2027 Agent Success
Blueprint
Build the business you want to run in 2027.
More income. More listings. Clients you enjoy working with. A schedule that leaves room for a life outside real estate.
Building that business takes some serious thought about how you’ll get there. Especially when the time you have to work on your business is squeezed between showings, negotiations, and everything your current clients need.
I created the 2027 Agent Success Blueprint to help you decide what that business looks like and what needs to happen to build it.
This 70-page workbook and accompanying audio guide walk you through building a business and marketing plan using your own numbers, client experience, and available time. You’ll examine where your business is coming from, decide which opportunities you want more of, and work out what needs to happen to pursue them.
For example, wanting more listing business should influence whom your content speaks to, which questions you answer, the resources you prepare, and the people you stay connected with. The Blueprint helps you make those connections and schedule the work.
[Get the 2027 Agent Success Blueprint · $29.00]
A business and marketing review covering your production, lead sources, content performance, marketing materials, and where your time is going.
Goal-setting worksheets and transaction calculations to connect your income target with the closings, appointments, and conversations it will require.
Business priority and capacity exercises to choose your focus, preferred client mix, and a schedule you can maintain.
Audience and positioning worksheets to define whom you want to reach, what you want to be known for, and how you’ll demonstrate your expertise.
Content planning tools including content pillars, recurring series, story and FAQ banks, local content ideas, and a repurposing framework.
An annual campaign map and campaign brief template to connect your marketing efforts with specific business goals.
A first-quarter action plan with dedicated January, February, and March worksheets, weekly actions, and preparation checklists.
A client and referral relationship planner for check-ins, newsletters, events, appreciation, and follow-up.
12 monthly visibility calendars and a weekly planner to organize content, outreach, and calls to action.
A one-page success plan, monthly scorecard, and four quarterly reviews to keep your priorities accessible and evaluate your progress.
A resource bank with 30 content prompts, a hook builder, content quality checklist, AI prompt framework, and guidance for interpreting your analytics.
Also included: three guided audio planning sessions with Lindsay to walk you through the exercises, explain the decisions behind them, and share practical examples.
What’s Included In The 70-Page Guide:
Build your plan with guidance along the way.
The audio sessions follow the workbook through reviewing your year and setting your direction, defining your audience and marketing approach, and putting your plan into action.
Listen before completing each section or work alongside the recording. Pause when you need to check your numbers, rethink a commitment, or give a question more time. You can complete the three sessions separately at your own pace.
Leave with a plan you can use.
By the end of the planning sessions, you’ll have chosen your business priorities, developed your marketing direction, and mapped your first 90 days.
You’ll know what you’re working toward, which people and opportunities deserve your attention, and what you’ll do first. The calendars and reviews give you a way to revisit those decisions as the year unfolds.
When you have an hour to work on your business, you’ll have a plan to help you decide what will make that hour count.
The 2027 Agent Success Blueprint
70-page digital workbook + three guided audio planning sessions
[Get the 2027 Agent Success Blueprint · $29.00]
More listings, stronger referrals, clients you enjoy working with: build your 2027 plan around the business you want to run. The 2027 Agent Success Blueprint combines a 70-page workbook with three guided audio sessions to help you examine what’s working, choose your priorities, and decide what needs to change. Connect those decisions to your marketing, client relationships, and a practical plan for your first 90 days. Monthly calendars, quarterly reviews, and a resource bank with 30 content prompts give you tools to keep putting that plan to work throughout the year. When you sit down to work on your business, you’ll have already decided what deserves your time.
Frequently Asked Questions
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A 70-page digital PDF workbook and accompanying audio guidance organized into three planning sessions. The workbook includes the exercises, calendars, reviews, and resource bank described above. Please note that this is a digital download and that no physical product will be shipped.
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No. The first session helps you review your results and set your direction. Have your recent production numbers, lead-source information, and calendar nearby. You can use clearly marked estimates where records are missing.
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No. Work through the three planning sessions at your own pace. The monthly calendars, scorecards, quarterly reviews, and resources are there to use throughout 2027.
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The workbook and audio guide are self-guided. You’ll develop your own plan and ideas using the exercises and resources. Individual strategy sessions and social media management are available separately through The Engaging Agent.
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Because the Blueprint is delivered digitally, all purchases are final. If you run into any issues with your purchase, please reach out to lindsay@theengagingagent.com. I’m happy to help you get everything working so you can get started.
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Yes. Each purchase is intended for a single agent’s use. If you’d like to share the Blueprint with your team or brokerage, please email lindsay@theengagingagent.com for group pricing.