Most Agents Skip This Step Every Year (Don’t Be One of Them)

As we wrap up the year, this is the most important work you can do as a business owner:
review before you plan.

Our recent Business Planning Day was about clarity, ownership, and intention. Now is the moment to apply that thinking individually.

Step 1: Review 2025 Honestly

Before jumping into goals, take time to look backward.

Ask yourself:

• What actually worked this year?

• Where did my closings really come from?

• What activities did I stay consistent with?

• Where did I stop and start?

• What drained energy vs. created momentum?

This is about identifying data and patterns. Your results are feedback.

Step 2: Identify the Gaps

Every business has leverage points.

Look for:

• Conversion gaps (calls → appointments → closings)

• Lead sources that took effort but didn’t produce

• Habits that slipped when things got busy

• Systems you relied on too late instead of early

Growth doesn’t usually require more ideas. It requires tightening execution and doing more of what works.

Step 3: Plan 2026 With Intention

Your 2026 plan should answer three simple questions:

1. How much do I want to earn?

2. How many closings does that require?

3. What activities create those closings, consistently?

Strong plans are:

• Specific

• Activity-based

• Built around 1–2 primary lead pillars

• Designed to be repeatable, not heroic

Effort is optional. Appointments are not.

Step 4: Commit to Fewer Things Done Better

One of the biggest themes from Business Planning Day was this:

2026 is not the year to chase everything.

It’s the year to do fewer things extremely well, week after week.

Speed creates momentum.
Consistency compounds results.
Stop–start kills confidence.

If you haven’t completed your personal business plan yet, block time this week to do so. If you need support, accountability, or clarity, raise your hand. That’s what the team is here for.

Let’s finish 2025 strong and build 2026 with confidence.

Make every day count 🚀

Magali

Magali Pattison
Envision VA Home, eXp Realty
Virginia | Nationwide
https://www.envisionvahome.com
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