Casey Alvarez · Weekly Operating Plan
The Week of
November 9, 2026
SAMPLE PLAN for a real estate agent. The agent, clients, properties and numbers are all fictional. Built Sunday night from 8 days of email, two weeks of calendar, the CRM and the transaction tracker.
The week in one sentence: Get 418 Birch Lane through its inspection deadline Wednesday, win the Hollis listing appointment Thursday, and make 25 sphere calls so January's pipeline isn't empty.
Decisions that unblock everything: price reduction on 92 Willow Court (21 days, no offers) · repair-credit number for Birch Lane · keep or move Thursday's double-booked 4 PM.
Read This Page First
The Vital Few
If only these five move, the week wins.
| # | Commitment | Owner | Done When |
|---|
| 1 | 418 Birch Lane: inspection deadline Wed 5 PM. Buyer's repair request came in Friday (roof flashing, water heater). Get two contractor estimates Monday, agree a credit number with the sellers Tuesday, respond in writing by Wednesday noon. | Casey · Riley (TC) | Response signed before deadline |
| 2 | Win the Hollis listing (Thu 10 AM). 4-bed in Maple Ridge, referred by a past client. CMA draft Tuesday; Casey reviews Wednesday; bring the marketing plan and the last 3 Maple Ridge results. | Casey · Riley pulls comps | Listing agreement signed |
| 3 | Price conversation on 92 Willow Court. 21 days on market, 14 showings, 0 offers; 3 showing comments say "price." Bring the sellers the numbers Wednesday, not a feeling. | Casey | Sellers decide: reduce or hold |
| 4 | 25 sphere calls (5 a day). List of 25 past clients and friends not contacted in 6+ months is on the Database page. | Casey | 25 logged in the CRM |
| 5 | Clear the 7 owed emails over 3 days old (Inbox page). One 45-minute block Monday at 1 PM. | Casey | Inbox page all ✓ |
Last week's wins: 27 Cedar Street closed Friday ($9,600 GCI) · the Nguyens' offer on 418 Birch was accepted over 2 others · open house at 92 Willow pulled 11 groups and 4 new buyer leads · 2 referrals came in from the October client event.
Force-close this week (open 30+ days): the Patterson expired listing follow-up (36 days, still no call) · the photographer's invoice dispute (33 days). Do it or kill it.
Read Aloud Every Morning
My Principles
Short, present tense, mine.
- I am the agent people refer. Every client gets an experience worth talking about.
- My database is my business. I talk to my sphere every single week.
- Deadlines are sacred. No contract date ever surprises me.
- I lead with numbers, not opinions. Sellers decide on data I bring them.
- Showings end at 7 PM. My evenings belong to my family.
Daily floor: 5 sphere calls · 2 new conversations with potential sellers · check every contract deadline at 9 AM · reply to clients within 2 hours · 30-minute workout.
Day themes: Mon = admin + pipeline · Tue = prospecting · Wed = listings + seller updates · Thu = appointments + showings · Fri = marketing + review.
Goals & Numbers
Where Every Goal Stands
Big goal (2028): a 3-agent team doing 60 closings a year · this year is the foundation.
| Goal | 2026 Target | Where It Stands (Nov 8) |
|---|
| GCI | $250,000 | $198,400 closed YTD + $27,900 pending = $226,300 if everything pending closes |
| Closings | 24 | 19 closed + 3 pending = 22; 2 more needed by Dec 31 |
| Sales volume | $9M | $7.2M closed + $1.1M pending |
| Listings taken | 12 | 9 taken; Hollis Thursday would be #10 |
| Sphere contacts | 25 / week | Averaged 14 / week in October |
Progress to 2026 targets
GCI closed: $198,400 of $250,00079%
Closings: 19 of 24 (22 with pending)79%
Listings taken: 9 of 1275%
Sphere calls (Oct avg): 14 of 25 / week56%
Weeks left in 2026: 7 of 5287% of the year gone
What the bars say: 2026 is nearly made if the 3 pending deals close. The weak bar is sphere calls, and that's January's pipeline. Calls made this month are closings next spring.
Week of Nov 2–8
Last Week Tally
Built from your hand marks on last week's plan, plus the email sweep.
| Status | Item | Where It Landed |
|---|
| DONE | 27 Cedar Street closed Friday | Commission funds Tue · ask for a review |
| DONE | Nguyens' offer on 418 Birch accepted (3 offers) | Inspection deadline Wed |
| DONE | Willow Court open house: 11 groups, 4 leads | Leads in CRM; follow-up Tue |
| DONE | Hollis listing appointment booked (Thu 10 AM) | CMA Tue |
| DONE | Workout 4 of 5 · family movie night | Floor held |
| MISSED | Sphere calls: 9 of 25 | 5 a day this week (Vital Few #4) |
| MISSED | Garcia Monday listing email (2nd week) | Set up an automatic MLS search Mon |
| MISSED | Patterson expired follow-up | Call Tue or drop |
| UNKNOWN | Did the Willow Court sellers get last week's showing report? | Mark ✓ or ✗ |
Pattern worth noticing: deal work got done and prospecting didn't. Closings this week come from last spring's calls. Sphere calls go first every morning, before email.
The Week (cont.)
Wednesday to Friday
Wednesday listings + deadline · Thursday appointments · Friday marketing + review.
Wednesday Nov 11Listings + Seller Updates
- ⚠ 12:00 Birch Lane repair response due (deadline 5 PM, so send by noon). Casey · Riley
- 2:00 Willow Court price meeting (sellers' home). Bring: 14 showings, 3 price comments, 4 active competitors, 2 recent solds. Casey
- Review the Hollis CMA; print the listing presentation. Casey
- 5 sphere calls. Casey
Thursday Nov 12Appointments + Showings
- 10:00 Hollis listing appointment (Maple Ridge). Goal: signed agreement. Casey
- 2:00–3:30 Garcias: Oak Street condo second look + 2 new options. Jamie (buyer's agent)
- ⚠ 4:00 double-booked: Nguyens' final walkthrough prep call AND school conference. Move the call to 5 PM (it's a call; the conference is in person). Casey decides Mon
- 5 sphere calls. Casey
Friday Nov 13Marketing + Review
- If Hollis signed: photos + listing launch plan for next week. Riley
- Saturday open house at 92 Willow: signs, flyers, social post. Riley · Jamie hosts
- Force-close: photographer invoice · Patterson (if no call Tuesday, drop it). Casey
- 5 sphere calls; tally the week's 25 in the CRM. Casey
- Mark up this plan; dictate the week's tally. Casey + Claude
Daily floor: 5 sphere calls · 2 seller conversations · 9 AM deadline check · 2-hour client reply · 30-minute workout.
Weekend: Saturday 1–3 PM open house at 92 Willow (Jamie hosts; Casey is off). Sunday protected.
Area 2
Buyers
Source: CRM + showing emails. 7 active buyers.
| Buyer | Status | Owner | Next Action |
|---|
| The Garcias: Lakeside condo, up to $450K | Pre-approved | Jamie | Oak Street second look Thu · automatic MLS search Mon |
| Dev R.: open-house lead, Willow Court | Interested | Casey | Answer the rent-back question (open 6 days) |
| The Parks: relocating in March | Early | Jamie | Monthly market email · lender intro |
| Morgan T.: first-time buyer | Lender | Jamie | Waiting on pre-approval; check in Wed |
| 3 open-house leads from Willow Court | New | Jamie | Call Tue; book buyer consultations |
Buyer rule: no showings without a signed buyer agreement and a pre-approval. Two of the seven are missing one or the other; Jamie closes both gaps this week.
Personal
Health, Family & Admin
Family items are commitments, not leftovers.
| Item | Deadline | This Week's Move |
|---|
| Parent-teacher conference | Thu 4 PM | Pick slot Mon; move the 4 PM call to 5 PM |
| License continuing education | Dec 31 | 6 of 14 hours left: book the online course Fri |
| Q4 estimated taxes | Jan 15 | Set aside 25% of every commission as it funds |
| Car service (60K miles) | This month | Book for a Friday morning |
| Family | — | Friday movie night · Sunday protected · showings end at 7 PM |
Health tracker
| Metric | Target | Mon | Tue | Wed | Thu | Fri |
|---|
| Workout | 30 min daily | | | | | |
| Sleep | 7 hours | | | | | |
| Water | 8 glasses | | | | | |
| Sphere calls | 5 | | | | | |
Protected: no showings after 7 PM on weekdays; Sunday is family day. Jamie covers anything that can't wait.
Parking Lot
Decisions Only You Can Make
One decision per box. Dictate one-liners during the week.
92 Willow Court price: recommend $15,000 or $25,000? The 2 recent solds support $605K–$615K. Decide your recommendation before Wednesday's 2 PM meeting.
418 Birch repair credit: estimates expected Tuesday. What's the most you'll advise the sellers to give before you'd counter with a repair instead?
Thursday 4 PM double-booking: move the Nguyens' call to 5 PM? Default if you say nothing: yes.
Numbers that don't match: the CRM shows 19 closings, but the transaction tracker shows 20. One deal may be logged twice or missing a close date. Check before quoting your year-end number.
Holiday client event: the venue needs a $500 deposit by 11/20. Go ahead, or switch to a home-delivered gift this year?
Jamie's split: Jamie asked about a higher split on self-generated leads. Answer now or at the year-end review?
How this plan works: print it · mark it all week (✓ done · ✗ killed · → moved) · next week say "run my weekly plan" and read your marks back. This build used: Gmail (8 days) · Google Calendar (2 weeks) · CRM · transaction tracker · last week's marked-up plan. Couldn't reach: none.