Review 2026, Create 2027
Your Year-End Business Review & Goal-Setting Session
✨ Know exactly what worked, then build the year you want.
The most successful agents never roll into a new year on hope. In this session we take an honest look at 2026: where your business really came from, what converted, and what cost you time and money without paying off. Then we turn those lessons into 2027 goals that connect directly to what you'll do every day and every week.
Part One: Your 2026 Review
📊 Closings and income by source: sphere, open houses, online, referrals
🔁 Your conversion rates, from conversation to closing
💸 Marketing and lead spending that paid off, and what didn't
✂️ What to keep, what to stop, and what to start
Part Two: Your 2027 Goals
🎯 An income goal you believe in, with the numbers behind it
🗓️ Quarterly targets for listings, buyers, and closings
📈 A weekly activity plan sized to your goal
🚀 A first-90-days launch plan to start January strong
From goal to today's to-do list
Income goal → what you want 2027 to pay
Closings → how many sales it takes
Appointments → based on your real 2026 conversion
Daily conversations → the number you work every day
You'll walk away with
✅ A clear 2026 scorecard of what worked and what didn't
✅ 2027 goals broken down into weekly and daily activity
✅ A 90-day action plan ready for January 1
Offered November through January as a half-day workshop, or as two sessions: a December review and a January kickoff.
Pairs well with
01 The Ultimate Real Estate Business Planning Workshop
Get Back in Front of Clients: The 90-Day Program
Why Rosemary
Rosemary Kelleher, REALTOR®, CLHMS, ABR, GREEN, brings nearly 30 years of real estate success, leadership of 31+ offices, and thousands of agents and leaders coached. She still sells every day, so every strategy is tested in today's market.
👇 Request this seminar below. Every session is customized to your audience and goals, and Rosemary personally replies within one business day.