Are there real estate investor clients you should stop working with?

Preview of new spreadsheet to help answer that question and more...

Today I’ve been working on a brand-new spreadsheet.

• Have you ever wondered if a certain real estate investor client type is more profitable than another (fix and flip, BRRR, Nomad™, etc)?

• Have you ever wondered if a certain type of marketing is more effective than another?

• Have you ever wondered how much you’re earning when you factor in all the time spent marketing and serving your clients?

• Have you ever wondered which parts of your process need to be improved? Which are expensive? Which take a long time?

Well, that’s what this spreadsheet hopes to assist you with.

The Investor’s Agent One-Page Business Plan™

The Investor’s Agent One-Page Business Plan™ Spreadsheet

The spreadsheet will likely be called The Investor’s Agent One-Page Business Plan™ allows for agents to plan out an entire business plan of serving real estate investor clients in one spreadsheet (shown above).

Marketing To Find, Attract and Stay-In-Touch with Real Estate Investors

On the left-hand side (in green) are all the different types of marketing we tend to focus on for finding, attracting and staying in touch with real estate investors.

Running Your Investor Club/Group

Then, the left-middle section (in blue) is modeling running a local real estate investor club/group with number of members, number attending meetings and number requesting to sit down for a one-on-one meeting.

Meeting with Prospective Clients One-on-One

Then, a certain percentage of your one-on-one meeting will opt to sign an agreement to become a client.

Serving Different Real Estate Investor Client Types

The middle-right section (in orange) are all the different types of real estate investing clients walking through the client stages (typically agreement signed, showings, contracts written and finally contracts accepted).

Time Spent, Expenses Incurred and Profitability

Then the gray area at the right shows you the results for those client types including total time invested, total money spent to acquire/serve the client, total money collected along the way from the client (usually in commissions for real estate agents but you could collect money elsewhere like dues for the real estate investor group as an example), plus your return on investment and dollar per hour earned.

Then, we sum up all the different clients and show you totals for all your marketing and all your work and results from all the different types of investors.

Still Working On It…

I am still actively working on it and there are some things about it I still don’t like and aren’t working the way I want it to, but… I wanted to share with you an early version so you could see an early preview.

Let me know if you’re excited to see it when it is done.