Choose a clear position in your region
Describe the clients you want to help and their questions. Research properties and existing agencies. Explain what your approach adds, such as local knowledge, availability or multilingual communication.
Record how you will test these assumptions through conversations. A target audience focuses your work without excluding others.
Connect marketing to daily operations
Describe how people discover you, request a meeting and become clients. Set aside time for new conversations and follow-up. Decide who checks property information and organises files and appointments.
Include software and support in your plan. OSM member tools support quotes, brochures, planning and bids. This public worksheet does not provide access to them.
Make your financial assumptions visible
Separate one-off spending, fixed costs, costs per instruction and personal expenses. Consider payment timing and a slower start. Discuss financial decisions with your adviser.
Enter OSM prices and contributions only after receiving the brochure and discussing the offer. Use the plan to collect questions, not as a revenue guarantee.
Your business plan: a worksheet
Your entries are not saved or sent. Refreshing clears them. Print your plan or save it as a PDF through the print dialog.
Which local needs will you address?
What does your approach mean for a client?
Which conversations and follow-up will you plan?
What will you do yourself and what support will you discuss?
Record assumptions and questions; add OSM prices after receiving the brochure.
What do you want to learn and what needs confirming?
Frequently asked questions
Is my worksheet saved or sent?
No. Entries remain on this page during your visit. Print it or save a PDF through your print dialog. Refreshing clears the fields.
Is this a financing application?
No. It is a preparation worksheet, not a complete financial plan or approved application. Discuss requirements with your adviser and potential lender.