The Intentional 2027 Plan

A note from Dave

Every year I sit down with my clients and build their plan for the next one.

And every year I notice the same thing. Most agents are pretty good at setting the number. The GCI goal, the units, the volume. Where it usually falls apart is everything around the number. The time it's going to take. The things at home that get squeezed. The lead gen plan that sounded great in December and was gone by March.

So this year I wanted to open that process up to more agents. We're going to build your plan the same way I do it with my private clients. We'll look back at this year first, then get clear on where you want to go, and then build out the business plan, the marketing, and the numbers to back it up.

And we're going to put more of you in the plan this year. More time with the people you love, more of the things you enjoy, and taking better care of yourself. I think the best plans have a lot more of you in them.

I'm really excited about this one, and I hope you'll join us.

Dave

Who it's for

If you're serious about next year, you'll fit right in.

Solo agents

You're running your own business and you want a clear plan for next year, without having to figure it all out on your own.

Team leaders

You're planning for your own business and for the people counting on you, and you want both of those to work in 2027.

Team members

You're building your business inside a team, and you want to know where it's going next year and how you're going to get there.

Most of all, this is for agents who want a plan they'll actually use.

I've watched a lot of good plans end up in a drawer by February. This one is built to be used all year, with the tracker, the marketing calendar, and the recordings to come back to when things get busy.

One thing to know going in: I'm not going to write your plan for you, and there aren't any scripts or lead gen tricks here. You'll do the work, and I'll be right there helping you the whole way.

What you get

Everything you need to build the plan and use it all year.

The 2027 Business Plan Workbook

Everything we work through together, in one place. Your reflection, your vision, your pillars, your marketing, your budget and your goals.

A Production Tracker

Track your numbers every month so you always know where you are against the plan, instead of finding out in December.

An Annual Marketing Calendar

Your touches, campaigns, events and content mapped out for the whole year, so marketing isn't something you're figuring out week to week.

Six live sessions with mePlus two optional Plan Labs to work through whatever you're stuck on.

Recordings of every sessionGo back and rewatch anytime through March 31. A lot of people like doing that when Q1 gets busy.

A private WhatsApp groupFor questions, accountability and keeping each other going between sessions.

By December 2, you'll have a complete plan for 2027.

Your workbook filled in, your tracker set up, your marketing calendar built out, and a one-page summary of the whole thing to keep on your desk.

Save your seat

The sessions

Here's what we'll cover.

01Wed, Oct 21

What This Year Taught You

We'll start by looking back at this year honestly. What worked, what didn't, where your business came from, and where your time went.

You'll leave withA better understanding of your numbers and your time, where the gaps are, the lessons from this year, and clarity on what worked

02Wed, Oct 28

Who You've Been Waiting to Become

This is the vision session. What you want 2027 to look like in your business and in your life, and where you want things to be a few years from now.

You'll leave withYour 2027 vision and your long-term vision

03Wed, Nov 4

The Pillars That Carry Your Year

We'll figure out where your business is going to come from next year, and what you need to be doing every day and every week to make it happen.

You'll leave withYour pillars of business and a lead gen plan for each one

Fri, Nov 6

Plan Lab 1. An optional 45-minute working session. Bring whatever part of your plan you're stuck on.

04Wed, Nov 11

Stay Top of Mind

How you stay in front of the people who already know you, and how you get in front of new ones.

You'll leave withYour annual marketing calendar

05Wed, Nov 18

What You Keep

This is the numbers session. Your production goals, your budget, and what you're going to take home, along with what that money is for in your life.

You'll leave withYour goals, your budget, your take-home number and your production tracker set up

Thanksgiving week

No session. Enjoy the time with your people.

Mon, Nov 30

Plan Lab 2. An optional working session to pull everything together before the last week.

06Wed, Dec 2

Ready for January

We'll put it all together, map out your first 90 days, and make sure this is a plan you'll keep using once the year gets going.

You'll leave withYour complete 2027 plan, your first 90 days, and a one-page summary

Dave Werth sitting in a chair in his studio

How it works

Live on Zoom, every Wednesday.

I'll teach for part of each session, you'll have time to work on your plan while we're all together, and a few people will share what they're working on so everyone can learn from it. It's a working session, so come ready to do some work.

Wednesdays, 9 to 10:15am PTThat's 12 to 1:15pm Eastern

Two optional Plan LabsFriday, Nov 6 and Monday, Nov 30

Every session is recordedRewatch anytime through March 31

Private WhatsApp groupFor everything in between

Workbook, tracker and calendarYours to keep and use all year

30 seatsSmall enough that I'll get to know you

Dave Werth smiling, seated with his hands clasped

Your coach

Hey, I'm Dave.

I've been in real estate for over 18 years. I started as an agent, became a top producer, and then built and led a team that did multiple seven figures in revenue year after year. I eventually sold the team, because the part I loved most was coaching the agents.

I've been coaching ever since, one-on-one and in groups, and I've built a lot of business plans with a lot of agents. One thing I've learned along the way is that a big year and a good year aren't always the same year.

I'd love to help you build one that's both.

Save your seat

Two ways to join.

$500

Early registration through October 12. $650 after that.

Six live sessions and two Plan Labs
The 2027 Business Plan Workbook
Production Tracker
Annual Marketing Calendar
Recordings of every session through March 31
The private WhatsApp group

Only 10 spots

The Plan + a Private Plan Review

$1,000

Everything in the cohort, plus an hour with me.

Everything in the cohort
A private one-hour Plan Review with me, between December 3 and December 18
We'll go through your finished plan together and pressure-test it
You'll go into January confident that it holds up

Registration opens soon.

30 seats total. Registration closes October 19. Full refund anytime before the first session on October 21 (refunds take 5 to 10 business days to process).

Questions

A few things people ask.

How much time does this take?

Each session is 75 minutes on Wednesday morning. We'll get a lot of the work done during the sessions, and there'll be a little to finish on your own in between. The Plan Labs are optional.

What if I miss a session?

Every session and Plan Lab is recorded and shared in a Google Drive folder, and you'll have access through March 31. Life happens. You can catch up and bring your questions to the next session or the WhatsApp group.

Is this only for top producers?

No. It's for any agent who's serious about next year, whether you're a few years in or you've been doing this for twenty. Your plan gets built around your business and your life, so it works wherever you're starting from.

I'm on a team. Is this for me?

Yes. You'll build a plan for your own business inside the team, so you know what you're going after next year and how you're going to get there. It's also a great thing to share with your team leader.

I lead a team. Is this for me?

Yes. You'll build the plan as the leader of your business, and a lot of what we cover, from your pillars to marketing to the numbers, applies to your team too.

What's the Plan Review?

It's a private one-hour call with me after the last session. We'll go through your finished plan together, line by line. I'll ask the hard questions, point out anything that doesn't add up, and help you tighten it up so you go into January really confident in it.

Plan Reviews happen between December 3 and December 18, so you go into the holidays with your plan done. On November 30 I'll send you a link to pick a time from the slots I open up, and you'll need to book by December 11. If it isn't booked by then, or you miss your time, the Plan Review expires and isn't refundable.

I'm only doing ten of these, because I want to give each one the time and attention it deserves.

What's the refund policy?

If you change your mind, you can get a full refund anytime before the first session on October 21. Refunds go back through Stripe and usually take 5 to 10 business days to show up on your statement.

I'm not on Pacific time.

Sessions run 9 to 10:15am Pacific, which is 12 to 1:15pm Eastern. If the time doesn't work some weeks, the recordings have you covered.