Module 1. Copyright 2012 Doren Aldana PDF Free Download

STEP #1: Strategic. What are your six baseline performance metrics? 1. 2. 3. 4. 5. 6. IMPORTANT: What gets, can be. What can be tested, can be improved. Fact #1: A % improvement in any area of your performance metrics every is a % increase for the year! Fact #2: A % improvement in any area of your performance metrics every is a % increase for the year! Notes: Copyright 2012 Doren Aldana www.superstarmortgagebroker.com 4

Excerises for Step #1: Baseline performance metrics (based on the past three months): a) How many leads (inquiries) do I average per per month? b) How many applications do I have average per month? c) How many closed deals do I have average per month? d) What s my average commission per deal? $ e) What s my average gross commission per month? $ My Conversion Ratios Lead- to- App Ratio: (Monthly Apps/Monthly Leads X 100) / X100= % App- to- Closed- Deal Ratio: (Monthly C- Ds/Monthly Apps X 100) / X100= % Lead- to- Closed- Deal Ratio: (Monthly C- Ds/Monthly Leads X 100) / X100= % What s working? 1) What are my most profitable sources of business? Copyright 2012 Doren Aldana www.superstarmortgagebroker.com 5

2) What strategies are already working? 3) How can I drill deeper into those gold mines? What s NOT working? 1) What am I spending time/money on with little return? 2) What investments are not being held accountable to results? 3) What is no longer serving me that I need to let go of? Copyright 2012 Doren Aldana www.superstarmortgagebroker.com 6

My Goals: It feels so good knowing I m 100% committed to achieving the following results by (day) (month) (year). Financial Goals: The specific and measurable financial goals I m committed to achieving are: Why is hitting these goals so important to me? What will I gain if I achieve them? What s at stake? What will it cost me if I don t achieve them? Copyright 2012 Doren Aldana www.superstarmortgagebroker.com 7

Health Goals: 1) The specific and measurable health goals I m committed to achieving are: Why is hitting these goals so important to me? What will I gain if I achieve them? What s at stake? What will it cost me if I don t achieve them? Copyright 2012 Doren Aldana www.superstarmortgagebroker.com 8

Lifestyle Goals: 1) The specific and measurable lifestyel goals I m committed to achieving are: Why is hitting these goals so important to me? What will I gain if I achieve them? What s at stake? What will it cost me if I don t achieve them? Copyright 2012 Doren Aldana www.superstarmortgagebroker.com 9

Convert My Income Goal Into Marketing Targets Based on my average commission per deal of $ and my current conversion ratios... 1) How many closed deals/month do I need to hit my income goal? 2) How many apps/month do I need to hit my income goal? 3) How many leads/month do I need to hit my income goal? What's Next? Action Step #1: Action Step #2: Action Step #3: NOTES: Copyright 2012 Doren Aldana www.superstarmortgagebroker.com 10

Module #1 INSTANT Download Cheat Sheet (For Members Only) Thank you for taking participating in our webinar training. We trust you gained deeper insight into what it s going to take to create your strategic plan. Now that you re equipped with the action plan, here are a few powerful resources that you can use to achieve success: TRACKING & PLANNING: Resource #1: Goal Tracking Sheet Download link: www.tinyurl.com/goaltracker Resource #2: Lead Tracking Sheet Download link: www.tinyurl.com/leadtracker Resource #3: Quarterly Attraction Planner Download link: www.tinyurl.com/qaplanner Resource #4: Quarterly Marketing Planner Download link: www.tinyurl.com/qmplanner Resource #5: Progress Journal Download link: www.tinyurl.com/progressj Resource #6: Coaching Call Notes Sheet Download link: www.tinyurl.com/coachingnotes Copyright 2012 Doren Aldana www.superstarmortgagebroker.com 11

Module 1. Copyright 2012 Doren Aldana 1