheets covering goal to activities, lead sources ranked by net income per hour, database and touch plans, daily log, pipeline, transactions, monthly pacing, budget and two dashboards
- 4 fillable PDF forms and 6 Word templates, including 58 prospecting scripts and messages, five client letters and 28 AI prompts
- A Start Here map, three cheat sheets including dated contact and licensing notes for eleven countries, a 9-sheet calculator with scenarios and a rental yield check, a 102-event calendar and a 34-task CSV
The Agent Business Plan and Prospecting Kit · Bodhih Pro Kits · 204 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do I write a business plan as a real-estate agent?
Start from the net income you want to keep, add business costs and a tax set-aside, and divide by your income per closed side. Work that back through your conversion ratios to appointments and daily conversations, choose lead sources on evidence, and review weekly. The Agent Business Plan and Prospecting Kit from Bodhih Training gives you the workbook and forms for each step.
Want the full free guide first? Read How to Write a Real Estate Agent Business Plan That You Will Use.
You already feel the problem. Here is what it is costing you.
Feast, then famine
A strong autumn, a cold winter. Prospecting stops when the pipeline is full and restarts when it is empty, and because closings lag conversations by months, the swings never end.
A goal with no Tuesday number
A yearly income figure is too big to act on at nine in the morning. Without the chain from income to conversations, there is nothing to measure until it is too late.
Gross that looks like income
Splits, fees, desk costs, portals, the car and tax all come out before anything is yours. Plans built on gross commission fall short every time.
Lead sources nobody measured
The portal, the mailer, the networking breakfast. Some worked, most were never tracked, and the money keeps going out.
A phone full of numbers, not a database
Past clients drift away, advocates go unthanked, and the people most likely to refer you hear from you once a year, if that.
Rules you are not sure about
Do-not-call registers, consent for texts and emails, fair-housing rules, AI tools. Getting it wrong costs trust, and sometimes much more.
Picture the next few weeks with the kit open beside you.
Picture the first Monday in January. Instead of wondering how the year will go, you open the workbook, type your net income goal, your split and your budget, and read the number that matters: how many conversations a day your year needs. You write it on the one-page plan and put five morning blocks in the calendar before lunch.
Now it is a Tuesday in February. As you work through tomorrow's list on the daily sheet, every call starts with the other person and ends with a date. The Database sheet tells you who is due a touch; the January letter has filled your diary with past client reviews. You count real conversations, not dials, and type the tally into the log.
Imagine a Friday afternoon in May. Thirty minutes with the weekly review form: conversations against target, appointments, one win, one fix. The Activity Dashboard shows your real conversations per appointment beside your assumption, so you know exactly which skill to practise next week.
And then the September quarterly reset. Income is on plan, and for the first time you can also see whether next quarter will be. Whether you begin with the e-book tonight or the Settings sheet tomorrow morning, the rhythm is already laid out for the whole year.
19 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Agent Business Plan and Prospecting Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: agent business map
The whole job as seven steps with the file to open at each, your first hour, a 30/60/90 day use plan and links to measure your starting point.
Agent Business Plan Workbook
17-sheet workbook: settings, goal-to-activities calculator, lead source plan with net income per hour, touch plan, database with next-touch and consent flags, daily prospecting log, pipeline with weighted income, transactions and income, monthly pacing, budget and expense log, marketing calendar, weekly review and two dashboards with charts.
Income Goal and Conversion Calculator
9-sheet calculator: goal to daily conversations, side-by-side scenarios, ratio and price sensitivity, income swings against your cash reserve, and a rental yield check (gross and net yield, cap rate, cash-on-cash, DSCR, loan-to-value, 1% test).
Annual business plan one-pager
Two-page fillable plan: page 1 is your year on one page (goal, numbers chain, lead sources, rhythm, money rules, commitments); page 2 records the assumptions behind it and the conditions that would make you change it.
Lead source decision sheet
Two-page fillable sheet to decide which lead sources to keep, grow, test or cut: a scored comparison of up to eight sources on cost, time, conversion, fit and control, and a 90-day test plan for a new source.
Daily prospecting sheet
One-page fillable sheet for each prospecting block: target, call and contact list, tallies of attempts, conversations and appointments, referral asks, follow-ups promised and a two-line review.
Weekly and quarterly business review form
Three-page fillable review: the 30-minute Friday weekly review (numbers, pipeline, database, one win, one fix, next week's blocks) and the half-day quarterly business review and reset (results against plan, ratios, lead sources, money, marketing, energy and next quarter's priorities).
Prospecting script and message library
58 ready-to-edit scripts and messages in 12 groups: sphere, past clients, referral asks, farm and doors, expired listings (where lawful), online leads, buyers and open houses, partners, landlords and investors, sellers and reviews, objections, and respect and fair treatment.
Personal brand and content plan
Template for your positioning statement, proof, content pillars, a 13-week content plan, listing-as-marketing checklist, review plan and the annual marketing plan and budget, with consent and advertising rules.
Database touch plans and client letters
Touch plans for 10 database segments (who, how often, which channel and which template) and five ready-to-send letters: annual home review, home anniversary, weekly seller report, landlord rent review note and a monthly newsletter.
Agent operating rhythm one-pager and team role brief
Part 1: a one-page operating rhythm and standards charter for you or your team (daily, weekly, monthly and quarterly rhythm, service standards, fair-treatment, data and AI rules). Part 2: a role brief for an assistant or team member with outcomes, tasks, limits, measures and a 30-day start plan.
Worked example pack: one agent's year, planned
One composite agent's year planned from a net income goal to the daily schedule: her real numbers, the goal-to-activities chain, lead source decisions, database and touch plan, weekly time blocks, and a completed daily sheet, weekly review, quarterly review and reserve plan.
AI prompt pack for agents
28 tool-agnostic prompts in 7 groups (plan and numbers, lead sources, database and follow-up, prospecting practice, brand and content, pricing and clients, review and admin), each with what to paste in and what to check.
Lead source and daily schedule card
If-this-then-that decisions for lead sources and contact, plus the daily schedule and weekly rhythm on one card.
Agent business mistakes to avoid
Fifteen common mistakes with what to do instead and the file that prevents each.
Contact, privacy and licensing notes by country (October 2026)
Dated reference: what to check on licensing, calls, texts, email, data, fair treatment and agreements, with the rules and regulators to look up in eleven countries.
Annual business plan calendar
102 events for a full plan year: set-up week, the first two weeks of prospecting blocks, 52 Friday weekly reviews, monthly money hours and database cleans, quarterly resets, events and renewals. Import into a new calendar and move to your dates.
Business plan task board
34 set-up and first-quarter tasks as a CSV for Trello, Asana, Notion, Planner or Jira, with step, week, file to open and due date.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 19 files plus a one-click ZIP
- E-book
- 58 pages
- Workbooks
- 17-sheet business plan workbook and 9-sheet calculator, with sample data, formulas and dashboards
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Acrobat Reader, GoodNotes, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion, Planner, Jira
- Best for
- Residential agents, brokers, buyer's agents and small teams in any country and currency
Your Licence Is Not Your Business
Why a licence is permission to work, not a business, and the seven-step method with a weekly and quarterly rhythm.
Know Your Numbers Before You Set a Goal
Planning from what you keep: splits, fees, a budget, a tax set-aside placeholder and a cash reserve for lumpy income.
Work the Goal Back to Today
The agent's funnel: six divisions from net income to closed sides, appointments and conversations per day, tested with scenarios.
Choose Lead Sources on Evidence
Ranking lead sources by net income per hour and cost per closing, deciding keep, grow, test or cut, and running 90-day tests.
The Database Is the Business
Segments, consent status and a touch rhythm for everyone you know, with the January home review letter.
Daily Prospecting That Respects People
A protected daily block, a prepared list, respectful scripts and honest counts of real conversations.
Follow-Up, Appointments and the Pipeline
Fast replies, weekly updates, written appointment summaries, weighted pipeline income and recording why you lose.
Your Personal Brand and Local Marketing
A true, provable position, four content pillars, a 13-week plan, listings as marketing and honest reviews.
Landlords, Investors and Partners
Yield, cap rate, cash-on-cash, DSCR and loan-to-value explained, fair tenant screening and partner relationships.
The Operating Rhythm: Time Blocks, Weekly Review, Quarterly Reset
Time blocks, the 30-minute Friday review and the half-day quarterly reset.
Help, AI, Ethics and Staying Power
When to hire help, where AI fits and where it must not decide, fair treatment as a hard line, and staying power.
The Business You Now Run
What you now have and the four habits to keep.
Agent Business Numbers Defined
Plain definitions for twenty agent business numbers, matched to the workbook.
Fair Treatment and Contact Rules Checklist
Questions to ask on fair treatment, contact and consent, data and AI, licence and money.
Not just reading. Tools you will actually open again.
E-book
- The Agent Business Plan and Prospecting Kit: 10 chapters, 2 appendices and 6 hand-drawn figures (PDF)
Start here
- 00-Start-Here-Agent-Business-Map: the job as seven steps with the file to open at each, your first hour and a 30/60/90 day use plan
Spreadsheets
- Agent Business Plan Workbook (17 sheets): Start here, Settings, Goal to Activities, Lead Sources, Touch Plan, Database, Daily Log, Stages, Pipeline, Transactions, Monthly Pacing, Budget, Expense Log, Marketing Calendar, Weekly Review, Dashboard with an income-pacing chart and Activity Dashboard with an activity-vs-plan chart
- Income Goal and Conversion Calculator (9 sheets): goal to daily conversations, scenarios, ratio and price sensitivity, income swings against your reserve, and a rental yield check
Fillable PDF forms
- Annual business plan one-pager: goal, numbers chain, lead sources, rhythm, money rules, assumptions and risks
- Lead source decision sheet: scored comparison of sources and a 90-day test plan
- Daily prospecting sheet: list, purposes, tallies and a two-line review
- Weekly and quarterly business review form: the Friday review and the half-day reset
Word templates
- Prospecting script and message library: 58 scripts and messages, from sphere calls to declining a discriminatory request
- Personal brand and content plan: positioning, pillars, a 13-week plan, listings as marketing, reviews and the annual marketing budget
- Database touch plans and client letters: touch plans for 10 segments and five ready-to-send letters
- Agent operating rhythm one-pager and team role brief
- Worked example pack: one agent's year planned from net income goal to the daily schedule
- AI prompt pack for agents: 28 prompts, each with what to paste in and what to check
Cheat sheets
- Lead source and daily schedule card
- Agent business mistakes to avoid
- Contact, privacy and licensing notes by country, dated October 2026
Calendar and import
- Annual business plan calendar (ICS): 102 events for Google Calendar, Outlook or Apple Calendar
- Business plan task board (CSV): 34 tasks for Trello, Asana, Notion, Planner or Jira
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- Work out the income you need after splits, fees, costs and a tax set-aside, and your income per closed side
- Turn an annual goal into appointments and conversations per week and per day, and test it with scenarios
- Rank lead sources by net income per hour and cost per closing, and run 90-day tests with stop rules
- Build a segmented database with consent recorded and a touch rhythm for every relationship
- Run a daily prospecting block with scripts that respect people and the rules where you work
- Track pipeline, transactions and income against a seasonal plan, with early warning when activity slips
- Explain gross and net yield, cap rate, cash-on-cash, DSCR and loan-to-value to landlord and investor clients
- Hold a 30-minute weekly review and a half-day quarterly reset that keep the plan alive
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Business & P&L Leader Readiness Assessment
Take the assessment →AssessAll assessmentSales Drive & Resilience Profile
Take the assessment →AssessAll assessmentTime, Priorities & Focus
Take the assessment →JobularySet goals you actually reach with the WOOP method (Jobulary)
Make it a growth plan →A taste of Chapter 2
Maya needed 99,900 at 5,600 a side: 17.8 sides, so 18. Half listings, half buyers: nine and nine. If 80% of her listings sell, she must take 12 listings; if 40% of her listing appointments sign, she needs 30 listing appointments. On the buyer side, 60% of signed buyers buy and 60% of consultations sign, so she needs 15 signed buyers and 25 consultations. That is 55 appointments. She assumed 25 conversations per appointment. That makes 1,375 conversations in the year. Over 46 working weeks it is 30 a week; over five prospecting days it is six a day. Six conversations a day felt manageable. It turned out to be more than she did. By September her log showed 930 conversations against a plan to date of 1,031, about 90%, and 33 appointments against 41. Worse, her real ratio was 28 conversations per appointment, not 25. The Activity Dashboard puts those two numbers side by side so the gap is impossible to miss.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Starting point | A gross commission target | Net income after splits, fees, costs and a tax set-aside placeholder |
| Daily activity | Make more calls | A conversations-per-day number worked back from your own ratios |
| Lead sources | Try everything, measure nothing | Net income per hour, cost per closing, keep, grow, test or cut |
| Database | A contacts app | 10 segments, consent status, touch rhythm and Touch now flags |
| Scripts | Pushy cold-call scripts | 58 respectful scripts, including opt-outs and declining discriminatory requests |
| Rules and AI | Not mentioned, or one country only | Dated notes for eleven countries and an AI prompt pack with human checks |
| Review | A yearly look back | A Friday review, a quarterly reset and two live dashboards |
Made for you if…
- Residential real-estate agents and brokers, new or established, who want a plan rather than a hope
- Buyer's agents and small teams who need shared numbers, scripts and a weekly rhythm
- Agents whose income swings between busy and empty quarters
- Small property managers and agents who work with landlords and investors
- Brokers and team leaders coaching agents through annual planning
- Agents in any country and currency, from the US and UK to India, the Gulf, Singapore, Australia and Africa
Probably not for you if…
- Anyone buying a home to live in: The Home Buying Master Kit is written for that job
- Readers looking for investment, tax or legal advice: the kit is educational and points you to your accountant, lawyer and licensing body
- Anyone hoping for guaranteed income or closings: the kit helps you plan and measure effort; it cannot promise results
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Your next quarter is being decided by this week's conversations
Open the Start Here map, type your numbers into the Settings sheet and read your conversations per day. Whether you begin with the e-book this evening or the workbook tomorrow morning, the whole year's rhythm is already in the calendar file.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
What buyers say
No ratings yet. Only people who have bought this kit can rate it - every buyer gets a one-click rating link a couple of days after their purchase.
The Bodhih family, when you are ready for more
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AssessAll
250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
Bodhih Training
Run this topic as a live workshop for your team, in person or online.
Pewple
Book a vetted coach for career, leadership or communication. Pay per session.
Bodhih.org pathways
Certification pathways in Applied AI, Workplace English and management.
The Agent Business Plan and Prospecting Kit: FAQs
Read the free guideAlready bought? Resend my linkHow do I write a business plan as a real-estate agent?
Start from the net income you want to keep, add business costs and a tax set-aside, and divide by what you earn per closed side after split and fees. Work that back through your conversion ratios to appointments and daily conversations, choose lead sources on evidence, and review the plan weekly and quarterly. The kit's workbook does the arithmetic and the one-page plan holds the result.
How many conversations do I need to close a deal?
It depends on your own ratios, which is why the kit asks you to measure them. In the sample plan, an agent who needs 18 closed sides, 55 appointments and 25 conversations per appointment needs about 30 conversations a week. The Activity Dashboard compares your real ratio with your assumption every week.
Which lead sources work best for agents?
The ones that produce closings at a cost and time you can sustain, which differ by agent and market. In NAR's 2025 Profile of Home Buyers and Sellers, 43% of US buyers found their agent through a referral from a friend, neighbour or relative, which is one reason the kit puts the database and past clients at the centre. The Lead Sources sheet ranks your own sources by net income per hour.
Is prospecting by phone or door still allowed?
Often, but within rules that differ by country and channel: do-not-call registers, consent for texts and emails, door-knocking by-laws and rules on contacting owners of expired listings. The kit keeps those specifics in one cheat sheet dated October 2026 and every script starts from respect and consent.
How do I measure my starting point?
AssessAll offers assessments that match this kit: Business & P&L Leader Readiness Assessment, Sales Drive & Resilience Profile, and Time, Priorities & Focus. Take one before you set your plan and again at a quarterly reset. Links are on the Start Here map; the assessments are separate products and not included.
How do I turn the plan into goals I keep working on?
Pick one or two skills from your quarterly review, such as the price conversation or follow-up speed, and set them as personal goals. Jobulary explains the WOOP method for professional goals, and the link is on the Start Here map.
Does it work outside the United States?
Yes. Every amount is in the currency you choose, and commission rates, splits, fees and ratios are your own inputs. The sample agent is in Ohio, the worked examples include Leeds, Pune and Dubai, and the dated notes cover eleven countries.
Is this financial, tax or legal advice?
No. The kit is educational. Tax set-aside rates are placeholders to agree with your accountant, yield calculations are for discussion with clients and their advisers, and templates are starting points for your broker or a lawyer to check. Nothing in the kit promises income, closings or returns.
Which software do I need?
The workbooks open in Excel, Google Sheets or LibreOffice and use no macros. The forms are fillable in Acrobat Reader and most PDF apps, the templates open in Word or Google Docs, the calendar imports into Google Calendar, Outlook or Apple Calendar, and the CSV imports into Trello, Asana, Notion, Planner or Jira.
What is the refund policy?
Digital kits are non-refundable once downloaded. The exceptions are corrupted files that are not fixed within 3 working days, duplicate charges, or failed delivery.
How much does The Agent Business Plan and Prospecting Kit cost?
₹999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
