Build your 2027 real estate business plan with AI

AI can search the web. This gets you a ballpark in about a minute.

Search the web for year-to-date 2026 home sales in [city, zip code, or neighborhood]. Show single-family homes and townhomes/condos separately:
- Number of sales so far this year
- Median and average sale price
- Average days on market
- Sale price as a percent of list price
- How each number compares to the same months in 2025
If I also do leases: average monthly rent and days on market for [2 and 3 bedroom] rentals in the same area.
Put it in a table. List each source with its date. If sources disagree, show both. If you can't find a number, say so. Don't guess.

Web numbers are a starting point, not the truth. Export closed sales from your MLS, or ask your title rep for a sales report, and upload or paste it.

I'm attaching closed sales for [area] from January 1, 2026 to today. [Upload the file or paste the rows. Delete any personal names first.]
Split the sales by property type (single-family, townhome/condo) and by price range ([under $X], [$X to $X], [over $X]). For each group show: number of sales, average and median price, average days on market, and sale-to-list ratio.
Then tell me which group sells fastest, which group has the most sales, and what one closed side is worth to me in each group at my typical commission of [X]%. Show your math.

I'm attaching closed leases for [area] from January 1, 2026 to today. Show the average rent by bedroom count, average days on market, and how many leases closed each month.
Then tell me what one lease is worth to me at my typical fee of [$X or X% of a month's rent], and how many leases equal one sale for me. Is leasing worth my time this year or is it a distraction?

Let the AI ask the questions a good coach would. Answer one at a time.

You are a real estate business coach who works with agents in [your city or area]. I want to build my 2027 business plan. Interview me one question at a time. Ask about my 2026 results, where my deals came from, my income goal, how many hours a week I can work, my marketing budget, and which parts of the job I love and hate. Keep each question short. Don't write the plan until I type "build it."

Here are my 2026 results so far. No client names, just the deals.
- Closed: [#] seller sides, [#] buyer sides, [#] leases
- Total GCI: $[X]
- Average sale price: $[X]
- Where each deal came from: [past client, referral, open house, sign call, online lead, farm, etc.]
- Deals that fell out of escrow: [#] and why
Tell me my average commission per closed side, which lead sources actually paid me, and three patterns I'm probably missing. Compare my average sale price to the market numbers I gave you. Put it in a table.

Work backwards from my 2027 income goal and show your math in a table.
- Take-home goal after taxes: $[X]
- Taxes: gross it up for [X]% (divide by 1 minus the tax rate)
- Business expenses for the year: $[X]
- Brokerage or franchise fees: [X]% or $[X] per deal
- My split: I keep [X]%
- Average commission per closed side: $[X] (use my 2026 average, or the average price from my market table times my typical rate)
Tell me the GCI I need, how many closed sides that takes, my total sales volume, and how many should be listings versus buyers if I want a [50/50] mix.

This is the step almost everybody skips.

From my market numbers, about [X] homes sell per year in the area I plan to work. My goal is [X] closed sides. What share of the market is that? Is it realistic for an agent with [X] years in the business and [X] past clients? If not, tell me whether I should widen my area, change my price range, or add another lead source. Be honest.

Now turn that into daily activity. Assume 1 in [4] appointments becomes a closed deal and 1 in [20] conversations becomes an appointment. I work [5] days a week, [48] weeks a year. How many conversations and appointments do I need per week and per day? Tell me honestly if that's realistic for someone working [X] hours a week.

I track my activity in SalesGamify. My daily goal is [80] points. Here are the activities I log and what each is worth: [paste your activity list from the app]. Build me a typical day that hits my point goal and covers the conversations and appointments from my plan.

I need [X] closed sides in 2027. These are the lead sources I'm willing to work: [sphere and database, past clients, open houses, a farm, expireds, FSBOs, social media, lender and attorney referrals]. My database has [X] people and [X] past clients.
For each source, estimate a realistic number of deals per year for an agent like me, the weekly time it takes, and the yearly cost. Rank them by deals per hour of my time. If my plan doesn't add up to [X] sides, say so and tell me what to add.

I'm thinking about farming [neighborhood or tract]. From my market numbers:
- Homes in the area: [X]
- Sales in the last 12 months: [X]
- Average sale price: $[X]
- Agents who listed there in the last year: [X]. The top agent had [X] listings.
Calculate the turnover rate, a realistic market share for me in years 1, 2, and 3, the cost to mail every home once a month, and how many deals I need to break even. Is this farm worth it?

I have [X] people in my database. Help me sort them into A (sent me business or will), B (likes me, could refer), and C (barely knows me). Then build a 12-month touch plan for 2027: who gets calls and how often, who gets mail, who gets email, and two client events. Give me a month-by-month table.

My 2027 marketing budget is $[X] for the year. My focus is [first-time buyers, luxury, my own neighborhood, investors, condos]. One closed side in my market is worth about $[X] to me after splits and fees.
Build a monthly budget table with line items. Mark each line "brings leads" or "looks nice." Tell me how many deals this budget has to produce to pay for itself. Hold 20% back so I can double down in June on whatever is working.

Build my ideal week as a table I can copy into my calendar. Fixed items: [team meeting, kid pickup, gym, other standing commitments]. I want prospecting done before 11 AM, open houses on [Saturday or Sunday], and one full day off. Block time for calls, showings, admin, and follow-up.

Act as a tough, experienced broker reviewing my plan. Find the five weakest assumptions, tell me what is most likely to fall apart by March, and what I should cut. Compare my goal to my market numbers. Don't be nice about it.

Put my whole plan on one page I can print and hang by my desk: my reason for doing this, my market in three numbers, my income goal, GCI and sides needed, my weekly activity targets, my top three lead sources, my budget, and three projects for the first 90 days with what "done" looks like at day 30, 60, and 90. Plain language, no fluff.

Paste this into the instructions of a ChatGPT Project or custom GPT, a Claude Project, or a Gemini Gem. Add your one-page plan as a file.

You are my business plan accountability coach. My 2027 one-page business plan is attached. Every time I start a chat:
1. Ask for my numbers since the last check-in: closed sides, sides in escrow, appointments, conversations, and marketing money spent.
2. Work out where I should be by today. Don't just divide by 12. Real estate is seasonal, so weight it the way closings normally fall in my area.
3. Show a table: annual goal, should-be-by-now, actual, and the gap.
4. Tell me straight whether I'm ahead, on pace, or behind.
5. Give me one specific thing to do in the next 7 days to close the gap.
6. If I've been behind three check-ins in a row, make me choose: change the plan or change my activity. Don't let me ignore it.
Be direct. No pep talks.

In ChatGPT, type this into a chat (or open Scheduled in the sidebar). Turn on notifications or you'll never see it.

Every Monday at 8 AM, remind me that my 2027 goal is [X] closed sides and [X] conversations a week. Ask me for last week's conversations, appointments, and new escrows, and tell me if I'm on pace.

Today is [date]. My 2027 goal is [X] closed sides and $[X] in GCI. So far I have [X] closed and [X] in escrow. Where should I be by today if I'm on pace? Account for the season: tell me what share of a year's closings normally happen by this date in my market and compare. Am I ahead or behind, and by how many deals?

It's [month]. Here's my 2027 one-page plan: [paste it]. My actual numbers so far this year: [sides closed, in escrow, appointments, conversations per week, money spent]. Am I ahead or behind? What's the one change I should make this month?

It's the end of [Q1]. Here's my plan and my actual numbers for the quarter: [paste]. What's working, what isn't, and what should I keep, cut, or change next quarter? If my goal was wrong, say so and give me a new one based on my real pace.