Visual thinking room
My boards
Map out ideas, flows and plans on a private canvas
Guided setup · about five minutes
Build your Agent Success Plan
Answer a few questions about your income goal, your budget and the hours you have. The planner works backwards to the calls, appointments and policies it takes, then writes your business plan
Your written business planAround twenty pages, read it here and download it as a PDF
Honest numbersBuilt on your contract level, your time and your lead budget, with the fall-off at every step
Every number can be changed later
1
Pick a starting pointNew board opens playbooks with the words already written, short processes and blank canvases
2
Drag anything, anywhereClick an item to move it. Highlight several and drag the whole set as one
3
Open a section full screenEvery section has an Open button so you can work on it without the clutter
1
Answer a few questionsYour focus, contract level, income goal, hours, calls and lead budget. About five minutes
2
Read your planIt opens right here as a written business plan. Download the PDF and put it in front of your manager
3
Change it any timeEdit the plan and every number updates. It is also added to Whiteboards as a board, if you want the day-by-day detail