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52-Week Curriculum
Q4 · Mastery

Week 48: Annual Business Plan

Plan next year based on this year's data.

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Overview

What You'll Learn

The best time to plan next year is now — while this year's lessons are fresh. Build a data-driven plan for your best year yet.

Learning Objectives

  • ✓Analyze this year's production data
  • ✓Set realistic but ambitious goals for next year
  • ✓Allocate budget across marketing channels
  • ✓Create quarterly milestones and checkpoints
Action Items

This Week's Tasks

  • Calculate your per-lead, per-appointment, and per-deal costs
  • Set next year's GCI goal based on this year's data + growth target
  • Create a marketing budget allocation
  • Build your quarterly milestone plan
  • Identify 2 new strategies to test next year

Practice This Week's Skills with AI

Jump into AI Practice and roleplay this week's scenarios. Get scored on your delivery and receive specific feedback to improve.

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