2027 Real Estate Business Plan Template, Realtor Planner, GCI Tracker, Marketing Calendar, Canva

Plan your best year in real estate before January starts. This 36-page editable Canva planner takes you from last year's numbers to next year's income goal, then turns that goal into closings, appointments and conversations you can track every week.

WHAT'S INCLUDED (36 pages, US Letter 8.5 x 11 in)

STEP 01 YEAR IN REVIEW

- 2026 by the numbers: closings, volume, GCI, listings, reviews, database size

- Wins, lessons, and what to stop, start and continue

- Vision board with your word for the year

STEP 02 GOALS & THE MATH

- Income goal funnel: gross income, commission per closing, closings, appointments, conversations, weekly activity

- Goal by month table with quarter targets

- Closings tracker: color in one house for every closing, plus a GCI progress bar

- Business, personal and financial goals with daily non-negotiables

STEP 03 LEADS & SPHERE

- Lead source plan with a 100-square chart of where your business comes from

- Sphere of influence plan with A, B and C contacts and touch frequency

- 12-month client touch calendar (email, call, mail, pop-by, social, event)

- Top 50 people to stay close to

STEP 04 MARKETING

- Brand and ideal client worksheet

- 12-month marketing calendar with a campaign idea for every month

- Weekly social media rhythm

- 13-week habit tracker and transaction tracker

STEP 05 BUDGET & QUARTERS

- Annual budget (MLS and board dues, E&O, CRM, photography, ads, client gifts and more)

- Four quarterly plans with priorities and end-of-quarter review

STEP 06 MONTHLY CHECK-INS

- Twelve monthly reviews, two months per page

PLUS

- Six full-photo section pages, a welcome page and a contents page

HOW IT WORKS

1. Purchase and download the PDF

2. Click the Canva template link inside (a free Canva account works, no Pro needed)

3. Type right into the pages, or add your name, photo and brand colors and print

4. Come back once a month for a 20-minute check-in

WHAT YOU RECEIVE

- 1 PDF with your Canva template link and quick-start instructions

- Instant download after purchase (no physical product shipped)

PLEASE NOTE

- You need a free Canva account (canva.com). No Canva Pro required.

- Example numbers are for illustration only. This planner is not financial or tax advice.

- Photos (including the sample agent) are AI-generated images created for North Realty Studio. Replace them with your own photos in one click.

- This is a digital product. No refunds on digital downloads, but if anything doesn't work, message me and I will fix it.

- For use by the purchasing agent or team. The templates may not be resold, shared or redistributed.

Pair this plan with our Year-End Market Report Kit to start 2027 strong.

Questions? Send a message, happy to help.