2027 Business Planning Clinic with Tim Beverlin at KW Moorestown

Stop setting goals. Start building the plan to actually hit them.

What do you want your business to look like over the next 12 months?

Not just your sales volume.

How much do you want to earn?
How many clients do you want to serve?
Where will those clients come from?
How many appointments do you need?
How many conversations will it take?
And what exactly needs to happen every week to get there?

That’s exactly what we’re going to figure out at Business Planning Clinic with Tim Beverlin at KW Moorestown.

This is an interactive, working session designed to help you take the business you want and reverse-engineer it all the way down to the daily and weekly activities required to build it.

This is not the kind of workshop where you talk about goals, write down a big number, and leave feeling motivated for a few hours.

We’re doing the math.
We’re looking at your numbers.
We’re identifying the gaps.
We’re deciding where your business is going to come from.
And we’re building an actual plan you can execute.

By the time you leave, you should be able to answer one of the most important questions in your business:

“What do I need to do every week to hit my goal?”

What We’ll Break Down

1. What do you actually want your business to produce?

Before we talk about transactions, we’ll start with the bigger picture:

• Desired annual income
• Personal financial goals
• Business expenses
• Net income goals
• Required production
• The type of business you actually want to build

Because selling more homes doesn’t automatically mean you’re building a better business.

2. Reverse-engineer the number

We’ll work backward from your goal:

Income → GCI → Volume → Closings → Appointments → Leads → Conversations → Activities

The goal is to take a big idea and turn it into something you can actually control.

3. Know the numbers that drive your business

We’ll identify the metrics every agent should know, including:

• Average sales price
• Average commission
• GCI per closing
• Buyer vs. seller business
• Conversion rates
• Repeat and referral business
• Lead source performance
• Expenses and profitability

You don’t need perfect data — but you do need enough information to understand what’s driving your results.

4. Where will your next transactions come from?

It’s easy to say you want to close more deals.

The real question is: Where are they actually going to come from?

We’ll break down your opportunities by lead source, including:

• Database + sphere
• Past clients
• Referrals
• Open houses
• Social media + content
• Geographic farming
• Networking
• Agent referrals
• Online leads
• Expireds + FSBOs
• Prospecting
• Client events
• Community involvement

The answer is not doing everything.
The answer is identifying the few things you can execute consistently at a high level.

5. Build your database plan

Your database should be one of the most predictable sources of future business — if you’re actually staying in front of people.

We’ll look at:

• How many people are in your database
• How often you’re communicating
• How you’re providing value
• How you’re generating referrals
• Calls, emails, events, personal touches, and follow-up

6. Build a real pipeline

We’ll help you think through your business in stages:

• Now — ready to move
• 30 Days — active opportunity
• 60–90 Days — preparing
• 3–6 Months — nurture
• 6–12 Months — long-term opportunity

The goal is to stop wondering where your next closing is coming from and start building more predictability into your business.

7. Focus on leading indicators

Closings are a result.
We want to identify the activities that predict future production, such as:

• Conversations
• Appointments
• Follow-up
• Database touches
• Leads generated
• Buyer consultations
• Listing appointments
• Agreements signed
• Offers written

8. Turn 12 months into one week

We’re breaking your plan down from:

Annual → Quarterly → Monthly → Weekly → Daily

Because the moment your goal becomes weekly, it becomes actionable.

9. Build your ideal week

Once we know what activities matter most, we’ll talk about where they actually go on your calendar.

That includes:

• Lead generation
• Follow-up
• Database conversations
• Client appointments
• Pipeline management
• Content + marketing
• Skill development
• Administrative responsibilities
• Personal priorities

10. Find the gap in your business

We’ll compare:
What your current business is producing
vs.
What your goal requires

Then identify the real gap.

Do you need:

• More conversations?
• More appointments?
• Better conversion?
• More listings?
• More database touches?
• Better follow-up?
• A stronger lead source mix?
• Better time management?

Instead of just saying “I need to work harder,” you’ll be able to identify exactly what needs to improve.

Most importantly: you’re leaving with a plan.

We don’t want you walking out with pages of notes you never look at again.

We want you leaving with clarity.

By the end of the workshop, you’ll have a much clearer understanding of:

• Your income goal
• Your GCI goal
• Your sales volume goal
• Your transaction goal
• Your monthly production targets
• Your primary lead sources
• Your database strategy
• Your pipeline targets
• Your weekly activity goals
• Your leading indicators
• Your business scorecard
• Your next actions

When business gets busy, the market shifts, or a slow month hits — you’ll have something to come back to:

The plan.

Who Should Attend?

If you’re a newer agent:

You’ll learn what activities actually create transactions and how to start building your business intentionally.

If you’re an established agent:

You’ll identify what’s working, what’s not, and where your biggest opportunities for growth exist.

If you’re a high-producing agent:

You’ll have an opportunity to analyze your numbers, identify your next constraint, and determine what needs to change to reach the next level.

Whether your goal is your first $100K in GCI, $10M in production, $500K in GCI, or building a completely different version of your business — the process starts in the same place:

Know the numbers.
Build the plan.
Execute the activities.
Track the results.
Adjust.

Come Ready to Work

Please bring:

• Your laptop
• Your production numbers
• Your goals
• Your current pipeline
• Your database numbers, if you have them

And most importantly, bring the willingness to take an honest look at your business.

Because we’re not spending this workshop predicting what next year might look like.

We’re building what your next year is going to require.

Build the business before the year begins.