Achieving your goals requires regular check in and modification of plans and strategies. Use the following feedback template and questions to assess your performance each quarter, and adjust your goals accordingly.

Post-Transaction Client Feedback Email Template

Subject:       A Few Questions—and Thank You!

Dear {Prospect First Name},

Thank you for trusting me with…
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For your convenience use this Summary Sheet to fill in all the important goals and metrics of your business plan. This sheet may serve as a quick reference throughout the year as your track your success and achieve your goals.

Income Goal for 2008                                                 ___________________

Dollars Per Transaction to You                                ___________________

Number of Transactions Needed                            …
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Use this sample worksheet to calculate the number of transactions you’ll need

Step1:

Determine your average commission per transaction

Average price range ____

X ____ % commission

=  ___ total gross commission

Divide by 2 (for sale side or listing side)

+ ___

Multiply by your commission split ____

=…
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See below for a sample worksheet.

…
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