SUN LIFE TECH
REAL ESTATE BUSINESS PLAN

Use this worksheet as an educational planning aid. Adapt it to your brokerage policies, market, licensing obligations and client needs.

Vision and niche
Ideal client and communities
12-month goals
Offers and referral strategy
Marketing channels
Weekly lead measures
Monthly budget
90-day priorities

NOTES
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Learn more: https://sunlifetech.com/resources/real-estate-growth
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