No Business Plan? (slap) They Told Me not To… (slap) Ok, I’ll Write One (hug)

If I hear one more business “guru” orno matter how good. From that point, we parked
so-called expert say that you don’t need athe marketing plan and focused on the business
plan I am going to puke...and then slap someone.strategy.
Yes, there are real short-term benefits of being We agreed on a plan to take on no clients
able to change course on a dime, but nobodyunless the property was over $500,000 and we
seems to be pointing out that while it is OK tohad a very good chance of getting both sides of
change tactics to achieve a certain goal, the goalthe commission. For a top producer this is a HUGE
remains steadfast.change. They are ingrained to take any business,
Let me explain…anyway they can. Because he was so fantastic at
Think of it this way – A business plan is yourconverting calls to qualified leads, we set up a
destination. Say you are planning to drive fromreferral program to front our tier 2 prospects to
home in Florida to hang out with your relatives forother agents in exchange for 25% of the final
Christmas in Massachusetts. (I wonder how Icommission. That allowed us to keep in place
came up with that example…) My business planturnkey marketing programs targeted to smaller
is to get to MA. Now my marketing plan is myprofit centers, and still earn a healthy side income
tactics. Those are the roads, highways, and reston very little work.
stops along the way.With this strategy in place, we were allowed once
So suppose there is an accident or constructionagain to focus on our marketing plan to help roll in
along the way. Then you change course- yourlarger, more profitable clients. We still continued to
tactics. Suppose a friend tells you about aget calls every day for smaller clients, and many
shortcut. You change tactics. What does nottimes, we had the perfect buyer ready to roll
change is your final goal. To get to your family inwithin the hour on the sale, but we had agreed to
MA. The simple truth is that if you don’tonly focus on larger clients, REGARDLESS of how
know where you are going, clearly, succinctly, andquick or easy we knew the sale would be. For
in writing – the obstacles, distractions, andweeks he would look over at me with puppy dog
peripheral mini-wins are going to trip you up.eyes begging to take on this easy client, and I
Here is where most people slip upwould point to our business strategy on the wall.
Suppose you are driving along and your wife seesEventually he got the idea and stopped
a giant sign that says 99% off Jimmy Choowhimpering.
shoes, or I see a sign that says “Today only,Moral of the Story: Without the business plan in
80-inch plasma TV’s for $1” Do we stop?place, we would have NEVER been able to switch
No. Seriously? Yes. Now if along the way wegears and focus on where our real profit centers
found a back road that will get us tolay.
Massachusetts 1 hour sooner, do we take it?Did it work?
THAT is where it is a maybe or a yes. Do you- Pre-plan $200k commissions
get the distinction? Stopping for a deal, even a- Year 1: $400k commissions
ridiculously good one, has nothing to do with our- Year 2: $1.2Million commissions
final goal (to get to MA) but changing course for aNot a bad split for 2 guys.
potential of reaching the goal sooner or betterSo, in closing…
(even if marginal) is something we will evaluate.I hope you can now understand my belief that a
You say, “So let me get this straight. I passsolid, written business plan is where it’s at.
up a 80” plasma for $1, but I take a backThat does not mean that it is set in stone, nor
road that will make my trip 1/20 shorter?”does it mean that you should have the ole’
– Yup.football spirit of “Never Quit. Never
So how to you combat this?Surrender.” There are times when you should
THIS is the reason you need a business plan. Ifquit, and there are times when you should
you did not have a clear, written goal you cansurrender. You just need to have the discipline to
refer to ALL THE TIME, there is no way you or Itreat these as serious strategic decisions, not
would have the perspective or willpower tooff-the-cuff alternatives. If, on my trip to MA, my
achieve it.wife went into labor, or close relative died, that
Perhaps the best way to get this to sink in is anwould be a game changer. My goal itself now
example back from my days as a principal in anchanges. In business that is the equivalent of the
investment real estate firm. A few years back, Iadvent of the Pony Express, the Steam Engine,
started working with one of the best salesthe Automobile, the Television, or the Internet.
professionals I had ever met. Business was great,Once those shifts happen, everything changes,
he was working 70 hours a week, and pulling inand your business plan will need to as well.
great paychecks. After consulting with him a few Well hope this was helpful to someone. In case
weeks and creating a killer marketing plan, weyou haven’t figured it out yet, my next post
realized we had a bottleneck. Him. He was alreadywill be …..hold it….hold it… Yes! The One Page
working crazy hours and there were just notBusiness Plan. Stay tuned!
enough hours in a day to take on new business