Let's be real for a second—when someone mentions "business planning," does your brain immediately go: "Ugh, spreadsheets. Kill me now"?
Because same. 😅
But here's the thing I've discovered recently: business planning doesn't have to feel like doing your taxes or getting a root canal! It can actually be (dare I say it?) kind of exciting when you frame it the right way.
It's Not About Paperwork—It's About Freedom
Think about it—what do you actually want more of in your life? More money to travel? More time with your kids? That beach house you've been dreaming about? A random Tuesday off just because you can?
Your business plan isn't some corporate requirement. It's your personal roadmap to getting more of whatever lights you up!
The Magic of Breaking It Down
I recently heard about an agent who was feeling completely overwhelmed by his annual income goal. He wanted to hit $250K this year (up from $150K last year), and every time he thought about it, he felt like he needed to transform into some kind of super-agent overnight.
The breakthrough came when he started working backward:
$250K income ➡️ how many transactions? ➡️ how many listings/buyers? ➡️ how many appointments? ➡️ how many conversations?
And the revelation?
He only needed to have three additional meaningful conversations per day to hit that "ambitious" goal.
THREE! Not "work 80-hour weeks." Not "clone yourself." Just three more quality conversations each day with potential clients, past clients, or referral partners.
Suddenly what seemed like climbing Everest became more like taking the stairs instead of the elevator.
Clarity = Control
That's when it hit me: the difference between feeling overwhelmed and feeling in control is often just a matter of clarity.
When your big goals live as vague, looming monsters in your head, they're terrifying. But once you break them down into simple daily actions, they become manageable. Even—dare I say—easy?
Making It Happen (Without the Drama)
Here's how to do this for yourself in two simple steps (no boring 50-page business plan required):
1. Work Backward From Your Income Goal
- What's your income target this year? (Be specific! $127,500 feels more real than "six figures")
- How many transactions do you need to hit that number?
- How many appointments typically lead to one transaction?
- How many conversations typically lead to one appointment?
- NOW you know your magic daily conversation number!
2. Block "Non-Negotiable" Time for Money-Making Activities
Here's where most people mess up. They do all the math, get excited about their simple daily number... and then never actually protect the time to make those conversations happen.
So pull out your calendar right now. (Yes, NOW. I'll wait...)
Block out time every day for your money-making activities. Label it something that feels important to you—"Wealth Building Hour" or "Future Beach House Fund" or simply "Money Time."
And here's the crucial part: treat these appointments with yourself as seriously as you would treat a meeting with your most important client. Because guess what? YOU are your most important client.
No canceling on yourself. No "I'll get to it later." No letting other people hijack this time.
The 3-Conversation Challenge
I'm throwing down the gauntlet: For the next week, commit to having your personal magic number of additional conversations each day (even if you're not sure what that number is yet, start with just 3 like Jake).
Track how it feels. Track your results. And come back here to comment about what happened!
I bet you'll discover what Jake did—that your biggest goals are actually hiding behind a surprisingly small number of consistent daily actions.
And honestly? That's kind of amazing news.
Who's with me? Drop a comment with your magic daily conversation number or any questions about breaking down your big goals!
Your turn: What's one income-producing activity you're going to make "non-negotiable" in your calendar this week?
