Events & Trainings
YOUR 2027planning toolkit
Everything from our Goal Setting & Business Planning session, in one place. Watch the recording, grab the tools, and build a plan you actually believe in.
a note from Gus
Thank you for making time for your 2027 plan. Whether you joined us live or you are catching up now, everything from the session is here for you to use, no strings attached.
A clear plan is one of the best things you can do for your business and your peace of mind heading into the new year. Work through it at your own pace, and if you want a second set of eyes on your numbers, I would be glad to help.
Gus Grizzard , Broker/Owner, ERA Grizzard Real Estate
STEP 01
Watch the recording
The full Goal Setting & Business Planning session. Start at the top or skip to the parts you need. It opens in Zoom and asks for the passcode below.
Watch the RecordingSTEP 02
Download your tools
The two resources we used in the session. Use whichever fits how you like to plan.
AI Prompt Playbook
The prompts from the session. Use them to draft your plan, map out your lead sources, and set your weekly activity targets.
Download PDFMy Business Planner
Works backward from your income goal to the transactions, appointments, and conversations it takes to get there. Check the tabs at the bottom.
Download SpreadsheetSTEP 03
Pressure-test your planwith Gus
Book a 30-minute goals call by Zoom or phone. We will walk through your numbers together, and you will leave with a Prospecting Tracker built around your plan.
KEEP READING
Setting Your Vision (Not Just Your Goals) for 2027
From Leader Insights. A good companion to the planning session before you lock in your numbers.
Read the post