Real Estate Agent Business Plan Template

Written by Dave Lavinsky

Real Estate Agent Operations Plan

The following will be the operations plan for Barbara Brooks, Real Estate Agent.


Operation Functions:

  • Since Barbara is a newly-licensed real estate agent just starting out, she will manage her operation solely. Barbara will be compiling reports, meeting clients, listing properties, printing and organizing real estate agreements, managing her social media business accounts, and managing her own office.
  • As her business picks up, Barbara will employ an Office Administrator in the future to file, answer phones, maintain a client database, and any other administrative functions Barbara will require.
  • Barbara will hire a third-party CPA to handle her bookkeeping and tax payments.


Barbara Brooks, Real Estate Agent, will have the following milestones complete in the next two months.

4/1/202X – Finalize contract to lease small office space

4/15/202X – Execute marketing agency contract

5/1/202X – Begin networking at local industry events

5/15/202X – Set up small office space with computer/laptop, printer, office supplies, etc.

6/1/202X – Open Barbara Brooks, Real Estate Agent, Office in Malibu, California.