01
DO YOU WANT A REAL BUSINESS PLAN?
Do you want a plan that connects your income goals to the
actual business activities, expenses, clients and commission
opportunities needed to reach them?
YES means:
You want to know where you are trying to go and have an
actual plan for getting there.
NO means:
You prefer to work transaction to transaction without
building around defined business and income goals.
EXAMPLE:
Instead of simply saying, “I want to make more money,” your
plan connects an income goal to the clients, commission
opportunities, activities and expenses required to pursue it.
YES
NO
02
DO YOU WANT TO KNOW WHAT IS ACTUALLY MAKING YOU MONEY?
Do you want to track which activities, lead sources,
relationships and strategies are actually producing clients
and commissions?
YES means:
You want evidence showing what is working so you can do more
of it — and identify what is consuming time or money without
producing results.
NO means:
You do not want to track or evaluate where your business
results are coming from.
EXAMPLE:
If you invest 20 hours and $500 into a campaign, you want to
know whether it ultimately produced conversations, clients
and commissions — not simply clicks, impressions or likes.
YES
NO
03
DO YOU WANT MORE THAN ONE WAY TO CREATE COMMISSION OPPORTUNITIES?
Do you want a business capable of creating opportunities from
multiple sources instead of depending heavily on one lead
source, platform, prospecting method or market condition?
YES means:
You want several potential paths to future business.
NO means:
You are comfortable relying primarily on one source or
method for new business.
EXAMPLE:
Your opportunities might come from past clients, referrals,
buyers, sellers, geographic farming, local relationships,
online marketing and other sources instead of depending
almost entirely on purchased leads.
WHY WE ASK:
NAR's 2026 Member Profile reporting shows experienced
REALTORS® leaning on repeat clients, referrals and diversified
business strategies to navigate difficult market conditions.
SOURCE: NAR — 2026 MEMBER PROFILE COVERAGE →
YES
NO
04
DO YOU WANT TODAY'S CLIENT TO HELP BUILD TOMORROW'S BUSINESS?
Do you want your client-service process designed not only to
complete today's transaction, but also to create the
possibility of future repeat and referral business?
YES means:
You want every successfully served client to have the
potential to become part of your future business.
NO means:
You primarily want to complete the current transaction and
then move on to finding another client.
EXAMPLE:
A buyer you serve today may later become a seller, buy again,
or introduce you to someone else who needs an agent.
WHY WE ASK:
NAR's 2026 reporting says the typical member received 28%
of business from past clients. Among REALTORS® with more than
16 years of experience, repeat business represented about
half of the customer pipeline.
SOURCE: NATIONAL ASSOCIATION OF REALTORS® →
YES
NO
05
DO YOU WANT REPEATABLE SYSTEMS IN YOUR BUSINESS?
Do you want repeatable ways to generate opportunities,
follow up, serve clients, market yourself and track results
instead of continually starting over?
YES means:
You want processes that can be repeated, measured and
improved over time.
NO means:
You prefer to approach each month, lead or transaction
without consistent business processes.
EXAMPLE:
Instead of asking every Monday, “What should I do for
business this week?” you have defined activities, follow-up
processes and a way to measure whether they are working.
YES
NO
06
DO YOU WANT A BUSINESS THAT CAN ADAPT WHEN THE MARKET CHANGES?
Do you want a business plan that can adjust when interest
rates, inventory, consumer behavior, technology or
competition changes?
YES means:
You want to adjust strategy without rebuilding your entire
business every time the market changes.
NO means:
You are comfortable with a business that depends heavily
on favorable market conditions.
EXAMPLE:
If one part of the market slows, you want the ability to
identify other commission opportunities, client groups or
strategies and redirect your effort.
WHY WE ASK:
NAR says experienced REALTORS® have been leaning on referrals,
repeat clients and deep market knowledge while navigating one
of the industry's more challenging market environments.
NAR also describes durable client relationships as part of how
REALTORS® are adapting.
SOURCE: NAR — 2026 MEMBER PROFILE RELEASE →
YES
NO
07
DO YOU WANT TO RUN YOUR REAL ESTATE CAREER LIKE A BUSINESS?
Do you want to regularly look at your numbers, evaluate your
results, question what is not working and change your plan
when the evidence says you should?
YES means:
You want your decisions to be increasingly based on
planning, measurement and actual results.
NO means:
You do not want that level of planning, tracking or
accountability in your real estate career.
EXAMPLE:
If one strategy produces substantially more commission
opportunities for the same investment of time and money,
you want your future business plan to reflect that.
YES
NO
READY TO SEE HOW YOU DID?
Score Your Coach's Challenge
Answer all seven questions, then see whether the
iNVISIQ approach appears to match the business
you want to build.
0 of 7 answered
SHOW MY RESULT →
SOURCES USED TO DEVELOP THE iNVISIQ COACH'S CHALLENGE
The questions above combine current real estate industry
research with established small-business planning,
measurement and scalability principles.
