How To Use Avery to Turn Your Business Plan Into a 90-Day Action Plan
The Business Planning Playbook
ABOUT
This plan is intentionally comprehensive — because running a real estate business requires more than production goals. It guides you through a full review of your finances, your systems, your marketing, your habits, and the way you're actually operating right now. Not just the numbers you hope to hit.
We want to build an aligned business — one that fits your life. So life has to be part of the plan.
Most agents only look at their finances or evaluate their systems when something is broken. This plan asks you to take an honest look before the year begins — or whenever you're ready to reset.
Inside, you'll evaluate:
Your financial foundation and whether it supports the business you want to build
Your systems, tech stack, and operational gaps
Your marketing efforts and what's actually generating ROI
Your production numbers and conversion rates
Your expenses, budget, and what you actually need to earn
Your sphere, prospecting habits, and real sources of business
Your pain points, inefficiencies, and the areas you avoid
Your bigger dreams and the lifestyle you're building toward
The specific actions required to close the gap between where you are and where you want to be
The goal of this plan is simple: To give you an accurate picture of where you are, what's working, what's not, and what needs to change — so you can build a more efficient, profitable, and personally aligned real estate business.
It's not just about forecasting production. It's about understanding your business at a deeper level so your numbers, systems, and daily actions match the life you actually want.
Meet Avery — Your AI Business Coach
Once you've completed your business plan, Avery takes over.
Avery is a custom AI built specifically for CEO Agent Academy members. She's trained on the RG+Co business framework, the 555 Week, and the way real estate businesses actually work — so she doesn't give you generic advice. She gives you your plan.
Upload your completed Business Planning Playbook and Avery will:
Analyze your full plan — your numbers, your goals, your gaps, your expenses, and your production history
Build a personalized 90-day action plan — specific, prioritized, and sequenced so you know exactly what to work on first
Create your 555 Weekly Schedule — structured around 5 focused hours, 5 days a week, and 5 daily contacts that match your business model and preferred way of working
Generate a 12-month marketing plan — built around your niche, your ideal client, and the marketing you'll actually execute
Check in with you weekly — paste in your numbers, and Avery will tell you if you're on track, where you're behind, and what to adjust
This is not a generic AI tool. Avery knows the RG+Co framework. She knows what the 555 Week looks like in practice. She knows what a $100K database looks like and how to help you build one.
Everything Avery builds is structured around the 555 Week — the core operating framework of the CEO Agent Academy.
5 focused hours a day. Protect your morning. Revenue-producing, intentional work happens before you become reactive. Appointments and anything unpredictable come after.
5 days a week. Consistency over intensity. Showing up five days a week with intention outperforms sporadic bursts of hustle every time. The rhythm is what builds the pipeline.
5 contacts a day. Non-negotiable. If you are not talking to people about buying and selling real estate, you cannot sell real estate. Five contacts a day is both achievable and powerful — compounding week over week.
There is $100,000 of hidden income in your database. The 555 Week is how you access it — not by grinding harder, but by showing up consistently for the people who already know and trust you.
When Avery builds your schedule, this is the structure she's working from. She's not going to prescribe cold calling if you don't cold call. She's not going to suggest open houses if you don't do open houses. She builds the 555 around how you work — not how the industry says you should.
The 555 Week — The Framework Behind Your Plan
STEP-BY-STEP
How to Use Avery
STEP 1 — Complete Your Business Plan
Fill it out as completely and honestly as you can. The financial sections, the systems gut check, the pain points — don't skip them. That's where the biggest opportunities usually are. Open the PDF in Adobe Acrobat (free) so the auto-calculations work.
STEP 2 — Open Avery and Upload Your Plan
Click the Avery button on this page. Upload your completed Business Planning Playbook PDF directly into the chat, then send this:
"I've uploaded my completed RG+Co Business Planning Playbook. Please read through it and summarize my key goals, production targets, financial picture, and the biggest gaps or opportunities you see."
Avery will read your entire plan and confirm she has what she needs before moving forward.
STEP 3 — Get Your 90-Day Plan and 555 Schedule
"Based on my business plan, build me a personalized 90-day action plan — what to focus on in months one, two, and three, in the order that makes the most sense given where I am. Then build my 555 Week schedule: 5 focused hours, 5 days a week, 5 daily contacts. Make it fit how I actually work."
STEP 4 — Check In Weekly
Come back to Avery throughout the year. Paste in your numbers and she'll tell you where you stand and what to adjust.
"This week I made ___ contacts, had ___ appointments, took ___ listings, and closed ___ deals. My goal is ___ transactions this year. Am I on track? What should I focus on next week?"