How To Use AI to Power Your Business Plan in 2026

The Business Plan

ABOUT

GRAB YOUR PLAN HERE

This business plan is intentionally comprehensive because running a real estate business requires more than setting production goals. It guides you through a full review of your life, your finances, your systems, your marketing, your habits, and the way you’re currently operating — not just the numbers you hope to hit. REMINDER: We want to build an aligned business— one that fits our life, so life has to be part of our business plan.

Most agents only revisit their finances or evaluate their systems when something is broken. This plan forces you to take an honest look before the year begins.

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 ROI

  • Your production numbers and conversion rates

  • Your expenses and budget

  • Your sphere, prospecting habits, and actual sources of business

  • Your pain points, inefficiencies, and the areas you avoid

  • Your bigger dreams and the lifestyle you want to build

  • The specific actions required to hit your goals this year

The goal of this plan is:

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 outcomes you want.

The Pre-Upload Game

Before ChatGPT can turn a business plan into an actionable roadmap, it needs context — your context. Every agent builds a business differently. Some lean heavily into sphere marketing, some run community events, some farm a neighborhood, some focus on downsizing seniors or relocations. Some host parties all year… and others would rather negotiate a contract than host an open house.

In this masterclass, you’ll learn how to “train” ChatGPT to understand your business model, your ideal client, your niche, and your preferred marketing style before you upload your business plan. This allows ChatGPT to generate a daily schedule, marketing plan, and 12-month calendar that matches how you work, not how the industry says you should work.

Think of this as giving ChatGPT your business DNA so it can give you a customized action plan that actually fits you—and that you’ll actually execute.

Before I upload my business plan, here’s everything you need to know about my real estate business so you can create a customized daily plan, marketing plan, and 12-month execution schedule that fits the way I work.

Please ask me any clarifying questions after reading this.

Here is the information about my business:

About Me:

  • How many years I’ve been in the business:

  • My experience level: beginner / intermediate / seasoned

  • My strengths as an agent:

  • My weaknesses or things I avoid:

My Ideal Client:

  • Who I primarily serve (buyers, sellers, both):

  • Their demographics (age group, life stage, lifestyle):

  • Why they choose me / what makes me different:

My Niche or Focus Areas:

  • Examples: downsizers, relocations, investors, first-time buyers, new construction, luxury, farm & ranch, etc.

  • My specific niche:

My Marketing Style + Preferences:

  • I primarily generate clients through (check all that apply):

    • Sphere + past clients

    • Referrals

    • Social media

    • Events & client parties

    • Community involvement

    • Farming mailers

    • Online leads

    • Open houses (yes/no)

  • Marketing I enjoy doing:

  • Marketing I do not want in my plan:

My Business Model:

  • Solo agent / small team / large team

  • Whether I want to grow a team in 2026: yes/no

  • What systems or tools I currently use: CRM, email platform, etc.

  • Whether I like automation: yes/no

  • What support I have (assistant, TC, marketing help):

Prospecting Philosophy:
(This matters so ChatGPT doesn’t prescribe things you don’t do.)

  • Sphere-based, relationship-driven business? yes/no

  • Do I cold call? yes/no

  • Do I door knock? yes/no

  • Do I prefer soft-touch outreach (notes, texts, newsletters)? yes/no

  • Do I host parties or client events throughout the year? yes/no
    If yes:

    • How many per year?

    • What types of events?

WHAT THIS DOES FOR YOU

This upfront prompt ensures:

✔ ChatGPT doesn’t suggest cold calling if you refuse to cold call.
✔ ChatGPT doesn’t include open houses if don’t do open houses.
✔ Marketing plans match your niche, voice, and preferences.
✔ Event-driven agents get event-based plans; digital agents get digital-heavy plans.
✔ Sphere-based businesses get sphere-driven schedules.
✔ The 12-month calendar aligns with you, not just the numbers.

It gives ChatGPT the context it needs to behave like a true business coach, not a generic checklist machine.

Once Your Business Plan Is Complete — Here’s What We’ll Do With It in ChatGPT

Once you’ve filled out your business plan, we’ll upload it directly into ChatGPT and turn it into an execution roadmap. ChatGPT will read your goals, your systems, your financial picture, your strengths, your gaps, and the way you prefer to run your business — and then convert all of that into a customized daily plan, a monthly schedule, and a full 12-month calendar you can actually follow.

Instead of a plan that sits idle, you’ll walk away with a clear, personalized blueprint for 2026—what to do, when to do it, and how to stay accountable all year long.

The Prompts

  • I’ve just uploaded my 2026 real estate business plan (the completed RG+Co Business Planning Playbook or any other busines plan you have decided to work with). Please read through it and summarize my key goals, targets, and focus areas for the year.

  • Create a prospecting schedule based on my 25:1 or 40:1 conversion ratio and my goal of 36 transactions. I want a daily task list that will help me reach my targets.

    NOE: You will fill in your numbers.

  • Prompt (monthly):

    Now, outline a monthly schedule for me. What should I focus on each month to stay on track with my business plan? Include my marketing activities, transaction targets, and any system improvements or team-building from my plan.

    Prompt (weekly):

    Based on my uploaded business plan, draft a weekly calendar for my tasks. Include time blocks for prospecting, lead follow-up, appointments, marketing, and admin so I can stay on track with my 2026 goals.

  • Make a 12-month marketing plan for me based on my business plan. I spend about $_____ per month on marketing and average _____ listings per month. Include monthly themes, campaigns, and where you recommend I allocate my budget.

  • Prompt (accountability & automation):

    How can you help me stay accountable to this business plan? I’d like suggestions for what I can automate and how to do regular check-ins so I stay on track. Please include ideas for monthly reviews and adjusting my tasks based on results.

    Prompt (weekly check-in):

    ChatGPT, this week I made ___ calls, had ___ appointments, took ___ listings, and closed ___ deals. My goal is ___ transactions this year. Am I on track? What should I adjust next week?

    Prompt (monthly review):

    Here are my numbers for this month: [paste metrics]. Compare this to the goals in my business plan and tell me where I’m ahead or behind. Then update my daily/weekly plan for next month so I can get back on track.

    Prompt (morning focus):

    Give me a pep talk and my top 5 priorities for today based on my business plan and the schedule you created for me.

  • Based on my goals, can you help me with a content and marketing plan. Give me a schedule to follow.

  • I didn’t hit my goals this quarter. Here are my actual numbers: [paste]. My goals from the business plan were: [paste or reference]. What do you recommend I change in my daily schedule, prospecting, or marketing for the next 90 days?