Brix Real Estate LLC

Agent Business Planning

Confidential · Business planning use only

Persona & Business DNA

Brix Real Estate · Agent Business Planning

Answer in your own words — rambling beats polished, and honest beats impressive. Every box grows as you type with no limit anywhere. Skip anything and come back to it; nothing here is graded.

Your answers save themselves in this browser as you type, so you can close this page and return anytime on the same device. When you're finished, tap Submit My Answers at the bottom and they come straight to us — or use Download to keep your own copy. The red bar at the top tracks your progress.

Your name

Section 1

Personal Background & Persona

Who you are when you're working — the raw material for voice and brand.

How do you prefer to be introduced professionally?Full name, nickname, or something else — and does it change by audience? This decides the name on your marketing.

Describe yourself as a real estate professional in a few sentences.Say it like you'd say it to a smart friend, not like a bio.

Your top 5 personal strengths that actually show up in the work.For each one, name a moment it mattered in a real deal. The moment is worth more than the adjective.

What do you genuinely love most about real estate?

What parts of the business drain or frustrate you most?Be specific — the plan will be built to minimize these.

How would close friends or long-time clients describe your personality and style?If you remember actual phrases people have used, write those.

Your preferred work style.Highly structured, flexible, high-touch, selective, volume-driven — and how that's changed over your career.

Section 2

Experience, Credibility & Proof

The record — and the stories that make it believable.

How many years have you been actively in real estate, ownership and brokerage combined?

Roughly how many transactions across your career?A defensible range is fine — whatever you claim publicly has to be true.

Which types of transactions have you done the most of?Rank your strongest categories: residential resale, first-time buyers, rentals/small multifamily, apartment buildings, STRs, estates, new build, land...

What price range are you most comfortable and most successful in?

Specialties or niches you're known for — or want to become known for.Mark each as "already known for" or "want to build." Investor/landlord work? Legacy family homes? Accessible housing? 1031s?

The most impressive or unusual experience you bring that most agents don't have.

Tell three deal stories you're proud of — the situation, the call you made, how it ended.These become the case notes and marketing proof. Details beat numbers.

Now one that went badly — and what you do differently because of it.2008 counts. Nothing builds trust in marketing like a scar told well.

Your own real estate portfolio, if any — and how much of it you're willing to reference publicly.If you own investment property: types, submarkets, rough scale — and what stays private. Owning what your clients buy is powerful positioning, so precision matters. If you don't own any, say so; that's useful too.

Section 3

Vision & Goals — Next 12–36 Months

What "ramping up" actually means, in numbers and in life.

What does "ramping up my brokerage business" mean to you, specifically?More deals? Better deals? More sellers? More investors? Less of something?

Top 3 business goals for the next 12 months.

Top 3 goals for the next 3 years.

How many transactions, or how much closed volume, would feel like a successful year?

Individual broker, small team, or something larger eventually?Would you hire an assistant or transaction coordinator before anything else? Does mentoring or recruiting count as growth for you?

What does ideal success look and feel like, personally — lifestyle and business together?Include the honest constraints — family, health, other businesses, whatever real life demands. The plan has to fit real life or it won't survive.

Section 4

Ideal Client & Target Market

Who this is for. Who it is not for.

Describe your ideal client in detail.Easier version: name two real past clients you'd take ten more of, and what made them ideal.

Which clients do you enjoy working with most?

Which clients do you prefer to avoid?And what's the earliest warning sign?

Buyers, sellers, or both equally — where do you want the business weighted?

Luxury, mid-to-upper market, investment property, or a mix — and in what proportion?

Which Denver metro neighborhoods do you want to dominate or be known in?Separate the ones you know at street level from the ones you could merely service.

Do you belong to clubs, organizations, or social circles that matter to your business?Private planning question only — nothing here goes into marketing without your say-so. For each: real referral channel, occasional one, or off the table entirely?

Other warm networks worth building on.Alumni networks, charity boards, school communities, churches, past-client neighborhoods, professional circles — which feel natural to build on and which feel forced?

Section 5

Unique Value & Positioning

The argument for hiring you, in your own words.

Why should a high-quality client choose you over other experienced Denver brokers?

What do you do differently or better than most agents?Concrete behaviors, not qualities. What do you do that they'd never bother doing?

What do clients consistently thank you for or compliment?Verbatim phrases if you remember them.

Your brand in one sentence.If you already have a tagline or brand line, write it here and say whether to keep, kill, or improve it.

Three words you want people to associate with you professionally.And one word you'd hate to be described as.

What do you believe about Denver real estate that most agents get wrong?Contrarian convictions make the best content.

Section 6

Services & Offerings

Which services do you want to actively offer and promote?Listing, buyer representation, investor advisory, valuations, 1031 coordination, STR guidance, estate sales, property management referrals...

Anything you currently do that you want to stop or reduce?

Interest in premium or concierge-level services?Full listing prep management, vendor coordination, estate clean-outs, off-market search for select buyers — and would you charge differently for it?

How involved do you want to be in the day-to-day details of each transaction?Hands-on with everything, or comfortable delegating pieces? Whatever you promise clients has to match this answer.

Section 7

Branding, Marketing & Website

What feeling should your website and brand give people?First impressions in three words — what should someone feel ten seconds after landing on your page?

Elegant/luxury, warm & approachable, modern & clean — or some mix?

How visible are you willing to be online?Rate each honestly: professional photos / casual photos / short videos on camera / social posts / personal stories (family, the kids, charity work). "Not that" is a useful answer.

Which marketing activities are you willing to do consistently — for a year, not a month?Calls to past clients, handwritten notes, mailers, open houses, video, an investor meetup, review requests, events. Two done relentlessly beat ten dabbled in.

Which marketing activities do you dislike or refuse?

Your past-client database, honestly.Roughly how many past clients could you reach today? Where do those names live — phone, old files, an old CRM? This is the highest-value asset in the whole plan.

Section 8

Operations, Time & Support

How many hours per week do you realistically want to give real estate?After everything else in your life takes its share.

What does your ideal weekly schedule look like?Which days/blocks are untouchable?

Support: what do you have now, and what would you hire first?Assistant, transaction coordinator, showing partner, marketing help — and what would you hand off first if someone great appeared tomorrow?

Systems and tools you already use and like — and the ones you pay for but ignore.CRM, e-signature, showing tools, accounting, spreadsheets-and-a-legal-pad counts too.

Section 9

Financial Priorities & Final Notes

Rough target for gross commission income over the next 12 months.

Roughly what are you willing to invest in marketing and business-building this year?Photography, mailers, tools, an assistant's first months — a range is fine.

How does brokerage income rank against portfolio income in your overall financial picture?Is brokerage the engine, the supplement, or the thing you love that also pays? This changes what the plan optimizes for.

What would make you look back a year from now and say this worked?

Anything else. Whatever didn't fit above — worries, ideas, non-negotiables.

Confidential — for business planning use only. Complete digitally and return.