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SUMMARY - fill out only blue cells with white text
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Where are you Today? Where are you Going?Key Annual Goals
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What is your closed production YTD?0Amount to THRIVEAnnual AmountA&B's needed0
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How Many Closings have you had YTD?0Profit0Weekly Conversations0
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What is your Sales Price per closing 0Vacations0Appointments Set0
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Split each closing (your percentage til cap)70%Savings0Listings Taken0
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What is your Base/Cap amount each year0Home Projects0
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What is the value of your SphereDebt Payments0Closed Units0
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How many contacts are in your Sphere?0Misc0Production -
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SOISOI-RPersonal ExpensesMonthly Amt.Closings to hit base0
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Closing Potential from Current Sphere00Home Payment0
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Total Closing Potential from Sphere alone0Utilities0Profit First % (adjust accordingly)
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Number of Closings that came from each of the sourcesUnits%Food0Profit15%
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SphereRecreation/Entertainment0Taxes25%
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Past Clients 00%Insurance0Operating Exp15%
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Past Client Referrals 00%Business ExpensesMonthly Amt.OE Reserve15%
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Personal Friend00%Marketing mailers/ads0Personal Exp15%
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Personal Friend Referral00%Lead Generation (CRM, paid leads)0PE Reserve15%
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Office Expense0
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Family00%Transaction Coordinator0Total100%
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Family Referral00%Coaching0
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Current Client Referral00%Other expenses0
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Agent Referral00%
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Affiliate Referral00%Total COMMISSION needed -
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Listing Leads
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Open House00%
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Sign Call00%
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Web Lead00%
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Circle Prospecting00%
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Other
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FSBO/Expired00%
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Paid Leads/Ads00%
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Company Generated Business/Relo Leads00%
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____________00%
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Total00%
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