Are you leaving money on the table?

1

About Your Business

How many warm contacts are in your database?

(You know them and they know you.)

How many transactions did you close in the last 12 months?

How many were warm contacts from your database?

How many were referrals?

Other sources

What is your average sales price?

What is your average commission?

2.5%

2

Your Client Capture Rate

Most people move every 10-15 years.

(Feel free to adjust to match your own database.)

12 years

This means 17 people you already know will need to move in the next year.

Your Client Capture Rate

How many potential clients (and commission) have you actually captured over the last 12 months?

3

Your Referral Rate

A well-nurtured database has a 5-10% referral rate.

(Feel free to adjust to match your own goals.)

7.5%

This means you should receive 15 referrals in the next year from your database.

Your Referral Rate

Your current referral rate:

How many potential referrals (and commission) have you actually captured in the last 12 months?

4

Your Current Commission

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Capture More Clients and Referrals with Luminary Agent

Core

Clients on our Core plan capture ~3 more clients in their first year alone.

Captured Deals Your First Year

3

Your Captured Commission

Your Total Investment

Plan

Printing/Postage

Total

Money In Your Pocket

Your First Year ROI


Even 1 new client will give you an ROI of

Clients on our Premium plan capture ~5 more clients in their first year alone.

Captured Deals Your First Year

5

Your Captured Commission

Your Total Investment

Plan

Printing/Postage

Total

Money In Your Pocket

Your First Year ROI


Even 1 new client will give you an ROI of

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