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by Bridget McCrea (Author)
Real estate moves fast, and agents need a way to stay organized and in control. The Real Estate Agent’s 12-Month Planning Workbook offers a practical, month-by-month structure for tracking leads, income, expenses and pipeline activity across an entire year.
Created by an award-winning real estate writer with hands-on industry experience and decades spent covering how agents actually operate, this workbook focuses on the fundamentals that drive day-to-day success: organization, financial control and consistent client development.
New and experienced agents can use the workbook to:
– Track prospecting activity and meaningful client conversations
– Monitor income, expenses and cash flow in one place
– Evaluate marketing spend and understand return by channel
– Stay on top of follow-up, lead conversion and pipeline movement
– Review progress monthly, set priorities and adjust early
Agents get one place to see what’s working, what’s stalling and what needs their attention. Built-in calculations for cost per lead, cost per closing and projected income support better decision-making throughout the year.
Printed in an 8.5 × 11 format, this workbook’s designed for regular use and ongoing reference. Readers can start at any point in the year and adapt it to how their business actually runs.
Number of Pages: 176 Dimensions: 0.38 x 11 x 8.5 IN Publication Date: January 12, 2026
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