My Business by Design Plan

Production · My Business by Design Plan

Turn your niche into conversations, clients and closings.

A niche gives you a direction. Your marketing helps people recognize how you can help. Your website gives interested people a place to take the next step. Your CRM helps you stay in touch. The business grows when you consistently start conversations, offer something useful, follow up and ask for the opportunity to help.

1 Choose a niche
2 Meet the right people
3 Share useful content
4 Start conversations
5 Capture inquiries
6 Follow up
7 Set appointments
8 Serve clients
9 Earn referrals

Content and a website support conversations — they don't replace them. Your plan saves on this device only; nobody else can see it.

Section 1

Build my plan

Seven quick questions. Your weekly plan fits the hours you actually have.

Section 2

What each tool is for

How the pieces work together — and what to do next based on your answers above.

Niche

Who you serve and which problems you understand.

What to do next: Open the Find Your Niche tool

Message

What those people need to hear from you.

What to do next: Pick a niche first, then write a one-sentence positioning statement.

Content

A way to demonstrate your knowledge and invite a conversation.

What to do next: Generate ideas in the Social Media Machine

Website or lead capture page

A place to explain your offer and receive inquiries.

What to do next: A simple contact or lead capture form is enough. You don't need a full website to start conversations.

CRM

A place to remember people, conversations, next steps and follow-up dates.

What to do next: Choose a CRM with eXp, then enter your first 25 contacts.

Outreach

The conversations you initiate instead of waiting for someone to find you.

What to do next: Open Scripts for your opener

Appointments

The moment you learn what a person needs and offer professional help.

What to do next: Lots of contacts but no appointments? Practice with Objections and follow a Playbook.

Client service

The experience that earns reviews, repeat business and referrals.

What to do next: After each closing, schedule check-ins and ask for feedback when appropriate.

Section 3

The business generation playbook

Five connected activities. Scripts are starting points — personalize every message; never send a mass message that pretends to be personal.

Reconnect

Reach out personally to people who already know you. Offer a genuine update, ask about their plans and listen for ways to help.

Text

Call opener

More sphere scripts →

Get visible in your niche

Create one useful video or post each week about a question your ideal client actually asks.

Topic, hook, 45-second script, caption & invitation

Want ten fully written ideas? Use the Social Media Machine — it uses only facts you give it.

Open the Social Media Machine →

Go where your people are

Choose one relevant open house, local event, community gathering, professional partnership or online community. Contribute — volunteer, answer questions, introduce people — rather than simply pitching services.

Open houses & local lanes in Produce →Pay-at-closing referral companies →Upcoming live training & events →

Invite the next step

Offer the action that fits what the person told you: a buyer consultation, seller planning call, neighborhood guide, property search, home value discussion or introduction to a specialist.

Invitation

Buyer & listing appointment scripts →Handle hesitation →

Follow through

Record the conversation in your CRM, set a next follow-up date, deliver what you promised, and stay in touch with permission and relevance.

Choose Your CRM with eXp →Follow-up playbooks →

Section 4

A realistic 10-hour weekly business development plan

These are business development hours only — you'll also need time for active clients and transactions. This is an example, not a required number of hours.

The calendar file adds weekly repeating events starting next Monday. It opens in Google Calendar, Apple Calendar and Outlook.

Section 5

A concrete niche example

See the whole system for Houston families moving to a larger home. Swap in your own niche — bracketed parts are for you to fill with real details.

1. AudienceFamilies who like their neighborhood but need another bedroom, a home office or more yard.
2. Question to answer"Can we afford to move before selling our current home?"
3. Weekly contentA short video explaining the decisions involved in buying and selling around the same time.
4. Invitation"Want to map out your options? I can help you estimate your current equity and look at what your next move could cost."
5. Lead captureA simple "Plan My Next Move" form asking for location, timeline and preferred contact method.
6. CRMTag the inquiry "Move-up family," note the conversation and schedule the agreed next step.
7. Follow-upSend a personalized recap and relevant information, then follow up on the agreed date.
8. AppointmentOffer a move-up planning conversation.
9. After closingStay in touch, request feedback when appropriate and ask whether they know someone navigating a similar move.

Section 6

Weekly action dashboard

Week of 2026-09-21. Set modest goals for actions you control. Totals reset each Monday and stay on this device only.

Conversations started

0Goal

Meaningful follow-ups completed

0Goal

New contacts added with permission

0Goal

Appointments requested

0Goal

Appointments held

0Goal

Clients signed

0Goal

Opportunities under contract

0Goal

Closings

0Goal

Referrals given

0Goal

Referrals received

0Goal

Friday reflection

What created the best conversations?Which activity felt natural and repeatable?What needs follow-up next week?What should I stop, start or improve?

Section 7

Quick help when I'm stuck

You don't need to do everything. You need a plan you'll actually repeat.

Practice a Conversation See Upcoming Training

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